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2016 LIMRA Annual Conference

Future Forward.
 Accelerate. Innovate. Transform.

10/23/2016 - 10/25/2016
Chicago Marriott Downtown Magnificent Mile, Chicago, IL

Overview

Who Attends

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry. This year’s event is an industry-wide celebration, drawing together LIMRA’s stakeholders to commemorate the industry’s accomplishments over the last 100 years.  The agenda is designed to provide attendees insights into the latest industry trends that will drive future opportunities in the U.S. and worldwide.

Highlights

Change in financial services is occurring at an unprecedented pace, fueling the urgency to innovate and transform business strategy to meet the demands of today’s consumer and future generations.  There are numerous forces driving this need for transformation including technology, the rise of the consumer, changing distribution, regulation, cybersecurity, and more.   

What will this mean for your business? How will your organization respond to the demands that are propelling your company – future forward?  How will your leadership drive that transformation versus being driven by it?

LIMRA’s 2016 Annual Conference will feature forward thinking executives from diverse industries to discuss the key leadership strategies required in this time of transformation, including:

  • Leadership skills and succession planning for tomorrow’s corporate leaders
  • Positioning for change with the new DOL Fiduciary Rule
  • Consumer trust and privacy in today’s data driven world
  • Creating value throughout the customer journey
  • The impact of real-time data on business operations

Excitement is already building for this year's event due to the combination of strategic insights, networking and celebration. Chicago is a lively city with conferences, music and art events happening throughout the month of October and hotel rooms will go fast. We are expecting a sell-out crowd so be sure to register early to secure your reservations.  

Registration

Registration Fees

Early Registration Fees:
Member: $1,295
LOMA Member (but not LIMRA): $1,945
Non-member: $2,590

After September 28, 2016:
Member: $1,495
LOMA Member (but not LIMRA): $2,245
Non-member $2,990

Register by mail or fax

Group Discount 
Please email customer.service@limra.com to inquire about the group discount.

Cancellation Policy

All cancellations must be received in writing. Notify customer.service@limra.com. Cancellations received before September 30, 2016 will be refunded, less a $75 processing fee. Cancellations received from September 30, 2016 to October 14, 2016, will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 14, 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

The Annual Conference hotel group rate rooms have been filled. Please contact these hotels directly to inquire about room rates and availability.

Chicago Marriott Downtown Magnificent Mile
540 North Michigan Avenue
Chicago, IL 60611

 The Gwen
521 North Rush Street
Chicago, IL, 60611

AC Hotel Chicago Downtown
630 North Rush Street
Chicago, IL 60611

Important note: Any phone or email solicitation to book your hotel reservation from outside sources is not authorized by LIMRA’s Annual Conference. This solicitation could be a potential scam to procure your credit card information.

Fly United or Delta Airlines and receive a discount!

LIMRA and LOMA have partnered with United and Delta Airlines to provide 2016 attendees a special discount when they fly to the LIMRA Annual Meeting.  Details for each discount are as follows: 

Fly on United Airlines to Chicago O’Hare Airport (ORD): This deal is valid for travel between October 23 and October 30, 2016 on any applicable published fares listed for United Airlines.  To book your flight online please visit www.united.com/meetingtravel and insert the promotion code ZWVD496719 in the appropriate box.  You can also book through your travel agent or any United Airlines Reservation Office by referring to Z Code ZWVD and Agreement Code: 496719

Fly on Delta Airlines to Chicago O’Hare Airport (ORD) or CHICAGO MIDWAY (MDW): This deal is valid for travel between October 21 and November 1, 2016 on any applicable published fares listed for Delta Airlines. To book your flight online please visit www.delta.com/meeting, select "Book Your Flight" and insert the meeting code NMNW8 in the appropriate box.  You can also book through any Delta Airlines Reservation Office by calling 1-800-328-1111 and referring to NMNW8.

 * LIMRA and LOMA are not responsible for travel booked through Delta or United Airlines.  Please check with the airlines directly for rules and regulations.

Agenda

Speakers

Condoleezza Rice
U.S. Secretary of State (2005-2009)
  • Monday, October 24, 2016

    9:00 am - 10:00 am: General Session

Condoleezza Rice

U.S. Secretary of State (2005-2009)

From January 2005-2009, Condoleezza Rice served as the 66th Secretary of State of the United States, the first African American woman to hold the post. She is also the first woman to serve as National Security Advisor from January 2001-2005. Rice is currently the Denning professor in Global Business and the Economy at the Stanford Graduate School of Business; the Thomas and Barbara Stephenson senior fellow on public policy at the Hoover Institution; and a professor of Political Science at Stanford University. She is a founding partner of RiceHadleyGates, LLC, an international strategic consulting firm. Rice has authored and co-authored numerous books, including No Higher Honor: A Memoir of My Years in Washington.
Tom Brokaw
Legendary NBC Newsman and Author
  • Tuesday, October 25, 2016

    11:45 am - 12:45 pm: General Session

Tom Brokaw

Legendary NBC Newsman and Author

Tom Brokaw has spent his entire distinguished journalism career with NBC News beginning in 1966 in the Los Angeles bureau. From Los Angeles, Brokaw went to Washington as the White House correspondent and as the principal back up anchor of NBC Nightly News. Next stop: New York and TODAY followed by his appointment as anchor and managing editor of NBC Nightly News with Tom Brokaw. In addition to his daily news gathering responsibilities, Brokaw reported on more than thirty documentaries. He has won every major award in his craft, including Peabody, Duponts, Emmys and lifetime achievement recognition. Brokaw is a best-selling author whose latest book is A Lucky Life Interrupted (Random House, 2015).
Daniel J. Houston
Chairman, President and Chief Executive Officer, Principal
  • Monday, October 24, 2016

    2:50 pm - 3:50 pm: General Session

Daniel J. Houston

Chairman, President and Chief Executive Officer, Principal

Daniel J. Houston is responsible for overall management of Principal Financial Group. He joined the company in 1984 and held several management positions before assuming his current role in 2015. Houston is a member of several boards, including Greater Des Moines Partnership, Employee Benefits Research Institute (EBRI), American Council of Life Insurers (ACLI), Financial Services Roundtable (FSR) and Partnership for a Healthier America (PHA). He has appeared before the U.S. Senate Special Committee on Aging to discuss the importance of educating the workforce about the financial needs in retirement.
Salim Ismail
Chief Executive Officer, ExO Works
Director of Singularity University
  • Tuesday, October 25, 2016

    8:55 am - 9:45 am: General Session

Salim Ismail

Chief Executive Officer, ExO Works
Director of Singularity University

Salim Ismail is the Founder and CEO of ExO Works, a team of innovation experts who create customized solutions for corporations and organizations seeking to remain relevant in today's rapidly changing business environment. He is also the best-selling author of Exponential Organizations, a sought-after technology strategist, and a renowned entrepreneur with ties to Yahoo!, Google, and Singularity University. Ismail consults with governments and the world’s top Fortune 500 companies on innovation and growth, and his work has been featured in premier media outlets like the New York Times, Bloomberg BusinessWeek, Fortune, Forbes, WIRED, Vogue, and the BBC.
Robert J. O’Neill
Team Leader, U.S. Naval Special Warfare Development Group
  • Monday, October 24, 2016

    3:50 pm - 4:50 pm: General Session

Robert J. O’Neill

Team Leader, U.S. Naval Special Warfare Development Group

Rob O’Neill is one of the most highly-decorated combat veterans of our time. He was a team leader with the Naval Special Warfare Development Group. He has deployed more than a dozen times, and he held combat leadership roles in more than 400 combat missions in four different theaters of war. A highly-trained Navy SEAL, he led the military’s most elite and was involved in our nation’s most important campaigns. O’Neill brings his unique expertise in training more than 800 special operations and tactical operators to organizations and delivers high-impact, actionable insights on leadership, decision-making, operating in uncertain environments, and how to become the “best of the best.”
Barry Stowe
Chairman and Chief Executive Officer,
North American Business Unit, Prudential plc
  • Monday, October 24, 2016

    2:50 pm - 3:50 pm: General Session

Barry Stowe

Chairman and Chief Executive Officer,
North American Business Unit, Prudential plc

Barry Stowe is chairman and chief executive officer for the U.S. holding company of the North American Business Units (NABU) of Prudential plc, which includes Jackson and its affiliated and subsidiary companies. He is responsible for guiding the vision and strategic direction of the NABU and also serves on Prudential plc’s Board of Directors. Prior to his appointment as chairman and CEO, Stowe had served as the chief executive of Prudential Corporation Asia since 2006. Stowe is a member of the Board of Directors of the International Insurance Society. He has previously served as a director of LIMRA and LOMA.
Michael L. Tipsord
Chairman, President and Chief Executive Officer, State Farm Mutual Automobile Insurance Company
  • Monday, October 24, 2016

    2:50 pm - 3:50 pm: General Session

Michael L. Tipsord

Chairman, President and Chief Executive Officer, State Farm Mutual Automobile Insurance Company

Michael L. Tipsord leads State Farm Mutual Automobile Insurance Companies. State Farm and its affiliates are the largest providers of auto, home and individual life insurance in the United States. Tipsord was named chief executive officer in September 2015 and was elected to the office of president earlier the same year. He began his State Farm career in 1988 and practiced law prior to joining the company. Tipsord serves on the board of directors for Navigant Consulting, Inc. and is a trustee of the Brookings Institution. He is also a member of the dean’s advisory board for the University of Illinois College of Law.
Christopher Young
Director of Industry Strategy for Financial Services, Adobe
  • Tuesday, October 25, 2016

    8:25 am - 8:55 am: General Session

Christopher Young

Director of Industry Strategy for Financial Services, Adobe

Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Marketing Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct, and digital advertising and marketing programs.

Sponsors / Exhibitors

Elite Strategic & Strategic Partners

Diamond Sponsors

Ruby Sponsors

Sapphire Sponsors

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com