NAFA Annuity Leadership Forum Agenda

Join us for the 2022 NAFA Annuity Leadership Forum and Hill Walk, to be held June 13 – 15!

The following is current as of June 6, 2022, and is subject to change. All times listed are in Eastern Time, local to the event.

Monday, June 13, 2022

Time Presentation Speaker(s) Location
11:30 AM – 12:30 PM Lunch Sponsored by Nationwide

*Committee members please take lunch to your meeting space for a working lunch meeting

 Salon II
12:00 – 12:45 PM Education Committee Meeting Jack Aiken, LTA Marketing – Chair

Josh Woodvine, North American – Vice Chair

 Roosevelt
12:00 – 12:45 PM Gov’t & Legal Affairs Committee Meeting Bryce Biklen, North American – Chair

Rocky Robbins, Brokers International – Vice Chair

 Salon IIIA
12:00 – 12:45 PM Membership Committee Meeting Jay Brown, Delaware Life – Chair

Michael Robinson, The Blue Print – Vice Chair

 Salon IIIB
1:00 – 2:00 PM Carrier Round Table Carrier Members Only Salon IIIA
1:00 – 2:00 PM Distribution Round Table Distribution Members Only Salon IIIB
2:15 – 2:30 PM National Anthem & Welcome Chuck DiVencenzo, NAFA President & CEO Salon I
2:30 – 3:15 PM DOL & Federal Activities Brad Campbell, Faegre Drinker; Steve Kraus, Carlton Fields; Carol McClarnon, Eversheds Sutherland; Moderated by Kevin Mechtley, North American Salon I
3:15 – 3:45 PM IMO Executive Panel: A Look at the Future Brian Peterson, TruChoice; Luke Loewen, Gradient; Mark Williams, Brokers International; and Moderated by Rudy Mehl, SILAC Salon I
3:45 – 4:30 PM Annuity Trends/Product Development in an Uncertain Economic & Regulatory Climate Laurence Black, The Index Standard; Phillip Brzenk, S&P Dow Jones Indices; Sarah Garrity, Blackrock; Moderated by Kevin Cloud, CreativeOne Salon I
4:30 – 5:30 PM Opening Reception/Member Mix & Mingle Sponsored by AIG Salon II

Tuesday, June 14, 2022

Time Presentation Speaker(s) Location
7:30 – 8:30 AM Breakfast Sponsored by Nationwide Salon II
8:15 – 8:30 AM Opening Remarks & Next-Gen Award Chuck DiVencenzo, President & CEO of NAFA and Award Honorees Salon I
8:30 – 9:00 AM Hill Guest Honored Member of Congress Salon I
9:00 – 9:30 AM Legislator of the Year Award Honored Hill Guest Salon I
9:30 – 10:30 AM Keynote Presentation: A Conversation with Amy Walter of the Cook Report Amy Walter, Editor-in-Chief of The Cook Political Report Salon I
9:30 – 10:30 AM Hill Guest Honored Hill Guest Salon I
10:30 – 11:15 AM Featured Speaker: The Debt Hasn’t Gone Away Michael D. Tanner, Senior Fellow at the Cato Institute Salon I
11:15 – 11:30 AM Hill Walk Prep Cliff Andrews, Principal of CapCity Advocates Salon I
11:30 AM – 12:00 PM Boxed Lunches To Go Sponsored by Nationwide Salon II
12:00 – 5:00 PM Hill Walk Transportation to and from the Hill will be provided Capitol Hill
5:30 – 6:30 PM Post Hill Walk Conversations & Libations Salon II
8:30 – 10:00 PM Forum After Hours Cocktails, Desserts and Discussions! The Westend Bistro at the Ritz-Carlton, Washington, D.C

Wednesday, June 15, 2022

Time Presentation Speaker(s) Location
7:30 – 8:30 AM Board of Directors Breakfast NAFA Board Members Salon IIIA
8:30 – 10:00 AM Board of Directors Meeting NAFA Board Members Salon IIIA