Let's Make a Deal: Business Transactions Half Day Seminar

  • January 24, 2019
  • 8:00 AM - 12:00 PM
  • Harrisburg University | 326 Market Street, Harrisburg, PA 17101


(depends on selected options)

Base fee:

Registration is closed

Plan your Company's Future!

Join us in learning about the current business transactions happening right now in the Insurance Industry! 

Event Description:
In this new economy, many mutual insurers are looking to grow or enhance their business through transactions ranging from raising capital with a surplus note, forming strategic or business alliances with other insurers, or even converting from a mutual to a stock insurance company.  PAMIC is partnering with Saul Ewing Arnstine & Lehr, Stradley Ronon, and Boenning & Scattergood to bring you a half day seminar on the alternatives available to insurers who are considering taking their business to the next level. This seminar will provide practical insight into options available to mutual insurers and what it takes to get the deal done.   

3 CE/CLE Credits Available for in Person Attendees!

Click Here for the CE/CLE Credit Request Form (required for Credit Approval)

Location: 14th Floor Auditorium of Harrisburg University in Strawberry Square

         326 Market Street, Harrisburg, PA 17101


PAMIC Online (Live Webinar)

Date: Thursday, January 24th, 2019

Registration and Continental Breakfast: 8:00am

Member Price: $100.00    Non-member Price: $150

Webinar Only Price: $75.00


Agenda Details:

8:00am - 9:00am
Registration and Continental Breakfast

9:00am - 10:00am
Corporate Transactions: What are the Options?
Joel Hopkins and Dennis Brennan of Saul Ewing Arnstein & Lehr 

Insurers can’t plan for the future without understanding their options. Joel Hopkins and Dennis Brennan of Saul Ewing Arnstein & Lehr will explore the continuum of business transactions that insurers should consider as they engage in strategic business planning. Joel and Dennis will cover transactions designed to raise capital, company affiliations, book transfers, mutual holding company transfers, and conversion transactions, and more.  

10:00am - 11:00am
Regulatory & Corporate Considerations
Steve Davis and Steve Johnson of Stradley Ronon

Steve Davis and Steve Johnson of Stradley Ronon, and Fran Roggenbaum of Saul Ewing, will discuss what is required from a regulatory perspective with respect to the above transactions, including how companies can best position themselves for regulatory approval.  Steve, Steve and Fran will also provide insight into to the many regulatory factors and influences that impact business transactions, using real world examples based on their experience working with and for the regulators.   

11:00am - 12:00pm
Financing Transactions
Anthony Latini of Boenning & Scattergood

Nearly every business transaction will have significant financial issues.  Anthony Latini of Boenning & Scattergood will explain the current state of the markets, possible valuation, and pricing metrics, as well as various financing mechanisms that have been used to successfully complete business transactions.

Speaker Information:

View Bio Information Here

Additional Information:

Parking:  Available and close in proximity is the Harrisburg University Parking Garage, or the Walnut Street Garage. Street parking is also available.  

Lunch Options: Lunch is not provided at this seminar, however Strawberry Square offers a full line up of eateries on site for you to dine after the seminar is over.

Interactive Map of Strawberry Square

Strawberry Square Food Court Directory

**In the event of inclement weather, this seminar will be delayed or rescheduled at the discretion of Harrisburg University. Please be aware of email updates coming from PAMIC regarding this issue.**

*For more information about this event, contact our Director of Education & Events, Andrea Stroble at astroble@pamic.org or call 717.303.0197 x 101. 

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Email: pamic@pamic.org
Phone: 717-303-0197

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