Executives and professionals responsible for the development, marketing, and distribution of group and workplace/voluntary benefits in North America, including life, institutional retirement, disability, critical illness, accident, dental, vision, healthcare plans, and other supplemental health products.
Highlights
This premier conference explores the workplace benefits marketplace from the perspectives of carriers, employers, employees, distributors, brokers and consultants and benefit technology, offering cross-functional learning and networking. Participants will gain fresh ideas and insights to navigate transformational changes in the industry.
The workplace benefits industry, long regarded as a cornerstone of employee value propositions, is facing rapid evolution and increased demand for both innovative products and comprehensive support systems. Our theme, "Pathways to Growth" reflects a strategic approach that enables benefits providers and carriers to explore new avenues for growth while adapting to the shifting needs of employers and employees alike.
What is shaping these pathways to growth and opportunity?
Expansion of digital tools and technologies
Emphasis on holistic well-being solutions
Customization and personalization of benefits
Leveraging data for enhanced insights
Expansion into new market segments
Focus on health and wellness outcomes
Investing in partnerships and collaborative ventures
These crucial factors will be at the forefront of the 2025 Workplace Benefits Conference, where Pathways to Growth will serve as a roadmap to the future of the industry.
Erik Gray is the Head of Enrollment Experience for Wellfleet Workplace, a Berkshire Hathaway Company. He serves as relationship manager with technology companies who align with Wellfleet’s distribution strategy, product owner for Wellfleet's data exchange capabilities, and steward for Wellfleet’s enrollment strategies.
Gray is an accomplished leader with more than 20 years of experience in the benefits industry. One of his most significant accomplishments is being part of the team that created Lighthouse, Wellfleet’s open-architecture and cloud-based policy administration system, designed to support the full broker and customer lifecycle.
Sarah Holdaway is Vice President of Product Management at FINEOS, the leading provider of core systems for life, accident, and health insurers globally. With extensive experience in both large and mid-sized organizations, Holdaway brings a wealth of knowledge and practical insights into building scalable solutions and executing strategic initiatives. Her thought leadership is particularly valuable to those in the employee benefits space seeking to enhance organizational agility, streamline service operations, and optimize client relationships.
Prior to FINEOS, Holdaway held leadership roles at Guardian Life Insurance Company, most recently as Head of Product Strategy & Delivery, and at MetLife, where she served in several positions within Employee Benefits Sales, Operations, and Service. With experience in strategic business planning, product operations, sales enablement, regulatory compliance, and team leadership, she has direct impact on organizations’ ability to innovate, remain competitive, and achieve sustained growth — all while enhancing customer and employee experiences.
Holdaway holds a Bachelor of Science in marketing and management from Siena College and is a licensed Life and Health Insurance Producer in Massachusetts.
Corporate Vice President, Workplace Benefits Research, LIMRA and LOMA
Patrick T. Leary, MBA, 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.
Leary joined LIMRA in 1989. He earned his bachelor’s degree from Hartwick College and his MBA from the University of Connecticut. Pat also earned his LIMRA Leadership Institute Fellow (LLIF) designation in 2012.
Principal, Insurance Consulting, Financial Services, Ernst & Young LLP
Chris Morbelli is a Principal in the Ernst & Young LLP (EY US) Insurance Consulting practice leading EY’s Americas Life & Group Transformation solution. He advises clients in the areas of business growth strategies, operating model design, customer experience design, and platform implementations. His clients include many of the leading life, annuity, and group benefits carriers.
As Chief Marketing Officer and SVP for Product Management and Partnerships, Daniel Watt is responsible for overseeing global marketing strategy and operations throughout the company. In addition, he leads the product partnership and ecosystem strategy across FINEOS.
Watt joined FINEOS in 2017, bringing years of industry experience in helping insurance carriers find ways to leverage modern technology to enable their corporate strategy, streamline their processes, and improve their bottom lines.
Prior to serving as FINEOS CMO, Watt served as SVP, Product and held several other senior roles at FINEOS with responsibilities across North America and APAC. Earlier in his career, he spent time within the InsurTech space building solutions for the LA&H market in various leadership roles at The Hartford as AVP of Voluntary Solutions, Cigna as Director of Underwriting Voluntary Operations, and The Vanguard Group leading data analytics and operations.
Watt holds an MBA from LaSalle University and a bachelor’s degree in business statistics and information technology from Pennsylvania State University.
Early Registration Fee: Member: $1,550 Nonmember: $2,75
Standard Registration Fee (after cutoff date March 12, 2025): Member: $1,750 Nonmember: $2,950
Cancellation Policy: In the event that a scheduled meeting or event is cancelled by LIMRA and LOMA for any reason, LIMRA and LOMA shall refund any conference registration fees that have been paid by the registrant. Under no circumstances, however, shall LIMRA and LOMA be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant. All cancellations must be received in writing. Email customer.service@limra.com
Attendee Cancellation Policy: All cancellations must be received in writing. Email customer.service@limra.com. Cancellations received before April 2, 2025, will be refunded, less a $75 processing fee. Cancellations received from April 2, 2025, to April 16, 2025, will be refunded, less a $375 processing and administrative fee. No refunds will be issued after April 16, 2025.
Reservations can be made by calling 857-770-7100 and mentioning the 2025 Workplace Benefits Conference. The hotel reservations team are available 7 days a week from 9am to 9pm EST.
Make your reservations by March 31, 2025, to receive the group rate of $299.00 single/double (plus applicable sales taxes). Requests after March 31, 2025, will be accepted based on space availability. Please note that hotel rates will go up after March 31, 2025, 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 emails or phone calls about a hotel booking in conjunction with this meeting, our advice is to 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.
Please contact our Event Planner, July McGlamry, if you have any questions regarding the hotel.
Become a Sponsor or Exhibitor
The Workplace Benefits Conference connects industry experts, business thought leaders, and top-notch life & annuity professionals.
Join the conversation by securing a sponsorship or exhibiting at the conference.
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