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2023 Workplace Benefits Conference

New World of Work — New World of Opportunities

5/2/2023 - 5/4/2023
Newport Marriott, Newport, RI

Overview

Who Attends

Professionals responsible for the development, marketing, and distribution of group and workplace/voluntary benefits, including Life, Disability, Critical Illness, Accident and other Supplemental Health products, Dental, Vision, and Healthcare plans.

Highlights

The former Group & Worksite Benefits Conference has evolved and been renamed the Workplace Benefits Conference. This is where you will hear about key topics in the benefits space as we embrace the “New World of Work — New World of Opportunities."

Today, we are witnessing an evolution in workplace benefits. Post-pandemic, companies have evolved a more market-driven outlook. They are adapting to the changing landscape of work, and to employees’ needs and expectations. Therefore, to meet the growing needs of our members we have expanded the scope and name of our conference.

In the face of a tight labor market and with five generations in the workforce, we have a defining opportunity to create innovative products and intuitive, data-driven technology platforms that can anticipate an individual employee’s life stages and needs while delivering high-quality, easy-to-use services, information, and products in real time.

Together, we will explore new and innovative technologies and foster discussions on where we go from here. And, as always, we'll bring you top-notch thought leaders and future-focused research findings.

Speakers

Colin Bradley
President/CEO, Winston Benefits, Inc.
  • Wednesday, May 3, 2023

    8:45 a.m. - 10:15 a.m.: GENERAL SESSION

Colin Bradley

President/CEO, Winston Benefits, Inc.

​Colin is the President of Winston Benefits, Inc. a nationally recognized leader in the voluntary and benefits administration marketplaces with more than 30 years of excellence and experience helping companies and plan sponsors design, communicate, enroll and administer their employee benefit offerings. In his current role, Colin has overall responsibility for the Company’s business strategy, operations and staff. Colin joined Winston in 2005 and has served the Company in various capacities including the Vice President of Business Development, Senior Vice President of Sales and Marketing and since 2018, its President and CEO. Colin began his career on Wall Street where he worked at Instinet Corporation, a leading provider of electronic trading and brokerage services. Colin currently resides in Rumson, New Jersey with his wife and 4 children and is a graduate of the University of Pennsylvania.

Courtney Clark
Author, Speaker & Accelerated Resilience Expert
  • Wednesday, May 3, 2023

    3:30 p.m. - 4:30 p.m.: GENERAL SESSION

Courtney Clark

Author, Speaker & Accelerated Resilience Expert

Courtney Clark is the luckiest unlucky person in the world. After a series of major struggles beginning in her mid-20s, she has built two successful businesses and is the author of two books, including her most recent book The Successful Struggle: Powerful Techniques to Achieve Accelerated Resilience. She works with people who want to adapt faster and achieve more, and has spoken worldwide to organizations like Procter & Gamble, Dell, S&P, Humana, Cisco, and Cardinal Health.

Courtney’s resilience work has been called “practical,” “powerful,”and “empowering” by industry leaders, and she’s been featured in Forbes, Psychology Today, USA Today, and The Chicago Tribune. If she wasn’t writing and speaking about resilience, Courtney would have wanted to be a tap dancer. Thankfully for her audiences, she wasn't very good at it.

Todd Katz
Executive Vice President, Group Benefits, MetLife
  • Wednesday, May 3, 2023

    8:45 a.m. - 10:15 a.m.: GENERAL SESSION

Todd Katz

Executive Vice President, Group Benefits, MetLife

Todd B. Katz is the Executive Vice President for MetLife’s $22+ billion U.S. Group Benefits business, which serves over 50,000 group insurance customers — covering more than 41 million employees and their families — and includes 95 of the top 100 Fortune 500® companies and over 80% of the Fortune 500® companies. Prior to his current role, Katz led MetLife’s U.S. Insurance Products organization where he was responsible for product manufacturing, underwriting, claims, and administration for MetLife’s Group Benefits business as well as its Individual Life business. Before this, he held general management roles running the company’s Group Dental and Group Disability businesses. Katz started with MetLife in 1989 as a Group Sales Trainee, and over the span of ten years held various positions of increasing responsibility at MetLife in the Group Sales organization, including five years as a top producing account executive in the New York City group insurance market. Katz serves as Chair of the Board of Directors of MetLife’s Versant Health company as well as the Chairman of the ACLI Group Insurance Executive Council. Katz also serves as a member of the LIMRA/LOMA Global Board of Directors. He has held prior Board roles including MetLife Japan, MetLife’s Property and Casualty business, New England Financial, Chairman of the Board of SafeGuard Health Enterprises, and Chairman of the Board of MetLife Legal Plans. Katz holds a B.A. degree in Economics from Brandeis University.

Patrick T. Leary, M.B.A., LLIF
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
  • Thursday, May 4, 2023

    10:30 a.m. - 11:45 a.m.: GENERAL SESSION

Patrick T. Leary, M.B.A., LLIF

Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA

Patrick T. Leary, M.B.A., LLIF, is corporate vice president, workplace benefits research for LIMRA. This program provides research on the products, markets, and distribution of a wide range of life, health, and related employee benefits.

Before assuming his current position, Pat directed LIMRA’s distribution research program and, prior to that, was a member of LIMRA’s group insurance research team.

Pat joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his M.B.A. from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.

Matt Mayberry
Global Leadership & Cultural Development Expert, Bestselling Author
  • Tuesday, May 2, 2023

    2:30 p.m. - 3:30 p.m.: WELCOME + GENERAL SESSION

Matt Mayberry

Global Leadership & Cultural Development Expert, Bestselling Author

Matt Mayberry is a Wall Street Journal bestselling author of Culture Is the Way, internationally acclaimed keynote speaker and one of the world’s foremost thought leaders on leadership development and culture. His insights on leadership, culture, and business performance have appeared in publications such as Harvard Business Review, Forbes, Fortune, Business Insider, Entrepreneur, NBC, ABC, Fox Business, and ESPN, to name but a few.

Global Gurus named him one of the world’s Top 30 Leadership Thought Leaders, and his Leadership and Cultural Development Programs for organizations around the world were among the Top 10. His clients include a diverse list of who’s who in business with organizations like JP Morgan Chase, Allstate Insurance, Phillips 66, Ambit Energy, Southern Glazer’s Wine & Spirits, OptumRx, Mack Trucks, Fifth Third Bank, Federal Bureau of Investigation, and WESCO.

Before becoming a sought-after keynote speaker and management consultant, Matt was a linebacker for his hometown team, the Chicago Bears. Due to an injury, Matt’s career was cut short, but he learned invaluable lessons on leadership, culture, teamwork, and peak performance. By combining his experience as an athlete with his work as a consultant, working side by side in the trenches with leaders in every industry, Matt transforms some of the most prestigious organizations in the world.

Chris Morbelli
Principal, Life and Group Transformation, Ernst & Young LLP
  • Thursday, May 4, 2023

    10:30 a.m. - 11:45 a.m.: GENERAL SESSION

Chris Morbelli

Principal, Life and Group Transformation, Ernst & Young LLP

Chris Morbelli is a Managing Director for EY’s US Insurance Consulting practice leading up the Life & Group transformation offering. He previously spent 20 years in the industry, most recently serving as the Vice President of Strategy and Operations  Transformation for a global insurance company driving group, benefits, life, and annuity transformations across multiple countries. He has extensive experience in both designing and leading large-scale Customer Experience and Operating Model transformation initiatives.  Chris lives in the United States and has an MBA from the Rutgers Business School in finance.

John Stanley
Senior Managing Director, Employee Benefits, Transamerica
  • Wednesday, May 3, 2023

    8:45 a.m. - 10:15 a.m.: GENERAL SESSION

John Stanley

Senior Managing Director, Employee Benefits, Transamerica

John Stanley brings nearly 26 years of sales and marketing management experience to his role as the Senior Managing Director, Employee Benefits. As a recognized market leader in supplemental health and life insurance, Transamerica serves more than 1 million policyholders and 19,000-plus employer customers, while managing more than $1 billion in in-force premiums. Responsible for leading the Employee benefits distribution organization, John has overseen a comprehensive re-organization of the business. By aligning four distribution channels, installing key management metrics, creating a culture of accountability, John is focused on positioning Transamerica for continued long-term growth within the employee benefits marketplace.

Prior to assuming the leadership role, John spent five years as the chief marketing officer for the Employee Benefits business. Among his many accomplishments, he refined the company’s go-to-market strategy in employee benefits, revamped the branding and messaging, and built the infrastructure for the Large Markets and Business Development channels.

Jessica Strieter Elting
Director, Political & Public Affairs, Aflac Federal Relations
  • Thursday, May 4, 2023

    9:15 a.m. - 10:15 a.m.: GENERAL SESSION

Jessica Strieter Elting

Director, Political & Public Affairs, Aflac Federal Relations

Jessica Strieter Elting serves as Director of Political & Public Affairs in Aflac’s Federal Relations office.  Heading the political and public affairs practice, Jessica ensures that Aflac’s message resonates in Washington and that the employees and agents of Aflac are informed and engaged on federal issues.  Additionally she leads Aflac’s civic engagement programming, plays a key role in developing the federal relations strategy as a member of the senior leadership team and oversees the Aflac PAC. Prior to joining Aflac, Jessica was a VP at DDC Public Affairs, where she designed and executed successful and award winning public affairs and advocacy programs for major corporations, trade associations, and nonprofit organizations. Jessica has also supervised PAC and grassroots operations for the nation’s largest arts and arts education nonprofit and worked for a leading political software and consulting firm, assisting clients in the successful integration of technology into their campaigns, PACs, and grassroots efforts. Her diverse political background also includes several years working for nonprofits and campaigns on both the state and national level. Jessica received her M.A. in Political Management from the George Washington University and a B.A. in Political Science and Creative Writing from Florida State University.

Phil Trzcinski
Director, Distribution Strategy and Execution, Transamerica

Phil Trzcinski

Director, Distribution Strategy and Execution, Transamerica

Phil Trzcinski joined Transamerica in 2020 to lead Transamerica’s launch of their Group Life, Integrated Absence and Disability solutions, along with other strategic initiatives. Phil is a member of the Distribution leadership team focusing on expanding the strategic plan, enhancing our reporting and forecasting practices, and taking an active leadership role across functions. His role focuses on ensuring alignment and collaboration as Transamerica’s evolves and as we look to expand our offerings to the market and the roughly 20,000 customers we serve today. Prior to Transamerica, Phil worked at Lincoln Financial where he was AVP for Operations Analysis & Workforce Management in their group benefits business. Before that, he was a part of Liberty Mutual’s group benefits business where he held leadership roles in both Distribution and Product.

Agenda

Registration

Early Registration Fee (by March 28, 2023):
Member: $1,450
Nonmember: $2,650

Standard Registration Fee (after March 28, 2023):
Member: $1,650
Nonmember: $2,850

LIMRA|LOMA Canadian members — please email customer.service@limra.com for special registration instructions.

Group Registration Discount:

Take advantage of our group rates to ensure your team's knowledge stays relevant and up-to-date amid the changing trends and directions in the industry.

We are pleased to offer two group registration options that you can secure by contacting customer.service@limra.com.

  • 5–9 — Registrants from the same company will receive a $150 discount per person when using the quantity discount promo code provided.
  • 10+ — Companies may purchase 10 or more registrations and receive a 20% discount on the total registration fee. A single payment is required along with the total number of registrants. We will provide a special company link/code for your organization to distribute to the group.

Note: Discounts may not be combined with any other discount offer. We cannot combine existing individual registrations into group registrations.

Cancellation Policy

All cancellations must be received in writing. Cancellations received before April 11, 2023, will be refunded, less a $75 processing fee. Cancellations received from April 11, 2023 to April 25, 2023 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after April 25, 2023.

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.

2023 COVID-19 Health and Safety Protocols

Please check this page regularly for health and safety updates.
Updated: [3/8/2023]

LIMRA and LOMA and LIC are committed to health and safety. We request that all conference and event attendees follow any and all applicable COVID-19 restrictions, rules, and safety requirements at the event that are either required by applicable law, rule or ordinance, or the event location. We thank you in advance for your patience and cooperation during these unprecedented times.

On-Site at the Event

  • Adhere to social distance protocols.
  • Wash hands frequently throughout the meeting.
  • Cover your nose and mouth when coughing or sneezing.
  • Comply with any protocol signage displayed.
  • Self-monitor and report any symptoms to meeting organizers immediately.
  • If you are having symptoms and need to seek medical attention, there will be a list of service options available.
  • If you test POSITIVE for COVID:
    • Notify the meeting organizer and if you choose to remain at the conference, self-quarantine in your room for at least three days, or until you receive a NEGATIVE test result.
    • Once you test NEGATIVE, you may return to the conference. Please wear a mask for the duration of the conference.
    • Report your status to the convening team so the proper contact tracing interview can be conducted.

Post Event

  • Notify event organizer if you test positive for COVID-19 up to 14 days after returning home.

Hotel / Venue

Newport Marriott

25 America’s Cup Ave.
Newport, RI, USA, 02840

Hotel Reservations

Call-in Reservations: 1 (800) 228-9290 or (401) 849-1000 (mention the LIMRA Workplace Benefits Conference)

Make your reservations by April 14 to receive the group rate of $279 single/double (plus applicable sales taxes). Requests after April 14 will be accepted based on space availability. Please note that hotel rates will go up after April 14, or when the meeting room block sells out, whichever comes first. Make your reservations early to be able to take advantage of our discount rates.

Extend your stay: The group guest room rate will be offered three (3) days prior to and three (3) days after the meeting dates, subject to availability at the time of your reservation. You may need to call the hotel directly to book the extra nights.

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 not call you unless you contact them first.

Become a Sponsor or Exhibitor

The Workplace Benefits Conference brings together professionals responsible for the development, marketing, and distribution of group and workplace/voluntary benefits, including Life, Disability, Critical Illness, Accident and other Supplemental Health products, Dental, Vision and Healthcare plans.

Join the conversation by securing a sponsorship or exhibiting at the conference.

Learn more about Sponsor and Exhibitor Opportunities

Nicole Chiarodo
Sponsor/Exhibitor Sales
nchiarodo@limra.com

Sponsors and Exhibitors

Silver Sponsor

Elite Sponsor

Associate Sponsors

Exhibitors

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