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 August 15, 2023. All presentation times are listed in Central Time. Click HERE to download a PDF of the current agenda.
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 10:00AM – 5:00PM CT | Conference Registration | Symphony Ballroom Foyer | ||
| 10:15AM – 11:15AM CT | Education Committee Meeting | October in-person meeting | Education Committee Members | Southern Ground A/B |
| 10:15AM – 11:15AM CT | Membership Committee Meeting | October in-person meeting | Membership Committee Members | Ocean Way |
| 10:15AM – 11:15AM CT | Gov’t & Legal Affairs Committee Meeting | October in-person meeting | Gov’t & Legal Affairs Committee Members | Lyric |
| 11:00AM – 12:30PM CT | Lunch | Symphony II & III | ||
| 11:30AM – 12:30PM CT | Future Leaders Master Class | By invitation only | David Burkus, Researcher, Business Thinker & Best-Selling Author | TBD |
| 12:45PM – 1:45PM CT | Carrier Roundtable | Discussions amongst Carrier peers | Carrier Members | Southern Ground A/B |
| 12:45PM – 1:45PM CT | Distribution Roundtable | Discussions amongst Distribution peers | IMO/FMO Members | Ocean Way |
| 12:45PM – 1:45PM CT | Industry Innovators Roundtable | Discussions amongst Vendor, Indices and Innovator peers | Vendor, Indices and Innovator Members | Lyric |
| 2:00PM – 2:15PM CT | Opening Ceremony | Commencement of the 15th annual Annuity Distribution Summit | Wes Gilbreath, Chief Financial Officer, Annexus Group | Symphony I |
| 2:15PM – 3:00PM CT | The Future of the Economy | David Jones, Senior Investment Strategist, iShares/BlackRock | Symphony I | |
| 3:00PM – 3:45PM CT | Building Future-Ready Teams Featured Speaker |
Every leader wants to build a high-performing team, and nearly everyone wants to be on one. Discover the secrets to building future-ready teams by instilling the habits and culture that allow for optimal performance and maximum resilience in any enviroment. |
David Burkus, Researcher, Business Thinker & Best-Selling Author | Symphony I |
| 3:45PM – 4:00PM CT | Break | Symphony II & III | ||
| 4:00PM – 4:30PM CT | Future of Privacy and Cyber Security | Joe Swanson, Shareholder, Carlton Fields | Symphony I | |
| 4:30PM – 4:45PM CT | Closing Remarks | Chuck DiVencenzo, President & CEO, NAFA | Symphony I | |
| 4:45PM – 6:00PM CT | Opening Reception | Cheers to 25 years celebration! | Symphony II & III |
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 7:00AM – 8:30AM CT | Breakfast & Networking | Browse the Exhibit Hall and enjoy a bite to eat | Symphony II & III | |
| 8:30AM – 8:35AM CT | Welcome | Kick off of Day 2 events | Chuck DiVencenzo, President & CEO, NAFA | Symphony I |
| 8:35AM – 9:00AM CT | Bo Johnson Spirit Award | Presentation of NAFA’s most prestigious award | Honored recipient and award nominator(s) | Symphony I |
| 9:00AM – 10:00AM CT | The Future Begins Now Keynote Speaker sponsored by Nationwide |
Change is happening faster than ever before and is catapulting us into a world of “templosion,” a term to describe the rapid acceleration of time. One of the ways templosion is playing out is through the exponential rate of technological progress. Using macro sociocultural, economic, demographic and technological trends as a catalyst, Erica will put change within a broader context and discuss how the landscape will transform now and in the years to come. | Erica Orange, EVP & COO of The Future Hunters | Symphony I |
| 10:00AM – 10:15AM CT | Break | Symphony II & III | ||
| 10:15AM – 11:00AM CT | The Future of Annuity Distribution | Discussion of the changing distribution landscape | Annexus Group, Integrity, Advisors Excel | Symphony I |
| 11:00AM – 11:45AM CT | The Future of Business Automation | Hexure and Luma FinTech | Symphony I | |
| 11:45AM – 1:15PM CT | Lunch & Vendor Networking | Symphony II & III | ||
| 12:00 – 12:30PM CT | Members Meeting | Annual meeting of NAFA members, followed by lunch *Non-NAFA members please proceed to lunch |
NAFA Members Only | Symphony I |
| 1:15PM – 2:00PM CT | Future Economy: Growth Opportunities Featured Speaker |
The world is going to see more economic change in the next 5 years than we have seen in the last 100 years. But how did we get here? More importantly, where do we go from here? Andy provides the context needed to understand the forces at work creating momentum for change in the economy and your business. | Andy Busch, the first Chief Market Intelligence Officer for the U.S. Government at the CFTC | Symphony I |
| 2:00PM -2:15PM CT | Break | Symphony II & III | ||
| 2:15PM – 3:00PM CT | The Future of Indexed Innovation | The Index Standard, 12 South Capital and S&P Dow Jones Indices | Symphony I | |
| 3:00PM – 3:15PM CT | The Future of Our Community | Chad Jester, Nationwide VP, Corporate Citizenship & President, Nationwide Foundation | Symphony I | |
| 3:15PM – 4:00PM CT | The Future of Our Community Part II | Impact4Good – Interactive philanthropic activity in support of Nashville Food Project, Boys & Girls Club of Middle Tennessee, American Cancer Society, and The American Heart Association | Mike Morrone, Nationwide Vice President of Annuities Business Development and 2023 NAFA Chair | Symphony I |
| 4:00PM – 4:15PM CT | The Future of The Annuity Distribution Summit | Wrap-up and overview of conference activities | Kevin Mechtley, North American VP of Business Development & Chief Innovation Officer | Symphony I |
| 4:15PM – 5:30PM CT | Mix & Mingle | Final reception for networking and exhibitor conversations | Thank you to our 2023 Annuity Distribution Summit Sponsors! | Symphony II & III |
| 8:00PM – 10:00PM CT | After Hours | Join us at Johnny Cash’s Bar & BBQ for a private party in Club One21 for an unforgettable evening of live music, cocktails and conversation! | Sponsored by S&P Dow Jones Indices and Nationwide | Johnny Cash’s Bar & BBQ; Club One21 |
| Time | Session | Speaker/Presenter(s) | Location |
|---|---|---|---|
| 8:00-9:00 AM CT | NAFA Board of Directors Breakfast | NAFA Board of Directors | Southern Ground A/B |
| 9:00-11:00 AM CT | NAFA Board of Directors Monthly Meeting | NAFA Board of Directors | Southern Ground A/B |
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