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2016 Distribution Conference for Financial Services

The New Mosaic – Picture Your Place

2/24/2016 - 2/26/2016
Hilton Miami Downtown, Miami, 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

Where do you fit in the distribution mosaic?

The distribution landscape is changing dramatically and becoming more and more complex. Everything has changed in our world – consumers, advisors, regulations, technology and channels are very different. So different, in fact, that a new mosaic – one with more pieces and facets than ever before – is taking shape. A strategic response to today’s market conditions is called for in order to survive – and thrive. Successful companies will fundamentally rethink their value propositions, product design, distribution and delivery mechanisms, and economics. 

This year’s conference will address today’s distribution reality and the dramatic changes that are taking place in the industry. We will bring you up to date on the latest issues, approaches, and trends impacting how the market purchases your products and services, and how you need to support advisors and reps. This critical information will help you formulate a response to today’s market conditions – and not only survive, but thrive.

The 2016 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 about all the pieces in the distribution mosaic and gain a new perspective on how the industry can reinvent and redesign its business model.

Don't miss this premiere 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 Registration Fee:
LIMRA Member: $1,195
LOMA Member (but not LIMRA): $1,795
Nonmember: $2,390

After January 29, 2016
LIMRA Member: $1,395
LOMA Member (but not LIMRA): $2,095
Nonmember: $2,790

Register online or use Mail/Fax 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. Cancellations received before February 3, 2016, will be refunded, less a $75 processing fee. Cancellations received from February 3, 2016, to February 17, 2016, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after February 17, 2016.

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

Hilton Miami Downtown
1601 Biscayne Boulevard
Miami, FL  33132
305-374-0000

The Hilton Miami Downton Hotel is now sold out
Please call A Room With A View for information on the official designated LIMRA Distribution
Conference for Financial Services overflow hotel. They will secure the lowest available rates
at the best available hotels within walking distance of The Hilton Miami Downton Hotel


Should cancellations occur at Hilton Miami Downton Hotel, A Room With A View will contact
attendees, in the order in which reservations were booked, to transfer attendees back
to Hilton Miami Downton Hotel

A Room With A View can be contacted at 1-800-780-4343
Monday- Friday 8am – 5pm CST
International attendees can reach them at reservations@aroomwithaview.net
This is a Free Service for all LIMRA LOMA attendees

Agenda

Speakers

John W. Chandler, Jr.
Senior Vice President, Chief Marketing Officer, MassMutual Financial Group
  • Thursday, February 25, 2016

    8:05 am - 9:00 am: GENERAL SESSION

John W. Chandler, Jr.

Senior Vice President, Chief Marketing Officer, MassMutual Financial Group

John Chandler is Senior Vice President and Chief Marketing Officer for Massachusetts Mutual Life Insurance Company, responsible for the branding, advertising, web and social media, product marketing, and community responsibility efforts of this Fortune 100 Company. Before joining MassMutual, John was Chief Marketing Officer at The Hanover Insurance Group, leading rebranding of the former Allmerica Financial Corporation.  Prior to that, he held senior marketing and brand management positions in the U.S. and Europe with leading consumer marketers Hasbro, Holiday Inn, Cadbury Schweppes, and Frito Lay. John earned his bachelor degree at Trinity College in Hartford, Conn., and a Master’s in Business Administration from the Amos Tuck School at Dartmouth College.  He is Chairman of the Board for the Springfield Symphony Orchestra, a board member of the Economic Development Council of Western Massachusetts, and is actively involved in several marketing and insurance industry organizations.
Betsy Hubbard
Founder and President, Mindset Digital
  • Thursday, February 25, 2016

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

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
  • Thursday, February 25, 2016

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

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

As founder and CEO of Mindset Digital, Debra Jasper applies her deep passion for powerful storytelling to helping professionals communicate with clarity and impact in an age of eight-second attention spans. Jasper has given talks to more than 50,000 professionals around the world, from Utah to Ukraine. Today, tens of thousands of professionals are enrolled in her firm's highly visual online training courses in selling, communicating and leading in a digital world. Jasper’s experience includes launching the first social media fellowship for journalists in the country — working with CNN, 60 Minutes, The Washington Post, Los Angeles Times, and other top newsrooms. Before becoming CEO of Mindset Digital, she spent more than a decade as an award-winning investigative journalist. Jasper has two journalism degrees, and earned her Ph.D. from the The Ohio State University, where she wrote her dissertation on the art of powerful storytelling.
James W. Kerley, LLIF
Chief Membership Officer, LIMRA and LOMA

James W. Kerley, LLIF

Chief Membership Officer, LIMRA and LOMA

Jim Kerley is a member of the executive team that leads LIMRA and LOMA. In his current leadership role, his primary objective is to deliver products and services to member companies that are strategic, contemporary, and relevant. He is also responsible for member relationship management for the 450 U.S. and Canadian members. Jim joined LIMRA in 2007 as President of LIMRA Services, Inc., to oversee the development and delivery of a wide range of products for their global membership. With the completion of the merger of LIMRA and LOMA in 2010, Jim now serves in that role for both organizations. Jim is also a LIMRA Leadership Institute Fellow.
Aaron Klein
CEO, Riskalyze
  • Friday, February 26, 2016

    9:30 am - 10:20 am: GENERAL SESSION

Aaron Klein

CEO, Riskalyze

Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Today, 90 Riskalyzers serve thousands of advisors who manage over $121 billion on the platform. In his spare time, Aaron serves as a Sierra College Trustee, and co-founded a school project for orphans and vulnerable kids in Ethiopia. He has been honored by Investment News as one of the industry’s top 40 Under 40 executives.
Mark King
President
adidas Group North America
Chairman
TaylorMade Golf Company
  • Thursday, February 25, 2016

    9:00 am - 10:00 am: GENERAL SESSION

Mark King

President
adidas Group North America
Chairman
TaylorMade Golf Company

Mark King, the president of adidas Group North America and chairman of the TaylorMade Golf Company, was born and raised in Green Bay, Wisconsin and graduated from the University of Wisconsin-Green Bay. He joined TaylorMade Golf, then a start-up company, in 1980 and spent 20 years in sales before he was elevated to president in 1999 and CEO in 2002. King immediately implemented a strategy of developing innovative, technologically superior equipment for better players at a fast rate, and success quickly followed. TaylorMade became the No. 1 driver brand on world’s major professional tours, and sales rose steadily from $300 million in 1999 to $1.7 billion in 2012, although the industry was flat and the world economy was challenging. King oversaw the acquisition of the Ashworth and Adams Golf brands, and instigated growth every product category: clubs, balls, footwear, apparel and accessories.
Patrick T. Leary, M.B.A., LLIF
Corporate Vice President, Workplace Benefits Research, LIMRA
  • Friday, February 26, 2016

    10:20 am - 11:15 am: GENERAL SESSION

Patrick T. Leary, M.B.A., LLIF

Corporate Vice President, Workplace Benefits Research, LIMRA

Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA. This program provides research on the employee benefits marketplace, focusing on the products, markets, and distribution of a wide range of life, health, and related employee benefits.

Before assuming his current position, Pat directed LIMRA’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.

Pat joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.

W. Mark Smith
Partner, Sutherland Asbill & Brennan LLP
  • Friday, February 26, 2016

    9:30 am - 10:20 am: GENERAL SESSION

W. Mark Smith

Partner, Sutherland Asbill & Brennan LLP

Mark Smith, a partner at Sutherland, is a nationally leading ERISA lawyer.  Since 1981, banks, broker-dealers, insurance companies, investment advisers, mutual funds, retirement platform providers and plan sponsors have engaged Mark for a broad range of consulting, transactional, regulatory and litigation matters. Clients say he has “extensive experience" and provides solutions that are "concise, easy-to-understand" and "invaluable; he is very adept at assisting clients with navigating the regulatory waters."  He has been heavily involved in advocacy related to the DOL fiduciary proposal, and is working with a number of retirement product and service providers in evaluating the impact of and business response to the proposal. Mark is a fellow of the American College of Employee Benefits Counsel, has been recognized in Best Lawyers in America and Legal 500 USA, and, from 1999 to 2007, served as partner-in-charge of Sutherland's Washington office and firmwide Executive Partner. He currently leads Sutherland’s tax and employee benefits practice.
Scott Stoltz, CFP
Senior Vice President, Private Client Group
Investment Products and Wealth Management Division, Raymond James
  • Friday, February 26, 2016

    9:30 am - 10:20 am: GENERAL SESSION

Scott Stoltz, CFP

Senior Vice President, Private Client Group
Investment Products and Wealth Management Division, Raymond James

Scott Stolz oversees the Insurance and Annuity Division, the Alternative Investment Group, Structured Products, Mutual Fund Research & Marketing, Options, Financial and Retirement Planning and Portfolio Solutions. He and his management teams are responsible for providing sales, marketing and administrative support to Raymond James’ 6000+ financial advisors for each of the product areas. Prior to joining Raymond James in 2005, Stolz spent 9 years as Jackson National Life’s Senior Vice President of Administration. He has been a frequent speaker over the years on many topics affecting the annuity industry and customer service.
Christopher Raham
Principal Financial Services Office, EY
  • Friday, February 26, 2016

    9:30 am - 10:20 am: GENERAL SESSION

Christopher Raham

Principal Financial Services Office, EY

Chris is a Principal of EY, with more than twenty years of experience serving the financial services industry, with a focus on insurance.  Leader of the firm’s Retirement Income team, Mr. Raham is responsible for the delivery of product and services aimed at institutions seeking a competitive advantage in the retirement market. Chris is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a holds a Bachelor of Science from the University of Calgary.

Sponsors / Exhibitors

We are close to selling out Exhibit Space for the Distribution Conference. If you are interested, please contact Barbara Kimball to determine current availability at: Bkimball@limra.com; 860-214-3350.  

Elite Strategic Partner

Digital Training Strategic Partner

Strategic Partners

Sponsors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com