Speaker: Kellie Benson-Bray – Member Relations Director, All Member Benefits, LIMRA

Adapting to an AI-powered future may be today’s most urgent challenge. Yet many people already feel overwhelmed by constant technology changes. Teams are often unsure, skeptical, or even anxious about the disruption AI could bring and don’t know where to begin. Dan brings 30 years of experience leading some of the most advanced, future-focused teams in the world — including at Google, McKinsey, and Atlassian. He’s built teams that served billions of users. And through it all, he’s uncovered a key truth: The speed at which you grasp and adopt new technology often determines your success. With AI, this is truer than ever. Dan breaks down how to pair its capabilities with the power of human expertise. You will walk away with practical strategies to leverage AI and other emerging technologies — unlocking new levels of performance, creativity, and a competitive edge. Dan will showcase how to harness the power of AI to boldly reimagine the Future of Everything.

Keynote: Dan Chuparkoff

Highlighting the practical, value-driven applications of AI that are moving beyond the hype and delivering tangible results. Based on current trends, industry case studies, and key successes being seen in key areas.

What if all LIMRA Workplace Benefits research was in one session, giving all the highlights from the research done about the benefits marketplace? This session reviews the work done by LIMRA research over the last two years, sharing everything from major studies to a review of the benchmarking work done by the Workplace Benefits Research team. There will also be an overview of the research team and their focus areas, so attendees will walk away knowing exactly who to ask for further research insights!​

Speaker: Mary Trecek, EdD,CMP, Associate Research Director, Workplace Benefits, LIMRa and LOMA

Managing employee leave can be a minefield of legal regulations, company policies, and individual circumstances. This session will provide an overview of the components of effective leave administration. We'll discuss best practices for handling a variety of leaves, including FMLA, ADA, state-specific mandates, and company-sponsored time off.

Benefit technology is more than a tool—it’s a sales accelerator. In this session, a dynamic panel featuring sales leaders from the Ben Tech space, broker firm & carrier representative will share how platform capabilities are driving smarter selling. Potential collaborative efforts may include topics of co-selling strategies, AI-powered cross-sell opportunities, analytics, pre-sale support, and whitespace insights!  Hear how collaboration and purposeful planning across partners is unlocking new business and reshaping the sales conversation.

Speakers: Josh Ballin, Sales Executive, Prudential; Jennifer Greean, Director Partner Relations, Benefits Consulting Practice, Businessolver; Jessica Slabaugh, Head of Benefits Marketplace Partnerships, Rippling;  Craig Tees - Executive Vice President, PES Benefits

The role of the general agent (GA) in the insurance ecosystem has evolved dramatically. Moving beyond their traditional function as a distribution channel, today's GAs are strategic partners and specialists who can be a powerful force for a carrier's growth and efficiency. This session is designed to reevaluate our perspective on GAs and explore the tangible advantages of a deep, symbiotic partnership.

Ready for a new kind of quoting conversation? Join us for an energetic deep dive into how the quoting ecosystem has changed. We'll show you how leading brokers and carriers are using new tools to transform their sales processes and the tangible impacts they’re having on their bottom lines.

We'll start with an update on our progress and then open the floor for a lively roundtable. This is your chance to share your wins, challenges, and insights on the cutting-edge of quoting. Come prepared to talk about what you're seeing and what's next.

This collaborative effort led by LIMRA and key industry stakeholders will provide operational guidance for implementing LDEx Standards. In an increasingly interconnected digital ecosystem, the need for standardized data exchange has never been more critical. This session will be followed by a workplace benefits focused white paper outlining guidance for the strategic implementation of the LDEx Standards, highlighting real-world case studies and providing actionable insights for organizations seeking to modernize their operational frameworks.

Speakers: Cory Gardner, AVP, Industry Solutions, LIMRA and LOMA; Mark Kozielec, VP, Product Owner, Data Exchange, Prudential; Amanda Lund, VP Product Engineering and Support, PlanSource; Adam Wood, Product Manager, The Standard 

Join us for an interactive conversation designed to spark fresh thinking about enrollment technology and partnerships. In small roundtable groups, participants will explore what’s working well (roses), emerging opportunities (buds), and persistent challenges (thorns). Each table will share key insights with the larger group, creating a collective view of where the industry is thriving, where innovation is budding, and where obstacles remain.

Speakers: Jennifer Boyd, Director, Solution Consulting & Platform Partnerships/Group Insurance, Prudential; Nicholas Brown, Head of Benefits Technology Strategy, Guardian Life; ​Jennifer M. Dick, Sr. Consultant, Enrollment Platform Distribution, Aflac

In this dynamic showcase, leading solution providers will deliver live demonstrations of cutting-edge technologies designed to address the most pressing challenges in the insurance services industry. Designed with workplace benefits professionals in mind, this session highlights how innovations in automation, data analytics, AI, and digital platforms are transforming operations, improving customer experiences, and driving efficiency. Attendees will see firsthand how today’s technology can streamline claims processing, enhance compliance, reduce administrative burdens, and unlock new opportunities for growth.

Forget the polished talking points. We’re turning up the heat with leaders from across the benefits technology ecosystem as they tackle the tough questions that usually get swept under the rug. Why aren’t LIMRA standards universally adopted? Why do tech credits feel like ransom? What’s really causing development delays? Bring your toughest and boldest questions to this session that is designed to spark real debate and demand honest answers. Expect candid perspectives, constructive debate, and maybe even a few uncomfortable truths.

Speakers: Gil Barrera, VP, Platform Partnerships & Solution Consulting, Prudential; Jason Canter, AVP, Partner Connections, The Hartford; Shilpa Patel, Sr. Director, Carrier Relations, ADP; Kylee VanOrden, VP, Carrier Development, Dayforce 

Claims integration — the process of using a claim on one product line to proactively identify possible claims on other products — can help improve the customer experience and make sure employees obtain the full value from their workplace benefits. How are carriers approaching this, and which strategies are most effective? In this session, hear the results of new LIMRA research, which takes an in-depth look at how carriers are tackling this challenging service.  

Speaker: Kimberly Landry, Workplace Benefits Research, LIMRA

This session is a hands-on workshop dedicated to building a foundational technology partner playbook. We'll have the map prepared, and you'll work collaboratively to define roles, responsibilities, and workflows essential for successful technology partnerships.

Speakers: Keegan Tiernan, Director of Benefit Technology Partnerships, Mutual of Omaha; Karen Bearden, Director of Strategic Partnerships, Employee Benefits, Transamerica

Join us for a focused session on the next generation of benefits technology. We'll move beyond manual processes and harness the power of technology to improve efficiency, enhance employee engagement, and make data-driven decisions. Learn about strategies that are redefining the benefits experience for both HR teams and employees.

Speakers: Lisa Brooks-Pelc, Sr. Director, Strategic Carrier Relations, Major Accounts, ADP​; Eddie Choi, Vice President, Professional Services, Plansource; , Sarah Maxwell, Broker Technology Executive, bswift, Chris Connolly, Sr. Director, Global Alliances, UKG; Moderator: Nicole Laughridge, Director, Partner Management, Chubb 

LIMRA research shows that employees underutilize their benefits due to complexity and lack of awareness. This session presents multiple perspectives on how to bridge the gap between benefit offerings and employee understanding. Who is succeeding in enrollment and education for the workforce, and what can we learn?

Speakers: Landon Fielding, Founder and CEO Brite Benefits; Vinita Pilani, SVP, Product Engineering, bswift; Timothy Pratte – CEO, Selerix Systems, Inc.; Luke Sladicka, Assistant Vice President, MetLife;                                                                                                  

Where do we go from here? Explore the future of workplace benefits enrollment technology and data standards. Join us for the timely discussion of future-proofing workplace benefits with more innovative technology and smarter data standards.