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2015 LIMRA Annual Conference

Pivot Point: Striking a Path for Success

10/25/2015 - 10/27/2015
Sheraton Boston Hotel, Boston, MA USA

Overview

Who Attends

Top executives in management, marketing, and distribution at financial services companies worldwide.

Highlights

Experience the opportunity to hear perspectives from and participate in knowledge-sharing with industry executives on the latest issues and trends shaping the financial services competitive landscape.

Pivot Point: Striking a Path for Success

The financial services industry is faced with numerous convergent forces driving significant change; forcing the industry to a pivot point.  For the first time, executives will strike different paths for success.  Their strategic decisions will be reflective of individual corporations vs. the industry as a whole.

 So what are those convergent forces?

  • Executives foresee technology shaking up the way people buy insurance.
  • Consumers are turned off by the confusing language surrounding financial products.
  • Younger audiences continue to tune out, even as they’re more connected.
  • Diverse generations have even more urgent financial demands, but they’re not given priority.
  • A dynamic regulatory environment with increased scrutiny and demands, creating uncertainty.
  • Advancements in digital medicine and the technology to diagnose will continue to transform the marketplace, with implications for financial services.

The LIMRA 2015 Annual Conference will present you with dynamic information to develop the critical strategies necessary to drive change and profitable growth in your company. Hear from experts, network with the industry’s top constituents, and come away knowing your company is capable of adjusting and thriving even amid turbulence and uncertainty. When we can fine-tune our strategies effectively and strike a clear path, success will become more than a possibility but an attainable reality.

Speakers

General Colin L. Powell, USA (Ret.)
Former U.S. Secretary of State and Chairman of the Joint Chiefs of Staff

  • Tuesday, October 27, 2015

    11:45 a.m. - 12:45 p.m.: Feature Event

General Colin L. Powell, USA (Ret.)

Former U.S. Secretary of State and Chairman of the Joint Chiefs of Staff

As an advisor to four presidents, and with 50 years of public service, General Colin Powell offers a remarkable perspective. As U.S. Secretary of State and Chairman of the Joint Chiefs of Staff, his career bears all the hallmarks of stewardship. Whether in his military governance, diplomatic leadership, or strategic planning, Powell has been steadfast in his commitment to democratic values and has successfully navigated crises large and small. Powell served in the Army for 35 years, and retired as a four-star general. As Chairman, he oversaw Operation Desert Storm, and as Secretary of State, he built alliances and helped bring peace to unstable regions. He has worked at the forefront of American efforts to advance economic and social development worldwide. His books include his autobiography, My American Journey, and It Worked for Me, an instant best-seller that reveals the lessons that shaped his life and career.
Joseph Coughlin
Founder and Director, MIT AgeLab

  • Tuesday, October 27, 2015

    8:50 a.m. - 9:50 a.m.: General Session

Joseph Coughlin

Founder and Director, MIT AgeLab

Joseph F. Coughlin is founder and director of the Massachusetts Institute of Technology AgeLab, the first multidisciplinary research program created to understand the behavior of the 45+ population, the role of technology and the opportunity for innovations to improve the quality of life of older adults and their families. His research focuses on how the convergence of baby boomer expectations and technology will shape the future of public policy and drive innovation across global industries. He has published his work in a variety of policy journals.

Coughlin is one of Fast Company magazine’s “100 Most Creative People in Business. (June 2009). The Wall Street Journal (February 2008) named him one of America’s 12 pioneers inventing the future of retirement and aging. A fellow of Switzerland’s World Demographic Association, Coughlin is currently contributing to a number of national and international initiatives examining the impact of demographic change on business strategy and public policy.

A frequent guest on news programs, Coughlin’s work has been featured in both print and on television — ABC, BBC, CBS, CNN, NBC, News Asia, The Economist, Financial Times, The Times, New York Times, Wall Street Journal and other media outlets throughout the world.

Roger Crandall
Chairman, President, and Chief Executive Officer, MassMutual

  • Monday, October 26, 2015

    2:30 p.m. - 3:45 p.m.: General Session

Roger Crandall

Chairman, President, and Chief Executive Officer, MassMutual

During Roger Crandall’s tenure as CEO, MassMutual has grown to serve more than five million customers, providing holistic financial solutions through a broad range of businesses, including its domestic insurance and retirement business, global asset management subsidiaries, and MassMutual International. Crandall joined the company in 1988 and spent his early career in Investment Management. Gradually assuming broader responsibilities, he was named President and joined the Board of Directors in 2008, and was named CEO in 2010. In addition to his role at MassMutual, Crandall takes an active leadership role in the industry, civic, academic and economic organizations, serving on the Federal Bank of Boston Board, and the Smithsonian National Board.
Derek Daly
International Racing Champion
CEO and Founder, MotorVation

  • Monday, October 26, 2015

    3:45 p.m. - 4:45 p.m.: General Session

Derek Daly

International Racing Champion
CEO and Founder, MotorVation

Driving Legend Derek Daly is the epitome of the complete champion. Hall of Fame race car driver and network television color analyst Daly has spent nearly three decades as the face of the motorsport world. He spent 17 years as a professional race car driver at the highest levels. Daly was almost killed in 1984 when he survived the hardest crash impact a race driver had ever survived. After 14 surgeries and three years in therapy, he returned to racing to win the biggest international races of his career. Daly then moved to a twenty-year television broadcasting career. He now uses the analogy of racing to address issues relevant to business success and to identify the skills of winners. Daly is the best-selling author of Race to Win: How to Become a Complete Champion.
Donald A. Guloien, FLMI
President and Chief Executive Officer, Manulife

  • Monday, October 26, 2015

    2:30 p.m. - 3:45 p.m.: General Session

Donald A. Guloien, FLMI

President and Chief Executive Officer, Manulife

Donald Guloien is a 34-year Manulife veteran and is a member of the Board of Directors and Chair of the Company’s Executive Committee. He started in Corporate Planning and during his career at Manulife has held a variety of leadership roles in insurance and investments operations, global acquisitions and business development. Guloien is a Director of the Geneva Association, a member of the Mayor of Shanghai's International Business Leaders' Advisory Council, a member of the Board of the Canadian Council of Chief Executives, the Chair of the Canadian Life and Health Insurance Association, and a Trustee of The Hospital for Sick Children. He has been named International Business Executive of the Year by the Canadian Chamber of Commerce.
Betsy Hubbard
Founder and President, Mindset Digital

  • Tuesday, October 27, 2015

    8:00 a.m. - 8:50 a.m.: General Session

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. 
Debra Jasper, Ph.D.
Founder and CEO, Mindset Digital

  • Tuesday, October 27, 2015

    8:00 a.m. - 8:50 a.m.: General Session

Debra Jasper, Ph.D.

Founder and CEO, Mindset Digital

International speaker Debra Jasper, Ph.D. has delivered keynotes and master classes in more than a dozen countries around the world, from Ukraine to Dubai.

She serves as a Faculty Fellow at The Ohio State University, where she teaches graduate courses in managing in a hybrid world. Recently named one of the top 12 Winning Women entrepreneurs in North America by Ernst & Young, Debra has been intensely focused for more than a decade on how to engage clients and colleagues virtually.

Today, thousands of professionals, from small businesses to Fortune 100 firms, are enrolled in her firm’s gamified, high-performance online coaching programs that drive new habits—and measurable results.

Walter White
President and Chief Executive Officer, Allianz Life Insurance Company of North America

  • Monday, October 26, 2015

    2:30 p.m. - 3:45 p.m.: General Session

Walter White

President and Chief Executive Officer, Allianz Life Insurance Company of North America

Prior to assuming his position as President and CEO of Allianz Life Insurance Company of North America, Walter White served as chief administrative officer leading the Operations, IT, Compliance, and Suitability departments, and the Central Project Office. Before joining Allianz Life in 2009, he was president of Woodbury Financial Services, and led the formation of the company after Hartford Life purchased Fortis Financial Group in 2001. White was previously president of MONY Brokerage. He is an active member of the Minnesota Business Partnership and the American Council of Life Insurers.
Luke Williams
Professor of Innovation and Executive Director, Berkley Entrepreneurship Center, New York University, Stern School of Business

  • Monday, October 26, 2015

    9:00 a.m. - 10:00 a.m.: General Session

Luke Williams

Professor of Innovation and Executive Director, Berkley Entrepreneurship Center, New York University, Stern School of Business

Luke Williams is a globally recognized authority on innovation leadership. He works with organizations on challenges ranging from creating new products and services, to transforming organizational processes and behaviors. He is professor of Innovation and executive director of the Berkley Entrepreneurship Center at New York University’s Stern School of Business and a fellow at frog, one of the world's most influential innovation companies. Williams is a sought-after commentator on disruptive innovation, entrepreneurship and cultural change. He is invited to speak worldwide, and his views are regularly featured in Bloomberg BusinessWeek, Fast Company, GQ, The Atlantic, The Wall Street Journal, NPR, and MSNBC. He is the inventor of over fifty United States patents and the best-selling author of Disrupt: Think the Unthinkable to Spark Transformation in Your Business.

Agenda

Registration

Registration Fees:


Early Bird Rates
LIMRA member $1,245
LOMA (but not LIMRA) member $1,870
Nonmember $2,490

After October 1, 2015
Member – $1,395
LOMA (but not LIMRA) member - $2,095
Nonmember – $2,790

Register by Mail/Fax form.


Boston Fun Run/Walk

We are pleased to announce we added a Boston Fun Run/Walk to our event, with special thanks to our sponsor, John Hancock. Register today to join four-time champion of both the Boston and New York City marathons - legendary “Boston Billy” Rodgers on Tuesday, October 27 at 6:00 a.m. for 2 mile Fun Run or 2 mile walk through historic Boston. The pace will be leisurely and the run will end at the official finish line of the Boston Marathon. Everyone is encouraged to join in! Register by accessing the Fun Run link on the online registration form. (See the yellow button, above.)

Cancellations

All cancellations must be received in writing. Notify customer.service@limra.com. Cancellations received before October 2, 2015 will be refunded, less a $75 processing fee. Cancellations received from October 2, 2015 to October 16, 2015, will be refunded, less a $375 processing and administrative fee. No refunds will be issued after October 16, 2015.

In the event that a scheduled meeting or event is cancelled by LIMRA for any reason, LIMRA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.

Hotel / Venue

Sheraton Boston Hotel
39 Dalton Street
Boston, MA 02199

The Sheraton Boston Hotel is now sold out.

Please contact A Room With A View for information on the designated overflow hotel. They will secure the lowest available rates within walking distance of The Sheraton Boston Hotel.

In the event that rooms become available at The Sheraton Boston Hotel due to cancellations, A Room With A View will notify conference attendees and help transfer reservations back to The Sheraton Boston Hotel in the order in which they were booked.

A Room With A View can be reached at 1-800-780-4343. International Attendees can reach them at arwav@charter.net  

This is a FREE SERVICE for all LIMRA Annual Conference attendees.

Become a Sponsor or Exhibitor

We are close to selling out Exhibit Space for the Annual Conference. If you are interested, please contact Barbara Kimball to determine current availability at:
Bkimball@limra.com; 860-214-3350.  

Sponsors and Exhibitors

Platinum Sponsor

Conference Sponsors

Media Sponsor

Elite Strategic & Strategic Partners

Contact us to learn more:

Mary-Jo Adams

Senior Conference Coordinator

LIMRA

(860) 285-7798

mjadams@limra.com

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