Professionals responsible for the development, marketing, and distribution of group and workplace/voluntary benefits, including Life, Disability, Critical Illness, Accident and other Supplemental Health products, Dental, Vision, and Healthcare plans.
Highlights
The former Group & Worksite Benefits Conference has evolved and been renamed the Workplace Benefits Conference. This is where you will hear about key topics in the benefits space as we embrace the “New World of Work — New World of Opportunities."
Today, we are witnessing an evolution in workplace benefits. Post-pandemic, companies have evolved a more market-driven outlook. They are adapting to the changing landscape of work, and to employees’ needs and expectations. Therefore, to meet the growing needs of our members we have expanded the scope and name of our conference.
In the face of a tight labor market and with five generations in the workforce, we have a defining opportunity to create innovative products and intuitive, data-driven technology platforms that can anticipate an individual employee’s life stages and needs while delivering high-quality, easy-to-use services, information, and products in real time.
Together, we will explore new and innovative technologies and foster discussions on where we go from here. And, as always, we'll bring you top-notch thought leaders and future-focused research findings.
Colin is the President of Winston Benefits, Inc. a nationally recognized leader in the voluntary and benefits administration marketplaces with more than 30 years of excellence and experience helping companies and plan sponsors design, communicate, enroll and administer their employee benefit offerings. In his current role, Colin has overall responsibility for the Company’s business strategy, operations and staff. Colin joined Winston in 2005 and has served the Company in various capacities including the Vice President of Business Development, Senior Vice President of Sales and Marketing and since 2018, its President and CEO. Colin began his career on Wall Street where he worked at Instinet Corporation, a leading provider of electronic trading and brokerage services. Colin currently resides in Rumson, New Jersey with his wife and 4 children and is a graduate of the University of Pennsylvania.
Courtney Clark is the luckiest unlucky person in the world. After a series of major struggles beginning in her mid-20s, she has built two successful businesses and is the author of two books, including her most recent book The Successful Struggle: Powerful Techniques to Achieve Accelerated Resilience. She works with people who want to adapt faster and achieve more, and has spoken worldwide to organizations like Procter & Gamble, Dell, S&P, Humana, Cisco, and Cardinal Health.
Courtney’s resilience work has been called “practical,” “powerful,”and “empowering” by industry leaders, and she’s been featured in Forbes, Psychology Today, USA Today, and The Chicago Tribune. If she wasn’t writing and speaking about resilience, Courtney would have wanted to be a tap dancer. Thankfully for her audiences, she wasn't very good at it.
Todd B. Katz is the Executive Vice President for MetLife’s $22+ billion U.S. Group Benefits business, which serves over 50,000 group insurance customers — covering more than 41 million employees and their families — and includes 95 of the top 100 Fortune 500® companies and over 80% of the Fortune 500® companies. Prior to his current role, Katz led MetLife’s U.S. Insurance Products organization where he was responsible for product manufacturing, underwriting, claims, and administration for MetLife’s Group Benefits business as well as its Individual Life business. Before this, he held general management roles running the company’s Group Dental and Group Disability businesses. Katz started with MetLife in 1989 as a Group Sales Trainee, and over the span of ten years held various positions of increasing responsibility at MetLife in the Group Sales organization, including five years as a top producing account executive in the New York City group insurance market. Katz serves as Chair of the Board of Directors of MetLife’s Versant Health company as well as the Chairman of the ACLI Group Insurance Executive Council. Katz also serves as a member of the LIMRA/LOMA Global Board of Directors. He has held prior Board roles including MetLife Japan, MetLife’s Property and Casualty business, New England Financial, Chairman of the Board of SafeGuard Health Enterprises, and Chairman of the Board of MetLife Legal Plans. Katz holds a B.A. degree in Economics from Brandeis University.
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA. This program provides 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’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.
Pat joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.
Global Leadership & Cultural Development Expert, Bestselling Author
Matt Mayberry is a Wall Street Journal bestselling author of Culture Is the Way, internationally acclaimed keynote speaker and one of the world’s foremost thought leaders on leadership development and culture. His insights on leadership, culture, and business performance have appeared in publications such as Harvard Business Review, Forbes, Fortune, Business Insider, Entrepreneur, NBC, ABC, Fox Business, and ESPN, to name but a few.
Global Gurus named him one of the world’s Top 30 Leadership Thought Leaders, and his Leadership and Cultural Development Programs for organizations around the world were among the Top 10. His clients include a diverse list of who’s who in business with organizations like JP Morgan Chase, Allstate Insurance, Phillips 66, Ambit Energy, Southern Glazer’s Wine & Spirits, OptumRx, Mack Trucks, Fifth Third Bank, Federal Bureau of Investigation, and WESCO.
Before becoming a sought-after keynote speaker and management consultant, Matt was a linebacker for his hometown team, the Chicago Bears. Due to an injury, Matt’s career was cut short, but he learned invaluable lessons on leadership, culture, teamwork, and peak performance. By combining his experience as an athlete with his work as a consultant, working side by side in the trenches with leaders in every industry, Matt transforms some of the most prestigious organizations in the world.
Managing Director, Life & Group Transformation, Ernst & Young LLP
Chris Morbelli is a Managing Director for EY’s US Insurance Consulting practice leading up the Life & Group transformation offering. He previously spent 20 years in the industry, most recently serving as the Vice President of Strategy and Operations Transformation for a global insurance company driving group, benefits, life, and annuity transformations across multiple countries. He has extensive experience in both designing and leading large-scale Customer Experience and Operating Model transformation initiatives. Chris lives in the United States and has an MBA from the Rutgers Business School in finance.
John Stanley brings nearly 26 years of sales and marketing management experience to his role as the Senior Managing Director, Employee Benefits. As a recognized market leader in supplemental health and life insurance, Transamerica serves more than 1 million policyholders and 19,000-plus employer customers, while managing more than $1 billion in in-force premiums. Responsible for leading the Employee benefits distribution organization, John has overseen a comprehensive re-organization of the business. By aligning four distribution channels, installing key management metrics, creating a culture of accountability, John is focused on positioning Transamerica for continued long-term growth within the employee benefits marketplace.
Prior to assuming the leadership role, John spent five years as the chief marketing officer for the Employee Benefits business. Among his many accomplishments, he refined the company’s go-to-market strategy in employee benefits, revamped the branding and messaging, and built the infrastructure for the Large Markets and Business Development channels.
Director, Political & Public Affairs, Aflac Federal Relations
Jessica Strieter Elting serves as Director of Political & Public Affairs in Aflac’s Federal Relations office. Heading the political and public affairs practice, Jessica ensures that Aflac’s message resonates in Washington and that the employees and agents of Aflac are informed and engaged on federal issues. Additionally she leads Aflac’s civic engagement programming, plays a key role in developing the federal relations strategy as a member of the senior leadership team and oversees the Aflac PAC. Prior to joining Aflac, Jessica was a VP at DDC Public Affairs, where she designed and executed successful and award winning public affairs and advocacy programs for major corporations, trade associations, and nonprofit organizations. Jessica has also supervised PAC and grassroots operations for the nation’s largest arts and arts education nonprofit and worked for a leading political software and consulting firm, assisting clients in the successful integration of technology into their campaigns, PACs, and grassroots efforts. Her diverse political background also includes several years working for nonprofits and campaigns on both the state and national level. Jessica received her M.A. in Political Management from the George Washington University and a B.A. in Political Science and Creative Writing from Florida State University.
Director, Distribution Strategy and Execution, Transamerica
Phil Trzcinski joined Transamerica in 2020 to lead Transamerica’s launch of their Group Life, Integrated Absence and Disability solutions, along with other strategic initiatives. Phil is a member of the Distribution leadership team focusing on expanding the strategic plan, enhancing our reporting and forecasting practices, and taking an active leadership role across functions. His role focuses on ensuring alignment and collaboration as Transamerica’s evolves and as we look to expand our offerings to the market and the roughly 20,000 customers we serve today. Prior to Transamerica, Phil worked at Lincoln Financial where he was AVP for Operations Analysis & Workforce Management in their group benefits business. Before that, he was a part of Liberty Mutual’s group benefits business where he held leadership roles in both Distribution and Product.
Global Leadership & Cultural Development Expert, Bestselling Author
Not only have workplace benefits evolved, but the entire workplace dynamics have shifted in nearly every industry, not to mention the expectations of both employees and organizations. The amount of rapid change and uncertainty that still exists is unprecedented.
With revolutionary change, however, comes a plethora of new opportunities. As workplace benefit professionals, we must embrace this new world of work while also accelerating performance and driving a greater impact within our organizations. Leadership as we have known it will not suffice. In this inspiring keynote session, global leadership expert and Wall Street Journal bestselling author Matt Mayberry will share how to become a transformational leader that inspires your team members and drives a greater impact than ever before.
The ultimate differentiator of any organization is its leadership effectiveness. The essence of leadership is not your rank, title, or past accomplishments, but rather your ability to influence and impact others. Attendees will leave with actionable insights on how to lead through change, build cultural excellence, and improve leadership performance.
EVETTE CREIGHTON Sr. Manager for Talent, Inclusion and Diversity Transamerica
KERRY FINNEGAN Senior Partner Mercer
ZOLTAN GOMBAS Vice President, Broker, Communication Firm Relationship Management MetLife
ANDREA QUADROS Vice President, Strategy & Product Development MetLife Legal Plans
VINCENT BRANCHESI,Moderator National Director, Group Benefits, Center of Excellence MetLife
Join this panel for a discussion about creating products and programs that champion people in the workplace. We will explore the topic of DEI through the lenses of a carrier, broker and employer to better understand the needs of our customers and identify opportunities in the marketplace.
TRACY FUNK Supplemental Benefits Practice Lead Benefits Science Technologies
CHRISTINE LATORE Vice President of Marketing and Insurance Brella Insurance
TODD DZEN,Moderator Vice President of Product & Voluntary Practice Leader Symetra Financial
Medical claim integration has become an important value proposition in the supplemental benefits market. In this session, we will analyze how to best demonstrate value for employees, employers, and brokers. We’ll also discuss how to avoid common pitfalls associated with this offering, including negative loss ratio impact and medical data security concerns.
JORDAN JORDANOV Vice President, Group Products American Fidelity
SWAPNIL PRABHA Vice President, Workforce Wellness Solutions Unum
JASON YOUNGBLOOD Senior Director, US Markets Behavioral Center of Excellence Cigna
TOM DAVENPORT, Moderator Senior Director, Product Development USAble Life
According to the CDC, more than 50 percent of Americans will be diagnosed with a mental illness or disorder in their lifetime, and 1 in 5 will experience mental illness each year. Attend this session to learn how mental health impacts the life, disability, and supplemental health insurance industry and how we can innovate to provide customers with better access to care.
Director, Distribution Strategy and Execution, Transamerica
Every year at our event, industry leaders share their thoughts about today's most important topics. This is your opportunity to hear what's on the minds of these executives as they focus on our role in the future of work.
KEITH GOLEMBIEWSKI Senior Director, Strategic Initiatives LIMRA and LOMA
MARY TRECEK Associate Research Director, Workplace Benefits LIMRA and LOMA
PATRICK T. LEARY, M.B.A., LLIF, Moderator Corporate Vice President, Workplace Benefits Research LIMRA and LOMA
Recent and unanticipated political, social, and environmental events have caused significant upheaval and disruption within our industry. Based on new LIMRA research, we’ve identified four unique scenarios that may play out in society — and what that might mean for workforce benefits. Join us for an interactive session where you will have the opportunity to select one of these scenarios and explore what implications they will have on the future of the industry.
BIANKA DOUGLAS Vice President, Lead Human Resources Business Partner Prudential
Additional Speakers TBA
ADAM ZUCKERBERG, Moderator Vice President, Worksite Solutions Western & Southern Financial Group
Talent poses a unique challenge for the insurance industry. This session will explore common challenges across carrier workforces, including difficulties recruiting and retaining talent, evolving employee expectations, importance of purpose at work, and the increased need for professional development. Panelists will also share how carriers are approaching these challenges, what is working well, and where opportunities to improve remain.
CORY GARDNER Senior Program Manager, Data Standards LIMRA and LOMA
Attend this moderated discussion to explore the cost savings and process efficiencies realized by early adopters of the LDEx Standards. This conversation goes beyond defining the LDEx Standards and leans into the true benefits of standardization across the Workplace Benefits ecosystem.
JILL KRENEK Director of Continuous Value Creation Texas Life Insurance Company
KIM RUDEEN Vice President, Product Solutions Aflac
BOB RUFF Senior Vice President Aflac Group Voluntary Benefits
JENNIFER CLYBURN, Moderator Senior Manager Aflac Business Planning
Attend this session to hear best practices for navigating an organization with competing demands on resources. Panelists will focus on moving strategic initiatives forward, product competitiveness, and agility transformation. You will walk away with actionable takeaways you can begin implementing in your organization right away.
TED PHILLIPS AVP Digital Distribution Center of Excellence Sun Life
AMANDA POPE Director of Carrier Relations ADP
JILL SCHLOFER 2nd Vice President, Implementation & Enrollment The Standard
BRYAN BURKE, Moderator AVP, Product Management Sun Life
Join in on this interactive session where a panel of experts from a carrier and technology platform will discuss the escalation of tech fees, including what they fund, what they are being used for, who is benefiting from them, and what value these fees provide to carriers. We will also highlight new LIMRA research on tech fees to further the panel’s analysis.
RACHEL CHAMBERLIN Head of Group Benefits Enrollment Guardian Life Insurance Company
AMY RAY Director, Advice and Wellness Solutions Transamerica
JESSICA RUGGLES Corporate VP, Financial Wellness Thought Leadership & Market Insights New York Life
PHIL TRZCINSKI, Moderator Director, Distribution Strategy Transamerica
This session will explore various perspectives on wellness programs and the financial, physical, and social needs these programs seek to address. The panel will define wellness and what holistic wellness looks likes in the workplace ecosystem. We’ll uncover what barriers exist and show what “success” looks like in the face of these challenges.
Select leading solution providers will take the stage to showcase the latest innovative solutions and thought leadership in the Workplace Benefits space.
Can you reach your goals, even if things aren’t going the way you expect? Most people are good at setting goals and making plans, but not very good at revising those plans when things change. But that’s the real work of resilience. Resilience is letting go of the “old way of doing things” and rewriting a script for success that gives you the fastest and best path from where you are to where you want to go. Backed by Courtney’s data-driven research, ReVisionary Thinking offers concrete strategies for blazing a new path when the goalposts move on you.
At the end of this session, participants will be able to:
Avoid the typical mistakes people make when confronted with change
Improve mental flexibility as individuals and teams
Understand why gut instinct fails you in unfamiliar situations — and how to counter it
Generate more (and more innovative!) ideas when solving problems
KIM LANDRY Associate Research Director, Workplace Benefits Research LIMRA and LOMA
Join us for new insights from LIMRA’s Benefits and Employee Attitude Tracker (BEAT). The BEAT study monitors employee views of employment and benefits. We will reveal new findings from the 2023 study, including:
Employees’ unmet benefit needs and benefits they value most
Types of benefits communication that are most helpful
Satisfaction with benefits and overall job satisfaction
TOM ARMSTRONG Vice President, Customer Analysis and Insight Voya Financial, Inc.
Additional Speakers TBA
The intersection of health and wealth is an important consideration for employees. Understanding the drivers behind how consumers make benefits decisions is critical for carriers as we strive to strike this balance. This session will showcase how to best use consumer research to inform and create personalized benefits choices for employees throughout their financial wellness journey.
Given the fluctuating environment, continued advances in technology, and increased pressure for employers to maximize benefit dollars they are spending, the role of the broker continues to evolve and expand. In this session, we will take a case study approach to show how brokers can best serve the industry with new operating models, and partner with carriers to provide the best outcomes for employers and employees.
Director, Political & Public Affairs, Aflac Federal Relations
In the ever-changing world of work, it is important for organizations to have an understanding of the emerging legislation and risk. Gain an in-depth understanding of how evolving legislation will impact your organization.
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
Chris Morbelli
Managing Director, Life & Group Transformation, Ernst & Young LLP
In 2021, LIMRA and EY partnered to explore the changing landscape of workforce benefits. We are now in a post-pandemic environment where carriers, distributors, and employers must continue to realign their value propositions to connect with employers and employees. Our new research highlights three dimensions driving industry change: The continued changing nature of work, the acceleration of digital transformation, and the broadening definition of workforce benefits — particularly through generational preferences. In this session, we will share our findings on the rapidly changing workforce benefits landscape and explore how organizations can harness profitable growth in this market.
Early Registration Fee (by March 28, 2023): Member: $1,450 Nonmember: $2,650
Standard Registration Fee (after March 28, 2023): Member: $1,650 Nonmember: $2,850
LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.
Group Registration Discount:
Take advantage of our group rates to ensure your team's knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.
We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.
5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.
Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.
Cancellation Policy
All cancellations must be received in writing. Cancellations received before April 11, 2023, will be refunded, less a $75 processing fee. Cancellations received from April 11, 2023 to April 25, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after April 25, 2023.
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.
Please check this page regularly for health and safety updates. Updated: [3/8/2023]
LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.
On-Site at the Event
Adhere to social distance protocols.
Wash hands frequently throughout the meeting.
Cover your nose and mouth when coughing or sneezing.
Comply with any protocol signage displayed.
Self-monitor and report any symptoms to meeting organizers immediately.
If you are having symptoms and need to seek medical attention, there will be a list of service options available.
If you test POSITIVE for COVID:
Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
Report your status to the convening team so the proper contact tracing interview can be conducted.
Post Event
Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.
Call-in Reservations: 1 (800) 228-9290 or (401) 849-1000 (mention the LIMRA Workplace Benefits Conference)
Make your reservations by April 5 to receive the group rate of $279 single/double (plus applicable sales taxes). Requests after April 5 will be accepted based on space availability. Please note that hotel rates will go up after April 5, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.
Extend your stay: The group guest room rate will be offered three (3) days prior to and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.
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 not call you unless you contact them first.
Become a Sponsor or Exhibitor
The Workplace Benefits Conference brings together professionals responsible for the development, marketing, and distribution of group and workplace/voluntary benefits, including Life, Disability, Critical Illness, Accident and other Supplemental Health products, Dental, Vision and Healthcare plans.
Join the conversation by securing a sponsorship or exhibiting at the conference.
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