Larry Hartshorn, Corporate Vice President and Director, LIMRA
Senior Vice President, Insurance
LIMRA partnered with the Society of Actuaries to conduct a consumer perspective study on one of the most noteworthy markets facing the impending retirement crisis today: China. The session will cover the existing pension system, social security coverage and adequacy, what retirement means to China’s consumers, and other key findings
The challenge today is no longer getting your message out. There are more channels than ever: Blogs, Twitter, Instagram...the list goes on. The real challenge for financial institutions is getting your message in—getting your hyper-distracted audience to take time to engage with you. So what works?
In a time of short attention spans and high expectations, this high-impact, high-energy session will demonstrate how financial professionals are creating powerful connections in a digital age. From amplifying your personal brand to prospecting, we’ll look at how the social world changes everything. What's in it for you? A deeper understanding of the new digital realities plus practical tips you can apply immediately.
If everyone in your organization continues to think and act in the same manner as they do today, will you be able to achieve the desired results within the expected timeframe? Your answer to this question will determine whether if cultural transformation is a necessary condition for growth in your company. Focusing on competency development is a necessary condition for accelerated performance but is it not sufficient. Without a focus on intentional cultural design, you could well be training your employees for your competition. Come and discover the 3 big ideas for driving cultural change that matters.
As CEO of TalkingData, Mr. Leo Cui takes overall responsibility for the innovation and strategic development of the company to ensure that TalkingData maintains its leading position in China’s mobile big data industry. Over the years, Leo has remained focused on mobile internet and social media in the field of data analysis, data mining, and pattern recognition, and his forward-looking philosophy has led TalkingData to win numerous awards including "Most Innovative Enterprise Application Development" and "Best Mobile Big Data Platform Award" by IDG International Data Group, and "Top 100 China Innovation Growth Companies" by Cyzone.
Ms. Fisk is a foremost expert on the practical application of electronic document management system (EDMS) technology. She has overseen numerous enterprise information assessments and follow-up activities to help organizations significantly reduce operating expenses, increase efficiencies, and achieve true business optimization. These projects have addressed corporate budgeting, cost, sponsorship, risks, ROI analysis, project timeline planning, future business initiatives, and similar strategic elements. Ruth has extensive insurance industry experience, including 14 years in management at a property and casualty carrier. She also founded and led the Insurance Vertical OnBase Group User Experts, a non-profit organization dedicated to business process improvement specifically dedicated to the insurance industry.
Rick Funke与世界各地的金融服务业高管合作，帮助他们通过提高销售团队的效率来提高盈利能力。在他的帮助下，公司通过应用基于能力来甄选、招募和留存优秀员工的最佳实践，最大限度地提高了在甄选和招募代理方面投资的回报 - 并培养扩大了其销售团队。 Rick还有为销售经理提供培训的丰富经验，帮助他们提高代理团队的专业水平和产能。Rick是行业内知名的演讲人，曾在多个会议上发表演讲，包括GAMA的LAMP会议、NAIFA的专业会议暨年会、LIMRA年会以及许多公司会议。
Fredrik Härén 是企业创造力方面的作家兼演讲人。迄今为止，他最畅销的书籍是 The Idea Book，其中融合了提升创造力的各种想法和活动。该书获得了Seth Godin 的高度赞赏并跻身有史以来最佳的 100 本商务书籍 (The 100 Best Business Books of All Time) 之列。Fredrik 的第二本书书名为 The Developing World，该书探讨了发展中国家爆发式发展的创造力，以及发达国家的人可以从中学到什么。同一个世界，同一家公司是他的新书，作者在书中仔细研究了作为一家真正意义上的全球化公司意味着什么。Fredrik 曾在超过 50 个国家举办了 1,500 场以上的展示演讲。他曾被选为“瑞典年度演讲人”，另外，他 还是全世界范围内仅有的 30 位经过认证的全球演讲专业人士 (GSP) 之一。
8:45 am - 9:45 am: Selling in a Social World: Getting your hyper-distracted audience to take time to engage with you
Betsy Hubbard
Founder and President, Mindset Digital
Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics.
Jim Kerley is a member of the executive team that leads LIMRA and LOMA. In his current leadership role, his primary objective is to deliver products and services to member companies that are strategic, contemporary, and relevant. He is also responsible for member relationship management for the 450 U.S. and Canadian members. Jim joined LIMRA in 2007 as President of LIMRA Services, Inc., to oversee the development and delivery of a wide range of products for their global membership. With the completion of the merger of LIMRA and LOMA, the served in that role for both organizations beginning January 1, 2010. Jim is also a LIMRA Leadership Institute Fellow.
Frustrated by the slow adoption of technology, Rosaline invested $5M of her savings and borrowed another $5M to build CXA. Within a year, her team built the platform, acquired Singapore's largest broker, won 20 Fortune 500 clients away from the global incumbents, voted by HR as one of the best vendors of the year and got $11M in VC funding. CXA is now expanding to 11 countries across Asia.
Rosaline supervised P&G factory lines in Iowa before working in 8 roles during her 8 years at Bankers Trust in NYC. She launched two dot-com start-ups in Asia, before moving to ACE Insurance. She also ran Mercer Marsh Benefits' 14 APAC countries, growing 800% over 8 years. Rosaline graduated from UCLA Cybernetics and Columbia Business School.
Dr. Junling Li co-founded Juliye Group with Mr. Jiman Zhu, Chairman of Harbin Gloria Pharmaceutical Co., Ltd and Mr. Yihuo Ye, CEO of iYundong, in March 2014. Inspired by its mission of “May More Families Live Healthy”, Juliye aims to build up a cooperative diagnosis and treatment system and family-doctor network with the best services and efficiency in China. By linking experienced local physicians and top specialists in a centrally operated system, Juliye helps distribute advanced medical treatment technique to cover larger population, especially people outside metropolitan areas. In this process, by building a standard and disease-specific electronic medical record (EMR) data system, Juliye also paves way for commercial medical insurance business development.
Jamie is a major contributor to shaping Celent’s global insurance agenda, and has led the development of Celent’s innovation framework. His research focuses on IT strategy and the technology challenges facing the life and pensions market — contributing to the debate on core systems replacement, BPO strategies, the impact of regulation, and innovation management. Prior to joining Celent, Jamie was a Senior Manager within Deloitte’s management consulting practice, where he led engagements focused on helping clients align their IT strategy to their business goals. He was a key contributor to the development of the Insurance Core Systems Transformation proposition and the technology implications of the Retail Distribution Review Readiness proposition for the UK Life, Pensions and Wealth Management market. While in industry, Jamie was Head of IT Strategy for AXA UK & Ireland, and led change delivery at both AIG and Zurich Financial Services.
Originally a commercial pilot, Steve specializes in introducing new business models, businesses and products, and has held senior roles at leading corporations throughout Asia. He has filed six patents in FinTech, and managed an impressive list of projects throughout his career, including developing and patenting the first mobile payments platform for Citigroup, and leading a nine-month transformation of Shinsei Bank in Japan which lead to revenue growth of USD$500M. As Chief Innovation Officer for DBS Bank, Steve drove the innovation agenda that culminated in their $220+M investment in IBM Watson, DBS A*Star R&D Lab and Digital Banking. Steve also helped to build AIA Edge, Asia and Oceania's leading corporate Accelerator, making AIA the first insurance company to join the R3 blockchain consortium. Most recently, Steve created Gen.Life, a Silicon Valley based start-up that creates R&D capability for insurers in Artificial Intelligence and Blockchain. In addition to GenLife, Steve is also a Limited Partner and investment committee member in True Global Ventures, Vice Chairman of Borderless Healthcare Mobile China, Co-Chairman of HK HealthTech Association, and a Board Member of Pulse Global.
Georgio Mosis, Ph.D., is a clinical epidemiologist and medication informatics specialist with more than 10 years of experience in corporate innovation. He has authored more than 10 U.S./global patents and 20 trade secrets in technologies that enable integrated care solutions, cognitive ergonomics, and medication adhernce technologies. Prior to joining RGA, Georgio worked for Philips Group Innovation as a principal scientist in clinical informatics and as a business director responsible for turning novel ideas into business concepts. His most recent experience was in Shanghai where he led a team of innovators who created connected care technologies. In that role he set up a framework for innovating within a business ecosystem to co-create a first-in-kind solution addressing unmet needs in coronary artery disease management.
Senior Partner & Managing Director, The Boston Consulting Group
Mr Shah is a Senior Partner and Managing Director in the Mumbai office of The Boston Consulting Group. He leads the Insurance practice for BCG across the Asia Pacific. He has extensive experience in the financial services space in Asia and specifically India. He is a member of the FICCI Insurance Committee and the CII Asset Management Committee in India. Alpesh has nearly 20 years of experience in Asia, a large part of that in India. Across the Asia Pacific, he has assisted a wide variety of banks, finance companies and insurance companies across a wide range of topics including segment specific strategy development, portfolio analysis, new business launch, break-out growth strategy development, pricing, improving channel effectiveness, operational efficiency enhancement, cost management and reduction, post merger integration, business divestiture and implementation support.
Head of Solutions Consulting, Digital Marketing HK & TW
Patrick currently leads the Digital Marketing solution consulting practice in Adobe for the region. With Over 20 years in digital technologies, Patrick started his career in a leading bank in Canada, and subsequently moved on to consulting and helped hundreds of enterprises to identify, rationalize and execute competitive strategies utilizing digital. Patrick’s works span over a wide spectrum of industries such as banking, insurance, retail, telecom and government agencies in both US and Asia. Prior to joining Adobe, Patrick has held various senior positions in leading companies such as Oracle, IBM, Deloitte in HK and US. Patrick holds a Bachelor of Science and Postgraduate Diploma in Digital Marketing.
A senior-level business and IT professional with a career spanning 30 years, Timothy leads Fuji Xerox’s regional insurance program. He consults with clients to develop and execute go-to-market strategies for insurers throughout the Asia-Pacific region. Timothy has worked in numerous other industries, including banking, payment, internet, transportation, systems integration, and healthcare. He has a degree in Economics and a Diploma in Asia Pacific Marketing from the National University of Singapore. He holds the following professional qualifications: FLMI, DGIRM, PgMP, PMP, PMI-ACP, ITIL, CGEIT, CRISC, CITPM, COMIT, TOGAF, BCP, and Lean Six Sigma. Timothy is also an adjunct lecturer on strategic IT planning at the National University of Singapore.
In her role, Carmony Wong oversees pricing, business development, underwriting and claims for RGA Reinsurance Company Hong Kong (RGA Hong Kong), as well as High Net Worth business in the region. Prior to her current position, Carmony was Head of Underwriting Business Development for RGA Asia. Carmony first joined RGA Hong Kong in 2001 as an underwriter, and in 2007 was promoted to Assistant Vice President, Head of Underwriting and Claims. She led RGA Hong Kong’s Underwriting and Claims function, supporting clients in Hong Kong and Southeast Asia and participating in product development initiatives. Since 2003, Carmony has also served as Program Director and Secretary of the Hong Kong Underwriting and Claims Association (HKUCA). The HKUCA promotes and develops risk management standards and practices for Hong Kong’s life insurance industry.