NAFA Annuity Distribution Summit Agenda

To utilize this interactive agenda, click on a date below and it will expand with scheduling details. The following is subject to change and current as of July 22, 2021. All presentation times are listed in Pacific Daylight Time.

Time Session Notes
3:30 – 5:00PM PST Board of Directors Meeting Session is ONLY open to the 2021 NAFA Board of Directors
5:30 – 8:30PM PST Board of Directors Dinner Session is ONLY open to the 2021 NAFA Board of Directors
Time Session Content Speaker/Presenter(s)
9:30 – 11:00AM PST NAFA Committee Meetings Education Committee

Gov’t & Legal Affairs Committee

Membership Committee

Tiya Stanley, North American & Jack Aiken, LTA Marketing

David Wolfe, Advisors Excel & Bryce Biklen, Sammons

Jeremy Rubin, Athene & Jay Brown, Delaware Life

11:15AM – 12:45PM PST Roundtable Working Lunch An open discussion amongst peers. Three sessions will be held unilaterally for Carrier, IMO and Vendor members NAFA members ONLY
1:00 – 1:30PM PST Opening Ceremony & Recognition of the NexGen Recipient Welcome and opening remarks from NAFA’s President & CEO, flag salute, National Anthem and presentation of the NexGen award Chuck DiVencenzo, President & CEO at NAFA
1:30 – 2:30PM PST Featured Speaker The Super Age: Decoding our Demographic Destiny Bradley Schurman, Founder and Author of “The Super Age”
2:45 – 3:45PM PST Technology Breakouts Three sessions highlighting business processes, development and social media & marketing TBA
4:00 – 4:45PM PST Featured Speaker Diversity & Inclusion in the workplace TBA
4:45 – 5:00PM PST Closing Remarks A wrap-up & debrief of conference day 1 Chuck DiVencenzo, President & CEO at NAFA
5:00 – 6:30PM PST Opening Reception A celebration of being reunited, and it feels so good! Join us for an evening of hor d’oeuvres, refreshments and networking Chuck DiVencenzo, President & CEO at NAFA
Time Session Content Speaker/Presenter(s)
8:00 – 8:15 AM PST Opening Ceremony Day 2 opening remarks Chuck DiVencenzo, President & CEO at NAFA
8:15 – 8:45AM PST Bo Johnson Spirit Award Award overview and announcement of the 2021 Bo Johnson Spirit award recipient TBA
8:45 – 10:15AM PST Keynote Speaker –

Sponsored by Nationwide

You Don’t Know What You Don’t Know Sam Richter, Considered one of the world’s foremost Sales Intelligence and digital reputation experts, award-winning Hall of Fame speaker and bestselling author
10:15 – 10:30AM PST Break Break and networking
10:30 – 11:15AM PST IMO CEO Panel Discussion around COVID recovery and what was learned while working through a global pandemic TBA
11:15AM – 12:00PM PST DOL Update Panel Discussion of the Department of Labor activities TBA
12:00 – 1:30PM PST Lunch Lunch and networking
12:00 – 12:30PM PST NAFA Members Meeting An annual meeting of the NAFA membership NAFA members ONLY
1:30 – 2:30PM PST Technology Breakouts Three sessions highlighting business processes, development and social media & marketing TBA
2:45 – 3:45PM PST Technology Breakouts Three sessions highlighting business processes, development and social media & marketing TBA
4:00 – 4:50PM PST Women’s Panel A moderated discussion with women of the industry Moderated by Kelly McDonald, Speaker, Author, Marketing & Customer Service Expert
4:50 – 5:00PM PST Closing Remarks Announcement of the 2020 honoree Chuck DiVencenzo, President & CEO at NAFA
5:00 – 6:00PM PST Closing Reception  A final celebration of being amongst friends! Join us for an evening of hor d’oeuvres, refreshments and networking Chuck DiVencenzo, President & CEO at NAFA
Time Session Notes
8:30 – 9:00 AM PST Board of Directors Breakfast Open to the NAFA Board of Directors ONLY
9:00 – 10:00AM PST Board of Directors Meeting Open to the NAFA Board of Directors ONLY

Effective July 30, Nevada is implementing a mask mandate requiring everyone, regardless of vaccination status, to wear a mask in public indoor settings. All event attendees will be expected to comply with this directive. NAFA is continuing to monitor additional safety requirements at the national, state and local levels. We are actively working with the conference property to ensure the needs and safety of our attendees are met. Any updates/changes will be communicated directly by NAFA.