2020 Distribution Conference for Financial Services Agenda
Tuesday, February 25, 2020
4:00 pm - 5:00 pm: CONCURRENT SESSIONS
1. Change Management: Integral to Culture Change
2. Conquering Unstructured Data to Win New Business and Delight Your Customers
5:00 pm - 5:45 pm - WOMEN LEADERS' RECEPTION
6:00 pm - 7:00 pm - LIMRA WELCOME RECEPTION
Wednesday, February 26, 2020
7:15 am - 8:15 am - BREAKFAST
8:15 am - 8:30 am - OPENING AND WELCOME
8:30 am - 9:00 am - GENERAL SESSION
Distribution of the Future
9:00 am - 10:00 am - GENERAL SESSION
The Future of Financial Services: What’s Next?
10:00 am - 10:30 am - REFRESHMENT BREAK
10:30 am - 11:30 am: CONCURRENT SESSIONS
3. The Business Case for Diversity and Multicultural Recruiting
4. The Only Constant is Change: Optimizing Field Communications
5. Automated Underwriting: Is It Everything You Want?
6. Everything You Wanted to Know About Marijuana and Were Afraid to Ask
7. Customer Journey — Leveraging D2C to Reach New Customers
11:30 am - 1:00 pm - LUNCHEON
1:00 pm - 2:00 pm: CONCURRENT SESSIONS
8. Financial Advisor Succession…Securing the Future of Distribution
9. Creating a Multi-line Culture of Leadership and Accountablity
10. Hybrid-Virtual Wholesaling: Today & Tomorrow
11. Bullish About Life Brokerage, 2020 and Beyond…
12. Ventures and InsurTech — What Is Their Role in D2C?
2:00 pm - 2:15 pm - REFRESHMENT BREAK
2:15 pm - 3:30 pm: ROUNDTABLE DISCUSSIONS
13. Recruiting to the Industry — A Critical Value Proposition
14. Producer Fraud: Who's Protecting Us?
15. Managing Productive Distribution Relationships
16. How to Drive Sales in Today's Regulatory Environment
3:30 pm - 4:00 pm - REFRESHMENT BREAK
4:00 pm - 5:00 pm - GENERAL SESSION
Authenticity and Inclusion: Changing From the Inside Out
Thursday, February 27, 2020
7:00 am - 8:00 am - BREAKFAST
8:00 am - 9:00 am: CONCURRENT SESSIONS
17. Attract, Develop and Retain High Performing Leaders
18. Collaborative (not combative) Field Engagement
19. Innovation and Design Thinking — Focus on the Customer
9:00 am - 9:30 am - REFRESHMENT BREAK AND EXHIBITOR PRIZE DRAWING
9:30 am - 10:30 am - GENERAL SESSION
Panel: Executive Perspective: Force of the Future
10:30 am - 11:30 am - GENERAL SESSION
The Re-Architecting of Business — Spotlight on Financial Services