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

Thank you to our IRI Annual Conference sponsors!

Thank you to our IRI Annual Conference sponsors!

PLATINUM LEVEL SPONSORS

(KEYNOTE SPEAKER)
(KEYNOTE SPEAKER)
(KEYNOTE SPEAKER)
(KEYNOTE SPEAKER)
(KEYNOTE SPEAKER)
(KEYNOTE SPEAKER)

GOLD LEVEL SPONSOR

BRONZE LEVEL SPONSOR

SUPPORTER

(DIGITAL SPONSOR)

(DIGITAL SPONSOR)