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2015 Distribution Conference for Financial Services

Realizing Your Potential

2/25/2015 - 2/27/2015
OMNI ChampionsGate/Orlando, ChampionsGate, FL USA

Overview

Who Attends

Dedicated to helping distribution executives and professionals achieve ever-greater success, this conference will present leading-edge strategies to enhance operations and increase sales. This is the premier event for anyone with a vested interest in channel growth, productivity, and reshaping distribution for success.

Highlights

Change is at the core of most businesses. In order to realize our potential we must embrace change and be optimistic and action-oriented. Bold strategies that encompass diversification in terms of products, distribution, technology and customer service can help us seize the changing markets as an opportunity to grow and expand.

The 2015 Distribution Conference for Financial Services provides you with the opportunity to network with your peers and leading industry experts as we gather to discuss strategies to help you realize your potential and create optimal returns. Learn how to break down product and channel silos and shift your focus from products to the consumer. When consumer segments are aligned with the channels they prefer, you can reach new segments and optimize your distribution channel strategies.

Don't miss this premier event for distribution professionals and others that have a vested interest in channel growth, productivity and reshaping Distribution to succeed in today's business environment.

Registration

Registration Fees   

Early-Bird Rates: Before January 23, 2015
LIMRA member $1,145
LOMA (but not LIMRA) member $1,720
Nonmember $2,290

Standard Rates: After January 23, 2015
Member - $1,295
LOMA (but not LIMRA) member - $1,945
Nonmember - $2,590

Cancellation Policy

All cancellations must be received in writing. Cancellations received before February 4, 2015, will be refunded, less a $75 processing fee. Cancellations received from February 4, 2015, to February 18, 2015, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after February 18, 2015.

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.

Hotel/Venue

OMNI ChampionsGate/Orlando
1500 Master Boulevard
ChampionsGate, FL   33896
407-390-6664

The OMNI ChampionsGate is now sold out.
 Please contact A Room With A View for information on the designated LIMRA overflow hotel. 
They will secure the lowest available rates within a short distance of OMNI ChampionsGate Resort. 

In the event that rooms become available at The OMNI ChampionsGate due to cancellations, 
 A Room With A View will notify conference attendees and help transfer reservations back 
to The OMNI ChampionsGate in the order in which they were booked.   

A Room With A View can be reached at 1-800-780-4343 
 This is a FREE SERVICE for all LIMRA attendees 

Speakers

Gregory Bailey

Gregory Bailey

Co-founder and CEO, Denim

Gregory Bailey is co-founder and CEO of Denim and the host of the Denim Rivet, a podcast dedicated to driving change and innovation in the insurance and financial services industry. He brings over 20 years of executive experience at some of America’s biggest and best known insurance companies, including Northwestern Mutual, CUNA Mutual, Mutual of Omaha, Athene and Pacific Life. Gregory is passionate about growth through innovative uses of mobile technology, social media and big data, and has been called an “innovative visionary” in the financial services industry. He has been named one of the “20 Most Creative People in Insurance” and was listed as one of “15 People to Watch in Insurance Technology”.  After working for years to transform insurance companies from the ‘inside out,’ he’s now focused on making an even larger impact on the industry as a whole.

Jaymie Brill
Head of Financial Services, LinkedIn Sales Solutions, New York

Jaymie Brill

Head of Financial Services, LinkedIn Sales Solutions, New York

Jaymie Brill leads the New York based Financial Services team at LinkedIn.  Before joining LinkedIn, Jaymie raised capital for private equity funds at Sixpoint Partners, a boutique investment bank, in New York where she was responsible for managing institutional relationships in North America.  Prior to Sixpoint, Jaymie worked in the institutional credit sales division at Citadel Securities where she covered hedge funds, insurance companies, asset managers and mutual funds for high yield and other credit products.  Jaymie began her career in fixed income institutional sales at Morgan Stanley where she focused on high yield and distressed securities.  Through LinkedIn’s enterprise flagship solution, “Sales Navigator,” Jaymie’s team at LinkedIn helps clients leverage LinkedIn to generate new business and strengthen existing relationships.  Jaymie’s team works with a wide array of financial services firms including banks, insurance companies, asset managers, private equity/venture funds, accounting firms, commercial real estate organizations and private equity firms.
John F. Bucsek
Managing Partner, MetLife Solutions Group

John F. Bucsek

Managing Partner, MetLife Solutions Group

John F. Bucsek is the Managing Partner for MetLife Solutions Group (MLSG) in New Jersey. John has 28 years of experience in financial services and has been recognized in numerous companies within the industry throughout the years. Since joining the New Jersey based firm, John has made a significant impact on the culture of his new organization. With $70 million in annual revenue, over 190,000 clients, $6.1 billion in client assets and offices in New Jersey, Pennsylvania and New York, John has evolved MetLife Solutions Group into a premier financial services firm with more than 150 dedicated financial professionals. Prior to joining MetLife, John spent 18 years with First Investors Corporation  (FIC) in different management capacities overseeing offices throughout New York, New Jersey and Pennsylvania. As a Senior Vice President, John created a powerhouse corporation. While concentrating on investment programs, his organizations experienced a double-digit growth in all areas yearly.
Rob Chewning
Senior Vice President, Head of Wealth Insurance Services, Wells Fargo Wealth Management and Wealth Brokerage Services

Rob Chewning

Senior Vice President, Head of Wealth Insurance Services, Wells Fargo Wealth Management and Wealth Brokerage Services

Rob Chewning is Senior Vice President and Head of Wealth Insurance Services within Wells Fargo Wealth Management and Wealth Brokerage Services (WBS).  He is responsible for insurance sales for all channels of Wells Fargo Advisors, The Private Bank, and Abbot Downing.  In his role, Rob manages and coaches the internal Wealth Insurance Services team, Wells Fargo approved third party general agencies, and the insurance company wholesaling teams that support Wells Fargo. Prior to joining Wells Fargo Rob was Managing Director of an M Financial member firm based in New York City. In this capacity, Rob was the top salesman supporting the Citigroup Private Bank clients with insurance solutions throughout the east coast. Rob was also a personal advisor to many high profile clients in New York City and Washington D.C. 
Christi Daughenbaugh
President and Chief Operating Officer, Borden Hamman Insurance Marketing

Christi Daughenbaugh

President and Chief Operating Officer, Borden Hamman Insurance Marketing

Christi (Ashwill) Daughenbaugh graduated from Baylor University with a Business Management degree in 1994. She has been in the insurance business since 1998 and has expertise in a variety of different kinds of insurance to include long-term care insurance, life insurance and annuities. Christi and her brother, Michael, executed the succession plan for Borden Hamman Agency with their father, Reed Ashwill, in 2013 and now own Borden Hamman Insurance Marketing, an Independent Marketing Organization based in Dallas, TX. As President and Chief Operating Officer, Christi's primary roles involve Strategic development as well as Operations Management and Development of Borden Hamman Insurance Marketing. One of the greatest joys that she has is helping customers grow and develop their businesses and find the best solutions for their clients.
Steve Harvill
President, Creative Ventures

Steve Harvill

President, Creative Ventures

An educator, communicator, and consultant, Stephen Harvill is the founder and president of Creative Ventures, a strategic consulting firm based in Dallas, TX. As a leading strategic thinker and consultant to fortune 500 companies, Harvill has integrated a holistic approach to developing organizational principles. A scientist by education, Stephen brings a unique perspective to both his research and his presentations. Harvill is the author of “21 Secrets of Million Dollar Sellers: America’s Top Earners Reveal the Keys to Success” as well as numerous articles and publications dealing with effective management skills and the future of leadership in our chaotic world. He travels internationally, consulting with a diverse range of clients including American Express, Wells Fargo, IBM, Microsoft, and Apple.
James W. Kerley, LLIF
Managing Partner, Clearview Partners

James W. Kerley, LLIF

Managing Partner, Clearview Partners

Jim Kerley’s background includes more than 40 years of professional experience in the financial services industry, including nearly 25 years with New England Financial (now part of MetLife). He was also a founding partner of Trinity Communications before establishing Clearview Partners.

Jim formed Clearview Partners with the goals of connecting insurance executives and ideas in transformative ways, providing strategic insights in a rapidly changing environment, and consulting, coaching and collaborating with insurers interested in taking the necessary next steps into modernization.

Michael Lock
President and COO, Hearsay Social

Michael Lock

President and COO, Hearsay Social

Lock has over 25 years of experience in technology sales and marketing.  He joined Hearsay Social as COO in 2013, having previously worked for Google for eight years. As a founding executive at Google Enterprise, he steered the growth of the business from infancy to $1 billion and the launch of Google Apps. He has spoken extensively on the topic of the business cloud at industry events and is widely credited for helping large companies take their first steps into the public cloud. Lock holds a degree in business administration.
Cam Marston
Author, Columnist, Blogger and Lecturer, Generational Insights

Cam Marston

Author, Columnist, Blogger and Lecturer, Generational Insights

Cam Marston is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business. Marston and his firm, Generational Insights, have provided research and consultation on generational issues to hundreds of companies and professional groups, ranging from small businesses to multinational corporations, as well as major professional associations, for over 20 years. Marston’s books, articles, columns, and blog describe and analyze the major generations of our time, he explains how their generational workplace and marketplace preferences affect every aspect of business, including recruiting and retention, management and motivation, and sales and marketing. 

Simon Mulcahy
Senior Vice President & General Manager of Financial Services, Salesforce

Simon Mulcahy

Senior Vice President & General Manager of Financial Services, Salesforce

Simon Mulcahy is focused on transforming the Financial Services industry. In support of this, he is intensifying Salesforce’s Financial Services pre/post-sales and partner enablement, as well as industry thought leadership. Mulcahy has been at Salesforce for six years. Until recently, he founded and led Salesforce’s Strategic Innovation Practice, "Ignite.” From 2009 to 2011, Mulcahy set up and chaired Salesforce’s CIO Councils and Advisory Boards. Until 2008, Mulcahy was Head of Technology Industries and Global Leadership Fellow of the World Economic Forum (known for its Davos CEO & world leader summit). In that role, he worked closely with CEOs of the leading technology companies globally, as well as prominent thought leaders, government leaders and NGO experts. 

Prior to this, Mulcahy had a career as a strategy consultant in Financial Services Business Process Outsourcing. Before then, he served as a British Army Officer. Mulcahy has an MBA from Columbia University, London Business School and INSEAD Business School and an honors degree in economics & politics.

Knut Olson

Knut Olson

Knut Olson leads the Mission Advancement Division of Thrivent Financial for Lutherans, which includes responsibility for 24 regional field offices and more than 2,300 financial representatives. Knut joined Thrivent Financial in 1990 as an area representative in the Seattle/Tacoma area. Since then, he has served as managing partner for the Pacific Northwest RFO, divisional vice president for Field Distribution, West Region and lead divisional vice president. In 2008, he became vice president of the Financial Network, and he was named senior vice president of the Financial Network and as an executive management team member in 2011. In 2012, he took on expanded responsibilities as senior vice president of the newly formed Mission Advancement Division.

Sponsors / Exhibitors

 Premier Sponsor and Exhibitor Opportunities Available Now

REGISTER NOW AS AN EXHIBITOR! 

Connect With Key Prospects
This conference is your opportunity to meet hundreds of executives and practitioners responsible for life insurance and financial services sales, marketing, and distribution.

Sponsorship Opportunities
We can help you reach out to your target market in many ways, such as:

  • Multiple conference registrations, which include full access to attendees at breaks and meals
  • Sponsorship of an evening reception, luncheon, or refreshment break
  • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides
  • Acknowledgement from the podium
  • Your company’s marketing piece in attendee packets
  • One-time usage of the attendee mailing list before or after the conference
  • Specialty conference merchandise that will deliver your company name to all attendees
To create your premier sponsorship package
Contact Barbara Kimball at 860-298-3950 or bkimball@limra.com


Exhibitor Package
For your investment of only $3,250 you will receive:

  • One full-conference registration.
  • Additional attendees pay the LIMRA member rate of just $1,145 each ($1,295 after 1/23/2015)
  • One 6-foot skirted table with an electrical outlet (only table-top displays are permitted)
  • One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them)
  • Acknowledgment in the onsite conference program and general session walk-in slides
  • Logo and company description on the vendor sheet included in attendee packets

Use the Quick Links in the right-hand column to learn more about this conference.

To discuss a sponsorship/exhibitor package that will suit your business needs, please contact:

Barbara Kimball
860-298-3950
bkimball@limra.com

Sponsors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com