Five Ways to Mitigate Health Plan Risks

Lisa Stamm
Vice President, Consulting Services, Sherrill Morgan
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In this week’s podcast, Lisa Stamm discusses various strategies for mitigating health plan risks.

Strategies that Lisa elaborates on include implementing deductibles with a rate cap for individuals on a health plan and ensuring cash-flow protection for aggregate coverage. The latter strategy allows employers to pay for large claims without waiting for reimbursement from the stop-loss carrier. Lisa also delves into scenarios where an employee may not be covered by a health plan.

Another topic for discussion revolves around specialty drugs. Specialty drugs are a significant concern for health plans, especially because of their high costs. Specialty drugs typically cost more than $1,000 per month and are developed for specific conditions. They are life-saving or life-altering for those who need them, but they can also bankrupt health plans.

*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

Lisa Stamm
Vice President, Consulting Services, Sherrill Morgan

Summary of Qualifications

Lisa is a graduate of Northern Kentucky University and the University of Cincinnati College of Law. She has been with Sherrill Morgan since 2005 and manages health and welfare benefit plans, particularly in the self-funded arena. As a licensed attorney, she can consult clients regarding applicable state and federal laws regarding health plans. She is also available to answer questions regarding compliance with applicable laws, including federal health care reform, COBRA, ERISA and HIPAA. Lisa is also an expert and featured speaker on regulatory issues, particularly as they relate to health care reform. She has been a member of the Kentucky Bar Association since 1992.

Responsibilities

Lisa is the VP of the consulting division. She and her team oversee all self-funded groups. She is the primary contact for regulation, compliance, and health care reform issues and questions. She has an outstanding track record in reducing and maintaining plan costs. Her vast experience makes her invaluable to her clients.

Business Experience

Lisa has been with Sherrill Morgan since 2005, and she has worked with a wide variety of clients in that time including both public and private employers in Ohio, Kentucky, and Tennessee.

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Do We Have To? Why FEMA Should Be Part of Your Risk Management

Joe Blasi
Sr. Executive Vice President, McGriff Insurance Services
Jeb McPherson, CPA, CFF, FCPA
Public Entity Practice Leader, Disaster Recovery Services
Edie Mitchell
Director of Risk Management, University of California, San Diego
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In this podcast, Joe Blasi, Jeb McPherson and Edie Mitchell discuss the importance of having FEMA as part of your risk management strategy.

Interplay Between FEMA, PA and Insurance

The guests discuss the relationship between FEMA, PA (public assistance), and insurance, and how these funding sources can be utilized together. After a declared disaster, public entities can leverage FEMA to cover uninsured losses. Insurance policies often have debris sublimits, and this is where FEMA can assist in the recovery process.

Maximizing Total Recovery

When maximizing the total recovery, the strategy must factor in property insurance claims, insurance company claims, and the use of consultants or internal resources. FEMA has recently undergone a lot of policy changes, and keeping up with them can be a challenge, especially for those who are not familiar with the day-to-day operations. That is why it is important to engage outside parties who specialize in the FEMA process and understand the various rules and guidelines.

Common Pitfalls to Avoid

The guests share some common pitfalls to avoid when submitting projects to FEMA. One is the documentation and final audit requirement, which must be well organized and stored properly. Another pitfall is the cost-benefit analysis, as the FEMA process can take 5-10 years to settle. The procurement process is also a challenge, and it is important to maintain the story of the disaster and the recovery process within the agency.

Navigating the Grant Administrator Process with FEMA

Unfortunately, there is no easy way to navigate the grant administrator process with FEMA. It is a complex and consuming process, and it is important to engage outside parties who do this all day every day to avoid common pitfalls and maximize recovery. It is the role of a broker or insurance advisor to ensure from a financial perspective that there is no economic loss following a disaster.

*The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

Joe Blasi
Sr. Executive Vice President, McGriff Insurance Services

Summary of Qualifications

Joe is a senior executive vice president with McGriff Insurance Services. He and his team have served the risk management and insurance needs of educational entities and local governments for over 25 years. During that period, Joe has provided assistance with several large insurance claims associated with varying types of natural disasters.

Responsibilities

  • Coverage Analysis
  • Insurance Claims Management
  • Captive Formation
  • Risk Data Analytics
  • Catastrophe Modeling
  • Insurance Placement
  • Loss Prevention Systems

Professional Affiliations

  • Associate in Risk Management (ARM)
  • Chartered Property & Casualty Underwriter (CPCU)
  • Licensed Risk Manager

      Education

      University of St. Thomas (BBA)

      Jeb McPherson, CPA, CFF, FCPA
      Public Entity Practice Leader, Disaster Recovery Services

      Summary of Qualifications

      Jeb has over 20 years of extensive, hands-on experience specializing in the management of catastrophic, complex claims within the public entity sector. He focuses on a strategic approach to working through the FEMA grant management process as well as commercial insurance and/or other federally funded programs (i.e. FTA). Jeb knows why FEMA experience matters after assisting hundreds of applicants through FEMA's tedious recovery process.

      Business Experience

      • Disaster Recovery Services LLC, Practice Leader, 2017 - Present
      • Marsh, Senior Vice President, 2000 - 2017
      • Reznick Group, 1996 - 2000

      Professional Affiliations

      • Certified Public Accountant (CPA)
      • Certified in Financial Forensics (CFF)
      • Forensic Certified Public Accountant (FCPA)
      • American Institute of Certified Public Accountants (AICPA)
      • Georgia Society of Certified Public Accountants (GSCPA)

          Education

          University of Georgia, Athens (BBA)

          Edie Mitchell
          Director of Risk Management, University of California, San Diego

          Summary of Qualifications

          Edie is an experienced risk management professional with two decades of insurance and risk management expertise and leadership in the higher education, international energy as well as real estate and retail sectors. As director of risk management, Edie is responsible for multiple insurance and risk management programs such as core loss prevention efforts, financial recovery via claims and risk mitigation consultation for the campus’ highly variable activities. Edie is past-chair of the University of California’s Risk Management Leadership Council (RMLC), serves as the RMLC liaison to University of California’s Emergency Management and Business Continuity Cohort, and serves on University of California, San Diego’s Risk Steering Committee, Vehicle Accident Review Board and Youth Program Oversight Committee. Edie is a member of the University Risk Management and Insurance Association (URMIA), Higher Education Protection Network (HEPNet), and has served as an executive board member for the Pacific Safety Center (PSC) and the Risk and Insurance Management Society (RIMS), San Diego chapter. Prior to joining University of California, San Diego, she provided corporate risk management services at Sempra Energy, a global energy holding company. Edie holds a degree in business administration, emphasis in finance, from University of California, Riverside. She also holds Associate in Commercial Underwriting, Associate in Risk Management and Enterprise Risk Management professional designations from the Insurance Institute of America and is a recent graduate of the CORO UC Leadership Collaborative.

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          First Responders Protect Us: Let’s Help Them Heal!

          Gerry Stanley, M.D.
          SVP & Chief Medical Officer, Harvard MedTech
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          Gerry Stanley gives his expertise and experience on ways to identify injuries or trauma encountered by first responders. He states that larger events are easier to identify, while smaller or day-to-day traumas are harder to track due to incremental buildup.

          An example of trauma experienced by first responders centers around COVID-19. Many of the initial needs of the public during the pandemic were shouldered by first responders when hospitals and family members were unable to meet the needs of people.

          Identification may be tricky when treating first responders, as many of them don’t feel comfortable self reporting. At times, it should be considered by supervisors to maintain the attention to detail and wherewithal to identify and address the stress their responders may be facing. It is important to maintain a holistic perspective or a wellness element within the organization.

          There are also new solutions that provide help for individuals while at home, including virtual check ins. Organizations need to ensure consistency with regards to first responder access to counselors and other wellness professionals.

          *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

          Gerry Stanley, M.D.
          SVP & Chief Medical Officer, Harvard MedTech

          Responsibilities

          Gerry leads a digital health technology company that focuses on utilizing a biopsychosocial model to deliver trauma informed care to patients by utilizing virtual reality technology in the patient’s home coupled with personalized behavioral health intervention strategies to assist employers and insurance carriers in managing patient populations to ensure optimal outcomes while containing costs. He coordinates contracts between payers, employers, providers, adjusters and case managers to drive optimal triple aim outcomes for all involved parties while aligning emerging and evolving markets. Gerry facilitates capital discussions between early investors, Series A and venture partners as part of a strategic initiative for corporate growth. He also leads fundraising efforts between $1M and $20M per engagement. He represents the company as the thought leader and market facing presence for onsite and virtual speaking engagements, podcasts, television appearances and partner/corporate strategy sessions. Gerry develops content for the virtual reality platform, including but not limited to authorship, narration and visioning of virtual worlds/visual presentations. In addition, Gerry develops and leads a multi-specialty group of physicians in the HMT Medical Advisory Board.

          ERM Experience

          Gerry developed and maintained a national health system utilizing PRM and claims data to minimize risk, lower cost and improve patient outcomes. He also develops software and a platform to serve patients and payers to minimize opioid risks and serve patients dealing with the bio-psycho-social aspects of trauma and injuries. Gerry consults with health systems and enterprise-level employers to review benefits plans and risk strategies to develop new and innovative strategies.

          Professional Affiliations

          • American Academy of Family Physicians
          • Risk and Insurance Management Society

            Education

            • Northwestern University: Kellogg School of Management - Physician CEO certification
            • Northern Colorado Medical Center: Family Medicine Residency
            • Creighton University School of Medicine
            • Creighton University College of Arts and Sciences

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            Application of the Texas Enterprise Risk Management Guidelines

            Lisette Osborne
            Occupational Health Nurse and Program Director, TX Health and Human Services Commission
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            On this week’s podcast, Lisette Osborne discusses the application of an occupational health program merging within the risk management arena.

            As a public health nurse for over 30 years, Lisette has ventured into the occupational health world; defining what occupational health is to a variety of individuals.

            Occupational health primarily focuses on prevention of workplace-related illness and injury, which includes education, training and bringing awareness to employees on personal prevention strategies.

            Key considerations of designing a program:

            - What is the benefit of the agency?
            - What is the value added?
            - Why does this risk management exist?
            - How will it function?
            - What is the importance of evaluating the program?
            - Who do you need to convince or sell the program to stakeholders?

            *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

            Lisette Osborne
            Occupational Health Nurse and Program Director, TX Health and Human Services Commission

            Summary of Qualifications

            Lisette is a public health and nursing executive with over 28 years of public health administration/program management experience. After serving over eight years as the manager of the Preparedness Branch in the Center for Health Emergency Preparedness and Response of the TX Department of State Health Services, she joined the Texas Health and Human Services Commission as the occupational health nurse director within emergency and risk management in April 2021. In this role she is the clinical lead conducting assessments of COVID work exposures as well as crafting an occupational health program for the agency. Her role was recently expanded to include serving as the senior advisor for the System Support Services division of the agency.

            Responsibilities

            Lisette serves as the occupational health nurse and program director for TX Health and Human Services, and legislative coordinator and senior advisor for the System Support Services. Responsibilities include conducting and facilitating legislative bill analysis and cost estimates, working closely with human resources, the office of chief counsel, local and regional business services, and others on occupational health-related issues, evaluating reports of occupational health-related injury/accidents and illnesses, providing consultation on FMLA, reasonable accommodation requests, and worker' compensation claims, conducting statistical analysis, and developing relevant policy and procedure.

            Business Experience

            • Public health nursing and program management
            • Contracts and procurement
            • Emergency preparedness and response
            • Adjunct nursing professor
            • Public speaking
            • Past president TX Public Health Association, (National) Association of Public Health Nurses
            • Site visitor for the Public Health Accreditation Board

            Professional Affiliations

            • TX Public Health Association
            • TX PRIMA
            • PRIMA (TX HHSC roster)

            Education

            • BS Nursing, University of Texas Health Science Center, San Antonio, TX 1986
            • MS Nursing, Major: Neonatology, Minor: Education, University of Texas Health Science Center, San Antonio, TX 1991
            • Executive Certificate, Public Administration, Liberty University, Lynchburg, VA 2021

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            Ethical Responses to Allegations of Sexual Misconduct: Are You Prepared?

            Dr. Kathleen McChesney
            CEO, Kinsale Consulting
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            Kathleen McChesney details the responsibilities that school and youth-serving organizations need to take in order to prevent sexual misconduct.

            Recent studies show that 4% of children are abused in school settings around the country. The steps in prevention include:

            1. Establishing policies based on research of successful programs.
            2. Following your state legislation.
            3. Tailoring an effective plan for your organization’s specific geography, accessibility and demographics.
            4. Establishing a program manager that is responsible for implementing and reviewing the prevention plan.

            Additionally, Kathleen shares the steps an organization should take if they receive an allegation, the importance of transparency regarding abuse allegations, the importance of accountability and emerging issues.

            *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

            Dr. Kathleen McChesney
            CEO, Kinsale Consulting

            Summary of Qualifications

            Kathleen was the former executive director, office of child protection for the US Catholic Bishops' Conference. She was also an FBI special agent and FBI executive assistant director, as well as a detective for King County Police (Seattle, WA).

            Responsibilities

            With Kinsale Consulting, Kathleen provides consulting services for executives in businesses and non-profit organizations. Since its inception, the firm has performed security strategy and crisis management reviews, designed security structures and developed client-specific crisis management plans and training programs for multi-national corporations and non-profit agencies and religious organizations. Kathleen has conducted sensitive confidential internal investigations of employee misconduct, theft and fraud. Associates are subject matter experts and former law enforcement executives from federal, state and municipal agencies with extensive experience in risk management, security and crime prevention and investigations.

            Business Experience

            As the vice president for threat assessment and crisis management for The Walt Disney Company, Kathleen led a global team that assessed a wide variety of organizational risk; prepared and implemented crisis management plans, training and exercises for the company’s diverse operational regions and business segments; evaluated global critical incidents, political and social problems; and recommended mitigating actions to minimize the impact of major incidents on business.

            Kathleen was selected by the United States Catholic Bishops’ Conference to establish and lead a national office for child protection. She developed and oversaw a national compliance.

              Professional Affiliations

              Current Board memberships:

              • National Leadership Roundtable
              • National Childrens' Alliance

              Former Board memberships:

              • International Assn. Chiefs of Police Boys & Girls Clubs USA
              • Federal Executive Board

              Education

              • B.S. Police Science & Administration, (Washington State University)
              • M.S. Public Administration (Seattle University)
              • Ph.D. Public Administration (Golden Gate University)

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              Cyber Challenges in K-12 Public Schools

              J. Brett Carruthers, CSP, RSSP
              Vice President & Director of Risk Management, Wright Public Entity and New York Schools Insurance Reciprocal
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              Brett Carruthers shares the challenges he experiences in the cyber market and what is driving them in the public sector, especially with K-12 entities.

              He explains what K-12 entities can do to overcome these challenges and how to make smart investment choices for their district. It comes down to many factors, some of which include understanding state legislation, communicating with stakeholders, employing staff training, and improving cyber protection through protocols such as multi-factor authentication. Also important is establishing effective board of education policies, tightening policies on downloads, malware protection, firewalls and maintaining regular backups.

              *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

              J. Brett Carruthers, CSP, RSSP
              Vice President & Director of Risk Management, Wright Public Entity and New York Schools Insurance Reciprocal

              Summary of Qualifications

              Brett is a safety and risk management professional with 35 years of experience, the last 25 in public sector safety and risk management working with municipalities and public school districts.

              Responsibilities

              Brett is the vice president and director of risk management for the New York Schools Insurance Reciprocal. He oversees and protects $50 Billion in total insured value; 9,500 motor vehicles, 250,000 educators and administrators and, most importantly, one million public school children in New York State. Brett has over 35 years of diverse safety, security and risk management experience and is a graduate of Indiana University of Pennsylvania with a BS degree in safety sciences and a minor in human resource management. He is a professional member of the American Society of Safety Professionals (ASSP) and has served ASSP as an officer at the local, regional and national levels. Brett was recently inducted as a Fellow by the Los Angeles Council of Engineering and Scientists, and has received a number of awards for his contributions to the safety profession.

              Business Experience

              • Wright Public Entity and NYSIR - 1997 to Present
              • The BC Group - 1993 to 1997
              • Occidental Chemical Corporation - 1989 to 1993
              • Kemper Insurance - 1984 to 1989
              • Henry J. Kaiser Company - 1983 to 1984
              • Citizen's Ambulance Service - 1977 to 1983

                ERM Experience

                Contributed to the development of NYSIR's ERM program.

                Professional Affiliations

                • American Society of Safety Professionals (ASSP)
                • PRIMA

                Education

                B.S. Safety Sciences and Minor - HR Management (Indiana University of PA)

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                Streamline Your Risk Management Reporting Technology

                Henry Svendblad
                Chief Technology Officer (Company Nurse), President (Lintelio)
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                Henry explains why risk management technology is more important than ever. Investing in the right digital technology ensures processes are simple to manage and effective. He describes digital empathy and its relation to risk technology solutions. Digital empathy creates an enhanced user experience and permits timely delivery of secure data to the risk manager.

                He provides six process that can be streamlined by risk management technology:

                1. Digital self reporting systems.
                2. Claim intake
                3. Hazard reporting
                4. User alerts that warn teams of potential accidents that fall under their jurisdiction
                5. Anonymous reporting
                6. Mitigation of substance misuse

                Henry also provides how organizations evaluate and implement the tools that are most important for their workplace.

                *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

                Henry Svendblad
                Chief Technology Officer (Company Nurse), President (Lintelio)

                Summary of Qualifications

                Henry draws upon 25 years of experience leading technology teams, having held positions as a CTO, VP of technology, and group director of infrastructure services, among others. Through these positions, he has designed market-leading technology, run successful technology implementations, been responsible for key strategic and technology decisions, and controlled large IT budgets.

                Henry's focus has always been on helping organizations align business strategy with technology investments to help ensure growth, productivity, security and competitiveness. He has designed, implemented and supported infrastructure and software solutions in healthcare, financial services, hospitality, retail, and education verticals for companies ranging from midsize to Fortune 50. Henry has held positions with Digital Air Strike, McKesson, Safeway, Millennium Partners and others.

                Responsibilities

                Henry is responsible for aligning business strategy with technology investments, leading technology implementations and overseeing systems and security.

                Business Experience

                • Lintelio | President | 2021 – Present
                • Company Nurse | Chief Technology Officer | July 2017 – Present
                • Digital Air Strike | EVP Technology | Feb 2014 – August 2016
                • Alio Consulting LLC | Founder and Principal Consultant | April 2012 – July 2017
                • Safeway Stores | Group Director, Technology Solutions | 2008 – April 2012
                • CEA Study Abroad | Chief Technology Officer | 2008
                • Millennium Partners | VP, IT | 2005 – 2008
                • ChartOne | VP of Information Technology and Systems | 2001 – 2005
                • McKesson | Manager, Remote Network Services | 1995 – 2001

                ERM Experience

                • Lintelio | 2021 – Present
                • Company Nurse | July 2017 – Present
                • McKesson | Payer Solutions Group | 1995 – 2001

                Education

                Henry has a Bachelor of Science degree in business administration from Boston University.

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                The Right Care at the Right Time: How Digital Health is Transforming Employee Wellness and Return-To-Work

                Raja Sundaram
                CEO, Plethy, Inc.
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                Raja explains how digital health is transforming employees' recovery and overall wellness. He speaks on what makes a good digital health program and how digital health augments care by enabling providers to further support patients in their recovery in between clinic visits. Key components to a successful program include coaching, delivering data and insights, leading to more support, motivation, and faster intervention and recovery.

                Digital health programs reduce injury costs and overall cost of the claim, help avoid unnecessary medical treatment, decrease risk of re-injury, reduce missed work days, and provide a good and safe recovery experience. Therefore, goals for all parties are being met while producing better quality outcomes.

                *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

                Raja Sundaram
                CEO, Plethy, Inc.

                Summary of Qualifications

                Raja is a transformational leader, skilled in re-imagining and re-shaping the customer experience, developing and implementing digital solutions, and consistently driving growth. His success comes from his ability to align and evolve organizations, harness the power and speed of partnerships and channels, transform business models, and craft a relevant products and services portfolio from incubation to scale.

                Responsibilities

                As the CEO of Plethy, Raja is passionate about reshaping the patient experience through a digital health hybrid care model that augments care providers at home. He is a believer in approaching patients holistically through bio-psycho-social data-driven patient engagement and analytics to personalize care plan, accelerate recovery, and gain sustainable cost reduction.

                Business Experience

                Raja was a previously a vice president at Cisco Systems, responsible for sales through alliances and channels. His experience spans multiple industries that includes Virgin Hyperloop One, Eseye and Boston Consulting. Raja has held senior management roles in sales, business development, marketing, product management, customer service and engineering. Raja also sits in advisory boards of various startups that span various industries, including cyber security.

                Education

                Raja holds an MBA from the University of California at Berkeley and a MS in Electrical Engineering from Oklahoma State University.

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                Understanding Copyright Risk in Education

                Thom Rickert, CPCU, ARM, ARM-P, ARM-E, ARC, ARe
                Senior Vice President , Primary Practice, Allied Public Risk, LLC
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                Thom explains copyright risk in education and how the Fair Use Doctrine has established fair use as a right, not a privilege. Although the law doesn't specify how to apply fair use, it does follow a specific formula, according to a rule of reason. In determining if an educational institution is following fair use, there are four types of consideration:

                1. How is the work being used? Is it being used to teach or entertain students?
                2. What kind of work is it–factual information or creative?
                3. How much of the work is being used?
                4. What is the economic impact on the owner? This considers if the creator is losing out on any profits and if the work is being presented in the creators own way.

                Technology has had a significant impact on fair use and copyright; with the main piece of legislation being the Digital Millennium Copyright Act (DMCA), but there are four prominent exceptions applicable in education settings:

                1. Circumvention by non-profit libraries, archives and educational institutions
                2. Permits research
                3. Testing of technological devices designed to prevent access to internet material by minors
                4. Permits testing of computer systems or networks.

                The DMCA also protects Internet Service Providers (ISP) from several factors including the liability of ISP subscriber activity. Thom also shares the legal penalties and costs that are incurred if an educational institution's staff violates fair use doctrine.

                *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

                Thom Rickert, CPCU, ARM, ARM-P, ARM-E, ARC, ARe
                Senior Vice President , Primary Practice, Allied Public Risk, LLC

                Summary of Qualifications

                Thom has enjoyed a long career in the insurance industry and also has extensive underwriting and marketing experience in all property and casualty lines of business, spanning multiple segments and industries. He has been responsible for implementing corporate compliance and efficiency projects and has served as a business leader for technology solutions in policy administration, underwriting, channel management and business development analytics.

                Responsibilities

                As an emerging risk specialist, Thom extends his view to trends influencing the future of risk and insurance. He is also responsible for building and cultivating a high-performance marketing discipline that creates value and relevance in the public sector marketplace.

                Business Experience

                Thom has held various staff and management positions in underwriting, marketing, sales, systems administration and training & education for U.S. and internationally domiciled commercial insurance carriers and brokers. He has also served as president and chief operating officer of an independent commercial lines insurance agency.

                ERM Experience

                Thom holds The Institutes' Associate in Risk Management - Enterprise-wide Risk Management (ARM-E) designation.

                Professional Affiliations

                Public Risk Management Association (PRIMA), Risk Management Society (RIMS), Governmental Finance Officers Association (GFOA), Association of Governmental Risk Pools (AGRiP)

                Education

                Trinity University (San Antonio, TX) - BA - Philosophy and History
                Chartered Property Casualty Underwriter (CPCU)
                Associate in Risk Management (ARM), Associate in Risk Management – Public Entities (ARM-P), Associate in Risk Management – Enterprise-Wide Risk Management (ARM-E)
                Associate in Insurance Regulation and Compliance
                Associate in Reinsurance
                SIX SIGMA – Green Belt Certified

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                Using Social Media Effectively for Growth and Transparency

                Brian Mahy
                AVP, Marketing & Business Development, Trident Public Risk Solutions
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                Brian explains how to expand a social media following. While considering communication practices, he compares the usefulness of social media to a town square - they are both offer an opportunity to exchange important information in an area where people will already be congregating. In order to grow an audience, it's important to set specific goals and milestones. It is essential to make adjustments over time based on your timeline, the information that you will feature and the usefulness of the information for your community. Further, Brian advises how to deal with community engagement, developing policy and how public figures can separate their public and personal presence. He also encourages social media advertising, but only after considering established policies, safe account measures, your budget and ROI goals.

                *The views and opinions expressed in the Public Risk Management Association (PRIMA) blogs/podcasts are those of each respective author/speaker. The views and opinions do not necessarily reflect the official policy or position of PRIMA.*

                Brian Mahy
                AVP, Marketing & Business Development, Trident Public Risk Solutions

                Summary of Qualifications

                Brian has 11+ Years in the insurance industry. He has held roles in claims, underwriting, underwriting management, marketing and leadership.

                Responsibilities

                Brian directs Trident's digital marketing strategy and territory business development. This includes digital and physical content creation, social media management, marketing analytics, social and email campaigns, business communications, territory development and pipeline management, and managing a team of territory managers.

                Business Experience

                Brian began his insurance career in homeowners' claims, moved into public entity underwriting, then moved into digital marketing strategy outside of the insurance industry for a time. He then felt the undying call of insurance again and moved back into public entity underwriting, underwriting supervision, ultimately culminating in his current role.

                Education

                BBA in Marketing (Cum Laude, University of Houston)

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