The Executive Summit & Annual Business Meeting
Invitation Only
September 14-16, 2022
The InterContinental Washington D.C. - The Wharf
The Fraternal Alliance Executive Summit is the premiere opportunity for peer-to-peer education to discuss high-level topics and strategies to operate our businesses more effectively. Join the most powerful and productive event of the year for fraternal CEO’s in Washington, D.C. at the InterContinental Washington D.C. - The Wharf. This convenient location to the Capitol will provide easy access to legislators for discussions that support member organizations.
This event features enhanced networking and comradery for fraternal CEOs. All fraternal society CEOs are invited to attend the Executive Summit. At the discretion of fraternal CEO’s senior executive staff is welcome to attend as well.
Event Overview
(tentative and subject to change)
Wednesday, September 14
11:30 a.m. – 2:00 p.m. | Alliance Board Meeting (Closed Session)
2:00 – 6:00 p.m. | Registration Open
4:00 – 5:30 p.m. | Committees/Informal Group Talks
6:00 – 7:00 p.m. | Welcome Reception
Welcome Reception
Join us for the kick-off of the 2022 Executive Summit at our reception in the Oyster Hall.
Dinner on Own
Thursday, September 15
7:00 – 8:10 a.m. | Networking Breakfast and Fraternal Highlights
8:15 a.m. | Welcoming Remarks
Allison Koppel, CEO, American Fraternal Alliance
Greg Temple, Chair of the Board, American Fraternal Alliance
Joe Stefka, Event Co-Chair
Chris Pinkerton, Event Co-Chair
8:35 a.m. | Session 1
Technology Investments: How to Assess Needs & Identify Partners
Don Nieland, Sr. Vice President & Corporate Secretary, BetterLife
Brian Sharp, Chief Information Officer & VP Finance, KSKJ Life
9:35 a.m. | Break
9:45 a.m. | Session 2
Benchmarking Fraternal Governance: Survey Results & Discussion
Industry Experts Weigh In on the Data
John Borgen, President & CEO, Catholic Financial Life
Ann Yerger, Advisor, Spencer Stuart North American Board Practice
10:45 a.m. | Break
10:55 a.m. | Session 3
Fraternal Twinning: Insights from a CEO of a 501(C)23
Brian Luther, President & CEO, Navy Mutual Aid Association
12:00 – 1:00 p.m. | Lunch and Congressional Visit Preparation
1:05 p.m. | Shuttle Leaves Hotel for Capitol Hill
1:30 – 5:00 p.m. | Congressional Visits
5:30 – 6:30 p.m. | Reception and Congressional Visit De-Briefing
Dinner on Own
Friday, September 16
7:30 – 8:30 a.m. | Networking Breakfast
8:35 – 8:45 a.m. | Annual Business Meeting
9:00 a.m. | Session 4
Election Year Economics & the Impact on Insurers
Dr. Andrew Melnyk, Chief Economist and
Vice President of Research, ACLI
10:00 a.m. | Break
10:15 – 11:15 a.m. | Session 5
Group Discussion #1
Attracting Generation Y through Fraternal Activities They Want
LIMRA’s research team present the results from a study conducted on younger consumer’s attitudes towards volunteerism, community service and related membership benefits.
Group Discussion #2
Leadership Coming Out of the Pandemic
11:20 a.m. | Closing Remarks and Adjournment
Attendee Type Rates:
Fraternal Executive (Member) – $699
Sponsor (Complimentary) - $0
Speaker/VIP (Complimentary) - $0
Eligibility:
Fraternal CEOs are invited to the Executive Summit. If you are not the top paid staff person at your fraternal, you may register with the approval of your CEO.
Official Sponsor Directions: Each sponsor may register two people at no charge. (This is a one-time benefit this year only.) To register your two complimentary attendees, please select the attendee type "Sponsor (Complimentary)" and put in the code 22SUMMIT where indicated. Click "Apply Coupon" to remove the registration fee and proceed with your registration.
Hotel Room Rate:
The Executive Summit group rate is no longer available.
Cancellations & Transfers
Attendees are responsible for canceling their hotel reservations, but please contact the Alliance first.
Attendees may cancel by September 1 to receive a 100% refund.
Attendees who cancel between September 1 and September 8 will receive a 100% credit towards the 2023 Executive Summit.
Attendees who cancel after September 8 will not receive a refund. A credit of $100 will be given towards the 2023 Executive Summit.
All cancellations or conversions must be in writing. Please forward all requests to info@fraternalalliance.org. Canceling an Executive Summit registration with the Alliance does not cancel a hotel reservation.
2022 Executive Summit
September 14-16,2022
LOCATION | Washington D.C.
The InterContinental
Washington D.C. - The Wharf
801 Wharf St. SW
Washington, D.C. 20024
THANK YOU TO OUR SPONSORS
