2018 Symposium Schedule of Events

Workshop A – A Different Perspective on DOL
Tony BoquetVice President, Education & Business Development, The American College of Financial Services
Cailie Currin, President & CEO, Currin Compliance Services, Inc.

It looks like the DOL is DOA. But that does not mean the issue of fiduciary standards has gone away. In this session, hear multiple perspectives on how your society should operate in the new environment.

Workshop B – Fraternals in 2018: Is technology the great disruptor or the great equalizer?
Pranav Pasricha, CEO, Intellect SEEC
Tony Mravle, CEO, KSKJ Life

Today the hottest topic in the insurance industry is how AI, big data and cloud computing can transform or disrupt the sector. Even though insurance has always been considered a laggard in technology adoption, so many major players are actively courting start-ups, establishing insurtech venture funds and experimenting with new business models. What does all this mean for the relatively smaller fraternals?  Will it become harder for them to compete and retain the customer engagement that defines them?

Workshop C – Assessing Americans’ Financial and Retirement Security
Andrew Melnyk, Chief Economist and VP of Research, American Council of Life Insurers

Assessing Americans’ Financial and Retirement Security is a comprehensive analysis by ACLI that presents a high-level snapshot of Americans’ current state of financial and retirement security. The analysis offers a detailed definition of financial and retirement security across different generations and stages of life, and provides valuable insight into how Americans rely on both public and private sector solutions to prepare for the future.

Workshop D – Complying with the Coming Cybersecurity Regulation
Todd W. Martin, Partner, Stinson Leonard Street LLP
David D. Axtell, Partner, Stinson Leonard Street LLP

Recent high-profile data breaches highlight the new and increasing threats that have been developing regarding cybersecurity.  Fraternal benefit societies hold sensitive member information and are targets of hackers.  This session will focus on steps fraternal benefit societies can take to help manage cybersecurity risk and will provide an overview of coming cybersecurity regulation. The session will include a discussion of the current cybersecurity environment and new threats, developments in the law regarding cybersecurity including heightened focus on information security, integrity and access, and more.

Workshop E – Succession Planning for Staff and Leadership
Lee Ann Hazi, Chair of the Board, GBU Financial Life
Dan Shinnick, President and CEO, National Mutual Benefit
Abbie Fleming, Assistant Vice President and Engagement Director, The Jacobson Group

Succession planning is a challenging endeavor for any company, and the unique governance structure of your society can often complicate the matter further. Join us for this panel presentation focused on succession planning for fraternals. Hear directly from two society leaders on how they have tackled this topic and a leading expert in the field of insurance recruitment.

Workshop A – Measuring Member Engagement
Moderator: Barbara Cheaney, Senior Vice President/Marketing Communications, Catholic Life Insurance
Zach Snell, Senior Marketing Specialist, UNL, Thrivent Financial

In recent years, Thrivent Financial took a big leap and decided to muster the courage and start the member engagement process from scratch. This impacted many of their programs and led to the development of their Thrivent Action Teams and Thrivent Member Network, along with an overhaul of how they go about tackling a huge challenge: how to measure member engagement.

Workshop B – Parallel Worlds: Activities for Boomers, Gen Xers, and Millennials
Michelle Horn, Assistant Vice President, Community Engagement, Gleaner Life Insurance Society

As the demographics of your society’s membership changes and grows, it is vital to find ways to keep all generations engaged. During this peer-learning session, attendees will learn how to create fraternal activities and programs that span generational divides to involve all types of members in your society’s community engagement.

Workshop C – Marketing Insight from Outside the Fraternal World
Jennifer Faris Severns, Chief Experience Officer at American Marketing Association

Catch this conversation with Jennifer Faris Severns, Chief Experience Officer at the American Marketing Association and other marketing experts. Tap into Jennifer’s expertise in a number of areas including launching a major brand redesign (timely!), building customer-centric experiences, managing digital transformation, trailblazing digital content, social media strategies, and more. Jennifer understands innately how fraternals have the power to distinguish themselves, and she will foster a discussion that will help attendees see how companies outside the fraternal microcosm deal with similar challenges.

Workshop D –  Fraternal Success Stories
Ann Held, Innovations Coordinator, Modern Woodmen of America
Cecily Kelly, Member Benefits Coordinator, Hermann Sons Life
Jaime Linden, Arbor Growth and Development Coordinator, Gleaner Life Insurance Society
Kerry Heinrich, APR, Director, Marketing Communications, WoodmenLife
April Sleyko, Director, Marketing & Fraternal Services, KSKJ Life

Enjoy learning about and celebrating your peers’ achievements!

  • Growing Connections Through Retiree Chapters – confirmed!
  • Office Binder for Lodge Officers – confirmed!
  • Lodge Funding Mechanisms
  • Revamped Membership Application
  • Agent Participation in Chapter Activities
  • Cool Fraternal Publications & Videos
  • Social Media Campaigns
  • Attracting Recent College Grads to Open Positions
  • And more!

(Let us know if you have a success story of your own to share by emailing Taylor Conrad)

Workshop E – Modernizing Conventions
Moderated by Members of the Alliance’s Grow Younger Task Force

For fraternals, conventions can be a necessary and expensive evil when they ought to be a celebration of your society’s successes.  Rethink all the elements of your conventions through a peer-learning session moderated by members of the Alliance’s Grow Younger Task Force.  Brainstorm ideas with fellow attendees that will help you modernize your event or gain new perspective on the successes of traditional formats.

Workshop A – Responsible Investing
David Alt, Head of Responsible Investing, PNC Financial Services Group

Responsible Investing (RI) is a journey, not a destination. Investors have more RI options available to them than ever before but many are still confused on what RI means and how an investment portfolio could be constructed that aligns with their values or reduces potentially hidden risks. This session will help societies navigate the complexities of RI by introducing a Responsible Investing Compass, elaborating on key concepts with relevant scenarios, and exploring how various RI products and solutions could be implemented to meet the diverse needs of many investors, whether it be for only part or across an entire portfolio.

Workshop B – Fixed Income Portfolio Management
Peter Yi, Senior Vice President, Northern Trust Asset Management

Peter Yi, Senior Vice President at Northern Trust Asset Management, is Director of Short Duration Fixed Income. In this capacity, Peter manages the teams responsible for Northern Trust’s registered money market mutual funds, short term investment funds, ultra-short fixed income funds, separately managed institutional client mandates and securities lending cash reinvestment. His daily responsibilities are to develop and oversee strategies for the short duration fixed income business. Peter is also a senior portfolio manager for the money market funds within the Northern Institutional Funds and Northern Funds families.

Peter is a member of the Northern Trust Interest Rate Strategy Committee, Northern Trust Investment Policy Committee, Asset Management Credit Risk Management Committee, Collateralized Products Risk Committee and the Securities Lending Governance Committee. He also serves on the Money Market Advisory Committee for the Investment Company Institute and is a frequent speaker at industry conferences.

Peter received a bachelor’s degree from the University of Michigan and an MBA from the University of Chicago Booth School of Business. He is a CFA® Charterholder and a member of the CFA Institute and Investment Analysts Society of Chicago.

Workshop C – Political Update
Neil Alldredge, Senior Vice President Corporate Affairs, National Association of Mutual Insurance Companies

Prior to assuming the new role of SVP – Corporate Affairs in 2017, Neil spent 17 years leading NAMIC’s state legislative, regulatory and international advocacy efforts. In that role, he regularly testified in legislatures around the country and represented NAMIC members at the National Association of the Insurance Commissioners (NAIC), the National Conference of Insurance Legislators (NCOIL) and the International Association of Insurance Supervisors (IAIS). Neil is recognized as an expert in several public policy areas relating to insurance regulation, of particular note has been his work on the credit-based insurance scoring issues and corporate governance.  His insights into the current Washington, DC legislative process and how recent activities will affect businesses including financial services will be of great interest to Alliance members.

Workshop D – Rethinking Portfolio Management Based on New Regulation
Tip Tipton, Accounting Policy Manager, Thrivent Financial
Mark Yu, Enterprise Risk and Capital Management Professional, NEAM

Get updates on the regulatory changes occurring at NAIC and the potential impact on a society’s investment portfolio. We will have an interesting discussion regarding topics such as: the work of the NAIC Investment RBC WG relating to bond factors; the work of the NAIC Statutory Accounting Principles WG; and the impact of the 2017 U.S. Tax Reform Act on insurers, including potential impact on their RBC  levels. Please join us for what will be an insightful presentation.

Workshop E – Economist
Thomas Mucha, Global Macroanalysis Advisor, Wellington Management               

Thomas Mucha will provide our fraternal leaders with an overview of the US economy and how it will affect businesses including life insurers. Thomas is a member of the global Macroanalysis Team with a research focus on the macro and market implications of geopolitical risk. In his role he also focuses on internal and external communication efforts, with a particular emphasis on connecting our macro insights to actionable investment ideas in client portfolios. In addition, he writes Wellington’s Macroland blog and is a frequent speaker at Wellington client events and investment seminars worldwide.

Prior to joining Wellington Management in 2015, Thomas had a successful career in journalism as a writer, producer, and editor focused on global business, economics, and geopolitics. He joined Wellington Management from GlobalPost, where he oversaw editorial operations and wrote a column on global business and economics, as well as its Macro blog on the global economy (2008 – 2015). Prior to GlobalPost, Thomas worked as a writer, producer, and editor for CNN and CNN International in New York and London, where he covered Wall Street and the US and global economies, including emerging markets (1991 – 1998). He also worked in similar roles at Time Inc.’s Business 2.0 Magazine (2001 – 2005), and Crain’s Chicago Business (2005 – 2008).

Thomas earned his MA in international relations and economics from the University of Chicago (2002) and his BA in English from Michigan State University (1991).

Workshop A – Professionalism
Jay Jaffe, President, Actuarial Enterprises, Ltd.

This session will provide a practical exploration of professionalism, code of conduct and its application. With attendee interactions and real-world examples from typical working environments for actuaries, this workshop will offer valuable insight in topics such as dealing with regulations, qualification standards, and the Actuarial Standards of Practice. Qualifies for CE credit.                                       

Workshop B – Update on Accelerated Underwriting
Michelle Lerch, Sales Solutions Consultant, RGAx

In today’s market, consumers are looking for a faster, less intrusive solution when purchasing life insurance. Accelerated underwriting might be the answer. With a mix of theoretical and practical lessons, learn more about what accelerated underwriting is, the benefits it provides to insurers and how advances in technology in a continuously evolving market could lead the fraternal industry closer to supporting accelerated underwriting.

Workshop C – NAIC Update
Alice Fontaine, FSA, FCIA, MAAA, President and Consulting Actuary, Fontaine Consulting, LLC  Mark Buehrer, FSA, MAAA, Senior Actuary, Bruce and Bruce Company

Workshop D – Insurance Product Research and Actuarial Trends
Maureen Shaughnessy, Research Actuary, LIMRA                   

Maureen Shaughnessy is a research actuary at LIMRA with a vast supply of information at her fingertips!  Maureen will reveal data on our industry including sales by product, and will also provide a glimpse into the future with product line sales forecasting.  LIMRA and the SOA have conducted joint research, and she will discuss the results on product persistency including universal life.  Maureen will also fill in the blanks with figures from other studies including a recent Simplified Issue study.                               

Workshop E – Economist (Joint Session with Investment)
Thomas Mucha, Global Macroanalysis Advisor, Wellington Management               

Thomas Mucha will provide our fraternal leaders with an overview of the US economy and how it will affect businesses including life insurers. Thomas is a member of the global Macroanalysis Team with a research focus on the macro and market implications of geopolitical risk. In his role he also focuses on internal and external communication efforts, with a particular emphasis on connecting our macro insights to actionable investment ideas in client portfolios. In addition, he writes Wellington’s Macroland blog and is a frequent speaker at Wellington client events and investment seminars worldwide.

Prior to joining Wellington Management in 2015, Thomas had a successful career in journalism as a writer, producer, and editor focused on global business, economics, and geopolitics. He joined Wellington Management from GlobalPost, where he oversaw editorial operations and wrote a column on global business and economics, as well as its Macro blog on the global economy (2008 – 2015). Prior to GlobalPost, Thomas worked as a writer, producer, and editor for CNN and CNN International in New York and London, where he covered Wall Street and the US and global economies, including emerging markets (1991 – 1998). He also worked in similar roles at Time Inc.’s Business 2.0 Magazine (2001 – 2005), and Crain’s Chicago Business (2005 – 2008).

Thomas earned his MA in international relations and economics from the University of Chicago (2002) and his BA in English from Michigan State University (1991).

Brain dates – a new way to connect! Have meaningful conversations right away at the Spring Symposium. Brain dates are small group (no more than three people) learning meetings with fellow attendees on a range of topics based on your needs and what you are looking to learn.

Uncover the untapped potential of peers and colleagues old and new as you share your experience or expertise, learn or share something new, and connect for meaningful peer learning.

Book your Brain Dates!

Set up your brain dates before you arrive through a simple online sign up. Need to change plans or check back in to see what you scheduled? No problem! This sign up will be available on the Spring Symposium landing page right up until the event. Click here to sign up!