Life Is What Happens While You’re Busy Making Plans
January 5, 2015My wife and I spent Christmas in New York City with our older son and daughter-in-law. Our daily walking excursions in the Big Apple took us from our children’s apartment on the Upper West Side all the way down to Little Italy (of course!), SoHo, and Greenwich Village. We saw a host of historic sights on our meanderings through Manhattan, including The Dakota, the apartment building where John Lennon (the ultimate “disruptive learner” – see my previous blog posting) lived and was tragically killed more than 34 years ago. The headline of this week’s posting is one of my favorite Lennon quotes – but the content of the blog flies in the face of his “seat of the pants” philosophy. So with apologies to John, here are a few Alliance events I’m hoping you’ll plan to attend in 2015. • Executive Summit (April 19-21, Washington, D.C.) – We’ve taken the Presidents and Fraternal Operations Mid-Year Meetings and combined them into the ultimate fraternal C-suite conference. The meeting includes general sessions for all attendees on topics ranging from employing “disruptive innovation” techniques in your management style to enhancing your organization’s governance structure, as well as breakouts featuring fraternal CEOs addressing topics from online sales and marketing initiatives to effective ways to transform relationships into partnerships. The Summit concludes with our traditional “Fraternal Day on the Hill” event where member society executives will meet with legislators and key tax staff to reinforce the importance of the fraternal tax exemption in advance of the pending congressional debate over tax reform. • Fraternal/Communications Mid-Year Meeting (May 6-8, San Antonio, Texas) – This meeting combines the hottest topics in the areas of fraternal, marketing and communications and provides a fantastic, interactive learning opportunity for fraternal professionals at all career levels. This year’s theme is collaboration and we are planning an exciting program dedicated to helping our organizations break down the silos and work together to achieve goals. Session topics will include presentations of sales and fraternal collaboration, electronic marketing and social media, telling your story and building your brand and much more. We are also continuing our conversation on appealing to a new generation of members with a presentation being planned by the Millennial Task Force. Be sure to plan now to join us in Texas! • Canadian Section Mid-Year Meeting (May 13-15, 2015, Ottawa, Ontario) – This year’s meeting of our northern cousins will feature a “Day on Parliament Hill” event where Canadian fraternal executives will reach out to federal lawmakers and ministers to discuss the important role fraternals play in the Canadian financial services industry in advance of the policy debate over the nation’s laws and regulations governing all insurers. A full agenda of educational programming will also be on the docket. If your society does business in Canada, this is a meeting you just can’t miss. • Investment Section Mid-Year Meeting (June 4-5, 2015, Oak Brook, Illinois) – With topics including recruiting and retaining investment talent, updates on credit overview as well as the yield environment and alternative investments, the educational content of this year’s Investment Section meeting is looking great. In addition, the Investment Section will share a half-day of programming with the Actuaries Section, including a keynote presentation from an economist and a joint Investment/Actuaries panel addressing the current challenges within the fraternal industry. This is a great education opportunity for CEOs too – if you have never attended this meeting, this is the year to do so. • Actuaries Mid-Year Meeting (June 4-5, 2015, Oak Brook, Illinois) – This meeting provides an excellent opportunity for continuing education for fraternal actuaries, and this year’s program will be sure to please, with topics including updates to Principles Based Reserving, Professionalism, and a panel presentation on underwriting and e-applications. With the shared half-day of programming with the Investment Section, and the great meeting location at the Hyatt Lodge at McDonalds Campus, this is gearing up to be a great meeting. • Compliance Day (May 28, 2015, North Olmsted, Ohio) – While we are in the process of finalizing this year’s presentations, the 2015 meeting will include topics of particular interest to fraternals, including: a discussion of the NAIC Corporate Governance Annual Disclosure Model Act and Model Regulation and its impact on fraternals, an update by a representative of the Ohio Department of Insurance, and a presentation by the Interstate Insurance Compact. Plus, the opportunity to network with other compliance peers from Alliance members will make this an event you will not want to miss! • Annual Meeting (September 10-12, Indianapolis, Indiana) – The largest gathering of fraternal executives and board members on the planet, the Alliance’s Annual Meeting is dedicated to helping members do everything they do – in both the financial services and community services sectors – just a little better. You’ll be able to connect with hundreds of your colleagues, engage with dozens of service providers, and advance your knowledge by attending more than 12 educational sessions. Of course, we’ll wrap up the event with an “Indianapolis 500”–themed closing celebration and a band that may bring John Lennon back from the dead.