Chief Compliance Officers – Compliance and Internal Audit
Legal Counsel, General Counsel and Attorneys
Compliance and Market Conduct VPs, Directors, and Managers
Compliance, Market Conduct and Legal Staff
Audit and Risk Management Managers and Staff
AIRC Designees (who receive $100 off the member rate when they register)
Highlights
In this time of regulatory uncertainty and changes, the industry has never needed this conference more.
Created by Compliance professionals for Compliance professionals, attendees value this conference for the many opportunities to hear about and discuss crucial regulatory issues and learn effective compliance practices from peers and topical experts.
Hear what attendees have to say…
“At the Regulatory Compliance Exchange, I always learn something new and come home with ideas that I can implement right away.”
“I attend the Regulatory Compliance Exchange because of the diverse array of compliance topics covered as well as the great networking opportunities.”
“What I like best about the Regulatory Compliance Exchange is that it’s the perfect size – it’s not too big it’s not too small, so it’s the perfect size for networking opportunities.”
Program and agenda updates will be posted starting in the fall of 2018, so be sure to come back to learn more then.
Head of Financial Crimes Services, LIMRA, LOMA, and LL Global, Inc.
Anderson is currently responsible for leading LL Global, Inc.’s Financial Crimes Services program and is tasked with identifying, defining and building shared business solutions to help the industry better combat fraud. He is a Certified Fraud Examiner with 30 years of industry experience working in and leading various auditing, compliance, finance, risk management and fraud prevention teams.
As a partner in PwC’s Financial Crimes Unit and Forensic Services practice, Frank assists clients with the assessment and remediation of operational, compliance, and technology-related risks, and in the development of an effective compliance and internal control environment. He specializes in advising financial institution clients on matters related to financial crimes, including fraud, money laundering, bribery and corruption, and securities trading schemes. Frank is a Certified Fraud Examiner, and member of the Association of Certified Anti-Money Laundering Specialists and the Association of Certified Financial Crime Specialists. An accomplished speaker and coach, Frank has led national training efforts in forensic technology for PwC's Advisory practice.
Jo Cicchetti is a corporate and securities lawyer who focuses her practice on the life insurance industry, with an emphasis on emerging legal and regulatory issues. As Lead Lawyer of the Firm’s Insurance Privacy and Cybersecurity team, she guides its efforts to provide data privacy and cybersecurity guidance to clients.
Ms. Cicchetti is active in counseling clients regarding cyber issues, corporate governance, enterprise risk, vendor management, insurance regulatory, compliance and resolution of regulatory actions involving insurance and investment products. She has also had extensive experience with the development and distribution of fixed and variable insurance products that target corporate, high net worth and retirement markets. She is a frequent lecturer and writer in these areas.
As a senior member of the Public Affairs practice, Tom Crawford advises boards of directors, executive teams, and senior decision-makers on public-policy issues that pose opportunities and challenges to their organizations' enterprise values. He has worked on every budget reconciliation and tax-measure package considered by Congress in the past two decades.
Prior to FTI Consulting, Crawford was a founding partner of government-affairs and lobbying firm, C2 Group. There he oversaw the firm’s growth and development into a “Top 20” independent lobbying firm in Washington, D.C. As a respected public-policy expert, Crawford is also a member of The Tax Council, and chairman of the board of directors at Harvard University’s Center on Media and Child Health.
Associate Director, Office of Clearance and Settlement Examinations, Securities and Exchange Commission
Dan is the Associate Director over OCIE’s Office of Clearance and Settlement Examinations and has led that group since 2016. That group examines the controls and liquidity of clearing agencies critical to the nation’s markets for compliance with the Dodd-Frank act and federal securities laws applicable to clearing agencies. Dan is also the Associate Regional Director in charge of the Broker-Dealer Examination (BD Exam) Program in the Chicago Regional Office (CHRO) of the SEC and has led that group since 2014. He joined the CHRO BD Exam Program as an Assistant Regional Director in 2007, where he led some of the CHRO’s and Commissions’ largest and most complex fraud, sales practice and market structure exams of regulated entities. Prior to that, Dan spent 14 years with the SEC as an attorney in the CHRO’s Enforcement Group, where he served as an Assistant Regional Director of Enforcement directing notable investigations and prosecutions of complex fraud and regulatory matters.
Mr. Hagler has over 30 years in the software and computer services industries, with a primary focus in the life insurance and financial services sectors. Before joining Aquilan, Mr. Hagler served as Vice President & General Manager for US Operations at Cedar, Inc., a provider of complex data management solutions for the insurance industry. Prior to Cedar, Mr. Hagler served as Vice President of the Financial Services Division for Computer Sciences Corporation where he held responsibility for life insurance administration systems development and ongoing enhancements. Mr. Hagler is a frequent presenter at industry seminars and executive meetings and a regular contributor to leading industry publications.
Department of Insurance (TDI). Kyson has been with TDI for approximately fourteen years and was the first full time prosecutor employed by TDI. There are currently five prosecution teams located across Texas. The prosecution teams are responsible for prosecuting all cases of insurance fraud that occur in their respective areas. This includes investigation, development of evidence, presentation to the grand jury, all pretrial matters and case disposition including both bench and jury trials. Cases prosecuted cover all aspects of insurance fraud and related criminal activity. The cases range from claimant & provider fraud to insurer fraud (including agent and employee embezzlement) and include the entire range of felony offenses.
In addition to his civilian job, Kyson is a lieutenant colonel in the United States Army Reserve where he serves as the staff judge advocate for the 95th Training Division at Fort Sill, Oklahoma.
Compliance Business Analytics Manager, Allianz Life
Natalie currently leads the Compliance Business Analytics function at Allianz Life. In this role, she develops strategy to advance the use of data and analytics to monitor, assess, and manage compliance risk within the company. Prior to this, Natalie developed a reporting and analytics program within the Suitability and Consumer Protection area to analyze trends and drive business decisions. She began her financial services career in the Actuarial area at Allianz Life.
President and Chief Executive Officer, LIMRA and LOMA
David Levenson is president and CEO for LIMRA and LOMA. In this capacity, he is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing 700 member organizations across 70 countries.
Prior to joining LIMRA and LOMA, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.
Levenson holds his Bachelor of Science from the Wharton School, University of Pennsylvania, his Master of Business Administration from Columbia Business School and a doctorate in business administration from The School of International Corporate Strategy at Hitotsubashi University in Tokyo, Japan.
Sandy McDermott is a Principal in Hinman Straub’s Life Insurance Department, focused on life insurance and annuity compliance and regulatory matters. Sandy represents numerous life insurance companies before the New York Department of Financial Services assisting them with a variety of New York insurance regulatory issues including, but not limited to, agent compensation, advertising, illustrations, holding company matters, licensing, marketing, sales and product compliance matters and replacement issues. Sandy also assists life insurers with financial and market conduct examinations, remediation/corrective action plans and corporate governance issues, and has considerable experience counseling life insurers on business operational issues related to the distribution of all types of fixed and variable life insurance and annuity products.
Prior to joining Hinman Straub, Sandy spent nearly two decades as in-house counsel to the New York domestic life insurers of a major international insurance group and she uses that practical experience when advising her clients. Additionally, Sandy has spent several years in private practice as a partner in the insurance regulatory practice groups of national law firms.
Commissioner Julie Mix McPeak was appointed by Governor Bill Haslam to lead the Tennessee Department of Commerce and Insurance in January 2011.
Before being named to lead the department, she practiced as Counsel to the Insurance practice group of law firm Burr & Forman LLP. She also served as the Executive Director of the Kentucky Office of Insurance (KOI). Before her appointment as Executive Director, McPeak spent nine years as an attorney for KOI, the final five as general counsel. She also served as general counsel to the Kentucky Personnel Cabinet.
McPeak , who brings more than 20 years of legal and administrative experience in state government, is the first woman to serve as chief insurance regulator in more than one state.
Michael Rohrs is an Associate Director and cyber security expert in Control Risks’ practice in the Americas, based in Washington, DC. Michael has 10 years of extensive experience in intelligence and information security, specializing in strategic intelligence, cyber threat intelligence, risk, cyber security program development, incident response, and crisis management. Michael develops tailored solutions for clients in North, Central, and South America as part of a comprehensive cyber risk and security capability. Prior to joining Control Risks, Michael ran cyber threat intelligence and security program development engagements, and provided intelligence support during incident response for major clients in North America at CrowdStrike. Before that, Michael was a cyber-intelligence analyst contracted to the Defense Intelligence Agency, where he focused on state and non-state entities in the Middle East.
Managing Director, Legislative and Regulatory Affairs, Life Insurance Council of New York
Diane Stuto is the Managing Director, Legislative and Regulatory Affairs, of LICONY. She joined in the association in 1990 as an Assistant Vice President. She was appointed to Vice President in 1995, Senior Vice President in 1999, and to her current position in 2003. Diane's focus is primarily on legislative issues of importance to the life insurance industry of New York.
She is the primary contact for LICONY to the National Conference of Insurance Legislators (NCOIL). Diane is the LICONY PAC treasurer and is principally responsible for lobbying, New York election law and ethics compliance. She also has responsibility for certain regulatory issues, including life insurance and annuity replacements, annuity suitability, investment issues, including derivatives regulation, and holding company matters, including ERM and ORSA.
Senior Director - Information Risk Management, The Northwestern Mutual Life Insurance Company
Chris Szafranski leads the Privacy, Records Management and the Business Information Security Liaison (BISL) programs for Northwestern Mutual and its subsidiaries. Accountabilities include privacy incident management, records management compliance, PCI and HIPAA compliance, as well as regulatory preparedness, response and reporting for both privacy and cybersecurity.
Chris has over twenty-five years of experience in the financial services industry and is a Certified Information Privacy Manager (CIPM), a Certified Information Privacy Professional/US (CIPP/US) and holds an Insider Threat Program Manager Certificate (ITPM). Chris has a MBA with concentrations in risk management and human resources. She is also a Fellow of the Life Management Institute (FLMI) and is FINRA Series 6, 7 and 24 qualified.
Don has decades of experience in the fields of cyber forensics, cybercrime, national security, cyber risk, regulatory compliance and stress testing, cyber geopolitics, and cyber insurance. He has worked with many of the most established and well known corporate brands across various industries, as well as law enforcement and the intelligence community, in leading large, complex investigations and engagements to help his clients find truth in responding to allegations of fraud, abuse, misconduct, and non-compliance.
A celebrated author and public speaker, Don has been nominated for Presidential appointment in cyber security within the US Federal government. He is currently the founding President of the Mercy College Cyber Research Institute in New York. Don is developing an analytic model that is designed to enhance the ability to forecast the next generation of cyber attacks and devise interventionist strategies to reduce the risk impact associated with these emerging attacks. He is also a contributor on cyber risk matters to “Homeland Security Today.”
Senior Vice President, Office of Governmental Affairs (State Affairs), New York Life Insurance Company
Doug is currently a Senior Vice President in New York Life’s Office of Government Affairs. In his role, Doug and his team are responsible for the company’s government affairs operation in all 50 states including all activities involving the National Association of Insurance Commissioners. Doug joined the company in October 2011 as a Vice President in the Office of Government Affairs.
Prior to his tenure at New York Life, Doug was the Director of the Division of Insurance in the New Jersey Department of Banking and Insurance from March 2009 through October 2011. As Director, Doug was the chief regulator of the New Jersey life, health and property-casualty insurance markets, issuing licenses to insurance companies and producers, reviewing insurance products and rates for compliance with existing regulations, and monitoring the financial solvency of companies in the marketplace. This was Doug’s second stint at the Department as he had served as Assistant Commissioner for Legislative and Regulatory Affairs managing the Department’s legal team and as Chief of Staff at the Department from 2002 to 2006.
Don is one of the key data scientists in Deloitte’s forensic analytics practice. He helps organizations design, implement, and tune analytics systems that monitor for risk, including detection of fraud and identity theft. Don’s current work focuses on applying big data and machine learning to identify and address sales practice risks for insurance companies and across the financial services industry.
It’s said that the only constant is change, and that certainly holds true in the DC and global political landscape. Tom Crawford, a senior managing director with expertise in corporate governance, retirement security, and tax policy, will provide his entertaining and insightful inside-the-beltway perspectives on the changes we’re seeing and what that might mean for the industry.
Managing Director, Legislative and Regulatory Affairs, Life Insurance Council of New York
Sandra McDermott
Principal, Hinman Straub
Douglas Wheeler
Senior Vice President, Office of Governmental Affairs (State Affairs), New York Life Insurance Company
Insurers doing business in New York are subject to a unique regulatory regime through the New York Department of Financial Services (NY DFS). Whether these regulatory issues present themselves through new regulations, such as the recently promulgated suitability regulations or through the enforcement of existing suitability insurance laws and regulations, such as Regulation 60 and Regulation 74, insurers doing business in New York must view their business practices through the lens of an active, engaged and stringent regulator.
A panel of experts will provide their perspective, tips for addressing recent developments, and best practices in partnering with the NY DFS to successfully navigate the diverse and unique regulatory challenges for your company.
SARAH BALDWIN, Associate General Counsel, AIG; LISA COOPER, FLMI, AIRC, MCM, CFE, Compliance Director, Nationwide Financial; JOY DAWE, Market Conduct Officer, Crump Life; DIANE STUTO, Managing Director, Legislative and Regulatory Affairs, Life Insurance Council of New York, Inc.; Moderator: JEFF SCHLOEMER, CRCP, Senior Director, Enterprise Compliance, Northwestern Mutual
Four months and counting! On August 1st,
revised New York Regulation 187 will be in effect for annuity transactions. By
February 1, 2020 companies will feel a bit of déjà vu when the requirements go
into effect for life products. Best interest standard…life
transactions…in-force transactions, oh my! Compliance with the revised
regulation will take a bit more than a New York minute. Understand the nuances
and complexities of the regulation and hear industry perspectives regarding
compliance solutions and challenges.
SUSAN BLOOD, CLU, ChFC, Corporate Vice President, New York Life Insurance Company; GISSOU GOTLIEB, Chief Compliance Officer, TruChoice Financial; NANCY HILL, AIRC, ACS, Vice President, Regulatory Compliance, Pacific Life Insurance Company; Moderator:DAN FRAZIER, CLU, ChFC, Corporate Vice President, New York Life.
The #MeToo Movement – Everyone is talking about it: on TV, social media, and online. Has the movement changed how companies are reacting? What is expected from Compliance professionals as their role evolves with the movement?
In this session, we’ll Learn how the #MeToo movement has impacted the culture, framework, and procedures of companies • See how the role of compliance professionals has evolved with the movement • Discuss how companies are implementing change through awareness and proactive development.
SANDY HAMPEL, Product Manager, The Institutes: RiskBlock Alliance; CHRIS SHUGRUE, Assistant Vice President of Information Technology, John Hancock; Moderator:KARTIK SAKTHIVEL, Chief Information Officer, LLGlobal
Is blockchain a solution looking for a problem or the next Internet? Recent reports suggest that blockchain – or Distributed Ledger Technologies (DLT) - will become the beating heart of the global financial system with the most prevalent industry for blockchain use cases being the insurance industry. Never before has the insurance industry been the leader in the application of new technology – but it is now.
From efficiency improvements to opening up opportunities for new value creation, hear where LIMRA and LOMA member companies are incorporating DLT and how they are approaching the implications for both competitive advantage and the creation of new industry-wide standards and customer expectations.
GARWAY BRIGHT, Director, Compliance, Genworth Financial; MATT CAGLE, Vice President of Operations, CompliancePoint; TED NEWTON, AIRC, Communications with the Public Compliance Lead, MassMutual
Is your company considering or already reaching out to customers by texting or calling? If so, there are a number of regulatory requirements and other compliance considerations of which you should be aware of. This panel will help familiarize you with these – along with industry best practices – so your program is “well-received.”
Discuss hot topics in compliance and benchmark your practices while networking with peers and industry experts in this roundtable format. Tables will be divided by topic - choose a conversation that interests you, oer start your own, and join in. Chimes will sound every 15 minutes, giving you an opportunity to move to another topic. Have a topic to request? Email cclement@limra.com or tweet it using the hashtag #RCEX. Topics will include: • AML • Best Interest • Cybersecurity • Data in Compliance • Fraud • Marijuana - Compliance Concerns • Regulatory Exams • Technology in Compliance • And more!
Panelists in this session will explore how compliance is evolving from a rules-based to more risk-centered approach. Through incorporating technology, data analytics and the use of business intelligence dashboards, compliance professionals may effectively influence the business and show how compliance adds value to the organization.
The Senior Safe Act, FINRA Regs 4512, and 2165 all aim to support the industry in our efforts to protect vulnerable populations. In this session, we'll explore how companies are responding to and implementing new regulations, including the criteria for holding disbursement for suspected exploitation, the escalation process, and state outreach.
DR. PHIL SMALLEY, Chief Medical Director, Wamberg Genomic Advisors; TOM WAMBERG, CEO, Wamberg Genomic Advisors
Genetic testing, gender identification, living organ donors, death with dignity - these issues and others have state legislators' attention. What implications do they have for the insurance industry? Join our panel of industry experts to hear about the ethical, legal, and privacy issues involved, and the best practices to stay current with the changes these issues will require.
KEN BRILL, Assistant Vice President, Field Compliance, MassMutual; LARRY NILAND, Senior Regulatory Advisor, LIMRA
In a tight employment market, it's more important than ever that we get better at recruiting and retaining our compliance teams. In this session, we'll explore recruiting trends and development ideas to help us hire and keep a great compliance team.
BRIAN CASEY, Esq., Partner, Locke Lord LLP; DEBBI COREJ, CBA, CFSA, Specialist Senior Manager, Deloitte & Touche LLP
Insurers are facing the many challenges of new privacy laws, including the California Consumer Privacy Act and the Global Data Privacy Rule (GDPR). Come hear a panel of industry experts share their views on how their firms are meeting the challenges of aligning business needs for data with consumer expectations and a growing body of stricter regulatory requirements.
Moderator: LARRY NILAND, Senior Regulatory Advisor, LIMRA
Daniel Gregus
Associate Director, Office of Clearance and Settlement Examinations, Securities and Exchange Commission
Julie Mix McPeak
Commissioner, Tennessee Department of Insurance
Lawrence Kosciulek
Director, Regulatory Policy Department, FINRA
The panel of regulators will answer questions about the current regulatory environment. Please pre-submit your questions for a wide-ranging discussion of issues by emailing LIMRA’s Larry Niland at lniland@limra.com Regulators will be announced here prior to the conference.
Moderator: PAUL HENRY, Corporate Vice President & Managing Director, LIMRA LOMA Secure Retirement Institute
Russ Anderson, CFE
Head of Financial Crimes Services, LIMRA, LOMA, and LL Global, Inc.
Frank Badalamenti
Principal, PricewaterhouseCoopers
Kyson Johnson
Chief Prosecutor, Texas Department of Insurance
Our panel will
examine how fraud is evolving, and the impact that it is having on our
industry. Increasingly sophisticated and organized by criminal
syndicates, fraud is posing a bigger threat to brand and balance sheets, and to
the trust our customers place in us. Panelists will discuss the
importance of the industry coming together to defeat fraud, using new
strategies and better detection techniques, and the need to strike the right
balance between fraud defense and being easy to do business with.
Attendees will
learn about:
- The evolving nature of fraud
- The implications of better defenses on customer experience
- The new
processes and tools being developed to thwart attempted fraud
SAMANTHA CHOW, Senior Life and Annuity Analyst, Aite Group; ERIC LEISERSON, Vice President of Marketing, IDology
Account takeovers is a
relatively new trend in our industry and the issue continues to grow at an
alarming rate. Attendees in this session will learn about industry trends
regarding account takeovers, what we have learned, what we need to do and tools
and strategies for preventing account takeovers. Also covered will be
consumer data and potential for friction in the customer experience, carrier
data on how the problem is being managed today, as well as tools incorporating
artificial intelligence and machine learning in account takeover prevention.
CYNDI EICHELBERGER, Compliance Director, Great American Insurance Group; GISSOU GOTLIEB, Chief Compliance Officer, TruChoice Financial Group LLC; BETH PIETRZYKOWSKI, Regulatory Response Consultant, Northwestern Mutual; Moderator: WENDY PROCHASKA, Assistant Director, Integrated Risk and Regulatory Services, Northwestern Mutual
As companies are evolving, compliance departments reorganize along the way. Come hear about different organizational structures for compliance programs and the pros and cons of each. There will be discussions about centralized versus decentralized compliance programming and continuity of policy and commitment framework through change.
CLIFF HAGLER, Founder, President and CEO, Aquilan; GINA JONES, Chief Financial Crime Officer, AXA; VICKI LANDON,CAMS-Audit, FLMI, CFCS, President, Landon Associates, Inc.
Managing AML compliance is more than just checking off the box. With financial crimes on the rise, learn how companies are becoming more effective in detecting and deterring money laundering through use of data, tools, and processes in order to protect their companies, clients, and the U.S. financial system from ever-evolving criminals.
CALVIN KWAN, FLMI, AIRC, Broker Dealer Operations Manager, Suitability Review Manager, Symetra Financial; DAVE MILLIGAN, FLMI, AIRC, AIAA, ACS, CCP, ACP, Assistant Vice President, Regulatory Compliance, American Equity Investment Life Insurance Company
Market conduct exams,
suitability, replacement activity, and agents continue to be areas where
insurance companies are experiencing pain points. This session help
attendees understand where practices are heading, lessons learned, what can be
done to mitigate these pain points.
LISA COOPER, FLMI, AIRC, MCM, CFE, Compliance Director, Nationwide; JIM ODLAND, CCO, General Counsel, Thrivent; JOHN WALSH, Partner, Eversheds Sutherland
The growth of
variable annuities and life insurance products has exploded. These products
combine insurance and securities investments, and require a significant amount
of compliance maintenance. This session will explore the fundamentals of
maintaining a registered separate account compliance program under Rule 38a-1,
including the regulatory framework and 22c-1 variable processing and pricing
transactions
Most robo-advisors today focus on allocating and managing investment portfolios. In the future, however, they will likely provide more holistic financial advice – including about insurance. What are some of the compliance issues that are associated now with robos? What might be the issues in the future? This panel will explore these, along with other interesting aspects of this new technology that has the potential to significantly disrupt how consumers receive financial advice.
DON WILLIAMS, Senior Manager, Forensic Analytics, Deloitte & Touche LLP; DOUGLAS VEIVIA, VP, International Compliance, Prudential Financial, Inc.
Data has radically transformed nearly every industry, including our own. But where are we using it and how are we collecting it? What are the regulatory and ethical issues that should have our attention? Come hear how some companies are handling these questions and others.
President and Chief Executive Officer, LIMRA and LOMA
David Levenson, president and CEO of LIMRA, LOMA and LL Global, will explore shifting market forces and their impact on the industry. He will offer his perspective on how leaders can best respond to these changes to achieve their business goals.
Insurers are faced with a multitude of cybersecurity risk as well as challenges in complying with the NY DFS cyber rule and the NAIC model cyber law. A panel of experts will share their experiences on addressing this critical issue.
TED NEWTON, AIRC, Communications with the Public Compliance Lead, MassMutual; JEFF SCHLOEMER, CRCP, Senior Director, Enterprise Compliance, Northwestern Mutual
Have you ever heard "No one else does this?" If so, join this highly interactive session to find out where you stand on hot topics compliance professionals deal with every day. We'll use live, interactive polling to benchmark in real time answers to questions that have come up throughout the conference and beyond.
11:00 a.m.
Adjourment
Registration
Early Bird Registration Fee: LIMRA and LOMA member: $1,285 AIRC Designee: $1,185 Nonmember: $1,925 Guest/Spouse fee: $100
After March 11, 2019: LIMRA and LOMA member: $1,485 AIRC Designee: $1,385 Nonmember: $2,125 Guest/Spouse fee: $100
Refund Policy All cancellations and refund requests must be in writing. Full refunds minus a $100 administrative fee will be granted only on cancellations received 10 business days prior to March 26, 2019. No refunds will be granted after that time. In the unlikely event the meeting is cancelled, LIMRA and LOMA will refund the total registration fee. However, LIMRA and LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.
All cancellations and refund requests must be in writing. Full refunds minus a $100 administrative fee will be granted only on cancellations received 10 business days prior to March 26, 2019. No refunds will be granted after that time. In the unlikely event the meeting is cancelled, LIMRA and LOMA will refund the total registration fee. However, LIMRA and LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.
Hotel / Venue
Loews Vanderbilt Hotel
2100 West End Avenue Nashville, TN, United States, 37203
If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.
Loews Vanderbilt Hotel 2100 West End Avenue Nashville, TN 37203 Phone: 615-320-1700
Make your reservations by March 11, 2019 to receive the group rate of $229 single/double (plus applicable sales taxes). Requests after March 11, 2019 will be accepted based on space availability. The group guest room rate will be offered 3 days prior and 3 days after the meeting dates subject to availability.
Please note that hotel rates will go up after the cut-off date or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discounted rates.
Connect with Key Prospects This conference is your opportunity to meet financial services marketing, marketing research, public relations, advertising, communications, sales support, and marketing services executives and professionals in one location.
Sponsorship Opportunities We can help you reach out to your target market in many ways, such as: • Sponsorship of an evening reception, luncheon, or refreshment breaks • Special recognition in the registration brochure, onsite conference program, onsite signs, and general session walk-in slides • Acknowledgement from the podium • One-time usage of the attendee mailing for a one time, pre-conference outreach • Specialty conference merchandise that will deliver your company name to all attendees
To create your premier sponsorship package Contact: Kimberly Hull Sponsorship & Exhibitor Program Manager 860-285-7752; khull@limra.com
EXHIBIT PACKAGE is $4,900 (after March 1st, Exhibitor fee is $5,200) and includes:
Each exhibiting organization will receive:
• A 10'x10' space (exhibits will not include pipe & drape), including electrical • Two full conference registrations (total value $3,850– based on Non-Member rate) • One-time use of the registrant/attendee list (including the email addresses of attendees who opt to share them). • Listing in the on-site conference mobile app • Listing on the LIMRA and LOMA Event web pages of your logo, description and website • Listing on the online conference event page • Recognition on general session walk-in slides The exhibit area will be host to a reception on Wednesday evening, Thursday lunch, breakfast each morning and extended breaks on Thursday and Friday. Sponsorship Opportunities - Raise your level of branding with this audience by securing a Sponsorship.
Benefits include:
• Multiple conference registrations, which include full access to attendees at breaks and meals • Special recognition in the registration brochure, conference mobile app (with push notifications), onsite signs, and general session walk-in slides • Acknowledgement from the podium • Your company's marketing collateral prominently displayed for attendees • Specialty conference merchandise that will deliver your company name to all attendees
