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