2022 Distribution Conference for Financial Services Agenda

Tuesday, March 1, 2022

4:00 pm - 5:00 pm: ROUNDTABLE SESSIONS

1. Recruiting to Win: How Inclusivity Drives Results
2. Sustaining Culture in Today’s Work Environments

5:00 pm - 5:45 pm - WOMEN LEADERS RECEPTION

5:30 pm - 7:30 pm - LIMRA WELCOME RECEPTION

Wednesday, March 2, 2022

7:00 am - 8:00 am - BREAKFAST

8:00 am - 8:15 am - WELCOME & OPENING COMMENTS

8:15 am - 9:00 am - GENERAL SESSION

The Imperative of Innovation: Stop Worrying and Embrace the Pivot

9:00 am - 10:00 am - GENERAL SESSION

Managing Change Without Resistance

10:00 am - 10:45 am - BREAK

10:45 am - 11:45 am: CONCURRENT SESSIONS

3. Evolution to the Firm of the Future
4. Social Strategies Leading to Sales
5. Modernizing the New Business Process for Your Agents and Customers!
6. Bullish on Brokerage

11:45 am - 1:00 pm - LUNCH

1:00 pm - 2:00 pm: CONCURRENT SESSIONS

7. Recruiting in a Brave New World
8. Managing Distribution — to Zoom or not to Zoom
9. Navigating the Changing Landscape: Implications of M&A in Brokerage

2:00 pm - 2:20 pm - BREAK

2:20 pm - 3:30 pm: ROUNDTABLE SESSIONS

10. Client Acquisition — A Look to the Future State
11. Strengthening Our Value Proposition
12. The Long Game: Wealth Management

3:30 pm - 4:00 pm - BREAK

4:00 pm - 5:00 pm - GENERAL SESSION

Radical Resiliency

Thursday, March 3, 2022

7:00 am - 8:00 am - BREAKFAST

8:00 am - 9:00 am: CONCURRENT SESSIONS

13. Everything but the Kitchen Sink: Leading Through Change
15. The Evolution of Direct Distribution & Digital Platforms

9:00 am - 9:30 am - BREAK

9:30 am - 10:30 am - GENERAL SESSION

The Multiplier Effect of Inclusion

10:30 am - 10:40 am - EXHIBITOR DRAWING

10:40 am - 11:30 am - GENERAL SESSION

Harnessing the Power of Change

11:30 am - ADJOURN