NAFA Annuity Distribution Summit Agenda
The following is subject to change and current as of August 15, 2024. All presentation times are listed in Central Time.
| Time | Session | Description | Location |
|---|---|---|---|
| 1:00-6:00 PM CT | NAFA Inaugural Charity Golf Tournament | A charity golf scramble to raise funds for Jump$tart, an organization committed to increasing financial literacy nationwide for all, with a focus on #FinancialSmartsforStudents. Register Now >> | Cottonwood Valley Course |
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 8:00AM – 5:00PM CT | Conference Registration | TBD | ||
| 10:15AM – 11:15AM CT | Education Committee Meeting | October in-person meeting | Education Committee Members | TBD |
| 10:15AM – 11:15AM CT | Membership Committee Meeting | October in-person meeting | Membership Committee Members | TBD |
| 10:15AM – 11:15AM CT | Gov’t & Legal Affairs Committee Meeting | October in-person meeting | Government & Legal Affairs Committee Members | TBD |
| 11:30AM – 12:50PM CT | Women’s Annuity Network Luncheon | Fire Your Fear — An empowerment session for female attendees | Deirdre Van Nest, Keynote Speaker, Speaking Coach and Story Strategist, Crazy Good Talks® | TBD |
| 11:30AM – 12:45PM CT | Lunch | TBD | ||
| 1:00PM – 1:45PM CT | Carrier Roundtable | Discussions amongst Carrier peers | Carrier Members | TBD |
| 1:00PM – 1:45PM CT | Distribution Roundtable | Discussions amongst Distribution peers | IMO/FMO Members | TBD |
| 1:00PM – 1:45PM CT | Industry Innovators Roundtable | Discussions amongst Vendor, Indices and Innovator peers | Vendor, Indices and Innovator Members | TBD |
| 2:00PM – 2:15PM | Opening Ceremony | Commencement of the 16th annual Annuity Distribution Summit | Andrew Payne, VP & General Counsel, Creative One, and Kevin Mechtley, VP-Business Development and Chief Innovation Officer, North American Company | TBD |
| 2:15PM – 3:15PM CT | Keynote Session: Mastering the Game Within the Game | One of golf’s best teachers shares techniques that can help high achievers level up | Hank Haney, Renowned Golf Instructor, Author and Podcast Host | TBD |
| 3:15PM – 4:00PM CT | Distribution Executive Panel | An inside look at the future of distribution | Tony Compton, President of Annuity Marketing, Advisors Excel, David Byers, CDO, Magellan, and Patrick Kelly, CEO, Signal Advisors
Moderated by Jason Krohnke, VP/Head of National Accounts, American Equity |
TBD |
| 4:00PM – 4:15PM CT | Break | TBD | ||
| 4:15PM – 5:00PM CT | Get to the “YES!” Quicker | How to increase trust, connection & likeability in 3 minutes or less | Deirdre Van Nest, Keynote Speaker, Speaking Coach and Story Strategist, Crazy Good Talks® | TBD |
| 5:00PM – 6:00PM CT | Evening Reception | Mix and mingle with sponsors, attendees and guests | TBD |
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 7:00AM – 8:30AM CT | Breakfast & Networking | Browse the Exhibit Hall and enjoy a bite to eat | TBD | |
| 8:30AM – 8:35AM CT | Welcome | Kick off of Day 2 events | Chuck DiVencenzo, President & CEO, NAFA | TBD |
| 8:35AM – 9:00AM CT | Bo Johnson Spirit Award | Presentation of NAFA’s most prestigious award | Honored recipient and award nominator(s) | TBD |
| 9:00AM – 9:45AM CT | How to Be the Most Trustworthy Person You Know | In this session, we examine common trust issues, explore how customers, prospects, and stakeholders assess our trustworthiness, and explode some of the myths about trust, replacing them with not only research-based truths, but practical ways to become the most trustworthy person you know! | Andrew Sykes, CEO, Habits at Work | TBD |
| 9:45AM – 10:15AM CT | Economic Outlook Panel | Chris Ratkovsky, VP/Senior Research Analyst, Franklin Templeton, Jason Zahn, Director – Equity Derivative Sales, Bank of America, Goldman Sachs, and Invesco
Moderated by Jamie Branyan, VP Product Management, CANNEX |
TBD | |
| 10:15AM – 10:30AM CT | Break | TBD | ||
| 10:30AM – 11:00AM CT | Future of Annuity Products Panel | Nasdaq, BlackRock, and S&P | TBD | |
| 11:00AM – 11:30AM CT | Women in Annuities Panel | Patti Hausherr, VP Sales Strategy Leader, ATHENE, and Nationwide
Moderated by Lori Seaton, Director, Strategic Business Development, North American |
TBD | |
| 11:30AM – 12:00PM CT | Members Meeting | Annual meeting of NAFA members, followed by lunch | NAFA Members Only *Non-NAFA members please proceed to lunch |
TBD |
| 12:00PM – 1:30PM CT | Lunch & Vendor Networking | TBD | ||
| 12:00PM – 1:15PM CT | Future Leaders Fellowship Lunch ‘N Learn: Getting Good at Getting Great | In this invitiation-only luncheon, participants will learn how top performers achieve excellence through deliberate practice paired with the right type of immediate performance feedback from a coach who has a model of excellence. | Andrew Sykes, CEO, Habits at Work | TBD |
| 1:30PM – 2:15PM CT | The Swiss Army Knife of Decision-Making Tools | In this entertaining talk for leaders who make tough decisions in the face of uncertainty, participants will learn about “Fermi estimates” and how they can be used to make forecasts, judge risks, improve plans and even create an early warning system to protect from life’s disasters. | Dan Gardner, New York Times Best-Selling Author, Speaker & Consultant | TBD |
| 2:15PM – 2:45PM CT | Technology and Innovation Panel | American Equity, Surancebay, and IPipeline | TBD | |
| 2:45PM – 3:00PM CT | Break | TBD | ||
| 3:00PM – 3:30PM CT | Actuary Panel | Kevin Cloud, VP and Product Actuary, CreativeOne, and Jill Esser, Chief Actuary, Magellan Financial | TBD | |
| 3:30PM – 4:00PM CT | DOL/Industry Update Panel | TBD | ||
| 4:00PM – 5:00PM CT | Mix & Mingle | Final reception for networking and exhibitor conversations | TBD | |
| 5:00PM CT | Closing | TBD | ||
| 7:30PM – 9:00PM CT | Chipping Contest & Local Beer Tasting | Sponsored by Sammons; North American | TBD | |
| 8:00PM – 10:00PM CT | After Hours | Sponsored by S&P | TBD |
| Time | Session | Speaker/Presenter(s) | Location |
|---|---|---|---|
| 8:00-9:00 AM CT | NAFA Board of Directors Breakfast | NAFA Board of Directors | TBD |
| 9:00-11:00 AM CT | NAFA Board of Directors Monthly Meeting | NAFA Board of Directors | TBD |
Read bios and details about the event’s keynote and featured speakers, as well as panelists and peers who will be taking the stage.
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