We were delighted to see such a great turnout for the PRMA’s inaugural Summit on November 10th and 11th where 187 professionals from 28 states met at the Westin Magnificent Mile in Chicago. Those attending included 108 agents and brokers, 39 representatives from HNW and Specialty carriers, and representatives of wealth management, fine art appraisal and advisory, personal security firms and others. The feedback from the attendees was overwhelmingly positive!

The Summit evaluation completed by attendees offered an insightful window into how the summit was received. Overall, the Summit was rated as “Excellent” or “Very Good” by 100% of respondents. “I think it was an excellent meeting for a first National meeting – just excellent,” was a representative comment.
Also, the quality of the presentations was rated “Excellent” or “Very Good” by 93% of respondents. Networking opportunities and the value for the registration fee both garnered “Very Good” ratings.

And it looks like we may be returning to Chicago, with 85% of respondents giving an “Excellent” or “Very Good” rating to the Summit located in the windy city. Finally, attendees provided some thoughtful recommendations for agenda topics and constructive suggestions to make the summit even better next year.    
We had many impressive speakers who offered their considerable experience, expertise, and insights to enable attendees to walk away from the conference more knowledgeable and better equipped to grow, advise and service their HNW client base.  We have posted many of the speaker presentations on this website for your reference. To learn more about the 2014 PRMA Summit, including the agenda, speakers, and sponsors, click here.
On behalf of the PRMA trustees thank you to the participants, sponsors, speakers and committee members for making the summit a success!  Don't miss Spencer Houldin's article about the Summit That's Rich! Lessons on Managing High-Net-Worth Customers.

Please join PRMA in our continuing efforts to build a meaningful organization. We invite you to explore the website and register TODAY to become part of our growing membership!   
Gary Pasternack and Susan Ogrodnik-Smith
Trustees and Co-Chairs 2014 PRMA Summit

PRMA Events

PRMA Education

PRMA is committed to providing an accessible, educational platform developed by high net worth insurance industry experts offering insights and proven solutions for high net worth clients.  Certificates of completion will be issued by St. John’s University School of Risk Management’s Center of Professional Education


PRMA is looking for subject matter experts (SMEs) from many disciplines from insurance, risk management, professional and financial services, wealth management and other specialty firms interested in developing curriculum and/or teaching a course.  If interested, please email


Curriculum under consideration includes courses in private risk and insurance management that will be offered at local,web and national events, ...Read more

PRMA Mission

The mission of the Private Risk Management Association is to improve the advice, coverage and service provided to the high net worth insurance consumer through education and increased awareness.

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