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.
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.
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.
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 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 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 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.
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.
Corporate Vice President, Workplace Benefits Research , LIMRA and LOMA
Patrick T. Leary, MBA, LLIF, is corporate vice president, workplace benefits research for LIMRA and LOMA. In this role, Pat leads a team of workplace benefits professionals responsible for conducting research on the products, markets, and distribution of a wide range of life, health, and related employee benefits.
Before assuming his current position, Pat directed LIMRA and LOMA’s distribution research program and, prior to that, was a member of LIMRA and LOMA’s group insurance research team.
Pat joined LIMRA and LOMA in 1989. He earned his bachelor’s degree from Hartwick College and his MBA from the University of Connecticut. Pat also earned his LIMRA and LOMA Leadership Institute Fellow (LLIF) designation in 2012.
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.
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 (Jay) McMahon came into the industry as a second career and has held progressive leadership roles throughout his tenure in financial services. He currently leads the Canadian Mass Market for PPI. He has worked in vice-president level roles in the field and head office and had managed a large and successful financial planning practice in the past. He prides himself on his advisor and leadership development skill and looks to give back to the industry he is passionate about.
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 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.
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
Many forces are converging to reshape the financial services landscape. How are companies and their advisors adapting to these new realities, and what impact does it have on talent management? This session will set the stage for our meeting by highlighting the critical consumer, advisor, and organizational trends shaping how companies connect with consumers to drive profitable growth.
In 1969 the world noticed what Clevelanders had known for a long time: our city was suffering. The image of the Cuyahoga River on fire, published in 1969, was simply a flash point. Fifty years later, Cleveland has proven its resiliency in the midst of an astounding rebound. With a reinvented Downtown, booming neighborhoods, and cleaned up waterfront, the city has re-established its international image.
What can we learn from this striking transformation that might inform the way we rethink our own industry image? In this session, a community influencer who has been part of this momentous change will share insights about Cleveland’s journey that could help us look at our industry in a whole new way.
Selecting and captivating top talent is a unique process for every organization. Discover more about the latest assessment technology trends to re-imagine a process that is accurate, effective and engaging.
You’ll learn about the risks, benefits, and applications for these hot topics:
Vice President, Talent Acquisition, Operations and Workforce Planning, TIAA
With the unemployment rate hovering at 3.7 percent, how can employers differentiate themselves from the competition? Angie Wesley believes that investing in HR technologies is part of the answer. Wesley and her team at TIAA have implemented, among other things, mobile technology, gamification and text analysis software to help streamline their hiring. This session will provide insights on how HR tech can make recruiting a more seamless and personal process.
Founder and CEO, Global Diversity Marketing, Inc. Adjunct Professor, Marketing and Leadership, New York University
Consider this: one out of three people in the U.S. are Hispanic, Black, or Asian, 40% of privately-owned businesses are owned by women, and Millennials are the largest living generation. Does your recruiting reflect these numbers? Companies that can successfully leverage technology and recruit and retain a work force that more closely aligns with changing demographics can gain a competitive advantage in today’s tight recruiting market. In this session, we’ll cover trends and demographics along with tactical approaches to take advantage of these opportunities, including using social media in new ways, to help us avoid being left out in the rapidly changing marketplace.
Rekroot co-founders, Kimberly Buck and Morgan Freitag, will present on all things recruiting, including best trends and creative ideas. As recruiting partners to most of the industries’ field leaders, Kimberly and Morgan will share techniques that have helped the field with successful execution on recruiting. To put things into perspective, field leader, Neil Manthe, will join the presentation to add real-life experiences about situations faced every day, along with strategies for overcoming those challenges.
Having recently won their fourth consecutive CandE Award from the Talent Board for excellence in Candidate Experience, Hyland, a leading content services provider, knows the importance of focusing on the candidate. After all, candidates are customers, with knowledge and expertise that just might help your organization succeed in its business goals. In this session, we’ll hear some of the strategies and tactics Hyland uses to show their candidates, and their employees, that Hyland is a great place to be.
Let’s gather what we’ve heard so far and help build stronger recruiting and retention strategies with this hands-on innovation lab session. We’ll learn some innovation techniques you can take back to use with your teams right away to help creatively solve problems, and get to work on problems that vex us today. By the end of the session, we’ll have take-away roadmaps and ideas we can build on when we get back to the office.
Join the group for a unique event at the world-famous Rock and Roll Hall of Fame! We’ll have the place to ourselves, good food, and guides providing insider tours and answers to all of our rock and roll questions.
How do we bring new people into the business and ensure that they transition properly from recruitment to development? Learn how to develop new advisors in their first year by setting the stage with clear expectations and enhanced communication. Hear how successful managers motivate and develop new advisors to ensure shared success.
Head of Field Recruiting Support, MMFA Business Planning/Recruiting, MassMutual Financial Advisors
Today’s competitive job market coupled with the values of the modern candidate, are shifting our recruiting approach. It is more important than ever to show up in the marketplace with a value proposition that prompts candidates to think differently about the opportunity. Leveraging team-based practices can help you attract top talent and be a differentiator in your recruiting conversations. This session will help you navigate the ever changing recruiting landscape by providing new ways to position the financial services career.
Training, developing, and coaching are all part of what attracts top candidates to a firm. Showing prospects a proven track record, including intentional onboarding strategies and weekly coaching, helps make for a powerful recruiting story. Hear one company’s success in developing new associates using specific actions, role-play, interactive video, and deliberate practice. The step-by-step process described in this presentation has led to top-performing producers and an enviable retention rate, and will likely spark some ideas to boost your recruiting and retention efforts.
11:00 a.m. - 11:30 a.m.
WRAP UP AND TAKE-AWAYS
11:30 a.m.
ADJOURN
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.
All cancellations must be received in writing. Notify customer.service@limra.com. Cancellations received before May 22, 2019, will be refunded, less a $75 processing fee. Cancellations received from May 22, 2019 to June 5, 2019 will be refunded, less a $275 processing and administrative fee. No refunds will be issued after June 5, 2019.
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 Hyatt Regency Cleveland at the Arcade
420 Superior Avenue East Cleveland, OH, United States, 44114
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.
