NAFA Annuity Leadership Forum Agenda
Join us for the 2026 NAFA Annuity Leadership Forum and Hill Walk, to be held June 22-23!
The following is current as of April 20, 2026, and is subject to change. All times listed are in Eastern Time, local to the event.
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 8:30 AM – 5:00 PM | Registration | Plaza Ballroom Lobby | ||
| 11:15 AM – 12:30 PM | Lunch | Plaza Ballroom I | ||
| 11:15 AM – 12:30 PM | Women’s Annuity Network Luncheon | Plaza Ballroom II | ||
| 12:30 PM – 1:30 PM | Committee Meetings | Government & Legal Affairs | Members of NAFA’s GLAC Committee | Plaza Ballroom I |
| 12:30 PM – 1:30 PM | Committee Meetings | Membership & Education | Members of NAFA’s Membership and Education Committees | Plaza Ballroom II |
| 1:45 PM – 2:30 PM | Roundtable Discussions | Group A | NAFA Members with nametags designated A | Plaza Ballroom I |
| 1:45 PM – 2:30 PM | Roundtable Discussions | Group B | NAFA Members with nametags designated B | Plaza Ballroom II |
| 2:45 PM – 3:00 PM | National Anthem and Welcome | Kick off the conference with an update from the Chairman of NAFA’s Government & Legal Affairs Committee | Gissou Gotlieb, AmeriLife; Patrick Vaughn | Salon III |
| 3:00 PM – 3:45 PM | Regulation by Enforcement: A Looming Threat | A look at SEC v. Cutter and what it means for today’s annuity professionals | Richard Choi, Carlton Fields; Ian Roffman, Nutter McClennen & Fish LLP | Salon III |
| 3:45 PM – 3:55 PM | Break | Salon III | ||
| 3:55 PM – 4:45 PM | Tech and Transformation: An AI Industry Update | A examination of the rapid evolution of AI and its impacts on all facets of annuity distribution, as well as legal and compliance considerations for keeping your business protected | Carolyn Coda, Invariant; Courtney Hess, Corebridge; Tony Lengeling, EquiTrust; Adam Linkner, Signal Advisors; and Moderator Trish Carreiro, Carlton Fields | Salon III |
| 4:45 PM – 5:25 PM | The Economics of Annuity Momentum | From inflation and interest rates to today’s transformative labor markets, dig into the critical factors influencing the economy and what it means for the annuity industry | Jeffrey Flynn, Bloomberg; Jason Zahn, Bank of America; Panelist from BlackRock; and Moderator Kevin Cloud, CreativeOne | Salon III |
| 5:25 PM – 5:30 PM | Day 1 Wrap-Up | A summary of our day, an introduction to our Connect & Collaborate session and a prep for Day 2 | Chuck DiVencenzo, President & CEO of NAFA | Salon III |
| 5:30 PM – 6:30 PM | Attendee Mix & Mingle | Gather for conversation, cocktails and light appetizers with fellow attendees and grab snaps in our AI Photo Booth Experience | Plaza Ballroom | |
| 5:30 PM – 5:45 PM | Hill Walk Connect & Collaborate | Meet the other members of your Hill Walk group and craft a plan for your conversations | Designated Hill Walk groups | Plaza Ballroom |
| 8:00 PM – 9:00 PM | First-Time Attendee Meet & Greet | Connect and collaborate with others experiencing NAFA’s Forum for the first time in an informal setting (All NAFA Forum attendees are welcome!) | Facilitated by Gissou Gottlieb, AmeriLife, and Adam Linkner, Signal Advisors | The Saga
**CASH BAR |
| Time | Session | Content | Speaker/Presenter(s) | Location |
|---|---|---|---|---|
| 7:00 AM – 1:00 PM | Registration | Plaza Ballroom Lobby | ||
| 7:00 AM – 8:00 AM | Breakfast | Plaza Ballroom | ||
| 7:00 AM – 8:00 AM | Future Leaders Fellowship Breakfast | With guest speaker Paul Garofoli, The Standard | By invitation only | The Jefferson |
| 8:00 AM – 8:05 AM | Opening Remarks | Chuck DiVencenzo, NAFA | Salon III | |
| 8:05 AM – 8:10 AM | Hill Walk Highlights | Tips and tactics for ensuring you can maximize the value of your meetings with Senators and Representatives | Cliff Andrews, CapCity Advocates | Salon III |
| 8:10 AM – 8:30 AM | Legislative Updates from the Hill | A candid conversation with Hill Staffers from both parties | Salon III | |
| 8:30 AM – 8:50 AM | The Future of SECURE 3.0 | A view from the Hill of pending and potential regulation and legislation impacting annuities | Daniel Chasen, Senate Health, Education, Labor and Pensions (HELP) Committee, Labor Policy Director | Salon III |
| 8:50 AM – 9:35 AM | AI, Systemic Risk, and the Future of Annuities: A Historical and Geoeconomic Perspective | An exploration of AI through the lens of economic history and global risk, drawing connections between past technological transformations and what may lie ahead | Scott C. Miller, Director of the Democracy & Capitalism Lab at the Karsh Institute of Democracy and Assistant Professor at Darden School of Business | Salon III |
| 9:35 AM – 9:45 AM | Break | Salon III | ||
| 9:45 AM – 11:00 AM | From Across the Aisle: Policy, Politics and Media | A witty conversation about where we are and where we’re headed | Paul Begala, Political Analyst & Commentator, CNN; Former Counselor to President Clinton; and Stephen Hayes, CEO/Editor, The Dispatch; NBC News Contributor & Author | Salon III |
| 11:00 AM – 11:15 AM | Closing Remarks | A word of thanks and a special sendoff for members participating in NAFA’s Hill Walk | Gissou Gotlieb, AmeriLife | Salon III |
| 11:15 AM – 12:00 PM | Lunch | Plaza Ballroom Lobby | ||
| 11:15 AM – 5:00 PM | Hill Walk | Confirmed NAFA members | Capitol Hill, House & Senate | |
| 5:00 PM – 6:00 PM | Reception & Sponsor Mingle | A cheers to fixed indexed annuities and a celebration of National Annuity Awareness Month | Plaza Ballroom | |
| 8:00 PM – 10:00 PM | After Hours Event | TBD |
| Time | Session | Speaker/Presenter(s) | Location |
|---|---|---|---|
| 8:00 AM – 9:00 AM | Board of Directors Breakfast | NAFA Board Members | The Roosevelt |
| 9:00 AM – 11:00 AM | Board of Directors Meeting | NAFA Board Members | The Roosevelt |
Join us in person to hear from a premier speaker lineup and share your concerns with elected officials.
Read bios and details about the event’s keynote, featured and invited Congressional speakers.
Access information about traveling to Washington, D.C., and book your room in NAFA’s hotel room block.
Enjoy outstanding programming, exceptional networking and the opportunity to walk the Hill in our nation’s capital!