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 October 3, 2023. All presentation times are listed in Central Time. Download a printable version of the 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 Blackbird A/B
10:15AM – 11:15AM CT Membership Committee Meeting October in-person meeting Membership Committee Members Blackbird A/B
10:15AM – 11:15AM CT Gov’t & Legal Affairs Committee Meeting October in-person meeting Government & Legal Affairs Committee Members Southern Ground A/B
11:00AM – 12:30PM CT Lunch Starstruck
11:30AM – 12:30PM CT Future Leaders Master Class By invitation only David Burkus, Researcher, Business Thinker & Best-Selling Author Sound Emporium
12:45PM – 1:45PM CT Carrier Roundtable Discussions amongst Carrier peers Carrier Members Blackbird 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 Southern Ground A/B
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 Economic Trends and Outlook How did we get here and where are we going? In this session, we’ll examine macro and micro indicators shaping the broader financial services markets and the potential impacts on fixed annuity appeal and distribution in the short and long term. David Jones, Senior Investment Strategist, iShares/BlackRock Symphony I
3:00PM – 4:00PM 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 environment.

David Burkus, Researcher, Business Thinker & Best-Selling Author Symphony I
4:00PM – 4:15PM CT Break Symphony II & III
4:15PM – 5:00PM CT Privacy and Cyber Security Today and Tomorrow  The speed of technology advancements creates an interesting dilemma: proceed on the leading edge and face potential unforeseen consequences or lag behind and potentially get left behind. Gain insights on how to find a sweet spot in the middle by addressing evolving privacy and cybersecurity challenges. Joe Swanson, Shareholder, Carlton Fields

Moderated by Andrew Payne, Vice President and General Counsel, CreativeOne

Symphony I
5:00PM – 5:15PM CT Closing Remarks Chuck DiVencenzo, President & CEO, NAFA Symphony I
5:15PM – 6:00PM CT Evening Reception Cheers to a celebration of 25 years! Sponsored by American Equity 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, Jared will put change within a broader context and discuss how the landscape will transform now and in the years to come. Jared Weiner, EVP & Chief Strategy Officer of The Future Hunters Symphony I
10:00AM – 10:15AM CT Break Symphony II & III
10:15AM – 11:00AM CT The Continued Evolution of Annuity Distribution Executive-level leaders from some of the industry’s most well-known organizations will participate in a panel discussion about the changing annuity distribution landscape. Cody Foster, Advisors Excel; Ron Shurts, Annexus Group; Steve Murray, IAMS

Moderated by: Arik Rashkes, Houlihan Lokey

Symphony I
11:00AM – 11:45AM CT Business Automation and Digital Transformation There’s no question that savvy annuity producers and the next generation of retirees is increasingly interested in digital processes and purchases. Gain an inside look at how technology, including AI, can provide productive disruption and ehance our industry. Bobby Powell, iPipeline; Doug Massey, Hexure;  Jay Charles, Luma FinTech

Moderated by: Luke Loewen, Gradient

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 With fixed index annuities coming off record sales in Q2, providers are continuing to innovate and find ways to help clients diversify. Hear our panelists dig into the current sales environment and what we can anticipate from product evolution going forward. Alan Grissom, 12 South Capital; Sara Pollock, S&P Dow Jones Indices; Alfred Eskandar, Salt Financial;  Josh Levine, Bank of America

Moderated by: Branislav Nikolic, The Index Standard

Symphony I
3:00PM – 3:15PM CT Funding the Future of Our Communities Our business is all about helping others. Learn more about charitable giving opportunities and the impact you can have on others as we prepare for an Impact4Good exercise. Kristen Rost, Vice President, Nationwide Foundation & Sr. Director, Corporate Citizenship Symphony I
3:15PM – 4:00PM CT Funding the Future of Our Communities, Part II In this interactive philanthropic activity, participants will face a series of Q&A about NAFA, the industry and our collective community in a battle for bragging rights and the ability to donate to The Nashville Food Project, Boys & Girls Clubs of Middle Tennessee, American Cancer Society, and The American Heart Association. Impact4Good 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 Sponsored by Farmers Life Insurance Company 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 Sound Emporium A/B
9:00-11:00 AM CT NAFA Board of Directors Monthly Meeting NAFA Board of Directors Sound Emporium A/B