NAFA Annuity Distribution Summit Agenda
The following is subject to change and current as of September 21, 2026. All presentation times are listed in Eastern Time.
Philanthropic Pre-Meeting Event: Register to participate in our third annual Summit Scramble, with all proceeds benefiting the Miami-Dade YMCA Center for Financial Stability.
| Time | Session | Description | Location |
|---|---|---|---|
| 2:00-7:00 PM ET | NAFA Summit Scramble Golf Tournament | A charity golf scramble | The Biltmore’s Donald Ross Championship Golf Course |
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 9:30AM – 12:00PM ET | Conference Registration | Upper Lobby | ||
| 10:15AM – 11:15AM ET | Education Committee Meeting | October in-person meetings | Committee Members | Prado |
| 10:15AM – 11:15AM ET | Membership Committee Meeting | October in-person meetings | Committee Members | Aragon |
| 10:15AM – 11:15AM ET | Government & Legal Affairs Committee Meeting | October in-person meetings | Committee Members | Marbella |
| 11:30AM – 12:50PM ET | Women’s Annuity Network Luncheon | Lead Strong: Your playbook for leading with confidence, influencing at every level, and rising above the competition inside and outside the room | Tamara Ghandour, Founder of Everyday Innovators & Chief People Officer of DSST Pubilc Schools | Danielson |
| 11:30AM – 12:45PM ET | Lunch | Alhambra Ballroom | ||
| 1:00PM – 1:45PM ET | Roundtable A | Discussions amongst attendee peers | Prado | |
| 1:00PM – 1:45PM ET | Roundtable B | Discussions amongst attendee peers | Aragon | |
| 2:00PM – 2:15PM ET | Opening Ceremony | Commencement of the 18th annual Annuity Distribution Summit | Andrew Payne, CreativeOne, and Ariel Rose singing the National Anthem | Granada Ballroom |
| 2:15PM – 3:15PM ET | Bridging the Gap Between Who You Are Today and Who You’ll Become | The psychology of long-term decision making and how time affects people’s lives — specifically at a moment when Americans are living longer and saving less
Sponsored by Prudential |
Hal Hershfield, Professor of Marketing and Behavioral Decision Making at UCLA Anderson School of Management | Granada Ballroom |
| 3:15PM – 3:30PM ET | Break | Granada Ballroom | ||
| 3:30PM – 4:15PM ET | Architects of Yield: Reinsurance, Private Credit and the Future of Annuity Portfolios | A panel discussion on capital, credit and coverage strategies fueling the next era of industry growth | Wesley Fetchet, MSCI; Ben Masel, BlackRock; Tim Zawacki, S&PDJI; moderated by Chuck DiVencenzo, NAFA | Granada Ballroom |
| 4:15PM – 5:15PM ET | Build Belonging: Why Your Financial Planning Practice Needs To Become A Movement |
How to shift from managing client relationships to building a movement, unlocking deeper loyalty, organic growth and long-term relevance | Dennis Moseley-Williams, Founder, DMW Strategic Consulting; Author, Serious Shift: How Experience Staging Can Save Your Practice | Granada Ballroom |
| 5:15PM – 5:30PM ET | Day 1 Closing Comments | A summary of our philanthropy efforts, what we’ve learned and what to expect in Day 2 | Chuck DiVencenzo, NAFA | Granada Ballroom |
| 5:30PM – 6:30PM ET | Evening Reception | Mix and mingle with sponsors, attendees and guests | Alhambra Ballroom |
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 8:00AM – 12:00PM ET | Conference Registration | Upper Lobby | ||
| 7:30AM – 8:30AM ET | Breakfast & Networking | Browse the Exhibit Hall and enjoy a bite to eat | Alhambra Ballroom | |
| 8:30AM – 8:35AM ET | Opening Remarks | A welcome to Day 2 sessions and celebration of graduates from our Future Leaders Fellowship | Andrew Payne, NAFA Chairman of the Board, Creative One | Granada Ballroom |
| 8:35AM – 9:00AM ET | Bo Johnson Spirit Award Presentation | Announcement of this year’s winner of NAFA’s most prestigious award | Presenters to be announced | Granada Ballroom |
| 9:00AM – 10:00AM ET | Keynote Session — Inside the Box: How Constraints Make Us Better |
Unpack the science behind useful constraints and reveal how deliberately narrowing the field can help businesses innovate and thrive Sponsored by Nationwide |
David Epstein, Journalist, Speaker & #1 New York Times Best-Selling Author | Granada Ballroom |
| 10:00AM – 10:15AM ET | Break | Granada Ballroom | ||
| 10:15AM – 11:00AM ET | Strategic Forecasting for Leaders Navigating an Increasingly Complex Landscape | Build a strategic mindset that helps you navigate uncertainty, manage systemic risk and build resilient organizations, regardless of what comes next | Rear Admiral Dr. Chris Parry, CBE, Managing Director of Middlemarch Enterprises Ltd | Granada Ballroom |
| 11:00AM – 11:45AM ET | The Power of Words | A panel discussion examining why every aspect of our business is impacted by the language we use and how professionals and clients alike perceive it | Adam Rivituso, Invesco; Julie Schneider, Global Atlantic; Jay Charles, Luma Technologies; moderated by Dennis Mattern, Creative One | Granada Ballroom |
| 11:45AM – 12:15PM ET | Members Meeting | Annual meeting of NAFA members, followed by lunch | NAFA Members Only *Non-NAFA members please proceed to lunch |
Granada Ballroom |
| 11:45AM – 1:30PM ET | Lunch & Vendor Networking | Alhambra Ballroom | ||
| 12:15PM – 1:15PM ET | Future Leaders Fellowship Lunch & Learn | Leadership & Decision-Making Under Pressure: An invitation-only luncheon for our industry’s next generation of leaders | Rear Admiral Dr. Chris Parry, CBE, Managing Director of Middlemarch Enterprises Ltd | Marbella |
| 1:30PM – 2:15PM ET | FIA Indices, Illustrations and Policyholder Expectation-Setting | A panel discussion about the challenges and opportunities of indices evolution, the work being done by the NAIC and the importance of client communication | Phil Brzenk, S&PDJI; Marti McLeish, Legacy Marketing Group; Eric Taylor, Avocet; moderated by Kelsey Stokes, S&PDJI | Granada Ballroom |
| 2:15PM – 2:30PM ET | Break | Granada Ballroom | ||
| 2:30PM – 3:15PM ET | Financial Trendsetters: How Women Are Revolutionizing the World of Finance | A panel discussion about the impending wealth transfer and how females are reshaping the way we engage and communicate with clients and prospects | Kim Carpenter, Ash Brokerage; Blair Prewitt, TruChoice; Sarah Williams, Creative One; moderated by Lori Seaton, SILAC | Granada Ballroom |
| 3:15PM – 4:00PM ET | Forever Human | Define what has to stay human in the age of AI with fellow leaders who will determine what this business looks like in the future | Sylvie di Giusto, International Hall of Fame Keynote Speaker | Granada Ballroom |
| 4:00PM – 4:15PM ET | Day 2 Closing Comments | A wrap-up of the conference and reveal of the 2027 Summit location | Eric Taylor, NAFA Board of Directors President Elect, Avocet | Granada Ballroom |
| 4:15PM – 5:15PM ET | Mix & Mingle | Final reception for networking and exhibitor conversations | Alhambra Ballroom | |
| 8:00PM – 10:00PM ET | After Hours | Networking, libations and entertainment by The Cuban Trio | Sponsored by S&P Dow Jones Indices |
Country Club Ballroom |
| Time | Session | Speaker/Presenter(s) | Location |
|---|---|---|---|
| 8:00-9:00 AM ET | NAFA Board of Directors Breakfast | NAFA Board of Directors | Prado |
| 9:00-11:00 AM ET | NAFA Board of Directors Monthly Meeting | NAFA Board of Directors | Prado |