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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

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.

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.

Agenda

Speakers

Ed Ayala
Chief Development Officer, Strategies for Wealth
  • Friday, June 14, 2019

    10:15 am - 11:00 am: GENERAL SESSION 11

Ed Ayala

Chief Development Officer, Strategies for Wealth

Ed Ayala is the Chief Development Officer of Strategies for Wealth, a premier financial services firm. He is a Field Representative of The Guardian Life Insurance Company of America, and has devoted his professional life to helping others achieve the highest possible levels of financial success and security. In addition to his work with clients, Ayala is a valuable member of the management team. As Chief Development Officer, he is involved in recruiting and training new representatives of the Strategies team. Ayala’s focus is to oversee the training, coaching, and development of our new associates who have been with our firm for three years or less, in order for them to achieve the highest level of success.
Kimberly Buck
Co-Founder, Rekroot
  • Thursday, June 13, 2019

    12:45 pm - 2:00 pm: GENERAL SESSION 6

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.
Jocelyn Caldwell
Vice President, Talent Acquisition, Operations and Workforce Planning, TIAA
  • Thursday, June 13, 2019

    9:15 am - 10:15 am: GENERAL SESSION 4

Jocelyn Caldwell

Vice President, Talent Acquisition, Operations and Workforce Planning, TIAA

Jocelyn Caldwell is a senior professional with expertise in workforce and strategic planning required to deliver cost-effective, high performance solutions to meet challenging business demands. Throughout her career, she passionately inspires and leads individuals and organizations on their journeys to reach their full potential. Caldwell has extensive industry experience supporting customer facing and operations initiatives; specifically in financial services, higher education, and manufacturing. She is a certified Six Sigma Black Belt and Project Manager. In her current role, Caldwell leads teams responsible for TA operations, compliance and analytics, contingent worker program, early talent and campus recruiting, diversity TA and affinity programs, candidate experience and employment brand and workforce planning.
Morgan Freitag
Co-Founder, Rekroot
  • Thursday, June 13, 2019

    12:45 pm - 2:00 pm: GENERAL SESSION 6

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.
Christina Gibson
Senior Recruiter, Hyland Software
  • Thursday, June 13, 2019

    2:00 pm - 3:00 pm: GENERAL SESSION 7

Christina Gibson

Senior Recruiter, Hyland Software

Christina Gibson is a senior member of Hyland Software’s recruiting team as a full cycle recruiter focused on strategy, sourcing passive job seekers and candidate experience. Starting her career in the staffing world, she has over 7 years of recruiting experience with a diverse range of skill sets and industries from individual contributors to executive leadership. Christina is passionate about candidate experience and being an advocate for talent across her organization by focusing on creating a candidate focused interview process that drives a positive impression and future referrals.
Keith Hanouw
Regional Practice Director, Thrivent Financial

Keith Hanouw

Regional Practice Director, Thrivent Financial

Keith Hanouw started as a Partner with Thrivent Financial in December 2014. In April 2018, he was promoted to Regional Practice Director, and is currently responsible for the practices of 70 different veteran financial professionals in the Missouri/Southern Illinois region. While at Thrivent, Hanouw has been recognized as the #1 Partner in 2017 and as the #3 Regional Practice Director in 2018. Prior to joining Thrivent, he worked for State Farm Insurance as an agent from 2007 till 2011. In 2011, Hanouw was asked to become an Agency Field Consultant for State Farm, and help train 85% of the new agents in the Chicagoland area. During his tenure, he helped over 20 agents become Top 100 New Agents in the country.
Tariq Khan
Founder and CEO, Global Diversity Marketing, Inc.
Adjunct Professor, Marketing and Leadership, New York University
  • Thursday, June 13, 2019

    10:30 am - 11:30 am: GENERAL SESSION 5

Tariq Khan

Founder and CEO, Global Diversity Marketing, Inc.
Adjunct Professor, Marketing and Leadership, New York University

Tariq Khan is a recognized global business leader and sought after speaker on changing market trends, customer relationships, agency growth, social media services, and diversity and inclusion. He founded Global Diversity Marketing, Inc., a management consulting firm focused on helping organizations better understand the changing marketplace. He is best known for his thought leadership, leading corporate diversity initiatives while creating the business case for diversity and inclusion. Khan has traveled around the globe and has developed, supported, and managed the largest and most diverse sales force in the financial services industry.
Patrick T. Leary, M.B.A., LLIF
Corporate Vice President, Distribution Research, LIMRA

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

Neil Manthe
Field Recruitment Consultant, Securian Financial
  • Thursday, June 13, 2019

    12:45 pm - 2:00 pm: GENERAL SESSION 6

Neil Manthe

Field Recruitment Consultant, Securian Financial

Neil Manthe has been a Field Recruitment Consultant within the wealth management group of Securian Financial since March of 2015. He focuses on recruiting leadership candidates in target markets to expand the firm’s presence of financial planning capabilities, and then partners with those leaders to support financial advisor recruiting efforts. Prior to joining Securian Financial, Manthe worked as a financial advisor with AXA Advisors and Edward Jones, and as an agency and management consulting recruiter. He volunteers in multiple programs to support non-profit organization, BestPrep, to provide education surrounding financial literacy to area high school students.
Katie Martineau
Head of Field Recruiting Support, MMFA Business Planning/Recruiting, MassMutual Financial Advisors
  • Friday, June 14, 2019

    9:15 am - 10:15 am: GENERAL SESSION 10

Katie Martineau

Head of Field Recruiting Support, MMFA Business Planning/Recruiting, MassMutual Financial Advisors

Forward looking and entrepreneurial, Katie Martineau embodies momentum in a dynamic and highly competitive business. Her career trajectory is a story about rising above adversity to find success. As a 19-year old, Martineau learned to cold-call insurance prospects under the tutelage of top advisors at a local firm, who had observed her natural talent for sales. While she put herself through school, Martineau went from a support position to agent, sales manager, and recruiting director. Step-by-step she advanced from the field to the home office. Regional recruiting efforts grew national in scope until she was responsible for national recruiting initiatives as a Program Director at MetLife. When MassMutual acquired MetLife in 2018, Martineau was named to head Field Recruiting Support.
Jason McMahon
Managing Director, Ontario East, Freedom 55 Financial
  • Friday, June 14, 2019

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

Jason McMahon

Managing Director, Ontario East, Freedom 55 Financial

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
  • Thursday, June 13, 2019

    8:00 am - 9:15 am: GENERAL SESSION 3

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
  • Wednesday, June 12, 2019

    4:30 pm - 5:00 pm: GENERAL SESSION 2

Jeffrey T. Verespej

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.

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com