| Name | Date & Time | Description |
|---|---|---|
| Training Breakfast | Monday, October 19, 2026, 7:45 AM - 8:45 AM | |
| Intermediate System Administration | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Take your administrative skillset to the next level in this hands-on training session focused on intermediate system administration in Origami Risk. Designed for users who are comfortable with the platform’s fundamentals, this 2-hour workshop will deepen your understanding of key administrative tools like data entry event configuration, abstracts, mail merges and email templates, data imports and exports, batch processes and scheduling, error handling and troubleshooting, field and form configuration, field styles and governance, form snippets, and more through guided, hands-on exercises. This session is ideal for administrators ready to move beyond basic configuration and play a more strategic role in supporting their organization’s system needs. |
| P&C Claims Self-Administration | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Take control of your property & casualty (P&C) claims operations in this hands-on training session focused on self-administration within Origami Risk. Designed for claims administrators and system configurators, this 2-hour workshop will cover how to select and utilize the vehicle damage report, workflows and automations to minimize adjuster interactions, advanced workflow automation for claim assignments, and automated diary and milestone alerts. This session is ideal for organizations seeking to reduce manual effort, increase consistency, and gain greater visibility into your claims programs. |
| Complex Report Data Sets | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Take your reporting to the next level in this 2-hour hands-on, deep-dive session focused on building and optimizing complex data sets in the Origami platform. Designed for experienced users and report builders, this 2-hour workshop will walk you through the strategies and techniques needed to transform your raw data in Origami into powerful, actionable insights. The session will cover a deeper understanding of what report data sets are, data sets vs. ad-hoc domains, types of SQL joins, fields used in report data sets, using data sets in dashboards, and hands-on guided exercises – perfect for those looking to drive more strategic decision-making with their data. |
| Policy & Underwriting Configuration | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This session will be a 2-hour hands-on overview of embedded rating program configuration focused on how key components — such as limits and deductibles, billing and commission, renewal options, and policy forms — fit together to drive accurate rating. We'll break down rate tables and rating calculations, including how to set up or edit tables, define periods and states, and choose column types, alongside related concepts like constants and premium line items. By the end, participants will have a streamlined, confident approach to managing Rating Programs effectively. |
| Beginner End-User Bootcamp: Session 1 | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is designed to equip any new Origami Risk End User with the foundational knowledge and practical skills needed to confidently navigate and utilize the Origami Risk platform. Through a structured, hands-on learning experience, you will be introduced to the features, interfaces, and workflows that drive everyday use of Origami Risk. You will gain a clear understanding of key functionalities such as general system navigation; locations/members and location hierarchy; incidents; claims and transactions; Loss Events, tasks and emails; employees and contacts; assets; policies and programs; and basic workflows, reports and dashboards. By the end of the session, you will have a solid foundation to independently operate within the Origami Risk platform, streamline daily processes, and contribute more effectively to your teams. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Anonymous Portals & Data Collection | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Unlock the power of secure, scalable data intake with Origami Risk portals and anonymous reporting tools during this interactive, hands-on training session. Designed for administrators and power users, this 2-hour workshop will guide you on why anonymous portals matter and understanding their key benefits. Learn how to build an anonymous portal from scratch with step-by-step configuration from establishing users to settings, how to style and brand your portal with basic CSS, tips, tricks and common pitfalls. Whether you’re launching a new reporting channel or enhancing an existing intake process, this session will equip you with the tools and confidence to maximize engagement and trust in your Origami Risk system. |
| Beginner System Administrator Bootcamp: Session 1 | Monday, October 19, 2026, 9:00 AM - 11:00 AM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is tailored for system administrators responsible for configuring, managing, and supporting the Origami platform within their organizations. This bootcamp provides a comprehensive introduction to administrative functions, equipping participants with the essential skills and knowledge required to effectively oversee platform operations. We will cover key functionalities such as user access and security, financial limit groups, custom fields, codes, and the data import center, forms, widgets, bulk actions, announcements, workflow configuration, templates, and reports. By the end of the bootcamp, you will be well-prepared to implement, maintain, and optimize the Origami platform in alignment with your organizational needs. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Morning Break | Monday, October 19, 2026, 11:00 AM - 11:15 AM | This 15-minute break will include coffee, water, and tea. |
| Beginner System Administrator Bootcamp: Session 2 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is tailored for system administrators responsible for configuring, managing, and supporting the Origami platform within their organizations. This bootcamp provides a comprehensive introduction to administrative functions, equipping participants with the essential skills and knowledge required to effectively oversee platform operations. We will cover key functionalities such as user access and security, financial limit groups, custom fields, codes, and the data import center, forms, widgets, bulk actions, announcements, workflow configuration, templates, and reports. By the end of the bootcamp, you will be well-prepared to implement, maintain, and optimize the Origami platform in alignment with your organizational needs. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Reporting & Dashboards: Part 1 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Designed for users with foundational reporting and dashboard knowledge, this 2-hour workshop will help bridge the gap between basic reporting and more advanced, insight-driven analytics in Origami Risk. Through guided exercises, you'll learn how to create ad-hoc reports vs. custom templates, ad-hoc reports, custom templates, creating reports from templates. building custom widgets, and how to utilize widget filters and interactive options. This session is ideal for those looking to move beyond basic reports and create dynamic, user-friendly dashboards that support smarter decision-making. |
| Values Tracking & Values Collection: Part 1 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This 2-hour session will be broken out into two parts taking place before and after lunch. The second part of this session will be automatically selected for you once you add this session. Gain greater visibility and control over your insurable values in this 2-hour hands-on training session focused on values tracking and collection in Origami Risk. This workshop will walk you through the tools and strategies needed to accurately capture, manage, and report on values data across locations, assets, and exposures. Through guided exercises, you'll learn about administering values and exposure types, values on locations, loading values data, and a step-by-step process to configure values collection from scratch. Plus, we'll cover informative reports and dashboards you can use in the process. This session is ideal for those looking to strengthen their exposure data foundation and maximize the effectiveness of their risk and insurance program. |
| Policy Workflow Configuration for Insurance: Part 1 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This 2-hour session will be broken out into two parts taking place before and after lunch. The second part of this session will be automatically selected for you once you add this session. Tailored for administrators, this 2-hour workshop will guide you through the configuration of policy workflows and the full policy life cycle. You'll gain practical experience with straight-through processing, underwriting exceptions, email correspondence, policy declarations and invoices, endorsements, and cancellations. This session is ideal for those looking to modernize processes and streamline policy administration within Origami Risk. |
| Workers' Comp Self-Administration: Part 1 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This 2-hour session will be broken out into two parts taking place before and after lunch. The second part of this session will be automatically selected for you once you add this session. In this 2-hour hands-on workshop, risk, claims, and system administrators will learn to improve workflow in the claim lifecycle. You'll discover how to leverage ODG integration for faster, data-driven decisions; accelerate workflows with standardized templates; automate assignments and notifications; and use AI-powered claim summaries to reduce manual work. Through guided exercises, you'll configure smart data validations, set up notification triggers, and establish efficient document workflows. Leave with the skills to reduce claim cycle time, minimize errors, and gain actionable visibility into your program, so your team can focus on what matters most, delivering better outcomes. |
| Form Configuration: Part 1 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This 2-hour session will be broken out into two parts taking place before and after lunch. The second part of this session will be automatically selected for you once you add this session. Design smarter, more dynamic data capture experiences in this hands-on training session dedicated to form configuration in the Origami platform. Tailored for administrators, this 2-hour session will walk you through the tools and techniques needed to build flexible, scalable forms that are both intuitive for end users and powerful behind the scenes. The session will cover HTML options when building forms, embedding dashboard widgets on forms, lookups with lookup params and locked filters, and more – featuring demos, use cases, and hands-on exercises. This session is ideal for those looking to enhance form functionality, improve data quality, and support more efficient business processes. |
| Beginner End-User Bootcamp: Session 2 | Monday, October 19, 2026, 11:15 AM - 12:00 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is designed to equip any new Origami Risk End User with the foundational knowledge and practical skills needed to confidently navigate and utilize the Origami Risk platform. Through a structured, hands-on learning experience, you will be introduced to the features, interfaces, and workflows that drive everyday use of Origami Risk. You will gain a clear understanding of key functionalities such as general system navigation; locations/members and location hierarchy; incidents; claims and transactions; Loss Events, tasks and emails; employees and contacts; assets; policies and programs; and basic workflows, reports and dashboards. By the end of the session, you will have a solid foundation to independently operate within the Origami Risk platform, streamline daily processes, and contribute more effectively to your teams. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Training Lunch | Monday, October 19, 2026, 12:00 PM - 1:00 PM | |
| Form Configuration: Part 2 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Design smarter, more dynamic data capture experiences in this hands-on training session dedicated to form configuration in the Origami platform. Tailored for administrators, this 2-hour session will walk you through the tools and techniques needed to build flexible, scalable forms that are both intuitive for end users and powerful behind the scenes. The session will cover HTML options when building forms, embedding dashboard widgets on forms, lookups with lookup params and locked filters, and more – featuring demos, use cases, and hands-on exercises. This session is ideal for those looking to enhance form functionality, improve data quality, and support more efficient business processes. |
| Beginner End-User Bootcamp: Session 3 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is designed to equip any new Origami Risk End User with the foundational knowledge and practical skills needed to confidently navigate and utilize the Origami Risk platform. Through a structured, hands-on learning experience, you will be introduced to the features, interfaces, and workflows that drive everyday use of Origami Risk. You will gain a clear understanding of key functionalities such as general system navigation; locations/members and location hierarchy; incidents; claims and transactions; Loss Events, tasks and emails; employees and contacts; assets; policies and programs; and basic workflows, reports and dashboards. By the end of the session, you will have a solid foundation to independently operate within the Origami Risk platform, streamline daily processes, and contribute more effectively to your teams. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Reporting & Dashboards: Part 2 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Designed for users with foundational reporting and dashboard knowledge, this 2-hour workshop will help bridge the gap between basic reporting and more advanced, insight-driven analytics in Origami Risk. Through guided exercises, you'll learn how to create ad-hoc reports vs. custom templates, ad-hoc reports, custom templates, creating reports from templates. building custom widgets, and how to utilize widget filters and interactive options. This session is ideal for those looking to move beyond basic reports and create dynamic, user-friendly dashboards that support smarter decision-making. |
| Policy Workflow Configuration for Insurance: Part 2 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Tailored for administrators, this 2-hour workshop will guide you through the configuration of policy workflows and the full policy life cycle. You'll gain practical experience with straight-through processing, underwriting exceptions, email correspondence, policy declarations and invoices, endorsements, and cancellations. This session is ideal for those looking to modernize processes and streamline policy administration within Origami Risk. |
| Values Tracking & Values Collection: Part 2 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Gain greater visibility and control over your insurable values in this 2-hour hands-on training session focused on values tracking and collection in Origami Risk. This workshop will walk you through the tools and strategies needed to accurately capture, manage, and report on values data across locations, assets, and exposures. Through guided exercises, you'll learn about administering values and exposure types, values on locations, loading values data, and a step-by-step process to configure values collection from scratch. Plus, we'll cover informative reports and dashboards you can use in the process. This session is ideal for those looking to strengthen their exposure data foundation and maximize the effectiveness of their risk and insurance program. |
| Workers' Comp Self-Administration: Part 2 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. In this 2-hour hands-on workshop, risk, claims, and system administrators will learn to improve workflow in the claim lifecycle. You'll discover how to leverage ODG integration for faster, data-driven decisions; accelerate workflows with standardized templates; automate assignments and notifications; and use AI-powered claim summaries to reduce manual work. Through guided exercises, you'll configure smart data validations, set up notification triggers, and establish efficient document workflows. Leave with the skills to reduce claim cycle time, minimize errors, and gain actionable visibility into your program, so your team can focus on what matters most, delivering better outcomes. |
| Beginner System Administrator Bootcamp: Session 3 | Monday, October 19, 2026, 1:00 PM - 2:15 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is tailored for system administrators responsible for configuring, managing, and supporting the Origami platform within their organizations. This bootcamp provides a comprehensive introduction to administrative functions, equipping participants with the essential skills and knowledge required to effectively oversee platform operations. We will cover key functionalities such as user access and security, financial limit groups, custom fields, codes, and the data import center, forms, widgets, bulk actions, announcements, workflow configuration, templates, and reports. By the end of the bootcamp, you will be well-prepared to implement, maintain, and optimize the Origami platform in alignment with your organizational needs. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Afternoon Break | Monday, October 19, 2026, 2:15 PM - 2:30 PM | This break includes coffee, water, tea, and an afternoon snack. |
| Carrier & TPA Data Updates | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This 2-hour hands-on session provides detailed insights into managing Carrier and TPA data updates in Origami Risk. We will cover why data strategy matters, a walk-through of Field Level mapping, the 3-stages within Origami's data update processes, exception handling/resolution, managing changes within the data update and conversion custom steps. By the end of the session, participants will walk away with a clearer understanding of update methods at scale, and practical guidance to improve data integrity and efficiency in their carrier and TPA data management processes. The session then shifts to an interactive "ask the expert" format, giving attendees the opportunity to ask targeted questions, and explore solutions with peers and Origami experts. |
| Application Interview Forms for Insurance | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Designed for administrators, this 2-hour workshop will cover what an application interview is, why and when to use them, how to set up application interviews, scripts that can be used during the application, and completing applications. Through guided exercises, you will learn how to design and configure applications that streamline interviews and ensure critical information is captured accurately. |
| Beginner End-User Bootcamp: Session 4 | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is designed to equip any new Origami Risk End User with the foundational knowledge and practical skills needed to confidently navigate and utilize the Origami Risk platform. Through a structured, hands-on learning experience, you will be introduced to the features, interfaces, and workflows that drive everyday use of Origami Risk. You will gain a clear understanding of key functionalities such as general system navigation; locations/members and location hierarchy; incidents; claims and transactions; Loss Events, tasks and emails; employees and contacts; assets; policies and programs; and basic workflows, reports and dashboards. By the end of the session, you will have a solid foundation to independently operate within the Origami Risk platform, streamline daily processes, and contribute more effectively to your teams. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Beginner System Administrator Bootcamp: Session 4 | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This full-day beginner bootcamp is tailored for system administrators responsible for configuring, managing, and supporting the Origami platform within their organizations. This bootcamp provides a comprehensive introduction to administrative functions, equipping participants with the essential skills and knowledge required to effectively oversee platform operations. We will cover key functionalities such as user access and security, financial limit groups, custom fields, codes, and the data import center, forms, widgets, bulk actions, announcements, workflow configuration, templates, and reports. By the end of the bootcamp, you will be well-prepared to implement, maintain, and optimize the Origami platform in alignment with your organizational needs. Beginner Bootcamps are full-day sessions. You will remain with your group and in the same room throughout the course of the day. |
| Safety Audit Configuration | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Designed for Origami Risk system administrators and system configurators, this 2-hour workshop will guide you through the end-to-end setup of audits that drive consistency, accountability, and actionable insights across your organization. Through hands-on exercises, you'll learn how to configure an audit/inspection from scratch including audit definitions, categories, audit code sets, adding audit questions, configuring custom forms for audit definitions, and tips and tricks along the way. We'll also touch on how to configure audits and inspections for Origami Mobile. This session is ideal for those looking to streamline audit processes, improve data quality, and drive continuous improvement. |
| Advanced Workflows | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. Built for experienced administrators, this 2-hour workshop will guide participants through the tools and strategies needed to create sophisticated, end-to-end workflows that drive efficiency, consistency, and scalability across the platform. Through guided exercises, we will deep dive into data entry events, actions including emails and templates, tasks, data updates, and notes, custom data validations, and external grant access links — creating workflows that reduce manual effort and improve process outcomes. This session is ideal for those looking to move beyond basic automation and implement advanced workflows that improve operational efficiency and deliver measurable business value within Origami Risk. |
| Origami Risk Communications | Monday, October 19, 2026, 2:30 PM - 4:30 PM | Only Offered on Monday with a Training Pass Reminder: All training sessions require you to bring your own laptop. The Origami Risk team will be providing access to a training database that you will use for this session. This 2-hour hands-on session is designed for administrators and advanced configurators who want to build powerful, automated communication frameworks in Origami Risk. The session will explore both no-code and SQL-based extensions, mail merge templates, email, note, and task templates, and a deep dive into field-type extensions (FTEs) — giving you the tools to modernize your communication strategy and unlock the full power of automation. |
| Training Day Welcome Mixer | Monday, October 19, 2026, 5:45 PM - 6:45 PM | You've had a long day becoming Origami Risk experts. Don't miss our welcome reception to mingle and network with your fellow Origami Risk peers over cocktails and appetizers at the Hilton. |
| Registration Desk Open | Tuesday, October 20, 2026, 8:30 AM - 5:00 PM | |
| Sponsor Exhibition Hall Open | Tuesday, October 20, 2026, 8:30 AM - 5:00 PM | |
| Welcome Keynote | Tuesday, October 20, 2026, 10:00 AM - 10:30 AM | |
| Opening Roundtable: Retail | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Open Elevate with peers who manage risk across many locations just like you. In this first hour of guided conversation, you'll meet colleagues from other retailers, swap how you use Origami — from customer-incident reporting and multi-location safety to vendor COIs to spotting loss trends across stores — and collect ideas worth taking home. You'll walk away with new connections and a clear intention for the week. Come curious — the retailer next to you has solved something on your list. |
| Opening Roundtable: Carriers | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Kick off Elevate with peers who live in policy, underwriting, and claims every day. In this opening hour of guided conversation, you'll meet professionals from other carriers, swap how you use Origami across the policy lifecycle — from admin and billing to loss-ratio and fraud insight — and pick up ideas worth taking home. You'll walk away with new connections and a clear intention for the week. Come curious — the carrier next to you has streamlined something you're still doing by hand |
| Opening Roundtable: Healthcare | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Open Elevate alongside peers who carry the same patient- and staff-safety weight you do. In this first hour of guided conversation, you'll meet colleagues from other healthcare organizations, swap how you each use Origami — from event and near-miss reporting to root-cause workflows to regulatory readiness — and gather ideas worth bringing back. You'll leave with new connections and a clear intention for the week. Come curious — the organization next to you has closed a loop you're still chasing. |
| Opening Roundtable: Additional Industries | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Kick off Elevate at a table of peers from across industries — and discover how much you have in common. In this opening hour of guided conversation, you'll meet new faces from every corner of the Origami community, swap the real-world ways you each use the platform, and borrow ideas from sectors you'd never think to look at. You'll leave with new connections, a few use cases worth taking home, and a clear intention for what you want out of the week. Come curious — the person next to you has solved something you're working on. |
| Opening Roundtable: Government & Public Entities | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Begin Elevate with a table of peers who answer to councils, boards, and the public just like you. Over an hour of guided conversation, you'll meet colleagues from other agencies, trade the ways you use Origami — from claims and incident tracking to asset management to cost-of-risk reporting — and collect ideas worth taking home. You'll leave with new connections and a clear intention for the week. Come curious — the agency next to you has solved a problem on your list. |
| Opening Roundtable: Risk Pools | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Start Elevate with a table of fellow pool professionals who serve members and boards just like you do. Over an hour of guided conversation, you'll meet peers from other pools, trade the ways you use Origami to deliver member value — from renewal packets to loss benchmarking to board reporting — and pick up ideas worth taking home. You'll walk away with new connections and a clear intention for the week. Come curious — the pool next to you has already tackled something you're wrestling with. |
| Opening Roundtable: MGAs | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Start Elevate at a table of fellow program specialists who manage binding authority and carrier relationships like you do. Over an hour of guided conversation, you'll meet peers from other MGAs, trade the ways you use Origami — from submission intake to rating — and gather ideas worth bringing back. You'll leave with new connections and a clear intention for the week. Come curious — the agency next to you has sharpened something you've been meaning to fix. |
| Opening Roundtable: TPAs | Tuesday, October 20, 2026, 10:45 AM - 11:45 AM | Open Elevate with peers who juggle multiple clients, SLAs, and carrier reporting just like you. In this first hour of guided conversation, you'll meet colleagues from other TPAs, swap how you use Origami — from client and carrier reporting to litigation tracking to hitting service levels — and collect ideas worth taking home. You'll walk away with new connections and a clear intention for the week. Come curious — the TPA next to you has cracked something you're working on. |
| Lunch | Tuesday, October 20, 2026, 11:45 AM - 12:45 PM | |
| Session Break | Tuesday, October 20, 2026, 12:45 PM - 1:00 PM | |
| Origami Risk Product Keynote | Tuesday, October 20, 2026, 1:00 PM - 1:45 PM | Origami Risk made a foundational shift this year — a new architecture that changes what the platform can do and where it's going. Ryan Cantor breaks down what that leap means for your organization: AI woven into how work happens, 170+ connectors across 110+ partners, and a roadmap built for the next five years. |
| Session Break | Tuesday, October 20, 2026, 1:45 PM - 2:00 PM | |
| What's New & What's Next: Platform Experience & Intelligence | Tuesday, October 20, 2026, 2:00 PM - 2:45 PM | This session will highlight the most impactful new features introduced across the Origami Risk platform over the past year, including updates to Origami Risk AI. We’ll also provide an exclusive look at the Platform and AI product roadmaps, including AI Analytics, Web Translation, continued Enhanced Platform Experience improvements, and more. Join us to hear how Origami Risk is delivering a user experience designed to simplify work, along with AI capabilities that help deliver better outcomes. |
| Session Break | Tuesday, October 20, 2026, 2:45 PM - 3:00 PM | |
| What's New & What's Next: Admin Portal | Tuesday, October 20, 2026, 3:00 PM - 3:45 PM | Launched this Summer, Admin Portal is a new platform experience from Origami Risk designed to bring no-code Workflow tools, AI-powered automation, marketplace integrations, account and user management, and more into one modern hub. This session will give an overview of Admin Portal’s most impactful features that help you reduce manual effort, improve efficiency, and unlock more value from the platform over time. We’ll also show how Workflow, Marketplace, and AI can work together to help teams connect systems, automate processes, and create new possibilities for business users across Origami. We’ll provide an exclusive look at the Admin Portal roadmap, concluding with audience Q&A. Join us to hear how Origami Risk is revolutionizing the administrator experience. |
| Session Break | Tuesday, October 20, 2026, 3:45 PM - 4:00 PM | |
| End-to-End CMS Reporting | Tuesday, October 20, 2026, 4:00 PM - 4:45 PM | This 45-minute session will provide a practical, end-to-end understanding of how CMS reporting works in Origami Risk. The first half will feature key terminology, a high-level configuration overview, and the end-to-end reporting process — including accessing CMS reports, a report walkthrough, report status workflows, troubleshooting, and best practices. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of CMS reporting, and practical guidance to improve visibility, compliance, and efficiency in your reporting processes. |
| What's New & What's Next: P&C Claims | Tuesday, October 20, 2026, 4:00 PM - 4:45 PM | This session will highlight the most impactful new features for our Claims Administration Solution since our last Elevate Conference in April 2025. This includes updates to modules such as claims submissions, involved parties, payments and disbursements, claim adjudication, and more. We’ll also provide an exclusive look at the upcoming P&C Claims product roadmap, including what is currently in development and the strategic vision guiding our next phase of innovation, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of P&C Claims. |
| What's New & What's Next: RMIS Suite | Tuesday, October 20, 2026, 4:00 PM - 4:45 PM | This session will highlight the most impactful new features for our RMIS Solution Suite since our last Elevate Conference in April 2025. This includes updates to modules such as Insurance Program Management, Exposure Management, and Total Cost of Risk (TCOR). We’ll also provide an exclusive look at the upcoming RMIS product roadmap, including what is currently in development and the strategic vision guiding our next phase of innovation, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of Risk Management. |
| Free Time | Tuesday, October 20, 2026, 4:45 PM - 6:00 PM | |
| Gather for Welcome Reception | Tuesday, October 20, 2026, 6:00 PM - 6:30 PM | |
| Welcome Reception | Tuesday, October 20, 2026, 6:30 PM - 9:00 PM | |
| Breakfast | Wednesday, October 21, 2026, 7:30 AM - 8:45 AM | |
| Sponsor Exhibition Hall Open | Wednesday, October 21, 2026, 8:00 AM - 5:00 PM | |
| Session Break | Wednesday, October 21, 2026, 8:45 AM - 9:00 AM | |
| What's New & What's Next: P&C Policy | Wednesday, October 21, 2026, 9:00 AM - 9:45 AM | This session will highlight the most impactful new features for our Policy Administration Solution since our last Elevate Conference in April 2025. This includes updates to modules such as underwriting, bind and issue, renewals, bureau content management, and more. We’ll also provide an exclusive look at the upcoming Policy Administration product roadmap, including what is currently in development and the strategic vision guiding our next phase of innovation, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of Policy. |
| Admin Portal in Action: Self-Administered Claims & Incidents Workflow | Wednesday, October 21, 2026, 9:00 AM - 9:45 AM | Admin Portal streamlines end-to-end reporting and intake workflows with AI-powered tiles, branching logic, and data extraction. See how Admin Portal uses search and keyword-driven AI to auto-populate OSHA fields and generate follow-up tasks — and how the same engine powers AI-automated First Notice of Loss (FNOL), turning inbound emails into complete incident or claim records in just a few clicks. Whether you're managing OSHA compliance, FNOL intake, or any other reporting and tasking need, this session shows how Admin Portal's AI and Workflow capabilities can be configured to fit your specific use case. Following our presentation, we'll open it up for audience Q&A. |
| What's New & What's Next: Environment, Health & Safety Suite (EHS) | Wednesday, October 21, 2026, 9:00 AM - 9:45 AM | This session will highlight the most impactful new features for our Environment, Health & Safety (EHS) Solution Suite since our last Elevate Conference in April 2025. This includes new solutions for Risk Assessments and Chemical Management. We’ll also provide an exclusive look at the upcoming EHS product roadmap, including what is currently in development and the strategic vision guiding our next phase of innovation, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of managing Safety in Origami Risk. |
| From Spreadsheets to Supply-Chain Demand | Wednesday, October 21, 2026, 9:00 AM - 9:45 AM | Every risk program starts somewhere—often with a single requirement that quietly reveals a much bigger gap. In this session, Dave Beatty, Director of Corporate Compliance at MC Dean, shares how one narrow compliance ask grew into an enterprise-wide approach to managing third-party and supply chain risk, and why the spreadsheets and manual processes they'd relied on couldn't keep pace as expectations and complexity grew. They'll walk through how Origami Risk handles the sophisticated needs of their risk programs, and how bringing fragmented data into a single, trusted source of truth changed the way their organization sees and acts on risk. Along the way, they'll share how the right visibility earned executive buy-in, how partnership with their Origami team accelerated the build, and where they're headed. Attendees will leave with a practical, transferable blueprint for starting small, scaling with confidence, and turning risk data into a strategic asset. |
| Reporting Without Reports | Wednesday, October 21, 2026, 9:00 AM - 9:45 AM | This 45-minute session focuses on leveraging Origami Risk's built-in tools to surface insights without relying on traditional report builds. The first half will feature a guided walkthrough of what we mean by "reporting without reports", advanced search interfaces and tips, complex filtering capabilities, column customization, saving Views, exporting to Excel, and report scheduling. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of how to access and present data without formal reports, and practical guidance to improve visibility, usability, and efficiency in your day-to-day workflows. |
| Session Break | Wednesday, October 21, 2026, 9:45 AM - 10:00 AM | |
| P&C Claims Adjudication for Increased Visibility | Wednesday, October 21, 2026, 10:00 AM - 10:45 AM | This 45-minute session focuses on P&C claims adjudication in Origami Risk. The first half will feature a review of our AI claims summary functionality, as well as how to configure our reporting tools to give senior-level managers real-time visibility into cycle times, litigation rates, and outstanding reserves. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of P&C claims adjudication configuration, and practical guidance to improve consistency, control, and efficiency in your claims management processes. |
| From Resistance to Adoption: Reframing Origami’s Role Across Departments | Wednesday, October 21, 2026, 10:00 AM - 10:45 AM | The City of Henderson faced a common challenge: lean risk and safety teams supporting 20+ departments, each using siloed systems with fragmented processes and limited visibility. Rather than forcing a one-size-fits-all platform replacement, the city reframed Origami Risk as a central connector and reporting hub—maintaining departmental autonomy while standardizing critical workflows around incident reporting, safety inspections, and compliance. By combining standardized workflows with automation and continuous improvement, learn how the City of Henderson team achieved enterprise-wide adoption and through strategic positioning and incremental implementation to transform organizational resistance into enthusiastic platform adoption. |
| What's New & What's Next: Governance, Risk & Compliance (GRC) | Wednesday, October 21, 2026, 10:00 AM - 10:45 AM | This session will highlight the most impactful new features for our Governance, Risk & Compliance (GRC) Solution Suite since our last Elevate Conference in April 2025. We’ll provide an exclusive look at the upcoming GRC product roadmap, including what is currently in development and the strategic vision guiding our next phase of innovation, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of GRC. |
| What's New & What's Next: P&C Rating | Wednesday, October 21, 2026, 10:00 AM - 10:45 AM | This session will highlight one of our newest modules within our Admin Portal – Rating! We will provide an overview and live demo of our Excel Rater, showcasing how this new tool will transform your reliance on Excel to define rating programs and algorithms. We’ll also provide an exclusive look at the upcoming Rating product roadmap, including our Product Builder and ISO Rater, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of Origami Rating. |
| AI-Powered Insurance Programs | Wednesday, October 21, 2026, 10:00 AM - 10:45 AM | In this Solution Theater, we’ll demonstrate how Origami Risk’s Insurance Program Management solution provides a centralized, real-time view of your insurance portfolio. Through a live demo, you’ll see how Origami Risk brings together data across your policies and program structures — revealing coverage gaps, renewal risks, and performance trends that are often hidden across disconnected systems. The session will focus on how Origami Risk enables more efficient program administration, stronger collaboration with brokers and carriers, and greater confidence in renewal strategy and decision-making. You’ll also see how AI-powered ingestion streamlines policy management, reduces manual effort, and improves data accuracy across the lifecycle of your insurance programs. |
| Admin Portal Enablement: Learn Workflow Builder | Wednesday, October 21, 2026, 10:00 AM - 10:45 AM | Admin Portal Workflows are one of our newest tools for powerful automation features in Origami Risk. This enablement session is designed to get you familiar with the new tooling, so you can plan how to incorporate it into your day-to-day administration. We'll cover the types of workflows available, share the art of the possible, and walk you through the Admin Portal workflow builder step by step, sharing best practices and providing hands-on guidance. By the end of this session, you'll understand how to design a workflow, and you'll know exactly how to get started and where to turn for support when you're ready to add workflows to your toolbox. |
| Session Break | Wednesday, October 21, 2026, 10:45 AM - 11:00 AM | |
| What's New & What's Next: P&C Billing | Wednesday, October 21, 2026, 11:00 AM - 11:45 AM | This session will highlight the most impactful new features for our Billing Solution since our last Elevate Conference in April 2025. This includes updates to modules such as invoice administration, cash management, pay-as-you-report billing, and commission management. We’ll also provide an exclusive look at the upcoming Billing product roadmap, including what is currently in development and the strategic vision guiding our next phase of innovation, concluding with audience Q&A. Join us to ensure you’re taking full advantage of recent releases and to get a preview of the future direction of Billing. |
| Building Enterprise Risk Management at Scale: Cook County's 14-Year Journey with Origami Risk | Wednesday, October 21, 2026, 11:00 AM - 11:45 AM | When you oversee risk and workers' comp operations for the second-largest county in the nation, scale matters — and so does partnership. In this session, members of the Cook County (IL) leadership team will share how they've evolved their risk management operations over 14 years through strategic vendor integration, modernization, and planning for innovation. Discover how Cook County leverages Origami Risk as a central platform to integrate third-party administrators, manage complex claims workflows, and align technology investments with organizational strategy. Learn what it takes to support large, complex operations while staying ahead of emerging technologies: from early adoption of AI policy to annual budgeting for innovation. Whether you manage enterprise-scale risk operations, integrate multiple systems and vendors, or are planning your technology roadmap, this session will provide insights into how mature partnerships, thoughtful system architecture, and continuous modernization drive operational excellence and enable you to scale with confidence. |
| Admin Portal Enablement: Learn Workflow Builder | Wednesday, October 21, 2026, 11:00 AM - 11:45 AM | Admin Portal Workflows are one of our newest tools for powerful automation features in Origami Risk. This enablement session is designed to get you familiar with the new tooling, so you can plan how to incorporate it into your day-to-day administration. We'll cover the types of workflows available, share the art of the possible, and walk you through the Admin Portal workflow builder step by step, sharing best practices and providing hands-on guidance. By the end of this session, you'll understand how to design a workflow, and you'll know exactly how to get started and where to turn for support when you're ready to add workflows to your toolbox. |
| Safety Audits in a Nutshell | Wednesday, October 21, 2026, 11:00 AM - 11:45 AM | This 45-minute session focuses on safety audits in Origami Risk. The first half will feature a guided walkthrough configuring audits/inspections in Origami and Origami Mobile, with tips and tricks along the way. The second half of the session will be an interactive 'ask the expert' format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of safety audit configuration, and practical guidance to improve compliance, visibility, and efficiency in your audit processes. |
| Leveraging Technology & Data to Strengthen Captive Oversight | Wednesday, October 21, 2026, 11:00 AM - 11:45 AM | In this Client Showcase, Roy Hock and Daniel Gonzales from Valero will share their real-world implementation strategy for laying a foundation for a fully integrated captive experience — including policy management, automated reporting for actuaries and regulators, and claims management. Learn which captive functions you can optimize today through Origami Risk and which cutting-edge capabilities are on the horizon, plus see live dashboards designed specifically for captive operations. Whether you're operating a captive, considering one, or simply curious about maximizing Origami Risk's potential, this session reveals what's possible when you leverage technology to eliminate manual processes and unlock new operational efficiency. |
| Lunch | Wednesday, October 21, 2026, 11:45 AM - 12:45 PM | |
| Session Break | Wednesday, October 21, 2026, 12:45 PM - 1:00 PM | |
| Guest Keynote: Jonathan Brill, Futurist | Wednesday, October 21, 2026, 1:00 PM - 2:00 PM | |
| Session Break | Wednesday, October 21, 2026, 2:00 PM - 2:15 PM | |
| Reserving Best Practices | Wednesday, October 21, 2026, 2:15 PM - 3:00 PM | In this 45-minute session, we'll explore industry-leading reserving practices for Property & Casualty claims, from strategic reserve setting using actuarial guidance and structured worksheets, to governance frameworks that separate duties and enforce authority limits. Learn how workflow automation, guardrails, and validations accelerate initial reserve determination while strengthening financial controls and operational transparency. |
| AI-Driven Total Cost of Risk | Wednesday, October 21, 2026, 2:15 PM - 3:00 PM | In this Solution Theater, we’ll demonstrate how TCOR AI Analytics helps you gain a clear, defensible understanding of your Total Cost of Risk. Through a live demo, you’ll see how Origami Risk brings together data across your system to highlight key cost drivers, trends, and areas of exposure that are often hidden across disconnected systems. The session will focus on how Origami Risk's TCOR solution enables faster, more informed decisions, stronger financial forecasting, and clearer communication with executives and boards. You'll leave with a practical view of how TCOR AI Analytics turns complex risk data into actionable insight, helping your team move from reactive reporting to proactive risk management strategy. |
| Admin Portal in Action: Policy Workflow | Wednesday, October 21, 2026, 2:15 PM - 3:00 PM | Admin Portal extends its AI-powered data extraction capabilities to policy management, automating policy ingestion for carriers, MGAs, and risk pools. See how Admin Portal uses AI to read incoming policy documents and applications, extract key fields, and create or update policy records with minimal manual entry — reducing intake time and data errors across the policy lifecycle. This same extraction and branching-logic engine adapts to the way your organization writes and manages business, whether you're binding new policies, processing renewals, or managing submissions. Following our presentation, we'll open it up for audience Q&A. |
| Strengthening Caregiver Safety Through a Smarter, System-Wide Approach | Wednesday, October 21, 2026, 2:15 PM - 3:00 PM | Protecting healthcare workers is essential to sustaining safe, reliable operations. Yet many systems manage employee injuries, workers' compensation, and claims in disconnected workflows that limit insight and delay prevention. In this session, Joseph Aldridge, Director of Risk and Insurance Operations at Banner Health, will share how Banner unified employee health, workers' compensation, and claims processes into a coordinated, data-driven model. By linking injury data with claims, return-to-work, and risk-mitigation activities, Banner created a clear value cycle: incidents are assessed quickly, cross-functional teams analyze root causes, and targeted actions reduce future harm. This session will provide a practical roadmap for modernizing workers' compensation and employee health programs to enhance caregiver safety and reduce total cost of risk. |
| Session Break | Wednesday, October 21, 2026, 3:00 PM - 3:15 PM | |
| Integrated Insurance Policies & Programs | Wednesday, October 21, 2026, 3:15 PM - 4:00 PM | This 45-minute session focuses on insurance policies and programs in Origami Risk. The first half will feature an overview of the data model for policies and policy programs, loading, linking and advanced policy work, insurance placements, quote management, SIR vs. deductible, counterparty exposure, reinsurance programs, and relevant reports and dashboards. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of how to manage your policies in a single system, and practical guidance to improve visibility, consistency, and efficiency for your programs. |
| OSHA Reporting for Improved Compliance | Wednesday, October 21, 2026, 3:15 PM - 4:00 PM | This 45-minute session focuses on OSHA tracking and reporting in Origami Risk. The first half will feature an overview of OSHA fields in claims and incidents, tracking lost and restricted days, mapping fields to OSHA reports, and running the reports. The second half of the session will be an interactive “ask the expert” format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of OSHA tracking and reporting configuration, and practical guidance to improve compliance, visibility, and efficiency in your current processes. |
| Admin Portal in Action: Marketplace | Wednesday, October 21, 2026, 3:15 PM - 4:00 PM | Getting more out of your Origami Risk doesn't always mean a new implementation — sometimes it's one integration away. In this session, we'll show you how Marketplace lets you discover, configure, and activate vetted third-party integrations on your own terms, without waiting on IT or implementation cycles. Whether you're looking to connect data sources, automate processes, or unlock new capabilities, Marketplace puts that power directly in your hands. Join us for a live walkthrough of the full experience followed by open Q&A so you can explore what's possible for your organization. |
| Intelligent Enterprise Risk Management | Wednesday, October 21, 2026, 3:15 PM - 4:00 PM | In this Solution Theater, we’ll demonstrate how new AI-powered solutions are taking our Enterprise Risk Management (ERM) solution to the next level. Through a live demo and discussion, you’ll see how our AI Risk & Control Explorer and new Risk Assessment Intelligence modules provide an AI-powered approach to identifying, understanding, and prioritizing enterprise risk to better model, validate and understand risk scenarios. You'll learn how ERM AI Risk and Control Explorer supports better executive conversations, sharper prioritization, and more confident decision-making for your organization. Risk Assessment Intelligence moves you beyond static risk scoring with a connected approach that enables you to explore potential outcomes, test assumptions, and understand uncertainty. Don't miss this deep dive into how Origami Risk is modernizing and transforming how to drive operational resilience. |
| Connected Chemical Management | Wednesday, October 21, 2026, 3:15 PM - 4:00 PM | In this Solution Theater, we’ll demonstrate how Origami Risk’s modern Chemical Management solution helps you gain visibility, control, and confidence across the entire chemical lifecycle. Through a live demo and discussion you’ll see how you can centrally track chemical inventories, manage Safety Data Sheets (SDS), streamline approvals, strengthen spill response and prevention, and monitor compliance within a single, configurable platform. You'll learn how Origami Risk’s unified chemical management approach minimizes manual work, strengthens hazard communication, and enables proactive decision-making — helping you protect people, remain audit-ready, and operate more safely at scale. |
| Session Break | Wednesday, October 21, 2026, 4:00 PM - 4:15 PM | |
| Building the Business Case for Risk-Native Infrastructure at Public Storage | Wednesday, October 21, 2026, 4:15 PM - 5:00 PM | When Public Storage set out to modernize risk management under its "PS4.0" transformation, the team faced a familiar problem: critical processes were spread across a repurposed maintenance system and manual spreadsheets, creating slow, error-prone reporting and no self-service flexibility. This session follows how the risk and loss prevention teams built internal alignment, secured leadership and CFO buy-in with a tangible ROI case, and consolidated incident intake, loss prevention, and OSHA reporting using Origami Risk, all while absorbing a 30%+ business acquisition mid-transformation. Attendees will leave with a practical framework for selling risk technology investments upward, quantifying soft costs, and expanding the platform's footprint across an organization. |
| Configuring Financial Limits & Approvals | Wednesday, October 21, 2026, 4:15 PM - 5:00 PM | This 45-minute session focuses on configuring financial limits and approval workflows in Origami Risk. The first half will discuss individual limits by user, role-based financial groups, skipping vs. stepping up levels, configuration demos and example walk-throughs. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of financial limits and approval configuration, and practical guidance to improve control, visibility, and efficiency in your current processes. |
| Maximizing Member Relations: Best Practices for Pools | Wednesday, October 21, 2026, 4:15 PM - 5:00 PM | Through real-world examples, discover how Origami Risk Pool clients Enduris Washington and Oklahoma Municipal Assurance Group streamlined workflows and gained valuable insights that helped them strengthen relationships with their members while reducing administrative overhead. Learn the key capabilities and strategies that enable them to continue supplementing their member engagement strategies through enhanced member portal experiences, streamlined annual reporting processes, and member contact best practices. This session is a great opportunity to learn how your risk pool peers are finding creative ways to utilize technology in impactful ways. |
| Safety in Healthcare Roundtable | Wednesday, October 21, 2026, 4:15 PM - 5:00 PM | Join the Origami Risk team for an interactive discussion on upcoming innovations including AI-enabled workflow modernization, and the future vision for event lifecycle management built to help healthcare organizations reduce operational fragmentation, improve visibility across safety and risk programs, standardize follow-through, and more effectively learn from patient safety events. This session emphasizes peer dialogue on shared challenges and solutions for operationalizing patient safety, quality, and governance workflows within healthcare organizations. |
| Take the Risk Out of Risk Portals | Wednesday, October 21, 2026, 4:15 PM - 5:00 PM | This 45-minute session focuses on configuring portals in Origami Risk. The first half will feature an overview of the types of portals, data entry and file upload methods, the benefits of portals, types of request portals, and real-world examples and demos. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of intake and request portal configuration, and practical guidance to improve user experience, data quality, and process efficiency. |
| Free Time | Wednesday, October 21, 2026, 5:00 PM - 6:15 PM | |
| Evening Event | Wednesday, October 21, 2026, 6:30 PM - 9:30 PM | |
| Breakfast | Thursday, October 22, 2026, 7:30 AM - 8:45 AM | |
| Session Break | Thursday, October 22, 2026, 8:45 AM - 9:00 AM | |
| Policy Billing Overview & Configuration | Thursday, October 22, 2026, 9:00 AM - 9:45 AM | This 45-minute session focuses on the three types of billing in Origami Risk. The first half will feature guided walkthroughs of direct billing, agency billing, and account billing. The second half of the session will be an interactive 'ask the expert' format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of policy billing configuration, and practical guidance to improve accuracy, visibility, and efficiency in your current processes. |
| Admin Portal in Action: Workflow for Integrated Risk Management | Thursday, October 22, 2026, 9:00 AM - 9:45 AM | Risk managers and EHS leaders are under constant pressure to move faster with less manual data entry. This session shows how Admin Portal's AI-powered workflows give integrated risk management teams that: automatically read incoming documents, populate the right fields, and route follow-up tasks so your team can focus on managing risk instead of keying in data. We'll show how the same underlying AI engine flexes to fit the way your organization works, across RMIS, EHS and GRC processes. Following our presentation, we'll open it up for audience Q&A. |
| Exposure Collection to Support Renewals | Thursday, October 22, 2026, 9:00 AM - 9:45 AM | This 45-minute session focuses on exposure collection in Origami Risk. The first half will feature an overview of the difference between values tracking and values collection, how to configure them effectively, and best practices for gathering accurate exposure data to support insurance renewals and total cost of risk (TCOR). The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of exposure collection configuration, and practical guidance to improve data quality, visibility, and efficiency in your current processes. |
| From Silos to Synergy: How Ozinga Extended a Proven Safety Program into Environmental | Thursday, October 22, 2026, 9:00 AM - 9:45 AM | Environmental management is too often the neglected "E" in EHS — run in spreadsheets, dependent on one person, and disconnected from the rest of the business. In this session, Jeff Emrick and Rei Hodo will share how Ozinga built on a proven Origami Risk safety program to bring the same rigor, accountability, and single source of truth to a young, fast-growing environmental function. They'll walk the real journey — recovering orphaned spreadsheets, standing up audits and corrective actions, driving quality data at the source through "trust and verify," and giving operations teams one-click access to permits and plans — and share candid lessons from a transformation still underway. Whether you're standing up an environmental program, fighting adoption and data-quality battles, or working to connect EHS, Risk, and operations, join us to see how aligning systems, data, and people around a common mission turns silos into synergy. |
| exposure | Thursday, October 22, 2026, 9:00 AM - 9:45 AM | This 45-minute session focuses on configuring certificate tracking in Origami Risk. The first half will feature a guided walkthrough of key configuration components, including risk profiles, insureds, uploading certificates, locations, certificate notification triggers, and how OCR can be used with Origami Risk. The second half of the session will be an interactive "ask the expert" format that gives you an opportunity to ask targeted questions and explore solutions with peers and Origami Risk experts. By the end of the session, you'll walk away with a clearer understanding of certificate tracking configuration, and practical guidance to improve compliance, visibility, and efficiency in your current processes. |
| Session Break | Thursday, October 22, 2026, 9:45 AM - 10:00 AM | |
| Closing Roundtable: Additional Industries | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | Before you head home, take a beat to make sense of everything Elevate handed you. In this closing session, you'll rejoin a table of peers from across industries to reflect on what landed this week, debate which Origami capabilities are actually worth acting on, and — most importantly — write a personal action plan you'll take with you. You'll leave with your top priorities named, a concrete first step, and the clarity to turn a great week into real momentum. Bring your notes and an open mind; the best next idea might come from an industry nothing like your own. |
| Closing Roundtable: Risk Pools | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | Close out Elevate with fellow pool professionals and turn a week of ideas into a plan. In this session, you'll reflect on what stuck, prioritize the Origami capabilities that would most improve how you serve members and report to your board, and write a personal action plan to take home. You'll leave with your top priorities named, a clear first step, and the confidence to keep momentum with your Origami team. Bring what you learned — this is where it becomes action. |
| Closing Roundtable: Healthcare | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | Wrap up Elevate alongside peers who share your patient- and staff-safety mission. In this closing session, you'll reflect on what resonated this week, prioritize the Origami capabilities that would most strengthen your safety and risk programs, and write a personal action plan to carry home. You'll leave with your top priorities named, a concrete first step, and a clear path to keep the momentum going with your Origami team. Bring your takeaways — it's time to decide what happens next. |
| Closing Roundtable: TPAs | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | End Elevate with peers who juggle multiple clients, SLAs, and carrier reporting like you do. In this session, you'll reflect on what landed this week, prioritize the Origami capabilities that would most improve how you serve clients and hit service levels, and write a personal action plan to carry home. You'll leave with your top priorities named, a concrete first step, and a clear path to keep momentum with your Origami team. Bring your notes — it's time to decide what happens next. |
| Closing Roundtable: Carriers | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | Close out Elevate with peers who live in policy, underwriting, and claims every day. In this session, you'll reflect on what stuck this week, prioritize the Origami capabilities that would most improve your operation across the policy lifecycle, and write a personal action plan to carry home. You'll leave with your top priorities named, a concrete first step, and a clear way to keep momentum with your Origami team. Bring what you learned — it's time to decide what to act on first. |
| Closing Roundtable: MGAs | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | Wrap up Elevate with fellow program specialists and turn insight into action. In this closing session, you'll reflect on what resonated this week, prioritize the Origami capabilities that would most improve how you run your programs and serve your carriers, and write a personal action plan to take home. You'll leave with your top priorities named, a clear first step, and the momentum to follow through. Bring your takeaways — this is where the week becomes a plan. |
| Closing Roundtable: Government & Public Entities | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | End Elevate with peers who answer to councils, boards, and the public like you do. In this session, you'll reflect on what landed this week, prioritize the Origami capabilities that would most improve how your agency manages risk and reports to leadership, and write a personal action plan to take home. You'll leave with your top priorities named, a clear first step, and the momentum to make it real. Bring your notes — this is where the week turns into a plan. |
| Closing Roundtable: Retail | Thursday, October 22, 2026, 10:00 AM - 10:45 AM | Close out Elevate with peers who manage risk across many locations like you do. In this session, you'll reflect on what stuck this week, prioritize the Origami capabilities that would most improve how you manage risk across your stores, and write a personal action plan to carry home. You'll leave with your top priorities named, a concrete first step, and a clear path to keep momentum with your Origami team. Bring what you learned — it's time to decide what happens next. |
| Session Break | Thursday, October 22, 2026, 10:45 AM - 11:00 AM | |
| Origami Risk Closing Keynote Rhiannon Naslund, CMO | Thursday, October 22, 2026, 11:00 AM - 11:30 AM | Three days of sessions, keynotes, breakouts, thought leadership, roundtables and 1:1s, enable participants to build something real, in real time. Rhiannon Naslund will close Elevate 2026 by reflecting on the journey — naming what we created together, what to take home, and why this is a community worth coming back to and sharing with others. |

