2018 Summer Forum & Annual Meeting

2018 Summer Forum & Annual Meeting
IMPORTANT INFORMATION ABOUT ONLINE REGISTRATION: If you are a CIWA member or have previously created an account as a non-member, please be sure to log-in to your account to register. If you believe you already have an account but do not know your credentials to log-in, please contact Thomas Shovlin (thomas@ciwa.net) BEFORE attempting to register to receive your log-in information. If you are new to CIWA and have never created an account, please create a new account to register.

CIWA Summer Forum & Annual Meeting
Monday, June 25 - Tuesday, June 26, 2018 
Monterey Plaza Hotel & Spa 

CIWA Summer Forum is returning to Monterey Plaza Hotel & Spa! We hope you and your colleagues can join us on June 25-26, 2018 for an excellent conference that will benefit wholesale and specialty insurance professionals and business service providers conducting business in the state of California. 

To register online, review the program below by expanding the daily itinerary and click "ADD" for all sessions you will attend. Complete your registration by checking out and providing payment. If you do not receive a confirmation via email after registering, please contact Thomas Shovlin at thomas@ciwa.net.

Early registration rates are in effect until May 18, 2018 and cancellations must be made in writing by June 8, 2018. All refunds are subject to a 25% processing fee and must be received prior to cancellation deadline.

PDF Registration & Sponsorship Form (alternate registration method): This option is recommended if you would like to sponsor or have complimentary registrations to use as a previous sponsor of CIWA. 
To use the PDF forms for registration/sponsorship, click the links below and then choose to download the form. The PDF's can be filled out electronically or completed by hand. Once all relevant sections are completed, email the form to CIWA HQ at thomas@ciwa.net

Download Electronic PDF Registration Form Here

Download Electronic PDF Sponsorship Form Here


Once you register, please promptly book your hotel room. To make reservations with Monterey Plaza Hotel, please call 844-508-5578 and mention you are with the CIWA group to receive our discounted room rate. Each attendee will be required to provide a credit card in which an advance deposit will be charged to guarantee the reservation. Reservations must be made by May 31 (OR before our room block is full) to ensure you get our discounted group rate.


View the Program Book 
View the Attendee List


For additional information or assistance with registration, please contact CIWA HQ at 717.903.5689 or email Thomas Shovlin at thomas@ciwa.net.

6/25/2018 - 6/26/2018



Monday, 25 June 2018

Add this session if you will join us for great networking at the Opening Reception. Included with registration fee and food and beverages will be provided.
5:30 PM - 6:30 PM
5:30 PM

Tuesday, 26 June 2018

Add this session if you will attend breakfast & the California legislative update with Norwood Associates.
7:30 AM - 9:00 AM
7:30 AM

Add this session if you will attend the educational session presented by Michelman & Robinson (Robin James, Todd Stitt and Nicole Zayac). This presentation addresses the importance of brokers' knowing and understanding the wordings of the policies and endorsements procured for insureds. Thorough understanding and precise drafting of wordings can help brokers avoid insurers' denials of policy benefits for insureds, intrusive regulatory inquiries into brokers' practices, and the inconvenience and expense of lawsuits.
9:00 AM - 10:00 AM
9:00 AM

Add this session if you will attend the educational panel titled, "Agency M&A: Perspectives on Current Valuations and Market Activity."   Moderator: Tony Manzitto, EVP Structured Products, JLT Re  Panelists: Kristi Dean, Managing Partner, Stone Dean Law Chris Walker, CEO, Arrowhead General Bart Zanelli, Managing Director, JLT Capital Markets
10:00 AM - 11:00 AM
10:00 AM

Add this session to join CIWA on a whale watching boat tour with Discovery Whale Watch. Additional fees apply.  Get a close-up look at the amazing marine life, including whales, in the Monterey Bay. This three hour experience includes a marine guide, lunch, and beverages provided by The Wine Experience (hint...it's wine!).
12:00 PM - 3:00 PM
12:00 PM

Add if you will participate in the golf outing at Poppy Hills. If you would like to golf with a particular foursome, please email your request to Thomas Shovlin at thomas@ciwa.net. Our first tee time will be 12:40 pm and every 10 minutes after that. We will release pairing sheets and official tee times prior to the event.
12:30 PM - 5:00 PM
12:30 PM

Add this session if you will attend the President's Reception and Closing Dinner at Summer Forum.
6:00 PM - 9:00 PM
6:00 PM

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