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
1:30 p.m. – 2:00 p.m.
General Session: Welcome and Opening Remarks
2:00 p.m. – 3:00 p.m.
General Session: Keynote
Jesse Itzler
Entrepreneur, Author & Motivational Speaker
SPONSORED BY
Equitable
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
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
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.
a. Session 1
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
9:15 a.m. – 10:00 a.m.
General Session: Keynote
Kate O’Neil
Technology Humanist

SPONSORED BY
Global Atlantic

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
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
3:30 p.m. – 4:30 p.m.
General Session: Keynote
John Meacham
Political Historian
SPONSORED BY
Jackson

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.
a. Session 1
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
John Kennedy, Lincoln Financial Distributors
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