Workshop A – A Different Perspective on DOL
Tony Boquet, Vice 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.