2026 Montana Conference Sessions
Welcome Reception Wednesday
Wednesday July 29 5:00 PM
Location
Pro Shop Patio
Summary
Join us at the Golf Course Pro Shop Patio for meet, greet and drinks as we kick off the Summit.
Breakfast with Exhibitors
Thursday July 30 8:30 - 9:30
Location
Grizzly
Summary
Join us for Breakfast with our exhibitors as we start a full day of education and fun!
CE Farm Risk Management, Liability & Side Businesses
Thursday July 30 9:30 - 11:30 AM
Location
Cutthroat
Speakers
-
Casey Roberts
Summary
Upon completing this course, participants will be able to:
a. Distinguish between risk management and insurance management
b. Define risk
c. Adopt a risk management approach when dealing with farm and agribusiness clients
d. Apply the rules of risk management
e. Review the various “side businesses” that our accounts get involved in and how those challenge our coverage options
CE: Bridging the Gap between P&C and Employee Benefits Through Workers’ Compensation
Thursday July 30 9:30 - 11:30 AM
Location
Meadowlark
Speakers
-
Teresa Pacelli
Summary
This course explores how workers’ compensation serves as a strategic intersection between Property & Casualty (P&C) and Employee Benefits. Participants will learn how to align claims management, medical cost drivers, disability duration, and employee outcomes to improve total cost of risk and workforce health. Approved for 2 CE in Montana
NOT ATTENDING CE SESSION
Thursday July 30 9:30 - 11:30 AM
Keynote Lunch: The Power of YOU
Thursday July 30 11:45 am - 1:30 PM
Speakers
-
Teresa Pacelli
Summary
Join us for lunch and The Power of YOU with Teresa Pacelli as she focuses on the individual’s influence in shaping outcomes—whether in client relationships, claims advocacy, or leadership. It emphasizes personal accountability, mindset, and the ability to drive impact regardless of role.
CE Are you Prepared for Today’s AI Issues
Thursday July 30 1:30 - 4:30 PM
Location
Cutthroat
Speakers
-
Casey Roberts
Summary
DESCRIPTION FORTHCOMING
This session will be approved for 3 CE in Montana
CE: The Health-Work Comp Connection: A Producers Guide to Population Health and Claims Outcomes
Thursday July 30 1:30 - 4:30 PM
Location
Meadowlark
Speakers
-
Teresa Pacelli
Summary
This course provides insurance professionals with a practical understanding of how population health and employee benefits directly influence workers’ compensation outcomes. Participants will explore how health status, access to care, and workplace culture impact claim frequency, severity, and duration. The course will also introduce models such as HealthPass and emphasize the importance of cross-functional collaboration between Property & Casualty and Employee Benefits professionals.
NOT ATTENDING CE SESSION
Thursday July 30 1:30 - 4:30 PM
Dinner and Bingo with Exhibitors
Thursday July 30 5:00 PM - 7:00 PM
Location
Grizzly
Summary
This will be a fun evening of great food and Bingo. Cash prizes and drink tickets included.
PIA Awards Breakfast and The Effects of Culture and Effective Communication
Friday July 31 7:45 AM to 9:00 AM
Location
Grizzly
Speakers
-
Teresa Pacelli
Summary
Start Friday with our Awards Breakfast where we honor the best in the industry. Our guest speaker is Teresa Pacelli where she will be talking about The Effects of Culture and Effective Communication.
CE E & O Exposures for the Agency Working with Farm and Ag Accounts
Friday July 31 9:00 AM - 12:00 PM
Location
Cutthroat
Speakers
-
Casey Roberts
Summary
DESCRIPTION FORTH COMING
This course is approved for 3 CE in Montana
Grab and Go Lunch will be available to CE Attendees after the course as you head home.
CE: The Health-Work Comp Connection: A Producers Guide to Population Health and Claims Outcomes
Friday July 31 9:00 AM - 12:00 PM
Location
Meadowlark
Summary
This course provides insurance professionals with a practical understanding of how population health and employee benefits directly influence workers’ compensation outcomes. Participants will explore how health status, access to care, and workplace culture impact claim frequency, severity, and duration. The course will also introduce models such as HealthPass and emphasize the importance of cross-functional collaboration between Property & Casualty and Employee Benefits professionals.
NOT ATTENDING CE SESSION
Friday July 31 9:00 AM - 12:00 PM
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