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 |