2016 LIMRA Annual Conference Agenda

Sunday, October 23, 2016

4:00 p.m. - 5:00 p.m.: Concurrent Early-Bird Workshops

1. The Future of Advice

Harry Hoopis, Chief Executive Officer, Hoopis Performance Network
Patrick Leary, LLIF, Corporate Vice President, Distribution Research, LIMRA
Breana Macken, Assistant Director, Distribution Research, LIMRA

While the financial services environment continues to evolve, one thing remains constant: consumers’ need for information and advice. Many factors come into play when consumers decide how they will address their needs and whom they will work with for assistance. What are consumers looking for when it comes to advice? What are their opinions of existing and emerging sources of advice? Come to this session and hear how organizations can connect with consumers and be the trusted source of  advice both today and in the future. 

2. Jubilescence: Consumer Insights to Inspire Innovation to Serve the Middle Class
Maria Ferrante-Schepis, CLU, FLMI, Managing Principal, Maddock Douglas
Scott R. Kallenbach, FLMI, Director, Strategic Research, LIMRA

Do the insurance industry’s marketing approaches and financial solutions align with the attitudes, beliefs, and needs of today’s middle class consumers? Today’s consumers are focused on having a fulfilling lifestyle during their working years and through retirement. What threats do they fear will knock them off track? What consumer insights can we learn today that will inspire innovation for new financial solutions and relevant messaging for the middle class? 

3. Next Generation Leadership

Robert Salley, Ed.D., Assistant Vice President, Organizational Effectiveness and Talent Development, Pacific Life Insurance Company 
Rebecca Silva, FLMI, ACS, SPHR, Senior Vice President, Human Resources, Lincoln Financial Group
Jen Warne, Senior Vice President, Head of Talent, Lincoln Financial Group 

What is your company doing to prepare for its next generation of leadership? There are so many approaches to consider when answering this vital question. This session will explore new leadership competencies and innovative programs to identify, develop, and prepare the successors to today’s executive leadership.

5:00 p.m. - 5:45 p.m. - Women Leaders' Reception

Join other bright, successful women colleagues from top companies as we explore future forward strategies to successfully accelerate, innovate, and transform the industry.

(For LIMRA members only)

5:45 p.m. - 7:00 p.m. - Welcome Reception and Rising Stars Recognition

As part of its 100th Anniversary celebration, LIMRA is recognizing 100 young professionals from our member companies. Join us as we kick off the conference and honor these Rising Stars of Distribution, Marketing and Communications, Retirement, and Innovation. 

Monday, October 24, 2016

7:00 a.m. - 8:00 a.m. - Continental Breakfast

8:00 a.m. - 8:20 a.m. - General Session

Opening Flag Ceremony
Eric Steigerwalt, Presiding
Executive Vice President
U.S. Retail Business


Sponsored by USAA Life Insurance Company

8:20 a.m. - 9:00 a.m. - General Session

9:00 a.m. - 10:00 a.m. - General Session

Remarks on Foreign Affairs

In this inspiring presentation, Condoleezza Rice will provide a sweeping look at global affairs during her tenure as Secretary of State and National Security Advisor. She will share compelling stories of her experiences, which illuminate the interrelationship of global events and leaders. As a world leader who faced similar demands for acceleration, innovation, and transformation on the U.S. and international stage, her global perspective will focus attendees on how the future is informed by past events.

Condoleezza Rice - U.S. Secretary of State (2005-2009)

10:00 a.m. - 10:30 a.m. - Refreshment Break

10:30 a.m. - 11:30 a.m.: Concurrent Workshops

4. Leveraging Technology to Expand Customer Reach
Alex Dudarev, Founder and Chief Executive Officer, Specialty Life
Todd Hynes, Vice President, Convergisivari
Phillip Korenman, Principal, Vanguard
Michael Pariano, CLU, Managing Principal, Highland Capital Brokerage

This session will show how three organizations have leveraged technology in unique ways to drive profitable growth for their businesses. Hear from a top U.S. investment company that has developed a hybrid service model to deliver personalized advice at a low cost. Learn how one U.S. insurance distributor is monetizing client data through "clicks" and expanding cross sell opportunities with non-traditional partners. Hear how one of Canada's largest brokerages has created an instant customer service experience through just-in-time technology while addressing traditional challenges "head on." Join us and challenge your assumptions about technology and how it can be leveraged for success.

5. Analytics at the Speed of Data
Christopher Campbell, Senior Vice President, Marketing and Communications, CNO Financial
David Edington, Senior Vice President, Industry Strategist, Epsilon
Carl Madaffari, Senior Vice President, CX Practice, Epsilon

From historic to batch to streaming, where is your firm on the data continuum? There is an abundance of real-time data that can be used to anticipate consumer needs and engage them with more meaningful, relevant, and helpful experiences. What steps can you take to accelerate your firm’s data and analytics maturity? This session will highlight how organizations can fully leverage the abundant data assets available and showcase examples of what this can look like.

6. From Advocacy to Compliance: Moving to a Post-Suitability DOL Fiduciary World
Jon Breyfogle, Principal, Groom Law Group
Stephanie L. Napier, Senior Counsel, ERISA & Fiduciary Services, The Vanguard Group
James Whetzel, Vice President and General Counsel, USAA Life Insurance Company
Thomas Zurek, Executive Vice President, General Counsel and Secretary, OneAmerica Financial Partners, Inc.

As we look toward a post-DOL fiduciary world, where are the greatest business risks? Where are new opportunities unfolding? Come to this session to hear the perspectives of three leading industry legal minds who will share the two to three things that most concern them as their companies enter this new regulatory world in 2017 and how they are  mitigating those risks. In addition, they will share where they see new opportunities and silver linings for the industry.

7. Disruption: Will You Be the Target or the Arrow?
Joel Albarella, Senior Vice President and Head of NYL Ventures, New York Life
Thomas Kavanaugh, Partner, PwC

Disruption is an ongoing concern. Innovation in our industry often results from advances and changes in other industries. Incumbents and new entrants are seizing opportunities across the insurance value chain and tapping into new profit pools. Traditional and nontraditional players are using new technologies, data, and capabilities to meet customer expectations, manage risk, and increase operational excellence. At this session, experts will demonstrate where disruption is likely  to come from and how your company can remain competitive.

11:30 a.m. - 1:00 p.m. - Networking Luncheon

1:00 p.m. - 2:00 p.m.: Concurrent Workshops

8. A Meaningful Customer Journey in a Digital Age

Tim Irvine, Regional Design Director, North America, Fjord (Accenture)
Ross Znavor, Director, BlackRock  

Digital tools have put shoppers in the driver’s seat. Sellers are largely reactive, scrambling to position themselves where customers will find them. Companies can use new technologies, processes, and organizational structures to proactively lead rather than follow customers on their digital journeys. Superior journeys feature automation, personalization, context-based interaction, and ongoing innovation. To achieve this, companies need to treat journeys like products.

9. Regulatory Trends: Global Lessons Learned
Richard De Sousa, Head of Market, Europe & Americas, ReMark International, The Netherlands
Ranjit Jaswal, Principal, EY, New York
Liz McKenzie, Chief Operating Officer, Wesleyan Assurance Society, United Kingdom

In the last 12 years, at least six countries have implemented substantial regulatory reform. Understanding the experience of these countries should provide some insight into the impact of the DOL’s new fiduciary regulation in the United States. Our panel of industry experts will provide an overview of global regulatory trends and review the intent and outcome of reform efforts in selected countries. The panel will discuss intended and unintended consequences, and expectations for the future.

10. Advancing Underwriting Trends Toward Instant Issue
Scott Grandmont, CLU, FALU, FLMI, FLHC,  Vice President, Underwriting Solutions, RGAx
Michael Taht, FSA, FCIA, MAAA, Senior Vice President, Individual Reinsurance, Munich Re, US Life

Companies are actively addressing the consumer and seller experience within life insurance, specifically as it relates to the significant time and effort it takes to issue a policy. New data sources and data science hold promise for making instant or near instant decisions, eliminating the intrusive, costly, and time-consuming requirements traditionally utilized. This session will discuss the latest underwriting advancements, how good the science is, and the regulatory and operational barriers that must be overcome to make automated underwriting a reality.

11. Proven Methodologies to Unleash Innovation and Create a Competitive Advantage
Lee Fontaine, Senior Consultant, Dell Services

Learn how to harness the power of innovation to drive competitive advantage, using systemic processes and innovation frameworks throughout your organization. Hear about specific methodologies for capturing and implementing new ideas through digital transformations. Real-world examples will illustrate cloud-based solutions and other innovations in business models, products, and the marketing process.

2:00 p.m. - 2:30 p.m. - Refreshment Break

2:30 p.m. - 2:50 p.m. - General Session

LIMRA's 100th Anniversary Recognition Ceremony
Brandon Carter, CLU, ChFC, CFP, Presiding
Chairman and President
USAA Life Insurance Company

2:50 p.m. - 3:50 p.m. - General Session

3:50 p.m. - 4:50 p.m. - General Session

Never Quit: The Story of a Life Built on Successful Missions

Transform your company’s future with this Navy SEAL’s ingredients for a successful mission — the right people, preparedness, decision-making under pressure, and a commitment to never quit.

Robert J. O’Neill - Team Leader, U.S. Naval Special Warfare Development Group

6:00 p.m. - 7:00 p.m. - LLIF Reception

(Invitation only)

LLIF graduates and students will take this opportunity to reconnect with classmates and meet others who are similarly dedicated to their career and the industry. 

Tuesday, October 25, 2016

7:00 a.m. - 8:00 a.m. - Breakfast Buffet

8:00 a.m. - 8:25 a.m. - General Session

State of the Association
Michael DeKoning, FSA, MAAA, FCIA, Presiding
President and Chief Executive Officer
Munich Re, US Life

8:25 a.m. - 8:55 a.m. - General Session

Digital Disruption: How to Thrive in the Digital Revolution in Financial Services

Look future forward and recognize the potential for digital to unlock business value by enabling brokers/advisors with digital tools and delivering more connected and personalized customer experiences.

Christopher Young - Director of Industry Strategy for Financial Services, Adobe

8:55 a.m. - 9:45 a.m. - General Session

Exponential Organizations

Learn how “exponential organizations” face accelerated change — and come away with strategies to spark unprecedented growth in your company.

Salim Ismail - Chief Executive Officer, ExO Works
Director of Singularity University

9:50 a.m. - 10:15 a.m. - Refreshment Break

10:15 a.m. - 11:15 a.m.: Concurrent Workshops

12. The Emerging Role of the Chief Customer Officer (CCO)

Sid Gandhi, Chief Strategy and Customer Engagement Officer, Securian Financial Group
Maura Hunter, Senior Vice President, Customer Experience, Workplace Investing, Fidelity

Customer-centricity in today’s business environment has led to the emergence of a new C-suite role — the CCO. While the CCO typically maintains a comprehensive view of the customer and drives customer strategy, the role is still not well defined or understood. This panel of financial services CCOs will explore topics such as objectives in establishing the role, the impact on customer behavior and culture of the organization, challenges encountered, and the value to the firm.

13. Consumer Trust in a Fast and Furious Data-Driven Everything World
Sheila Colclasure, Vice President, Global Executive for Privacy and Public Policy, Acxiom

Rapid adoption of digital technology has fueled massive new sources of data. New technologies emerge almost daily to monitor our cars, our homes, and even our health. Each of these new data flows has compliance issues and considerations that we must understand, navigate, and ultimately follow. This mission-critical talk focuses on the ethical use of data in today’s digital, multi-touch,  client-centered environment, providing key guidelines  for navigating the sensitive and critical world of client privacy in a data-obsessed environment.

14. Transforming Talent Acquisition
Laurie McIntosh, SHRM-SCP, CAE, Director of Membership, Society for Human Resource Management (SHRM)

With the pace of change accelerating and the need to innovate increasing, how can you attract the best talent to help you succeed? This session will explore the necessary elements for a successful talent acquisition strategy, including: workforce planning, brand building, sourcing and recruiting, new technologies, comprehensive onboarding, and use of data analytics.

15. Attaining Digital Agility
James Gauger, Managing Director, Deloitte Consulting
Anoop Warrier, Digital Products Executive, USAA Life Insurance Company

As the world changes rapidly, it becomes increasingly critical for technology to be flexible, simple, and cost- effective. Companies are challenged with knowing which solutions to implement and when, as well as how to effectively transition to modern technologies that enable digital capabilities. Come to this session to learn the options and approaches often used to address these challenges, and the leadership qualities required for success.

11:15 a.m. - 11:45 a.m. - Refreshment Break

11:45 a.m. - 12:45 p.m. - General Session

Voice of a Generation
Deanna Strable, FSA, Presiding
President, U.S. Insurance Solutions

Tom Brokaw draws on a rich career in network news, during which he traveled the world to cover elections, summits, wars, political turmoil, and major news events of every description. His presentation will provide in-depth analysis of the important economic, political, and social issues in the headlines — and the people behind them. His unparalleled world-view will provide a new understanding of the global events that will shape our future as an industry.

Tom Brokaw - Legendary NBC Newsman and Author