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Scenes from The University of Rhode Island

URI’s College of Business Administration to hold Financial Services Symposium March 21

Media Contact: Dave Lavallee, 401-874-5862

Governor invited to join leading financial services firms

KINGSTON, R.I., --February 6, 2006 -- The University of Rhode Island’s College of Business Administration, in conjunction with Fidelity Investments, MetLife Auto & Home, Amica Mutual Insurance Co., and Beacon Mutual Insurance Co., will present Financial Services Symposium 2006 Tuesday, March 21 at the Crowne Plaza Hotel, Warwick.

Among the symposium topics will be the “Future of Financial Services in Rhode Island,” “Leading a Business in Rhode Island Today,” “Government’s Role in Fostering an Environment for Growth,” and “Financial Services Globally, What is on the Horizon?”

Gov. Donald L. Carcieri and URI President Robert L. Carothers are scheduled to offer opening remarks. URI Business Dean Edward M. Mazze will offer welcoming remarks and serve as the master of ceremonies.

The program begins at 7:45 a.m. and runs through 2:45 p.m. with lunch included. Other panel topics will cover issues relating to mutual funds, retirement planning and life insurance, as well industry and academic collaboration.

Among the speakers and panelists are Jeff Carney, president of Fidelity Personal Investments; Michael McMahon, executive director of the Rhode Island Economic Development Corp.; A. Michael Marques, director of the state Department of Business Regulation; George Graboys, chairman of the Rhode Island Foundation and former chief executive officer of Citizens Bank; Merrill Sherman, president and chief executive officer of BankRI; and Sandra J. Parillo, president and CEO of The Providence Mutual Fire Insurance Co.

Shaw Chen, associate dean of URI’s College of Business Administration, said the state’s financial services leaders asked the College to organize this year’s program.

“One of the goals is to promote the industry and increase its visibility,” Chen said. “We also want to provide an educational experience for those working in the field. Participants can earn up to six continuing education credits in the life insurance or property-casualty categories.”

The symposium invites college students from around the state to attend at no charge. “Students will get a very strong overview of the industry,” Chen said.

“We have held three previous programs and they have all been very successful. We expect about 250 participants this year.”

In addition to the University, symposium organizers are the Governor’s Insurance Council, the state Department of Business Regulation, and the Rhode Island Economic Development Corp.

Other sponsors are the Independent Insurance Agents of Rhode Island and the Rhode Island Association of Insurance and Financial Advisors.

The registration fee prior to March 6 is $99 and includes lunch and refreshments. Registration the day of the conference is $120. Those wishing to register in advance may send a check made out to the URI Foundation—FS Symposium, to the University of Rhode Island Financial Services Symposium 2006, College of Business Administration, University of Rhode Island, 7 Lippitt Road, Kingston, RI, 02881-0802. Those wishing to register by credit card may choose their VISA, MasterCard or American Express card, and send their number, expiration date and signature to the above address.

Full program information is available at For additional information, please call Chen at 401-874-4339.