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2015 Recruiting and Retention Summit

On the Horizon: Attracting and Developing the Talent of Tomorrow

4/27/2015 - 4/29/2015
Mokara Hotel and Spa, San Antonio, TX USA

Overview

Who Attends

This meeting is designed for home/head office executives responsible for increasing the size or effectiveness of their salesforce in the insurance, investment, and retirement channels. Attendees are typically individuals at the director level and above who lead productivity and retention-driven initiatives and programs that involve recruiting, selection, on-boarding, learning and development, compensation, and sales leadership.

Highlights

The Recruiting & Retention Summit is a highly interactive meeting limited to approximately 50 practitioners. It balances formal presentations with informal discussions, and provides ample opportunities to network and exchange ideas with industry leaders in an atmosphere of learning. Participants are encouraged to ask questions, share experiences, and participate in group discussions about today’s key issues and challenges.

This year’s meeting will focus on:

  • The advisor of the future
  • Process improvement and quality control
  • Recruiting through social media
  • Delivering on the candidate experience
  • Recruiting high-producing women

Don’t miss this unique opportunity to learn new ways to approach your recruiting, selection, and development efforts!

What’s old is new in networking! Join us for a lively night on the town on Tuesday, April 28th. We will kick it off by hosting dinner at an awesome restaurant: Boudro’s Texas Bistro on the Riverwalk. Conversations started during the day’s sessions can continue over dinner and beyond — if you choose to stay out and enjoy the excitement of San Antonio’s favorite attraction, the Riverwalk!

We encourage you to join our Recruiting & Retention Summit LinkedIn group to stay connected and network with your peers!

RRS Highlights

Speakers

Delores Freitag
Assistant Vice President, Director of Talent Development, LIMRA

Delores Freitag

Assistant Vice President, Director of Talent Development, LIMRA

Delores designs and delivers results-generating training programs for financial advisors, managers, and field support staff. She has more than 25 years of experience in sales management and training for the financial services industry and has developed or co-developed many industry-leading programs at LIMRA, including Trustworthy Selling®. Delores began her career with Prudential, where she served as internal consultant for Prudential Securities Retail Division and director of training for Prudential Mutual Funds. She advised directors on selection, development, and retention issues; provided initial training for new recruits and advanced training for experienced managers; designed and delivered sales training to internal and external wholesalers; and developed public education materials on mutual fund investing, asset allocation, and wrap programs. Delores then established a successful independent practice designing and delivering training for the marketing teams of mutual fund companies, broker-dealers, and banks.
Rick Funke
International Head of Distribution Development, LIMRA

Rick Funke

International Head of Distribution Development, LIMRA

Rick Funke consults with financial services executives around the world to help them boost profitability by improving sales force effectiveness. With his help, companies maximize the return on their agent recruiting and selection investment — and grow their sales force — by applying competency-based best practices for recruiting, selecting, and retaining top performers. Rick also has extensive experience facilitating and delivering training to agency managers that helps them improve agent professionalism and productivity. Rick is a well-known industry speaker who has presented at many conferences, including GAMA’s LAMP Conference, NAIFA’s Career Conference and Annual Meeting, LIMRA’s Annual Conference, and numerous company meetings.
Nathan Harness, Ph.D., CFP
TD Ameritrade Director of Financial Planning, Texas A&M University

Nathan Harness, Ph.D., CFP

TD Ameritrade Director of Financial Planning, Texas A&M University

Nathan is the newly-appointed TD Ameritrade Director of Financial Planning at Texas A&M University, where he teaches graduate and undergraduate courses in Investment Planning, Retirement Planning, and the Financial Planning Capstone. Nathan’s passion for financial planning and financial literacy has led him to create general financial education courses offered throughout the college campus. His research has been featured in numerous journals including Applied Economic Letters, Financial Services Review, Journal of Financial Services, and Journal of Financial Planning. Nathan previously taught as an Associate Professor of Finance at Texas A&M – Commerce, and as Assistant Professor of Financial Planning at the University of Georgia.
Betsy Hubbard
Founder and President, Mindset Digital

Betsy Hubbard

Founder and President, Mindset Digital

Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics. 
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.

She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.

Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

Sean F. O’Donnell, LLIF
Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA

Sean F. O’Donnell, LLIF

Senior Vice President, Head of Membership, Workplace Benefits, and Applied Research Solutions , LIMRA and LOMA

Sean O’Donnell is responsible for developing and implementing LIMRA and LOMA’s member-engagement strategy in the U.S. and Canada. He leads a team of professionals dedicated to helping member-company executives and their teams fully leverage the research, member benefits, and commercial solutions available through LIMRA and LOMA. In addition, he is responsible for leading LIMRA and LOMA’s consulting business, working to help companies apply LIMRA and LOMA’s research and industry expertise to develop strategies for growth. Sean brings more than 25 years of marketing, sales, research, and organizational and consumer-behavior experience to his current role. Over the course of his career at LIMRA and LOMA, O’Donnell has worked with companies in all sectors of the insurance and financial services industry on a variety marketing, distribution, and product-related initiatives.

Marc O’Reilly
Director of Digital Recruiting Strategies, Prudential

Marc O’Reilly

Director of Digital Recruiting Strategies, Prudential

Marc O'Reilly joined Prudential's Agency Distribution Recruiting and Professional Development team in October 2014 as Director of Digital Recruiting Strategies. In this role, Marc is focused on recruiting financial sales professionals through digital channels. Previously, Marc served in a digital marketing strategy role with Prudential Retirement and as a social media consultant to Prudential Financial. He has more than 20 years of experience in traditional and new media marketing and publishing.
Kathy Phillips
Director of Sales Learning & Development, Co-Operators Life Insurance Company

Kathy Phillips

Director of Sales Learning & Development, Co-Operators Life Insurance Company

Kathy leads a team of learning professionals that develops and delivers training programs for financial advisors, field leaders, and field support staff.  She has 30 years of experience at The Co-operators, where she has worked in many different parts of the business and always returns to working with the field. In 2004, The Co-operators started their CRM journey and Kathy served as the Director of Change Management for this implementation. Now 10 years later, the company is working on a Client Engagement strategy that is a natural omin-channel extension of the CRM journey. The company is focused on hiring and developing the right people with the right skills to ensure their clients are at the centre of all strategic decisions. When not working, Kathy enjoys the great game of hockey both as a player and as a fan.
Bill Pienias
Senior Vice President, First Investors

Bill Pienias

Senior Vice President, First Investors

Bill leads the recruiting, training, and management development team for First Investors Corporation. During his 19 years in the insurance and financial services industry, he has built, led, and grown sales teams both nationally and internationally. Bill has worked as a financial professional as well as an entrepreneur, which gives him a unique perspective on the teams he serves. Bill and his family live in Tampa, Florida, and are involved in several community projects.
Kathryn N. Reid
Vice President, Assessment & Development Solutions, LIMRA

Kathryn N. Reid

Vice President, Assessment & Development Solutions, LIMRA

Kathy brings over 25 years of human capital experience to financial services companies. In 2008 she assumed responsibility for the development and delivery of LIMRA’s assessment and learning and development businesses. Member companies around the world use these products as they recruit, assess, onboard, train, and develop corporate, sales, and service personnel and managers. Kathy’s expertise helps companies maximize the benefits they receive from selection processes and training and development programs. She also has trained thousands of field leaders on how to best recruit, select, and retain top talent — as well as numerous field agents on how to hire sub-producers and office staff, and how to develop their own sales skills. 
Emily Viner
Vice President, Agency Growth & Development, Guardian

Emily Viner

Vice President, Agency Growth & Development, Guardian

Emily is responsible for the growth, development, and retention of Guardian’s leadership bench, and leads Guardian’s strategy to create gender balance and diversity in its advisor ranks. Over the past five years, she has built a very successful management development program that has doubled their number of sales managers and increased their number of agents recruited 74%. Emily’s strategic plan to attract, develop, and advance women in distribution has lead to a 71% increase in their number of women in sales management in the past two years. Through creating and working with the Girls Going Places Program at Guardian, over 8,000 teen girls have had the opportunity to connect with more than 2,000 women business owner mentors.
Mark D. Zagurski, CLU, ChFC, CMFC, CRPC
Director of Agency Development, Mutual of Omaha

Mark D. Zagurski, CLU, ChFC, CMFC, CRPC

Director of Agency Development, Mutual of Omaha

Mark leads a home office team of Regional Sales Managers and Internal Sales Specialists who support our field managers in leadership development and in growing insurance-based financial advisors. He has been in the insurance/financial services industry for over 20 years and holds his Nebraska Life/Health License, as well as his Series 6, 7, 24, 26, 51, 63 and 65 with FINRA. Mark joined Mutual of Omaha in 1997; he previously worked at Physicians Mutual.

Agenda

Registration

Early Bird Rates (by April 6, 2015):
LIMRA Member: -$1,075
LOMA (but not LIMRA) member - $1,590
Nonmember - $2,100

Standard Rates (after April 6, 2015):
LIMRA member - $1,225
LOMA (but not LIMRA) member - $1,840
Nonmember - $2,400

Register by Mail/Fax here.

Spouses/Guests: Attendees registered as spouses/guests are entitled to participate in the event's food and social functions, but may not attend sessions. LIMRA provides a special badge for these attendees. The spouse/guest registration fee is $100.

Multiple-Attendee Discount
Bring your whole team! Register at least two people from your company for this conference at the full registration fee, and the third registration received by April 6, 2015 will be discounted 50%. Please contact Events Registration at 800-235-4672 for more information.

Cancellation Policy

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

RRS - Citadel

Hotel / Venue

Mokara Hotel

Mokara Hotel and Spa
212 West Crockett St
San Antonio, TX

Special Room Rate: $219 plus taxes. This rate is available until April 6, 2015 based on room block availability. Reservations received after that will be accepted at the prevailing rate if rooms are available.

Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first.  Make your reservations early to be able to take advantage of our discounted rates.

Reservations

Online: Visit http://www.mokarahotels.com/sanantonio/limra.html
Phone: Call 800-785-1400 and mention the LIMRA Recruiting and Retention Summit to receive the special room rate.

About The Hotel 

Mokara Hotel and Spa is a relaxing retreat on San Antonio's world-famous River Walk. Just steps from all the action yet worlds away, this inviting oasis has all the best creature comforts easily at hand, including luxurious accommodations, first-class amenities, fine dining, and a full-service spa. Plus, our attentive staff is always available to make your stay in San Antonio a truly memorable one. As the only Forbes Four-Star Hotel in San Antonio, Mokara Hotel & Spa is the first choice for sophisticated travelers.

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com

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