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2023 Distribution Conference

Bringing Purpose to Life

3/1/2023 - 3/3/2023
Hyatt Regency Grand Cypress, Orlando, FL
Register

Overview

Who Attends

Distribution professionals involved in channel growth, productivity, and reshaping distribution for success. Attendees include heads of distribution, sales, recruiting, compensation, distribution finance, training, marketing support, and product development.

Highlights

This conference brings you the latest information from industry experts, business thought leaders, and topnotch distribution professionals. It examines the vital role that distribution plays among today’s transformative forces and discusses strategies to successfully manage distribution through this extraordinary period of change. Enjoy the freedom to attend any of the breakout sessions across these key distribution channels — agency building, brokerage, independent, multi-line, and direct-to-consumer.

This year, our theme is Bringing Purpose to Life. The pandemic’s massive impact on individuals, families and businesses sparked a great deal of conversation about the need for protection and financial security, emphasizing our industry's purpose. Many industry leaders saw an opportunity to increase the “mindshare” of insurance with consumers by finding ways to simplify the purchase process and enhance individual financial well-being. We saw unprecedented industry progress during the pandemic.

To remain competitive, carriers will need to continuously scan the landscape to identify new consumer trends and to build on the momentum by developing tools and models that not only capture new audiences, but satisfy returning customers.

Speakers

Ginny Clarke
Former Director, Executive Recruiting at Google, Holistic Leadership Strategist
  • Thursday, March 2, 2023

    3:30 pm - 4:30 pm: GENERAL SESSION

Ginny Clarke

Former Director, Executive Recruiting at Google, Holistic Leadership Strategist

A proven expert in driving diverse leadership, Ginny Clarke is the former director of executive recruiting at Google, where she led the company’s diversity, non-tech recruiting, and leadership internal mobility teams — finding and hiring senior leaders across the company. She also built a scaled internal mobility program for Google’s senior leaders to advance within the organization, and designed much of the infrastructure that supports their executive recruiting function today.

Prior to Google, Clarke was a partner at Spencer Stuart, the global executive search firm based in Chicago. Drawing upon her breadth and depth of experience, Clarke wrote the book titled Career Mapping: Charting Your Course in the New World of Work, providing a framework that empowers individuals to plot and assess their professional competencies and strategically navigate their careers.

She is now the CEO of Ginny Clarke, LLC, her own talent and leadership consulting business, as well as the host of Fifth Dimensional Leadership, a podcast for leaders, thinkers, and future-makers covering topics like power, personal branding, self-awareness, networking, fear, and career management.

Tim Gerend
Executive Vice President and Chief Distribution Officer, Northwestern Mutual
  • Thursday, March 2, 2023

    8:40 am - 9:20 am: GENERAL SESSION

Tim Gerend

Executive Vice President and Chief Distribution Officer, Northwestern Mutual

Tim Gerend is Executive Vice President and Chief Distribution Officer at Northwestern Mutual where he leads the career distribution, marketing, and strategic communications organizations to bring the company’s value proposition, brand story to life. Gerend also serves as a member of the Senior Leadership Team, which oversees Northwestern Mutual’s strategy, execution and operations.

Gerend joined Northwestern Mutual in 2002 and has held a variety of leadership positions spanning law, field compensation & planning, enterprise compliance and campus planning. Before joining Northwestern Mutual, Gerend was an Associate in the Commercial Litigation Practice Group at Seyfarth Shaw in Chicago.

In addition to his leadership at Northwestern Mutual, Gerend is a thought leader in the financial services industry as well as an advocate of professionalism and high standards for developing the next generation of financial advisors. Gerend is a graduate of Butler University with a B.S. in economics and received his J.D. from the University of Notre Dame.

Jim Stengel
Marketing Thought Leader; Global Marketing Officer, Procter & Gamble (2001-2008); Head of the Jim Stengel Consultancy and Think Tank; Author; Adjunct Professor at Kellogg School of Management
  • Thursday, March 2, 2023

    9:20 am - 10:20 am: GENERAL SESSION

Jim Stengel

Marketing Thought Leader; Global Marketing Officer, Procter & Gamble (2001-2008); Head of the Jim Stengel Consultancy and Think Tank; Author; Adjunct Professor at Kellogg School of Management

Leading at a time of tremendous growth, Jim Stengel served as global marketing officer of $83B Procter & Gamble, universally respected as one of the world’s most innovative companies. Overseeing 7,000 people and an $8B advertising budget, Stengel led the team that reinvigorated P&G’s marketing culture and firmly established it as one of the world’s most admired brand-building companies. Jim Stengel’s leadership has been recognized numerous times, most notably as Brandweek’s “Grand Marketer of the Year” and when P&G was awarded “Advertiser of the Year” at the Cannes Lions International Advertising Festival. He was also named to Fortune magazine’s first-ever Executive Dream Team list in 2011, and in 2017.

Throughout his active career, Stengel experienced firsthand how strategic partnerships and a “people first” management style can reignite operations. From his lauded tenure with the powerhouse company to his think tank and consultancy, Stengel has amassed a breadth of experience that led him to write several books, including Grow: How Ideals Power Growth and Profit at the World’s Greatest Companies and his most recent release, Unleashing the Innovators: How Mature Companies Find New Life with Startups.

The Producer Perspective

Justin Bassell, CLU, RICP, ChFC
Financial Advisor, Northwestern Mutual
  • Friday, March 3, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Justin Bassell, CLU, RICP, ChFC

Financial Advisor, Northwestern Mutual

Chad Hunter, CFP, CIMA, CPFA
Director and Private Wealth Advisor, Bison Wealth, LLC
  • Friday, March 3, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Chad Hunter, CFP, CIMA, CPFA

Director and Private Wealth Advisor, Bison Wealth, LLC

Tony Lopez, ChFC, AIC
Agent, State Farm
  • Friday, March 3, 2023

    10:15 am - 11:15 am: GENERAL SESSION

Tony Lopez, ChFC, AIC

Agent, State Farm

Agenda

Registration

Early Registration Fee (by 2/1/23):
Member: $1,450
Nonmember: $2,650

Standard Registration Fee (after 2/1/23):
Member: $1,650
Nonmember: $2,850

LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.

Group Registration Discount:

Take advantage of our group rates to ensure your team's knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

  • 5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before February 8, 2023, will be refunded, less a $75 processing fee. Cancellations received from February 8, 2023 to February 22, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after February 22, 2023.

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2023 COVID-19 Health and Safety Protocols

The safety and well-being of our members, associates, community and employees, remains LIMRA and LOMA’s top priority. To assist with our organization’s efforts to contain the spread of Coronavirus (COVID -19), we continue to monitor and follow local and state laws and guidance as it relates to events and meetings and all other mandated and recommended precautions from applicable state and local leaders. We also monitor, and advise you to remain aware of, the guidance from the Centers for Disease Control and Prevention (CDC).

While we encourage all meeting and event attendees to take precautions to ensure their own health and to be considerate of others, event attendees are not required to wear face coverings or social distance, unless required by local law.

In the event that you were in close proximity with any person who has been sick in the past seven (7) days, are awaiting test results, or are experiencing symptoms of illness, please consult the CDC isolation and exposure calculator regarding the specific precautions to take in each situation: https://www.cdc.gov/coronavirus/2019-ncov/your-health/isolation.html

Thank you for your continued consideration and please note that these guidelines are subject to change in the event of changing conditions and/or guidance from local, state and federal officials.

Hotel / Venue

Hyatt Regency Grand Cypress

One Grand Cypress Boulevard
Orlando, FL, USA, 32836

800-233-1234

Hotel Reservations

Call-in Reservations: 1-800-233-1234 (mention the LIMRA Distribution Conference)

Make your reservations by February 1 to receive the group rate of $259 single/double plus $15.00 hotel service fee (plus applicable sales taxes). Requests after February 1 will be accepted based on space availability. Please note that hotel rates will go up after February 1, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

***Hotel rooms are still available in the Distribution Conference block over the main dates of the conference (Wednesday through Friday). If you are looking to extend your stay pre or post conference, the hotel is sold out over those dates (Sunday, Monday, and Friday evenings). Please contact our Event Planner, Amanda Cristina, if you have issues booking a hotel reservation for your preferred dates.

Become a Sponsor or Exhibitor

The Distribution Conference connects industry experts, business thought leaders, and top-notch distribution professionals to examine the vital role distribution pays among today’s transformative forces and discuss strategies to successfully manage distribution.

Join the conversation by securing a sponsorship or exhibiting at the conference.

2023 Distribution Conference — Sponsor and Exhibitor Prospectus

Nicole Chiarodo
Sponsor & Exhibitor Sales
nchiarodo@limra.com

The Exhibit Hall will provide sponsors and exhibitors with a powerful forum to engage attendees. Secure your space via the link below.

Sponsors and Exhibitors

Contributing Sponsor

Exhibitors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com