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2018 Enrollment Technology Strategy Seminar

Exploring Opportunities Together

2/6/2018 - 2/7/2018
OMNI Jacksonville Hotel, Jacksonville, FL USA

Overview

Who Attends

Individuals from LIMRA member companies that lead

  • Worksite/voluntary initiatives
  • Enrollment strategy or solutions
  • Vendor and/or exchange management
  • Enrollment and/or benefit administration technology

All participants should be very experienced in their field.

Highlights

Seminar Purpose:

To provide a forum for LIMRA member insurance companies and technology service providers to participate in an open discussion on how to cohesively work together and define better outcomes. Goal is to connect the participants with peers and technology purveyors to learn, network and share innovative ideas to help identify potential solutions to existing challenges.

Registration

Registration Fees

LIMRA Member:  $725

Nonmember: $925

Cancellation Policy

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.

All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before January 16, 2018, will be refunded, less a $75 processing fee. Cancellations received from January 16, 2018 to January 30, 2018 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after January 30, 2018.

Hotel/Venue

OMNI Jacksonville Hotel

245 Water Street
Jacksonville, FL, 32202

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Identify yourself as part of the LIMRA Enrollment Technology Strategy Seminar to receive the special group rate of $179 single/double plus applicable sales taxes. Reservation requests received after January 12, 2018 will be accepted based on room availability. The group rate will be offered three days prior and three days after the conference subject to availability of rooms at the time of your reservation.  Reservations must be guaranteed with a major credit card.

Agenda

Speakers

Janice Chaussee
Director, Product Management, ADP
  • Tuesday, February 6, 2018

    8:15 am - 9:15 am: GENERAL SESSION I

Janice Chaussee

Director, Product Management, ADP

Janice joined ADP in 2013 and is currently the Product Owner for the development and delivery of ADP’s Carrier Enrollment Services (CES), Dependent Verification Services (DVS) and Evidence of Insurability (EOI) product suites.

With 25+ years of experience in employee benefits administration & consulting, Janice has supported clients’ needs in multiple industries including health care, financial services, manufacturing and governmental services.

She received her undergraduate degree in Accounting from Lipscomb University in Nashville, Tennessee and her Masters of Business Administration from Rivier University in Nashua, New Hampshire.

Daniel Leslie M.S., CISSP
Sr. Director, CyberSecurity Intelligence, Operations & Information Technology, Namely Inc.
  • Wednesday, February 7, 2018

    8:15 am - 9:20 am: GENERAL SESSION II

Daniel Leslie M.S., CISSP

Sr. Director, CyberSecurity Intelligence, Operations & Information Technology, Namely Inc.

Over the past 5+ years, Daniel has combined software engineering skills with policy and intelligence analysis methodologies to solve problems and bridge the gaps between compliance, policies, and technology. The blending of his engineering and structured analytical skill sets have enabled Daniel to bring tremendous value to the private sector as he has led cybersecurity, information technology, and business operation strategies for healthcare and financial technology companies. 

Currently, at Namely Inc., Daniel serves as Sr. Director in the Engineering Department where he leads several teams. During his time at Namely Inc., Daniel has helped scale the organization's Cybersecurity, IT and business operations. Specifically, on the compliance side, he led Namely Inc. through the development and implementation of service organization controls in preparation for its first SSAE 16/18 audit and final report. 

Lisa McLaughlin, CRCP
Corporate Information Security Officer, SS&C Technologies, Inc.
  • Wednesday, February 7, 2018

    8:15 am - 9:20 am: GENERAL SESSION II

Lisa McLaughlin, CRCP

Corporate Information Security Officer, SS&C Technologies, Inc.

Since 1997, Ms. McLaughlin serves as the Vice President of Information Security with SS&C Technologies. Lisa is a qualified Hacker (CEH), Information Security & Privacy Professional.  A Wharton Institute graduate, Lisa is a FINRA® Certified Regulatory and Compliance Professional (CRCP).

Lisa has been a keynote speaker at many high-profile events and has been published in a number of industry publications including the WSJ (2015) and Pensions & Investments (2017) on the subject of security and regulation matters.

Christopher F. Petillo
Attorney, Drinker Biddle & Reath, LLP
  • Wednesday, February 7, 2018

    8:15 am - 9:20 am: GENERAL SESSION II

Christopher F. Petillo

Attorney, Drinker Biddle & Reath, LLP

Christopher F. Petillo assists clients with litigation and compliance issues facing life and long-term insurers. In particular, Chris assists life carriers and annuity issuers and owners in litigation concerning broker fraud and misconduct, COI, lapse, civil RICO, and secondary market issues such as stranger-originated life insurance and non-recourse premium financing.

Issues related to privacy and cyber security are a significant part of Chris’s long-term care insurance and insurance coverage practice. Prior to joining Drinker Biddle, Chris represented insurers in a variety of coverage litigation primarily relating to environmental claims and emerging risks under GL policies. He also assisted clients with allocation issues, lost policies, construction defect claims, and document retention issues.

Huard Smith
Vice President, Financial Services Practice Lead, Forrester
  • Tuesday, February 6, 2018

    8:15 am - 9:15 am: GENERAL SESSION I

Huard Smith

Vice President, Financial Services Practice Lead, Forrester

Huard leads Forrester’s financial services consulting practice. His background includes work in insurance, banking, credit and lending, investing and wealth management, as well as a number of other industries. As practice lead, he supports client engagement teams ensuring a consistent and best-practices approach to solutions for the industry. Huard’s consulting experience is in customer experience, digital marketing, sales and service and enabling technologies, business technology strategies, and data for customer insights and action. Huard holds a B.S. and an M.S. in aerospace engineering from the Pennsylvania State University and an MBA from the Wharton School at the University of Pennsylvania.
Sri Tipirneni
Director, Product Management, ADP Inc.
  • Tuesday, February 6, 2018

    8:15 am - 9:15 am: GENERAL SESSION I

Sri Tipirneni

Director, Product Management, ADP Inc.

Sri is a Product Owner at ADP focusing on Benefits administration and enrollment systems. In his role as a Product Owner, he is currently working with various industry partners to build the integration between ADP’s flagship enrollment experience and provider systems for insurance products.

Prior to joining ADP in 2014, Sri worked in large enterprise systems in the financial services and telecommunications industry. He brings more than 20years of technology architecture and product development experience to his Product Management role which helps in assessing use of latest technology to solve big pain points for Benefits consumers.

Sponsors / Exhibitors

REGISTER NOW AS AN EXHIBITOR 

Exhibitor Package:  $2,199

Includes:

  • One full-conference registration
  • Additional attendees pay the low member rate of just $725
  • One 6-foot skirted table with an electrical outlet (only table-top displays are permitted)
  • One-time use of the registrant/attendee list (includes email addresses for attendees who opt to share them)
  • Acknowledgement in the onsite conference program and general session walk-in slides
  • Logo and company description on conference mobile app

REGISTRATION LINK

Premier Sponsors

Silver Sponsors

Gallery Walk Sponsors

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com