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2018 Distribution Conference for Financial Services

New Rules of Engagement — The Future of Buying and Selling

February 28, 2018 – March 2, 2018
Sawgrass Marriott Golf Resort & Spa, Ponte Vedra, FL USA
  • Stephen J. Harvill

    Creative Ventures
    An educator, communicator and catalyst, Stephen Harvill is the founder and president of Creative Ventures, a strategic and organizational firm in Dallas, Texas. As a leading strategic thinker in American business, he has integrated a holistic approach to developing organizational principles. Harvill is the author of numerous articles and publications dealing with effective management skills and the future of leadership in our chaotic world. He travels internationally consulting with a diverse range of clients including American Express, Wells Fargo, IBM and Microsoft.
  • Debra Jasper, Ph.D.

    Founder and CEO
    Mindset Digital
    As founder and CEO of Mindset Digital, Debra Jasper applies her deep passion for powerful storytelling to helping professionals communicate with clarity and impact in an age of eight-second attention spans. Jasper has given talks to more than 50,000 professionals around the world, from Utah to Ukraine. Today, tens of thousands of professionals are enrolled in her firm's highly visual online training courses in selling, communicating and leading in a digital world. Jasper’s experience includes launching the first social media fellowship for journalists in the country — working with CNN, 60 Minutes, The Washington Post, Los Angeles Times, and other top newsrooms. Before becoming CEO of Mindset Digital, she spent more than a decade as an award-winning investigative journalist. Jasper has two journalism degrees, and earned her Ph.D. from the The Ohio State University, where she wrote her dissertation on the art of powerful storytelling.
  • Kim Lear

    Speaker, Writer, Strategist and Researcher


    Kim Lear is a writer and researcher who explores how emerging trends impact the future of our workforce and marketplace. As the founder and content director of Inlay Insights, she is at the forefront of cutting edge research to uncover cultural shifts that revolutionize how organizations engage employees and consumers. She is currently the head of research on a new book published by Harper Collins about Gen Z. Lear is known for her ability to use a mix of data, storytelling, humor, and actionable takeaways to discuss the trends that most impact the bottom line of organizations. In addition to speaking, she has written whitepapers on the topics of generational wealth transfer in the finance sector, retirement trends in the hospitality industry, and the impacts of mindfulness practices on healthcare costs. Previously, Lear was the content director at a research firm dedicated to generational and Millennials trends.
  • Patrick T. Leary, LLIF

    Corporate Vice President, Distribution Research
    Patrick T. Leary, M.B.A., LLIF is Corporate Vice President, Distribution Research, for LIMRA. In this capacity, Leary oversees LIMRA’s Distribution Research program. This area provides research on a wide range of direct sales force and third-party distribution strategies, focusing on the economics of distribution, organizational practices, and market trends as these channels evolve. Before assuming his current role, Leary managed LIMRA’s Specialty Distribution unit and, prior to that, was a member of LIMRA’s group insurance research team. He joined LIMRA in 1989. Leary earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. He also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.
  • Sean F. O’Donnell, LLIF

    Vice President, Member Relations & Consulting
    O’Donnell is responsible for developing and implementing LIMRA’s member-engagement strategy in the U.S. and Canada. He leads a team of professionals dedicated to helping member-company executives and their teams fully leverage the research, member benefits, and commercial solutions available through the LIMRA division of LL Global. In addition, he is responsible for leading LIMRA’s consulting business, working to help companies apply LIMRA’s research and industry expertise to develop strategies for growth. Sean brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Over the course of his career at LIMRA, O’Donnell has worked with companies in all sectors of the insurance and financial services industry on a variety marketing, distribution, and product-related initiatives.

    Contact Suzanne Melanson
    Special Pre-Conference Opportunity
      Arrive early for Taking the Leadership Challenge — a LIMRA executive development program held right at the Sawgrass Marriott on February 27. Here, you will enhance your ability to drive results and expand your leadership skills. Register today for this great development and networking opportunity!