Preliminary Program
Wednesday, September 9
9:00 a.m. – 1:00 p.m.
Committee Meetings
12:00 p.m. – 5:30 p.m.
Conference Registration
12:00 p.m. – 5:30 p.m.
Exhibits Open
Refreshments will be available
Refreshments will be available
1:30 p.m. – 2:00 p.m.
General Session: Welcome and Opening Remarks
2:00 p.m. – 3:00 p.m.
3:00 p.m. – 3:30 p.m.
Networking Break / Exhibits
3:30 p.m. – 4:30 p.m.
General Session:
Leadership in Times of Disruption
Leadership in Times of Disruption
Margaret Meister, CEO, Symetra
Additional panelists to be announced
4:30 p.m. – 5:30 p.m.
Welcome Reception / Exhibits
Thursday, September 10
6:00 a.m. – 7:00 a.m.
Walk and Jog
For a fun and healthy start to the morning
For a fun and healthy start to the morning
7:30 a.m. – 4:00 p.m.
Conference Registration
7:30 a.m. – 8:30 a.m.
Buffet Breakfast / Exhibits
7:30 a.m. – 8:30 a.m.
Interactive Breakfast Discussion Sessions / Product Demos / Legal Briefings
Buffet breakfast will be available. First come-first served.
Buffet breakfast will be available. First come-first served.
a. Session 1
b. Session 2
c. Session 3
d. Session 4
b. Session 2
c. Session 3
d. Session 4
8:30 a.m. – 8:45 a.m.
Transition Break
8:45 a.m. – 9:15 a.m.
General Session: IRI Annual Business Meeting
10:00 a.m. – 10:15 a.m.
Transition Break
10:15 a.m. – 11:45 a.m.
Track Sessions
Operations, Services & Technology
Session 1: Technology – Digital Landscape
Session 2: Customer Experience Aligned to Customer Expectations
Law & Public Policy
Session 1: To Trump or Not to Trump Election Outlook
Session 2: Public Policy Under Judicial Scrutiny
Sales & Marketing
Session 1: Joint Ops and Marketing Session
Session 2: Financial Advisor Panel
11:45 a.m. – 12:15 p.m.
Networking Break with Exhibitors / Prize Drawing
12:15 p.m. – 1:30 p.m.
Luncheon with Regulatory Keynote Speaker
Speaker to be announced
Speaker to be announced
1:30 p.m. – 1:45 p.m.
Transition Break
1:45 p.m. – 3:15 p.m.
Track Sessions
Operations, Services & Technology
Session 3: Adopting Technology to Gain a Competitive Advantage
Session 4: Evolving Platforms of our Insurance Ecosystem
Law & Public Policy
Session 3: Beyond the SECURE Act: Federal Outlook
Session 4: Laboratories of Democracy: State Outlook
Sales & Marketing
Session 3: Fact Based Optimism: Who Needs Politics?
Session 4: The Possibilities of SECURE
3:15 p.m. – 3:30 p.m.
Refreshment Break
5:00 p.m. – 7:00 p.m.
Mae District Event
Friday, September 11
7:30 a.m.
Conference Registration
7:30 a.m. – 8:30 a.m.
Interactive Breakfast Discussion Sessions / Product Demos / Legal Briefings
Buffet breakfast will be available. First come-first served.
Buffet breakfast will be available. First come-first served.
a. Session 1
b. Session 2
c. Session 3
d. Session 4
b. Session 2
c. Session 3
d. Session 4
8:30 a.m. – 9:15 a.m.
Closing General Session / Breakfast:
IRI and ALI: Partners in Protecting Lifetime Income
IRI and ALI: Partners in Protecting Lifetime Income
John Kennedy, Lincoln Financial Distributors
Melissa Kivett, Prudential
Paula Nelson, Global Atlantic Financial Company
Betsy Palmer, AIG
Melissa Kivett, Prudential
Paula Nelson, Global Atlantic Financial Company
Betsy Palmer, AIG
9:15 a.m. – 9:30 a.m.
Transition Break
9:30 a.m. – 11:00 a.m.
Track Sessions
Operations, Services & Technology
Session 5: Navigating the Dynamic Regulatory Landscape
Session 6: UTOPIA 2.0
Law & Public Policy
Session 5: From Adoption to Implementation: Solutions and Best Practices to Achieve Compliance
Session 6: Laboratories Cleaning the Path to Innovation: Leveraging Opportunities Presented by Evolving Public Policy
Sales & Marketing
Session 5: Protecting Lifetime Income: Breaking it Down to Your Organization
11:00 a.m.
Conference Adjourns
11:00 a.m. – 1:30 p.m.
Conference Committee Meetings