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2019 Recruiting & Retention Summit

Opportunity Rocks!

6/12/2019 - 6/14/2019
The Hyatt Regency Cleveland at the Arcade, Cleveland, OH
REGISTER Hotel Reservations

Overview

Who Attends

If you are a home office executive responsible for increasing the size or effectiveness of your salesforce in the insurance, investment, and retirement channel, this summit is for you.

Attendees are typically at the director level and above who lead productivity and retention-driven initiatives that involve recruiting, selection, onboarding, and development.

Highlights

This Summit is a unique and highly engaging and interactive meeting, limited to approximately 60 industry practitioners. The Summit balances dynamic presentations from thought leaders with informal discussions and hands-on sessions, where we’ll dig into the challenges and opportunities confronting us in today’s talent management environment.

Because of the limited number of attendees, the Summit provides abundant opportunities to network and exchange ideas with industry leaders in an atmosphere of innovative learning. Get ready to ask questions, share experiences, and participate in discussions about today’s key issues and challenges, focusing on the latest thinking, best practices, and data-driven insights.

Watch this site for more details as we get closer to the event.

Whatever you do, don’t miss this unique opportunity to learn new ways to approach your recruiting, selection, and development efforts.

 

Registration

Early Registration Rates (before May 20, 2019): 
LIMRA Member: $1,335
LOMA (but not LIMRA) Member: $1,995
Nonmember: $2,670

Standard Rates (after May 20, 2019):
LIMRA Member: $1,535
LOMA (but not LIMRA) Member: $2,295
Nonmember $3,070

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.

REGISTER

Hotel/Venue

The Hyatt Regency Cleveland at the Arcade

420 Superior Avenue East
Cleveland, OH, 44114

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.

A link to book your hotel reservation online will be available soon.

Make your reservations by May 20, 2019 in order to receive the group rate of $149.00 single/double plus applicable sales taxes. Requests after May 20 will be accepted on the basis of rate and space availability. The hotel rates will increase after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to receive our discounted rates.

Speakers

Kimberly Buck
Co-Founder, Rekroot

Kimberly Buck

Co-Founder, Rekroot

Kim Buck is a co-founder and principal consultant Rekroot, a recruiting consulting firm, focusing solely on helping financial services companies. After spending over a decade as a recruiter, she found her passion in helping others succeed in the art and science of recruiting. Previous to starting the company, Buck primarily worked with Northwestern Mutual and MassMutual in Executive Selection Roles, coaching teams of recruiters, managing directors, and new members of management. She has a proven track record of success from coast to coast. In her most successful recruiting year, Buck personally recruited 21 associates.
Morgan Freitag
Co-Founder, Rekroot

Morgan Freitag

Co-Founder, Rekroot

Morgan Freitag began her career with Ralph Lauren, traveling to locations to recruit, rebuild, and develop successful sales teams. After many years in the retail industry, she joined Northwestern Mutual as a Financial Representative, and later became a recruiter. She now brings her experience to the wider industry. In her career Freitag has worked to understand the changes in recruiting, from paper resumes to “e” recruiting with tools like LinkedIn. Her knowledge and experience will show you how to take your sourcing to the next level.
Patrick T. Leary, LLIF
Corporate Vice President, Distribution Research, LIMRA

Patrick T. Leary, LLIF

Corporate Vice President, Distribution Research, LIMRA

Pat Leary oversees LIMRA’s distribution research program. This area provides research on a wide range of direct sales force and third-party distribution strategies, focusing on the economics of distribution, organizational practices, and market trends as these channels evolve.

Before assuming his current role, Leary managed LIMRA’s specialty distribution unit and, prior to that, was a member of LIMRA’s group insurance research team.

Leary joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his Master of Business Administration from the University of Connecticut.


Jason McMahon
Managing Director, Ontario East, London Life

Jason McMahon

Managing Director, Ontario East, London Life

Jason McMahon leads and manages London Life’s offices and regions in Ottawa, Kingston, and surrounding areas. He began his career with Freedom 55 Financial as a Financial Security Advisor. Two years later, McMahon was appointed Director, Business Development, and had great success developing financial security advisors, building his practice, and volunteering in the community. In January 2015, he moved to London Life, and was promoted to Assistant Vice-President; Freedom 55 Financial. McMahon was responsible for the field management value proposition, new advisor value propositions, field relations, and field development departments, working to implement initiatives focused on development for advisors and field managers. He was appointed to Ontario East in 2017.
Chris Small
Senior Vice President, Talent Measurement, PSI

Chris Small

Senior Vice President, Talent Measurement, PSI

Chris Small is responsible for PSI’s Corporate Talent Measurement business, focused on establishing and executing on PSI’s strategic objectives as they design, develop and deploy talent measurement and assessment solutions for their global customer base. He is responsible for PSI’s talent measurement go-to-market teams including Sales, Account Management, Talent Consulting, Assessment Solutions and their Safety Assessment center of excellence. In addition Chris leads the PSI client success groups. Chris has a record of leading the development and growth of international assessment and technology companies, through establishing both strong customer and partner relationships.
Jeffrey T. Verespej
Old Brooklyn Community Development Corporation, Old Brooklyn Community Development Corporation

Jeffrey T. Verespej

Old Brooklyn Community Development Corporation, Old Brooklyn Community Development Corporation

Jeffrey Verespej is a Cleveland advocate who leads the largest neighborhood in Cleveland, with over 30,000 residents and assets such as the Cleveland Metroparks Zoo and MetroHealth. Under his leadership, the organization was named the 2017 CDC of the Year by the Ohio CDC Association. In 2016, the organization established an innovative community health strategy that blends public health and community development. Verespej supervises and manages all functions of the corporation, which has facilitated the redevelopment of multiple historic buildings, launched a successful weekly summer festival, and initiated a cross-sector education program.
Angie Wesley
Senior Vice President, Chief Talent Acquisition Officer, TIAA

Angie Wesley

Senior Vice President, Chief Talent Acquisition Officer, TIAA

Angie Wesley oversees all aspects of talent acquisition strategy and execution, partnering closely with business leaders across TIAA to deliver human capital hiring plans, diversity and inclusion sourcing strategies, executive staffing, college relations, and analytics. She is an experienced HR executive who has served in senior leadership roles at Fortune 500 companies. Prior to joining TIAA, Wesley spent 15 years at Wells Fargo, where she served as a Senior Recruiting Leader and Senior HR Generalist.

Contact LIMRA to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com