NAFA Annuity Leadership Forum Agenda
Join us for the 2024 NAFA Annuity Leadership Forum and Hill Walk, to be held June 24-25!
The following is current as of June 18, 2024, and is subject to change. All times listed are in Eastern Time, local to the event.
| Time | Presentation | Speaker(s) | Location |
|---|---|---|---|
| 8:30 AM – 5:00 PM | Registration | Plaza Ballroom Lobby | |
| 10:00 AM – 11:00 AM | Committee Meetings | Membership & Education | Salon III A |
| 10:00 AM – 11:00 AM | Committee Meetings | Government & Legal Affairs | Salon III B |
| 11:15 AM – 12:15 PM | Roundtable Discussions | Carriers | Salon III A |
| 11:15 AM – 12:15 PM | Roundtable Discussions | Distribution | Salon III B |
| 12:30 PM – 1:30 PM | Lunch | Plaza I | |
| 12:30 PM – 1:30 PM | Women’s Annuity Network Lunch | Plaza II | |
| 1:45 PM – 2:00 PM | National Anthem and Welcome | Salon II | |
| 2:00 PM – 2:45 PM | Point/Counterpoint: The Pollsters’ Perspective | Margie Omero, Democratic Pollster & Patrick Ruffini, Republican Pollster | Salon II |
| 2:45 PM – 3:15 PM | Trade Association CEO Panel | Wayne Chopus, President & CEO of IRI; Marc Cadin, President of Finseca; Jillian Froment, EVP & General Counsel of ACLI | Salon II |
| 3:15 PM – 3:30 PM | Break | ||
| 3:30 PM – 4:00 PM | Cybersecurity Update | Jim Wintering, SEC Division of Trading and Markets | Salon II |
| 4:00 PM – 4:45 PM | DOL & Cutter Litigation Updates *Due to the confidential nature of this conversation and potential for proprietary information to be shared, press will not be allowed access to the session.* |
Gina Alsdorf, Carlton Fields; Tom Roberts, Groom Law | Salon II |
| 4:45 PM – 5:00 PM | Hill Walk Overview | Cliff Andrews, Principal of CapCity Advocates | Salon II |
| 5:00 PM – 6:00 PM | Attendee Mix & Mingle | Sponsored by Corebridge | Plaza Ballroom |
| Time | Presentation | Speaker(s) | Location |
|---|---|---|---|
| 7:30 AM – 1:00 PM | Registration | Plaza Ballroom Lobby | |
| 7:00 AM – 7:45 AM | Future Leaders Breakfast | Jefferson | |
| 7:00 AM – 8:00 AM | Breakfast | Plaza Ballroom | |
| 8:00 AM – 8:15 AM | Opening Remarks | Emily Kresowik, EquiTrust | Salon II |
| 8:15 AM – 9:00 AM | Hamilton in Crisis: Alexander Hamilton, Crisis Leadership & the Origins of American Finance | Dr. Scott Miller, Director of the Project on Democracy and Capitalism at the Miller Center of Public Affairs | Salon II |
| 9:00 AM – 10:00 AM | Keynote Presentation | From Across the Aisle: Policy, Politics and Media | Paul Begala, Political Analyst and Commentator, CNN | Stephen Hayes, CEO/Editor, The Dispatch; NBC News Contributor and Author | Salon II |
| 10:00 AM – 10:15 AM | Break | ||
| 10:15 AM – 11:00 AM | DOL Rule Implementation Panel *Due to the confidential nature of this conversation and potential for proprietary information to be shared, press will not be allowed access to the session.* |
Gissou Gotlieb, Chief Compliance Officer for TruChoice; Tony Lengeling, VP & Chief Compliance Officer at American Equity; Rocky Robbins, Chief Compliance Officer & Corporate Counsel for Brokers International | Salon II |
| 11:00 AM – 11:30 AM | Technology Today & Tomorrow Panel | Kristina Belnap, SVP & Chief Security Officer at SILAC; Roy Goodart, VP of Product Management for iPipeline; Scott M. Kosnoff, Partner at Faegre Drinker | Salon II |
| 11:30 AM – 11:45 AM | Closing Remarks & Hill Sendoff | Salon II | |
| 11:30 AM – 12:30 PM | Lunch | Plaza Ballroom | |
| 11:30 AM – 5:00 PM | Hill Walk | Capitol Hill, House & Senate | |
| 5:00 PM – 6:00 PM | Reception & Sponsor Mingle | Plaza Ballroom | |
| 8:00 PM – 10:00 PM | After Hours Event | Sponsored by Nationwide | Quadrant |
| Time | Presentation | Speaker(s) | Location |
|---|---|---|---|
| 8:00 AM – 9:00 AM | Board of Directors Breakfast | NAFA Board Members | Plaza I |
| 9:00 AM – 11:00 AM | Board of Directors Meeting | NAFA Board Members | Plaza I |