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2016 Marketing and Research Conference

Venture Through the Looking Glass

6/1/2016 - 6/3/2016
Disney’s Grand Floridian Resort & Spa, Orlando, FL USA

Overview

Who Attends

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

Highlights

As Alice stepped through the looking-glass and discovered an alternate world, we too should take the opportunity to examine our new reality.

The financial services industry is changing at a pace faster than we’ve seen before, and we will need to adapt for success. The LIMRA 2016 Marketing & Research Conference will offer strategic insights as we reassess where we’ve been and explore the changes and opportunities going forward.

Network with hundreds of other marketing and research professionals and learn the biggest ideas and best practices in marketing, research, customer experience, social media, branding, and so much more.

Attend and learn to:

  • Take optimal advantage of research data
  • Create and communicate moving content
  • Engage your audience in new ways with new tools
  • Look into the future with emerging technologies
  • Give your customers the best experience
At our meeting in Orlando, the home of so much magic, we won’t merely stop at the mirror to evaluate our progress; we’ll venture through it and discover a world of new possibilities.

Registration

Registration Fees

Early Bird Registration Fee:
LIMRA Member: $1,195
LOMA Member (but not LIMRA): $1,795
Nonmember: $2,390

After May 4, 2016
LIMRA Member: $1,395
LOMA Member (but not LIMRA): $2,095
Nonmember: $2,790

Register by Mail/Fax here.

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 May 11, 2016, will be refunded, less a $75 processing fee. Cancellations received from May 11, 2016, to May 25, 2016, will be refunded, less a $275 processing and administrative fee. No refunds will be issued after May 25, 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

 PLEASE NOTE: Our block of rooms at the group rate is almost sold out.  We cannot guarantee that rate will last until May 4th, so please make your reservations, ASAP.


 Disney’s Grand Floridian Resort & Spa
4401 Grand Floridian Way
Orlando, FL  32830

Book your group rate.

Reservations Phone: (407) 939-4686 (mention LIMRA Marketing & Research Conference)

Make your reservations by May 4, 2016 and mention the LIMRA Marketing & Research Conference in order to receive the group rate of $220.00 single/double (plus applicable sales taxes). Requests after May 4, 2016 will be accepted on the basis of space availability. The group guest room rate will be offered three days prior and three days after the meeting dates subject to availability and must be booked by calling the hotel.

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.

 Visit the link above for information about theme park tickets and Disney's Magical Express Transportation.

Agenda

Speakers

Elizabeth (Beth) Brady
Senior Vice President and Chief Marketing Officer, Principal Financial Group
  • Wednesday, June 1, 2016

    2:30 pm - 3:30 pm: General Session

Elizabeth (Beth) Brady

Senior Vice President and Chief Marketing Officer, Principal Financial Group

Elizabeth is responsible for Principal’s global marketing, which includes branding, advertising, media relations, digital marketing, sponsorships, data analytics, multicultural marketing, research, and business intelligence. She joined the company in 2014. Prior to that, she worked in senior marketing roles at Nielsen Corporation and General Mills. A native of Minneapolis, she holds a Master’s of Public Administration from Columbia University and a Bachelor of Arts from St. Lawrence University. Brady has served on the board of the Make-a-Wish Foundation and has been involved with the Special Olympics and Habitat for Humanity. 
Stephen D’Angelo
Vice President, Global Sales, Hearsay Social
  • Thursday, June 2, 2016

    11:45 am - 1:00 pm: Luncheon and Guest Speaker

Stephen D’Angelo

Vice President, Global Sales, Hearsay Social

Stephen comes to Hearsay Social with over 25 years of experience. His leadership roles have been in social, mobile, and big data. Formerly, Steve was Senior Vice President of Sales for Kony Solutions, a leader in mobile application development. He has also held leadership positions with Jive Software, IMI, and Optum Software. Steve has spoken to audiences worldwide on building high-performance, highly motivated sales organizations. Steve sits on the advisory board of early-stage companies, a school for children with Autism, and Montclair University Business School.
Betsy Hubbard
Founder and President, Mindset Digital
  • Thursday, June 2, 2016

    8:00 am - 9:00 am: 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, June 2, 2016

    8:00 am - 9:00 am: General Session

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

Mobile, custom, fast and easy. That's what it takes to meet the demands of today's digital consumer. That's why Mindset Digital Founder and CEO Debra Jasper is passionate about helping leaders compete in a world of AI, charming chatbots, emotion analytics and more. 

An international speaker, Debra has given keynotes in more than a dozen countries, from the Global Internet Conference in Australia to Sweden’s Schibsted Academy and the Ukrainian Council of Ministers. Today, tens of thousands of people are enrolled in her firm’s highly engaging programs that drive new habits—and measurable results. Named one of the top 12 female entrepreneurs in North America by Ernst & Young, Debra works with a wide range of leaders across Fortune 100 financial firms as well as healthcare, hospitality and tech organizations.

Kelly McDonald
Marketing and Advertising Expert
  • Friday, June 3, 2016

    9:30 am - 10:30 am: General Session

Kelly McDonald

Marketing and Advertising Expert

Kelly McDonald is considered one of the nation’s top experts in multicultural marketing and consumer trends. Her client experience includes brands such as Toyota, State Farm, Nike, Harley-Davidson, Miller-Coors, and Sherwin-Williams. Advertising Age has twice named her company one of the top ad agencies in the U.S. McDonald has been featured on CNBC, in Forbes, BusinessWeek, Fast Company, on CNNMoney.com and on Sirius/XM Radio. She is the author of Crafting the Customer Experience for People Not Like You.
Ernesto Salas
Disney Institute

Ernesto Salas

Disney Institute

Ernesto joined the Disney Institute team in 2012, facilitating business programs in both English and Spanish. He began his career with the Walt Disney Company as a Reservations Sales Agent at the Disney Reservation Center and went on to lead the Language Sales Pilot Team, a team that made a positive impact on language barriers and translation costs at the Disney Reservation Center. Prior to Disney, Ernesto led a team of travel consultants for travel agencies in Miami and Granada, Spain. Ernesto holds a Bachelor of Arts degree in Spanish from Haverford College, where he focused on Latin American and Iberian Studies.
Alison Salka, Ph.D.
Senior Vice President and Director of Research, LIMRA
  • Friday, June 3, 2016

    10:30 am - 11:15 am: General Session

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

Digital Training Strategic Partner

Sponsors

Contact us to learn more:

Suzanne Melanson

Conference Coordinator

LIMRA

(860) 285-7879

smelanson@limra.com