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.

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
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
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