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2015 Operational Strategies Conference

Reimagining Operations for Today’s Realities

11/23/2015 - 11/24/2015
Shangri-La Hotel, Bangkok, Thailand

Overview

Who Attends

This conference is for personnel involved with the back office operations at financial services and life insurance companies in the Asia Pacific. BPOs, Human Resource Executives, Operational Executives, Ed Reps, Customer Service Executives, Call Center Managers, and IT & Finance personnel will benefit from sessions that provide:

  • The inside track on emerging opportunities
  • Case studies and best practices
  • The latest developments in Operational Strategies, including Education & Training, HR, Customer Service, and IT trends that will help you to improve productivity

Highlights

This brand new conference is being produced in response to the great interest and many requests from our members looking to receive more information related to back office and operational strategies.  

This two-day event will feature presentations from industry leaders and experts with advanced knowledge of operational strategies including leadership development, talent management, technology, innovation, and customer service. Breakout sessions will help you address your specific challenges, and networking opportunities will allow you to connect with peers throughout the region.

Please continue to check back for more details on the program agenda and speakers as they are finalized!

Interpretation Services

This conference will be presented in English with interpretation services available in Japanese, Mandarin, Korean, Thai and Vietnamese if requested by 16 or more registrants before October 23, 2015.

Registration

Registration Fees

Register by 23 October, 2015 and save!

Early-Bird Rates (Register by 23 October, 2015):
LIMRA and LOMA members: US$999
Nonmember: US$1,499

Standard Rates (Registrations received after 23 October, 2015):
LIMRA and LOMA members: US$1099
Nonmember: US$1,599

Spouse/Guest: US$99

Multiple Registration Discounts: Please email Ms. Megan Schwartz at mschwartz@limra.com for more information.

Mail/Fax Registration Form.

Hotel/Venue

Shangri-La Hotel
89 Soi Wat Suan Plu, New Road
Bangrak, Bangkok, 10500, Thailand
Phone: +(66 2) 236 7777
Fax: +(66 2) 236 8579

Make your hotel reservations by phone or online and mention the 2015 LIMRA-LOMA Asia Conference to receive a room in the Shangri-La Wing at the nightly group rate of:

  • Deluxe Room  - THB 5,500++ / THB 6,000++  (Single/Double)
  • Deluxe Balcony Room - THB 7,000++/THB 7,500++ (Single/Double)

*Above rates are subject to 17.7% service charge and government taxes.

This special group rate is inclusive of breakfast and internet, a welcome fruit plate upon arrival, and 2 complimentary bottles of water each day.  Check in time is 14:00 and check out time is 12:00.

To make hotel reservations:

OnlineVisit the Shangri-La Bangkok reservation page and use the Group Code: LOM081115

Telephone: Call (66 2) 236 7777 and mention the LIMRA & LOMA Operational Strategies Conference and code LOM081115 

Agenda

Speakers

Ben Assanasen, M.B.A.
Managing Director, Bupa Health Insurance (Thailand) Public Company Limited
  • Monday, November 23, 2015

    1:30 pm - 2:30 pm:

Ben Assanasen, M.B.A.

Managing Director, Bupa Health Insurance (Thailand) Public Company Limited

Ben Assanasen is a strategic operator who is driven by practical commercial outcomes. He is experienced in developing business strategy, reengineering operations, leading organizational change and building high performance teams. Ben is currently responsible for growing Bupa Thailand’s business with an aligned focus on providing a valuable customer experience that supports healthy living. Ben joined Bupa in April 2015 from Aegon, where he led its profitable development and strategic growth as CEO. Prior to this he was responsible for insurance advisory throughout the Asia Pacific region for Ernst & Young, and was formerly Chief Operations Officer for ACE Life Assurance, based in Bangkok. He formerly worked at American International Group (AIG), where he held a number of senior strategy roles, including vice president of their accident and health Insurance in the Asia Pacific region.
Marc Baloch
Associate Partner (APAC), Marlin Hawk
  • Monday, November 23, 2015

    11:30 am - 12:30 pm: Insights from the World’s Largest CIO/IT Leadership Survey

Marc Baloch

Associate Partner (APAC), Marlin Hawk

Marc is Associate Partner (APAC) for leadership advisory and executive search firm Marlin Hawk. He focuses on the Financial Services and Insurance sectors across Asia. He is also responsible for joining up the firm’s global accounts and delivering the same high quality customer experience across all territories.  A German national, Marc’s intercontinental executive search experience covers Germany, Central & Eastern Europe and Asia. He has been based in Tokyo, Singapore and Hong Kong and has placed senior executives throughout the APAC region, including high growth economies such as Vietnam, Indonesia and Malaysia. He has a track record in discovering C-suite talent across multiple functions and has a particular interest in the impact of digital transformation on future business leadership.
Roderick Haire, M.A. in Economics
Managing Director, Asia Carbon Search
  • Monday, November 23, 2015

    10:00 am - 11:00 am: Acquiring Top Talent

Roderick Haire, M.A. in Economics

Managing Director, Asia Carbon Search

Roderick Haire joined Asia Carbon Search (an independent leadership search and advisor firm) in 2010 and is based in Hong Kong. He is responsible for building the firm’s Asia Pacific Insurance Practice as well as executing senior level assignments across the broader financial services spectrum. Rod previously served as a senior client partner at Korn/Ferry International, where he led their Asia Pacific Insurance Practice and conducted senior level assignments in the banking and fund management sectors. Prior to joining the executive search industry, Rod spent 25 years in banking and insurance, working at the CEO level and in other senior international roles across Asia, the UK, and the Middle East for global insurers. Has lived and worked in Bahrain, Pakistan, Hong Kong, Indonesia, Singapore, and Vietnam over the course of his career.
Kevin Head, Ph.D., FLMI, FFSI, ACS
  • Monday, November 23, 2015

    4:00 pm - 5:00 pm: Engaging Employees: Improving the Bottom Line

Kevin Head, Ph.D., FLMI, FFSI, ACS

No longer with LOMA.

Before joining LOMA in 2007, Kevin worked in the fields of counseling and ministry. He brings more than 25 years of experience as a group facilitator and instructor to the Insurance Immersion program. Kevin earned a B.A. degree from Furman University and holds Master’s and Doctor’s degrees in counseling.

Kimmo Kolari
Head of Communication and Marketing Services, Asia Pacific, Fuji Xerox Global Services
  • Monday, November 23, 2015

    2:35 pm - 3:35 pm: BREAKOUT SESSIONS

Kimmo Kolari

Head of Communication and Marketing Services, Asia Pacific, Fuji Xerox Global Services

For the past 18 years, Kimmo Kolari has been supporting B2C organizations throughout Europe and the Asia-Pacific region to deliver excellent customer communications, enhance customer experience, and drive efficiencies both in operational and marketing communication areas. Since joining Fuji Xerox Global Services in 2006, he has developed service offerings and improved end-customer communications for prominent banking and insurance institutions as well as house-hold names in the fast-moving consumer goods sector.
Colin Latchem
Open and Distance Learning Consultant &
Author of Distance and Blended Learning in Asia

Colin Latchem

Open and Distance Learning Consultant &
Author of Distance and Blended Learning in Asia

Colin Latchem is a highly regarded open- and distance-learning expert who helps organizations transform learning and development. He has over 30 years of experience leading and managing educational technology and educational change. In addition to his consultancy, Colin is the Asia-Pacific Corresponding Editor for the British Journal of Educational Technology, an Associate Editor of Distance Education, and a program tutor. He has been a professor, served on the Academic Programs Board of the Open Learning Australia consortium, and was national president of the Open and Distance Learning Association of Australia (ODLAA). Colin has authored several books, including Using ICTs and Blended Learning in Transforming TEVT; Distance and Blended Learning in Asia; Quality Assurance and Accreditation in Distance Education; and Leadership for 21st Century Learning. His book on leadership received the 2002 Mildred B. and Charles A. Wedemeyer Excellence in Distance Education Award. 
Sang Hui Lee
Chief Marketing Officer & Executive Committee Member, AIA Thailand

Sang Hui Lee

Chief Marketing Officer & Executive Committee Member, AIA Thailand

Sang Hui Lee joined the AIA group 23 years ago, where he has worked in various roles and countries including Japan, Hong Kong, Korea, and Thailand. He currently leads their Product Strategy, Marketing, Project Management Office, Unit Linked Business, and Vitality Projects in Thailand. He transferred to AIA Thailand in April 2011 as Chief Financial Officer and Executive Committee member. Mr. Lee previously spent 14 years with AIA Korea in key c-level roles, including Chief Investment Officer, Chief Financial Officer, Deputy CEO from 1997-2007, and CEO from 2007 to 2011. Under his leadership, AIA Korea implemented and expanded its multi-distribution platform. Mr. Lee joined the group in 1992 with ALICO Japan (now Met Life) and transferred to Hong Kong as Portfolio Manager in 1994 specializing in Korean investments. 
Sam McNeill, B.Mus.
Creative Director, SongDivision
  • Tuesday, November 24, 2015

    3:15 pm - 4:15 pm: Closing Keynote: Creating a Culture of Innovation

Sam McNeill, B.Mus.

Creative Director, SongDivision

Sam McNeill is one of Australia's most in demand young keynote speakers and facilitators. At just 30, he has delivered more than 300 keynotes, team-building workshops, gala awards evenings, and product launches in Australia, New Zealand, Singapore, Vietnam, Malaysia, and the USA. He is no stranger to the stage, having spent 5 years with Opera Australia in his youth. Other career highlights include performing at the Sydney Olympic Opening Ceremony and touring with performers such as Jimmy Barnes and Marsha Hines. Sam's professionalism and energy have led him to work with many of the best-known companies on the planet, including Coca-Cola, Fujitsu, HP, Microsoft, Spotify, and Virgin. He earned his Bachelor of Music Studies (majoring in classical voice) from the Sydney Conservatorium of Music.
Deepali Naair
Chief Marketing Officer, Mahindra Holidays & Resorts India Ltd.

Deepali Naair

Chief Marketing Officer, Mahindra Holidays & Resorts India Ltd.

As CMO, Deepali Naair leads the company’s brand, digital, analytics, e-commerce, and inventory sales. She is also a member of the Group Mahindra Sales & Marketing Academy, where she leads digital marketing training for Mahindra Group. Before joining Mahindra Holidays and Resorts India, Deepali was a marketing executive in the telecom, fast-moving consumer goods, and financial services industries at companies including L&T Insurance, HSBC Asset Management, BPL Mobile, and Marico. Forums throughout India and around the world have invited her to share her enthusiasm for digital marketing at numerous conferences and meetings. She has also been a jury member numerous times for AdClub’s EMVIES, EFFIES, and ABBYs; IAMAI Digital awards; and DMAi awards. In 2015, Deepali was awarded the DMAi’s Content Marketer of the Year award. She is a guest faculty at SPJain Institute of Management and Research and a keen social media advocate and participant.
Hyung Chul (Andy) Park, MBA, Ph.D.
Representative Director, Mercer Korea
  • Tuesday, November 24, 2015

    10:00 am - 11:00 am: Strategic Succession Planning for Sustainable Growth

Hyung Chul (Andy) Park, MBA, Ph.D.

Representative Director, Mercer Korea

Hyung joined Mercer in 2005 as the leader of mutlinational practices, and became Market Leader and Representative Director of Mercer Korea in 2007. Hyung leads the advisory services for Korean multinational holding companies and group corporate strategy planning centers of Korean conglomerates. His focus is on human-captial related strategies, including those related to cross-border mergers and acquisitions. Before joining Mercer, Hyung was a senior consultant for Korean conglomerates at Anderson Business Consulting. Previously, he was a senior business analsyt at Daewoo Economic Researach Institute, the leading economic institute in Korea. He is also currently Chair of The Knowledge Committee and Lecture Committee of KCMC (the association for Korean CEOs of Multinational Companies); an adjunct professor on global leadership at Sung Kyun Kwan University; and a member of the committee on government performance evaluation. Hyung earned his BA and MBA from Yonsei University and Ph.D. from the University of Tennessee (USA).
Joydeep K. Roy, MBA
Partner & Leader, Insurance & Allied Business Practices, PwC India

Joydeep K. Roy, MBA

Partner & Leader, Insurance & Allied Business Practices, PwC India

Joydeep has over 25 years of industry experience, primarily in senior business roles in insurance and banking. Before joining PwC India, he was Founder and CEO of L&T General Insurance Company Limited, which won the Model Insurer Award in Technology from Celent two years in a row. Earlier, Joydeep was part of the founding team of AIG’s Life Insurance JV in India, where he was Chief Distribution Officer for Life Insurance. He was selected by AIG as a part of their prestigious GMEDP program, which conducted projects around the globe. He has also worked for Standard Chartered Bank, Wipro, and Compaq Computer Asia Pte Ltd. Joydeep is a member of the CII National Committee for Insurance and Pensions, and served on the Board of Insurance Information Bureau (IIB). He was a founder and Director of the Financial Planning Standards Board and was one of the first CFPs in India. Joydeep was awarded the “Technology Leader of the Year” in 2011 by Asia Insurance Review and Celent. He is also a prominent speaker at national and international forums. He holds a degree in Mechanical Engineering and an MBA from IIM Calcutta.
Michael Shin
CEO, RGA Korea & CMO, RGA Asia, RGA Reinsurance Company Korea Branch
  • Tuesday, November 24, 2015

    1:30 pm - 2:45 pm: Executive Panel: Marketing & Connecting to the Customer of the Future

Michael Shin

CEO, RGA Korea & CMO, RGA Asia, RGA Reinsurance Company Korea Branch

Michael Shin is Chief Executive Officer, RGA Korea, and Senior Vice President, RGA Hong Kong, with executive oversight responsibility for all of RGA’s business activities in South Korea and Hong Kong. He is also Chief Marketing Officer for RGA Asia, with responsibility for all marketing activities in RGA’s Asia Pacific region.  His insurance industry experience spans nearly three decades. Prior to joining RGA in 2011, he served as Executive Vice President and Chief Marketing and Distribution Officer of New York Life Korea (now ACE Life), where his duties included being Head of Agency Distribution, Marketing, Product Design and Corporate Communication. He was also with Samsung Life Insurance South Korea, where he was Corporate Vice President, Channel Strategy and Planning, and Senior Vice President and Chief of Advisors and Financial Planning Center. Earlier, he spent more than 15 years with Prudential Financial Insurance, where he was Managing Director for the Asia market.  Michael received a Bachelor of Arts (B.A.) degree in economics and international business from the University of Wisconsin–Madison.

Ariel Talbi
Solutions Sales Director, Real-Time Solutions, APAC, NICE Systems, Limited
  • Monday, November 23, 2015

    2:35 pm - 3:35 pm:

Ariel Talbi

Solutions Sales Director, Real-Time Solutions, APAC, NICE Systems, Limited

Ariel Talbi helps B2C and B2B organizations optimize enterprise workforce performance and improve the customer experience. He has led major software implementations projects in large contact centers, and has served as consultant and trusted advisor to several tier 1 service providers in the Asia Pacific and the U.S. Ariel currently leads NICE’s APAC Workforce Optimization and Real-Time Solution lines of business. In this role he works with customers to realize their true potential in the front and back office — and ensure continuous improvement of their performance and operatio
Timothy Tay Huey En
Insurance Industry Advisor, Asia Pacific, Fuji Xerox Global Services

Timothy Tay Huey En

Insurance Industry Advisor, Asia Pacific, Fuji Xerox Global Services

A senior-level business and IT professional with a career spanning 30 years, Timothy leads Fuji Xerox’s regional insurance program. He consults with clients to develop and execute go-to-market strategies for insurers throughout the Asia-Pacific region. Timothy has worked in numerous other industries, including banking, payment, internet, transportation, systems integration, and healthcare. He has a degree in Economics and a Diploma in Asia Pacific Marketing from the National University of Singapore. He holds the following professional qualifications: FLMI, DGIRM, PgMP, PMP, PMI-ACP, ITIL, CGEIT, CRISC, CITPM, COMIT, TOGAF, BCP, and Lean Six Sigma. Timothy is also an adjunct lecturer on strategic IT planning at the National University of Singapore.
Hugh Terry
Founder, The Digital Insurer
  • Tuesday, November 24, 2015

    9:00 am - 10:00 am: Digital Thinking to Unite Sales and Operations

Hugh Terry

Founder, The Digital Insurer

Hugh Terry is an experienced insurance professional with more than 20 years’ experience in the Asia Pacific region covering insurance companies, business consulting, and successful set-ups and exits from his own businesses. As the Founder of The Digital Insurer, the world’s largest knowledge community of more than 30,000 professionals interested in working together to accelerate the digital transformation of insurance, Hugh’s personal business objective is to help insurance and technology companies create and execute innovative business development strategies. Central to this is to anticipate and leverage trends in digital technologies, as these are having a profound impact on existing business models as well as opening up new opportunities. Hugh is an actuary by profession.
Ian J. Watts
Senior Vice President and Managing Director, International Operations, LIMRA and LOMA

Ian J. Watts

Senior Vice President and Managing Director, International Operations, LIMRA and LOMA

Ian Watts leads the LIMRA and LOMA operations that help member companies in Asia, Latin America, Africa, and the Middle East achieve their business objectives. Prior to joining LIMRA and LOMA in 2013, he was Global COO at ACE Life International, where he was responsible for their day-to-day operations and new business development. He has held CEO positions in India and China for AIG and AIA, and has extensive global experience in the UK, EMEA and Latin America.

Sponsors / Exhibitors

Sponsor

Contact us to learn more:

Ms. Trish Sasso, BS, MLS

International Conference Coordinator

LIMRA and LOMA

psasso@limra.com