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2015 Marketing and Research Conference

Connect. Innovate. Transform.

5/27/2015 - 5/29/2015
Four Seasons Hotel, Baltimore, Maryland USA


Who Attends

Financial services management and practitioners in the areas of marketing, marketing research, public relations, advertising, corporate communications, sales support, and marketing services.


We know that effective marketing results from insightful research. But today, there are so many variables: the variety of products is immense, the methods of consumer engagement are many, and customers’ preferences are constantly changing. It’s never been more important to keep up. With workshops and sessions focusing on Generations X and Y, customer centricity, Big Data, social media, branding, and more, LIMRA’s 2015 Marketing & Research Conference will prepare you for success. And as always, there will be excellent networking opportunities. Our 2015 conference will be in Baltimore, a city that has undergone a renaissance. Let the setting inspire you to do likewise, as we set the stage to Connect, Innovate, and Transform.


Registration Fees:

Early Registration Fee:
LIMRA Member: $1,145
LOMA Member (but not LIMRA): $1,720
Nonmember: $2,290

After May 1, 2015
LIMRA Member: $1,295
LOMA Member (but not LIMRA): $1,945
Nonmember: $2,590

Register online (gold button above), or use the Fax/Mail Registration Form

LIMRA requires prepayment of registration fees prior to all conferences and meetings. Please make checks payable to LIMRA in U.S. dollars drawn on a bank in the United States. For Vendor registration fees, call Event Registration at 800-235-4672 (U.S. and Canada) or 860-285-7789.

Cancellation Policy

All cancellations must be received in writing. Notify Cancellations received before May 6, 2015, will be refunded, less a $75 processing fee. Cancellations received from May 6, 2015, to May 20, 2015, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after May 20, 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 Information


Four Seasons Hotel Baltimore
200 International Drive
Baltimore, MD 21202\

The Baltimore Four Seasons Hotel 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 walking distance of The Four Seasons Hotel.

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

 A Room With A View can be reached at 1-800-780-4343

International attendees can reach them at

This is a FREE SERVICE for all LIMRA attendees



Pamela El
Chief Marketing Officer, National Basketball Association
  • Thursday, May 28, 2015

    8:15 am - 10:00 am:

Pamela El

Chief Marketing Officer, National Basketball Association

Pamela El is responsible for the NBA’s global marketing operation, directing brand development, overall marketing, and advertising for the NBA, WNBA, and NBA Development League. With more than 30 years of experience, El is widely recognized as an industry leader for her expertise in brand management, marketing strategy, creative development, and media and sponsorships. Prior to joining the NBA in 2014, El served as Senior Vice President of Financial Brand Marketing for Nationwide Insurance. Earlier, El spent over a decade with State Farm Insurance, where she led sales and marketing strategy for the U.S. and Canada. She earned a bachelor’s degree in mass communications from Virginia Commonwealth University. She lives in New York City with her husband.
Maria Ferrante-Schepis
President, Maddock Douglas, Inc.
  • Friday, May 29, 2015

    9:45 am - 11:30 am: GENERAL SESSIONS

Maria Ferrante-Schepis

President, Maddock Douglas, Inc.

After more than 20 years as an executive in the insurance and financial services industry, Maria Ferrante-Schepis joined Maddock Douglas in 2010 to focus on the opportunities for innovation in those industries. Her mission is to enable like-minded executives to proactively shape their own change, versus having it shaped for them. Ferrante-Schepis has helped clients in all the major lines of insurance, retirement and investments address challenges relative to category disruption. She co-authored the book, Flirting with the Uninterested; Innovating in a ‘Sold Not Bought’ Category, and, in 2015, was named one of the 20 most creative people in insurance by The National Underwriter magazine.
Ann B. Glover
Chief Marketing Officer, Voya Financial
  • Thursday, May 28, 2015

    8:15 am - 10:00 am: GENERAL SESSIONS

Ann B. Glover

Chief Marketing Officer, Voya Financial

Ann Glover is the chief marketing officer for Voya Financial. In addition to leading the company’s rebranding effort, she oversees all corporate strategic marketing activities, including brand development, advertising, digital and social strategy, sponsorships, market research, data analytics and consumer insights, and business marketing. Glover joined the company in 2008 after seven years with The Hartford Financial Services Group Inc., where she served as the company’s group senior vice president of corporate relations and chief marketing officer. Prior to The Hartford, Glover spent 13 years in key marketing leadership roles for PepsiCo Inc. Glover holds a Bachelor of Arts degree in biology from St. Michael's College in Vermont and an MBA from Northeastern University in Boston.
Brian P. Klapper
President and Founding Partner, The Klapper Institute

Brian P. Klapper

President and Founding Partner, The Klapper Institute

Brian Klapper is an expert in operational and cultural transformation, as well as a speaker and writer. He has worked with international companies in a variety of sectors, including financial services, consumer products, and health care. While Klapper’s experience spans all elements of the value chain, as well as all customer touch points, he focuses primarily on helping his clients create a culture of execution excellence. His book, The Q-Loop: The Art and Science of Lasting Corporate Change, was nominated for the Financial Times/Goldman Sachs Business Book of the Year.
Mary Milla
Founder, What’s Your Point? Training
  • Thursday, May 28, 2015

    3:45 pm - 4:45 pm: GENERAL SESSION

Mary Milla

Founder, What’s Your Point? Training

Mary Milla’s mission in life is to rid the business world of dull, lengthy, buzzword-filled presentations. She teaches clients how to translate their expertise into material that’s engaging, understandable and persuasive. Milla’s 20-year career in public relations, state government and TV news taught her that good stories and information often get lost in a lot of muck. Her method is easy and practical, designed to help busy professionals quickly prepare presentations and get back to their real jobs.
Sam Rogers
Executive Vice President and Chief Marketing Officer, Visit Baltimore
  • Wednesday, May 27, 2015

    2:00 pm - 2:35 pm: GENERAL SESSION

Sam Rogers

Executive Vice President and Chief Marketing Officer, Visit Baltimore

Sam has been in the travel and tourism industry for more than 35 years, and has worked for Visit Baltimore since 2007. In his position, he develops and implements marketing campaigns to attract visitors and conventions to the city. Previously, he served in executive roles in tourism bureaus in Pennsylvania and in Virginia, as well as in an advertising and public relations agency in Philadelphia. Sam has gotten several awards for domestic and international travel marketing, and graduated from Colgate University cum laude.
Alison Salka, Ph.D.
Senior Vice President and Director of Research, LIMRA
  • Friday, May 29, 2015

    9:45 am - 11:30 am:

Alison Salka, Ph.D.

Senior Vice President and Director of Research, LIMRA

Alison Salka joined LIMRA in 2012 and is responsible for driving the strategy and direction of its member benefit and research programs. She oversees a team of more than 85 professionals in LIMRA’s Research division who conduct benchmark studies, discovery research, and thought leadership designed to help member companies better understand industry issues and trends. The research agenda covers financial services products, markets, distribution, and strategy. She is also responsible for member benefit conferences and study groups, as well as LIMRA’s Compliance Assurance Products and research based product development. She is also a managing director of the LIMRA LOMA Secure Retirement Institute. Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.

Sponsors / Exhibitors

Premier Sponsor and Exhibitor Opportunities Available Now


Connect With Key Prospects
This conference is your opportunity to meet financial services marketing, marketing research, public relations, advertising, communications, sales support, and marketing services executives and professionals in one location.

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

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

  • One full-conference registration.
  • Additional attendees pay the low LIMRA member rate of just$1,145 each ($1,295 after 5/1/15)
  • One 6-foot skirted table with an electrical outlet (only table-top displays are permitted)
  • One-time use of the registrant/attendee list (includes email addresses for 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

Register now as an exhibitor! 

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

Our Sponsors

Our Media Sponsor

Contact us to learn more:

Suzanne Melanson

Conference Coordinator


(860) 285-7879