2023 Distribution Conference Agenda
Wednesday, March 1, 2023
4:00 pm - 5:00 pm: ROUNDTABLE DISCUSSIONS
1. Results-Driven Recruiting: Inclusivity Makes a Difference
2. Serving the Underserved
5:00 pm - 5:45 pm - WOMEN LEADERS' RECEPTION
5:30 pm - 7:00 pm - WELCOME RECEPTION
Thursday, March 2, 2023
7:30 am - 8:30 am - BREAKFAST
8:30 am - 8:40 am - OPENING REMARKS
8:40 am - 9:20 am - GENERAL SESSION
Our Greater Purpose
9:20 am - 10:20 am - GENERAL SESSION
The Purpose Path to Growth
10:20 am - 11:00 am - BREAK
11:00 am - 11:45 am: BREAKOUT SESSIONS
3. Generating Growth: Teaming Up for Success
4. Meeting Customer Needs: A Conversation With Purposeful Agents
5. Evolving Strategies for Successful Wholesaler Teams
6. DTC: Seizing the Opportunity
11:45 am - 1:00 pm - LUNCHEON AND BREAK
1:00 pm - 1:45 pm: BREAKOUT SESSIONS
7. Advisor Onboarding Reimagined
8. Addressing Mental Fitness in Financial Services
9. Long-Term Rising Rates: A New Frontier for Many
10. Mergers and Acquisitions: Go or No-Go
1:45 pm - 2:00 pm - BREAK
2:00 pm - 3:00 pm: ROUNDTABLE DISCUSSIONS
11. Integrating Wealth Management and Insurance: A Unified Experience
12. The New Financial Professional: Overcoming the Financial Barrier to Entry
13. Digital or In-Person: Meeting Consumers’ Post-Pandemic Needs
3:00 pm - 3:30 pm - BREAK
3:30 pm - 4:30 pm - GENERAL SESSION
The Future of Work Begins With Conscious Leadership Today
4:30 pm - 6:00 pm - HAPPY HOUR
Friday, March 3, 2023
7:30 am - 8:30 am - BREAKFAST
8:30 am - 9:15 am: BREAKOUT SESSIONS
14. Essential Field Leadership for Sustainable Growth
15. The Evolution of Underwriting
16. Digital Distribution: Empowering the Agent to Meet Customer Expectations
9:15 am - 9:45 am - BREAK
9:45 am - 10:15 am - GENERAL SESSION
Five Insights on the Evolution of Distribution
10:15 am - 11:15 am - GENERAL SESSION
The Future of Growth - The Producer Perspective