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2022 Marketing Conference

Breaking New Ground

6/1/2022 - 6/3/2022
Loews Portofino Bay Hotel, Orlando, FL


Who Attends

Financial services marketing professionals from life, retirement, and workplace benefits who focus on all ar­eas of marketing, including product, consumer, producer, digital, and strategy, as well as research and consumer in­sights and communications, advertising, and branding.


We are in unexplored territory as we shift to marketing in a post-pandemic world. Much has changed – new products and processes, new mindsets around financial services and our industry’s value, different comfort levels of traveling or meeting in-person; yet our best methods of outreach – creative, concise, digital communications – remain the same, if not more effective. We can leverage what we already know how to do well to break new ground in a way that serves our consumers successfully.

We’re building a program to do just that. We will discuss the challenges we now face, identify opportunities for success, and share the path for moving forward. We as marketers have our fingers on the pulse of the consumer, can determine what shifts are over-reactions, and what trends are here to stay. Breaking new ground is truly the mindset of today’s marketers. 

Join us at the 2022 Marketing Conference as we come together as financial services professionals focused on marketing – including product, consumer, producer, digital, and strategy, as well as research and consumer insights, communications, advertising, and branding. We’ll feature sessions that uncover what’s next for our industry, identify tomorrow’s potential, and break new ground!


Kelley Gay
Senior Vice President and Chief Marketing Officer, Enterprise Marketing and Communications, OneAmerica
  • Wednesday, June 1, 2022

    2:40 p.m. - 3:30 p.m.:

Kelley Gay

Senior Vice President and Chief Marketing Officer, Enterprise Marketing and Communications, OneAmerica

As senior vice president and chief marketing officer (CMO) for OneAmerica, Kelley Gay leads the company’s overall marketing, communications and stakeholder experience strategy, driving exceptional brand experiences and business results across the enterprise. With nearly 25 years of experience in the financial services industry, Gay has played a key role in shifting OneAmerica to a customer-centric organization enabling the enterprise to meet and exceed the expectations of its stakeholders. In addition, her leadership has helped raise the company’s and business lines’ market visibility by aligning marketing, digital, communications and brand experiences to core strategic objectives — ultimately aiding in the growth of new business and retention. Before joining OneAmerica, Gay held several marketing leadership roles at MassMutual Financial Group, focusing on building customer relationships with emerging consumer segments, career agency and independent brokerage marketing and product and services marketing.

Jennifer Golbeck, Ph.D.
Director of the Social Intelligence Lab, University of Maryland
  • Thursday, June 2, 2022

    8:50 a.m. - 9:50 a.m.: General Session

Jennifer Golbeck, Ph.D.

Director of the Social Intelligence Lab, University of Maryland

Dr. Jennifer Golbeck is a computer scientist, Director of the Social Intelligence Lab, and a professor in the College of Information Studies at the University of Maryland, College Park. Her research focuses on analyzing and computing with social media and creating human-friendly security and privacy systems.  Dr. Golbeck began studying social media from the moment it emerged on the web a decade ago and is one of the world’s foremost experts in the field, discovering people’s hidden attributes from their online behavior.  Her research has influenced industry, government, and the military.  Dr. Golbeck writes for Slate and The Atlantic and frequently appears on NPR, including as a regular guest host for The Kojo Nnamdi Show. Her TED talk was named one of the most powerful talks of 2014.

Alice Norsworthy
President, Global Marketing,
Universal Parks & Resorts
  • Thursday, June 2, 2022

    8:15 a.m. - 8:50 a.m.: General Session

Alice Norsworthy

President, Global Marketing,
Universal Parks & Resorts

Alice Norsworthy is President, Global Marketing for Universal Parks & Resorts. She leads their Marketing and Sales division and the development of capabilities, consumer, and trade programs that build brand equity and demand for Universal Parks and Resorts around the world. Specific areas of oversight include Strategic Planning and Consumer Insights, Integrated Marketing and Experience design, Corporate Partnerships and Alliances, and Sales and Distribution. Prior to her current role, Ms. Norsworthy was Chief Marketing Officer for Universal Parks & Resorts where she led numerous successful brand positioning, park and attraction launch campaigns. Ms. Norsworthy has been recognized by Advertising Age as one of America’s Top 50 marketers and one of the 100 Most Powerful Women in Travel three times by Travel Agent magazine.

Jeff Tobe, M.Ed., CSP
Innovation and Creativity Guru and Customer Experience Expert
  • Thursday, June 2, 2022

    4:00 p.m. - 5:00 p.m.: General Session

Jeff Tobe, M.Ed., CSP

Innovation and Creativity Guru and Customer Experience Expert

Over 20 years as a speaker, trainer, and business consultant has given Jeff the experience to apply best practices from leading companies to improve the customer experience across a wide range of industries.  He prides himself on presenting up-to-the-minute, cutting-edge material as it relates to designing the ideal customer experience by getting your people more engaged at what they do every day. Jeff helps employees and employers put on their “customer glasses” to create meaningful change.  Jeff is the author of the wildly popular book Coloring Outside. His newest book, The CX Edge: Critical Customer Experience Questions to Help You ATTRACT, KEEP and WOW Customers, is quickly becoming one of the hottest business books on the market today.



Registration Fees:
Member:  $1,350.00
Non-Member: $2,700.00

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

  • 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.

COVID-19 Health and Safety Protocols - FL

Please check this page regularly for health and safety updates.
Updated: [2/28/2022]

The health and safety of our conference attendees remains our top priority as we return to meeting in person. We are making preparations to hold our events in accordance with currently applicable national government and local authority guidance to ensure the highest standards of safety, hygiene, cleanliness, and operational effectiveness for all participants.

This is a shared responsibility, and we ask that you partner with us by following these guidelines and procedures before, during, and after the conference to ensure your safety and the health of our staff, partners, and fellow attendees. By agreeing to attend, you understand and commit to abide by and respect these measures. We are excited to meet in person again, and we thank you for your cooperation. Detailed protocols specific to each conference will be sent to registrants in the final weeks before the meeting.

Our onsite protocols will abide by the CDC and local laws, rules, regulations, or guidance.

Be sure to check your company’s travel restrictions as well as both your departure and destination state restrictions when planning to attend any event.

Please agree to the following:

Prior to Event

  • All registrants will be required to upload their vaccination information or negative COVID test results onto the CLEAR app link which you will receive when you complete your registration.
  • All attendees must follow all state/local regulations and guidelines regarding social distancing, gathering, sanitation, and use of face coverings.
  • If you are aware that you have been exposed to COVID-19 in the past two weeks or if you are experiencing any symptoms, we ask that you DO NOT attend an in-person event.
  • Follow cleaning and safety tips during your trip to maintain a safe travel environment (e.g., disinfecting surfaces, wearing a face covering, etc.).

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 pathway signage.
  • Self-monitor and report any symptoms to meeting organizers immediately.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

The Latest CDC Guidance

CDC has recently updated its travel recommendations for fully vaccinated and unvaccinated travelers.

For the latest guidance, visit the CDC website for guidance on travel within the United States.

How to Prepare for Air Travel

Your airline is the best source for personal safety protocols at the gate and on the airplane. Be sure to visit your airline website the week you are traveling and sign up for notifications related to your trip.

Hotel / Venue

Loews Portofino Bay Hotel at Universal - Conference Hotel

5601 Universal Boulevard
Orlando, FL, USA, 32819

The Loews Portofino Bay Hotel is now sold out.

Please contact A Room With A View for information on the official designated LIMRA overflow hotel.

They will secure the lowest available rates at the best available hotels within a short distance to The Loews Portofino Bay Hotel.

A Room With A View can be contacted by phone or by e-mail:
1-800-780-4343 or
International (Including Canada)  817-453-8038
Monday – Friday   8 AM CST - 8 PM CST
You can also reach them by e-mail any time during the weekend.

This is a FREE SERVICE for all LIMRA conference attendees. Simply identify yourself with LIMRA and they will guide you through this easy process.

When processing a reservation with A Room With A View, you will be on a waitlist for rooms at The Loews Portofino Bay Hotel should cancellations occur in our group room block.

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.

Become a Sponsor or Exhibitor

Sponsors and Exhibitors


Contact us to learn more:

Sean Orcutt

Event Coordinator



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