Past Events   ReFocus 2010 February 28, 2010 - March 03, 2010 Ritz-Carlton Lake Las Vegas Las Vegas, NV Join your colleagues at the ReFocus conference, a distinctive industry event focused on reinsurance and targeting life, health and annuities. Attendees are senior level professionals with a vested interest in the future of the reinsurance industry. More information about ReFocus 2010 is available at www.ReFocusConference.com. [More] Medical Section Annual Meeting February 20, 2010 - February 23, 2010 The Westin-Riverwalk San Antonio, TX The Office of Continuing Medical Education is the mechanism through which the extraordinary faculty and resources of The University of South Florida are made available to practicing clinicians in their effort to remain abreast of the advances in their field in order to provide the highest level of care to their patients and community. Who should attend? This scientific program is designed for life insurance company medical directors and underwriters and other interested parties. Participants represent a wide range of expertise and have day-to-day exposure to current medical issues. Industry suppliers are welcome to attend. Select sessions are eligible for continuing medical education credits. [More] Executive Roundtable 2010 January 13, 2010 - January 15, 2010 Ritz-Carlton Naples Naples, FL Senior executive officers from the life insurance and financial services industry have been meeting annually for over 40 years at ERT to examine current and emerging business issues, share managerial experiences, and build long-lasting relationships with each other. Senior executives often cite the interactive roundtable discussions as a highlight of their ERT experience. In these sessions, a discussion leader prompts a lively exchange of ideas among diverse groups representing different size companies and multiple product lines. The three-day meeting is planned by executive-level peers and features popular round-table discussions, traditional presentations, and thought-provoking speakers. Attendance is limited to chairmen of the board, vice chairmen of the board, CEO's, presidents and chief operating officers of ACLI member companies. Companies may send more than one representative, but overall attendance is limited to 125 people. By invitation only • invitations are nontransferable. [More] Reinsurance Executive Roundtable January 11, 2010 - January 13, 2010 Ritz-Carlton Naples Naples, FL This one and a half day thought-provoking symposium is designed exclusively for the two most senior officers of ACLI member company reinsurers and other invited reinsurance executives. Attendance to ACLI's Reinsurance Executive Roundtable is by invitation only. [More] XXXII Hemispheric Insurance Conference FIDES 2009 November 01, 2009 - November 04, 2009 Caesars Palace Las Vegas, NV The American Council of Life Insurers (ACLI) is honored to be the host of The Inter-American Federation of Insurance Companies (FIDES). We invite all FIDES delegates to mark your calendar now to attend the XXXII Hemispheric Insurance Conference being held from 1 to 4, November, 2009 at Caesars Palace in Las Vegas, Nevada, USA. FIDES is an organization representing insurers in Latin America, United States, Spain and Portugal, which has more than 60 years of experience. It is a non-profit making organization which brings together insurers’ associations from 22 countries representing over 1,500 companies. [More] ACLI Annual Conference 2009 October 18, 2009 - October 20, 2009 Sheraton Chicago Hotel & Towers Chicago, IL ACLI's premier meeting brings together senior executives from life insurance and financial services companies to examine today's business and political issues. The program features general sessions with well-known speakers and more than 20 breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues. Also in attendance will be senior representatives from associated industries and financial services associations. Companies offering products or services to the industry will be represented at the Exhibitor Marketplace. More information available in 2009. [More] Senior Investment Managers Seminar September 13, 2009 - September 15, 2009 The Fairmont Copley Plaza Boston, MA Designed for mid-to senior investment professionals in the financial services industry. This seminar's formal presentations and discussions cover financial, economic and political issues; investment management and portfolio strategy; and current insurance-specific issues. [More] Compliance & Legal Sections Annual Meeting July 22, 2009 - July 24, 2009 The Westin Boston Waterfront Boston, MA Industry experts and your peers will address pertinent topics relevant to both Compliance and Legal Executives. Attendees may attend any and all sessions. CLE Credits: This conference is fully accredited in most jurisdictions requiring mandatory continuing legal education includes 2 hours of Ethics. CLE forms will be available onsite. More information available in 2009. [More] CEO Capital Forum June 17, 2009 - June 19, 2009 ACLI/Hotel George Washington, DC Designed to give CEOs an opportunity to hear from key Congressional and Administration leaders and experience being a lobbyist for a day. Get first hand perspectives of federal policymakers, including senior White House officials and Members of the House and Senate on industry issues including taxes, retirement security and regulation. By invitation only to ACLI member company CEO’s • nontransferable. Cost does not include hotel or travel expenses. [More] Forum 500 Leadership Retreat May 12, 2009 - May 14, 2009 Ritz Carlton Pentagon City Arlington, VA The 2009 Forum 500 leadership retreat at The Ritz-Carlton Pentagon City offers a unique opportunity to network with your peers on the hottest and most pertinent issues facing smaller companies and their CEOs. Planned sessions will feature leading industry analysts, providing you the opportunity to ask the questions you need answered. [More] Life Insurance Conference March 30, 2009 - April 01, 2009 Walt Disney World Hilton Orlando, FL Since 2003, life insurance professionals have met to examine current issues and help strategize for the future at this conference sponsored by LIMRA, LOMA, SOA, and ACLI. Again in 2009, industry experts and leaders will be on hand to provide you with information on the latest trends and developments in life insurance product design, distribution and administration. Who Should Attend? CEOs, vice presidents, directors, managers, technical staff and marketers, as well as others who are involved with life insurance product design, distribution and administration will be able to participate, have input and learn during the conference. [More] Financial & Investment Roundtable March 22, 2009 - March 24, 2009 The Ritz Carlton Amelia Island, FL Attention CIOs and CFOs - fasten your seatbelts for FIR 2009. There has never been a more important time for CIOs and CFOs to discuss important financial issues being affected by a soft economy. This year's program provides practical solutions to pressing investment and financial issues. [More] ReFocus 2009 March 01, 2009 - March 04, 2009 The Four Seasons Las Vegas, NV Join your colleagues at the ReFocus conference, a distinctive industry event focused on reinsurance and targeting life, health and annuities. Attendees are senior level professionals with a vested interest in the future of the reinsurance industry. More information about ReFocus 2009 is available at www.ReFocusConference.com. [More] Medical Section Annual Meeting February 21, 2009 - February 24, 2009 Loews Don Cesar St. Petersburg, FL The Office of Continuing Medical Education is the mechanism through which the extraordinary faculty and resources of The University of South Florida are made available to practicing clinicians in their effort to remain abreast of the advances in their field in order to provide the highest level of care to their patients and community. Who should attend? This scientific program is designed for life insurance company medical directors and underwriters and other interested parties. Participants represent a wide range of expertise and have day-to-day exposure to current medical issues. Industry suppliers are welcome to attend. Select sessions are eligible for continuing medical education credits. [More] Executive Roundtable 2009 January 14, 2009 - January 16, 2009 The Breakers Palm Beach, FL Senior executive officers from the life insurance and financial services industry have been meeting annually for over 40 years at ERT to examine current and emerging business issues, share managerial experiences, and build long-lasting relationships with each other. Senior executives often cite the interactive roundtable discussions as a highlight of their ERT experience. In these sessions, a discussion leader prompts a lively exchange of ideas among diverse groups representing different size companies and multiple product lines. The three-day meeting is planned by executive-level peers and features popular round-table discussions, traditional presentations, and thought-provoking speakers. Attendance is limited to chairmen of the board, vice chairmen of the board, CEO's, presidents and chief operating officers of ACLI member companies. Companies may send more than one representative, but overall attendance is limited to 125 people. By invitation only • invitations are nontransferable. [More] Reinsurance Executive Roundtable January 12, 2009 - January 14, 2009 The Breakers Palm Beach, FL This one and a half day thought-provoking symposium is designed exclusively for the two most senior officers of ACLI member company reinsurers and other invited reinsurance executives. Attendance to ACLI's Reinsurance Executive Roundtable is by invitation only. [More] Global Financial Leadership Forum November 16, 2008 - November 18, 2008 InterContinental The Barclay New York New York, NY Join top executives from financial services institutions worldwide to discuss important and timely issues using pioneering research and lessons-learned case studies from leading authorities around the world. New themes, research, case studies, speakers and round-table workshops will be part of the 2008 Global Forum. Be sure to mark your calendar for the upcoming Global Financial Leadership Forum. [More] 2008 Life Reinsurance Treaty Symposium November 05, 2008 - November 06, 2008 The Liaison Capitol Hill Washington, DC Join life insurance and life reinsurance industry professionals for the widely anticipated release of the 2nd Edition Life Reinsurance Treaty Sourcebook at the second Life Reinsurance Treaty Symposium. An exclusive, thought-provoking and interactive dialogue, the Symposium will include traditional presentations as well as roundtable peer group discussions. The program is designed for intermediate- to advanced-level reinsurance administration professionals, actuaries, lawyers, accountants, reinsurance brokers, intermediaries and consultants. The program's unique and value-added scope and content have already drawn widespread positive reaction from industry leaders. As an added bonus, each Symposium registrant will receive a valuable, free copy of the Treaty Sourcebook, which has been in development for more than a year. [More] ACLI Annual Conference 2008 October 19, 2008 - October 21, 2008 The Westin Boston Waterfront Boston, MA ACLI's premier meeting brings together senior executives from life insurance and financial services companies to examine today's business and political issues. The program features general sessions with well-known speakers and more than 20 breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues. Also in attendance will be senior representatives from associated industries and financial services associations. Companies offering products or services to the industry will be represented at the Exhibitor Marketplace. [More] Senior Investment Managers Seminar September 14, 2008 - September 17, 2008 The Fairmont Turnberry Isle Resort & Club Aventura, FL Designed for mid-to senior investment professionals in the financial services industry. This seminar's formal presentations and discussions cover financial, economic and political issues; investment management and portfolio strategy; and current insurance-specific issues. [More] Compliance & Legal Sections Annual Meeting July 09, 2008 - July 11, 2008 Fairmont Royal York Hotel Toronto, Ontario Industry experts and your peers will address relevant topics of interest to both Compliance and Legal executives. CLE Credits: This conference is fully accredited in most jurisdictions requiring mandatory continuing legal education and includes at least 2 hours of Ethics. CLE forms will be available onsite. [More] CEO Capital Forum June 11, 2008 - June 12, 2008 ACLI Washington, DC Designed to give CEOs an opportunity to hear from key Congressional and Administration leaders and experience being a lobbyist for a day. Get first hand perspectives of federal policymakers, including senior White House officials and Members of the House and Senate on industry issues including taxes, retirement security and regulation. Cost: Free (does not include hotel and travel costs). [More] Medical Section Annual Meeting June 07, 2008 - June 10, 2008 Fairmont Hotel Washington, DC The Office of Continuing Medical Education is the mechanism through which the extraordinary faculty and resources of The Johns Hopkins University School of Medicine are made available to practicing clinicians in their effort to remain abreast of the advances in their field in order to provide the highest level of care to their patients and community. Who should attend? This scientific program is designed for life insurance company medical directors and underwriters and other interested parties. Participants represent a wide range of expertise and have day-to-day exposure to current medical issues. Industry suppliers are welcome to attend. Select sessions are eligible for continuing medical education credits. [More] Forum 500 Leadership Retreat May 13, 2008 - May 15, 2008 L'Enfant Plaza Hotel Washington, DC You do not want to miss this opportunity! The 2008 Forum 500 Leadership Retreat will include executive briefings on key state and federal legislative issues, Capitol Hill visits with members of the U.S. Congress and a policy briefing at the U.S. Department of the Treasury. This is a tremendous opportunity for you to gain access and insight to the elected leaders of our country. More information available in 2008. [More] Life Insurance Conference April 07, 2008 - April 09, 2008 Caesar's Palace Las Vegas, NV The 2007 Life Insurance Conference takes place April 7-9, 2008 at the Caesar's Palace in Las Vegas, NV. Since 2003, life insurance professionals have met to examine current issues and help strategize for the future at this conference sponsored by LIMRA, LOMA, SOA, and ACLI. Again in 2007, industry experts and leaders will be on hand to provide you with information on the latest trends and developments in life insurance product design, distribution and administration. Featured sessions include discussions on developments in life insurance product design, organic growth, outsourcing, new distribution channels, regulatory updates, reinsurance and much more. Who Should Attend? CEOs, vice presidents, directors, managers, technical staff and marketers, as well as others who are involved with life insurance product design, distribution and administration will be able to participate, have input and learn during the conference. [More] Financial & Investment Roundtable March 09, 2008 - March 12, 2008 Marriott Harbor Beach Resort Ft. Lauderdale, FL Attention CIOs and CFOs - fasten your seatbelts for FIR 2008. There has never been a more important time for CIOs and CFOs to discuss important financial issues being affected by a soft economy and a presidential election year. This year's program provides practical solutions to pressing investment and financial issues. See program for session descriptions. [More] ReFocus 2008 March 02, 2008 - March 04, 2008 Ritz Carlton, Lake Las Vegas Las Vegas, NV Join your colleagues at the ReFocus conference, a distinctive industry event focused on reinsurance and targeting life, health and annuities. Attendees are senior level professionals with a vested interest in the future of the reinsurance industry. More information about ReFocus 2008 is available at www.ReFocusConference.com. ReFocus is hosted by the ACLI and SOA. For more information contact ACLI Registration at (202) 624-2424. [More] Executive Roundtable 2008 January 16, 2008 - January 18, 2008 The Ritz-Carlton, Naples Naples, FL Senior executive officers from the life insurance and financial services industry have been meeting annually for 40 years at ERT to examine current and emerging business issues, share managerial experiences, and build long-lasting relationships with each other. Senior executives often cite the interactive roundtable discussions as a highlight of their ERT experience. In these sessions, a discussion leader prompts a lively exchange of ideas among diverse groups representing different size companies and multiple product lines. The three-day meeting is planned by executive-level peers and features popular round-table discussions, traditional presentations, and thought-provoking speakers. Attendance is limited to chairmen of the board, vice chairmen of the board, CEO's, presidents and chief operating officers of ACLI member companies. Companies may send more than one representative, but overall attendance is limited to 125 people. Invitations to attend ERT are non-transferable. [More] Reinsurance Executive Roundtable January 14, 2008 - January 16, 2008 The Ritz-Carlton, Naples Naples, FL This one and a half day thought-provoking symposium is designed exclusively for the two most senior officers of ACLI member company reinsurers and other invited reinsurance executives. Attendance to ACLI's Reinsurance Executive Roundtable is by invitation only. This is the first year RERT and ERT will be back to back, sharing a joint lunch on Wednesday. Those qualifing to attend both the RERT and ERT will receive a discount. [More] Global Financial Leadership Forum November 11, 2007 - November 13, 2007 InterContinental The Barclay New York, NY Join top executives from financial services institutions worldwide to discuss important and timely issues using pioneering research and lessons-learned case studies from leading authorities around the world. New themes, research, case studies, speakers and round-table workshops will be part of the 2007 Global Forum. Be sure to mark your calendar for the upcoming Global Financial Leadership Forum. [More] ACLI Annual Conference 2007 October 21, 2007 - October 23, 2007 Omni Shoreham Hotel Washington, DC ACLI's premier meeting brings together senior executives from life insurance and financial services companies to examine today's business and political issues. The program features general sessions with well-known speakers and more than 20 breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues. Also in attendance will be senior representatives from associated industries and financial services associations. Companies offering products or services to the industry will be represented at the Exhibitor Marketplace. [More] Senior Investment Managers Seminar September 16, 2007 - September 19, 2007 Loews New Orleans Hotel New Orleans, LA Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues. [More] Compliance and Legal Sections Meeting July 11, 2007 - July 13, 2007 Marriott Harbor Beach Resort & Spa Fort Lauderdale, FL Beginning in 2007 Insurance & the Law will be combined with the Compliance Section Annual Meeting. Industry experts and your peers will address pertinent topics relevant to both groups. Attendees may attend any and all sessions. CLE Credits: This conference is fully accredited in most jurisdictions requiring mandatory continuing legal education includes 2 hours of Ethics. CLE forms will be available onsite. [More] CEO Capital Forum June 27, 2007 - June 28, 2007 ACLI/Hotel George Washington, DC Designed to give CEOs an opportunity to hear from key Congressional and Administration leaders and experience being a lobbyist for a day. Get first hand perspectives of federal policymakers, including senior White House officials and Members of the House and Senate on industry issues including taxes, retirement security and regulation. Cost: Free (does not include hotel and travel costs). [More] Medical Section Annual Meeting June 09, 2007 - June 12, 2007 Pfister Hotel/Milwaukee Athletic Club Milwaukee, WI ACLI’s Medical Section Annual Meeting is being held June 9-12, 2007 at the Milwaukee Athletic Club in Milwaukee, Wisconsin. This activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education through the joint sponsorship of the Medical College of Wisconsin and the American Council of Life Insurers. The Medical College of Wisconsin is accredited by the ACCME to provide continuing medical education for physicians. The Medical College of Wisconsin designates this educational activity for a maximum of 13.5 AMA PRA Category 1 Creditsÿ. Physicians should only claim credit commensurate with the extent of their participation in the activity. Who Should Attend? Medical and underwriting officers of life insurance companies. [More] Forum 500 CEO Leadership Retreat April 29, 2007 - May 01, 2007 The Westin Boston Waterfront Boston, MA The 2007 Forum 500 leadership retreat in Boston, Massachusetts offers a unique opportunity to network with your peers on the hottest and most pertinent issues facing smaller companies and their CEOs. Topics will include the Optional Federal Charter, Principal-Based Reserve and anti-selection and arbitrage. Planned sessions will feature leading industry analysts, providing you the opportunity to ask the questions you need answered. [More] Life Insurance Conference April 16, 2007 - April 18, 2007 The Westin Peachtree Plaza Atlanta, GA The 2007 Life Insurance Conference takes place April 16-18, 2007 at the Westin Peachtree Plaza in Atlanta, Georgia. Since 2003, life insurance professionals have met to examine current issues and help strategize for the future at this conference sponsored by LIMRA, LOMA, SOA, and ACLI. Again in 2007, industry experts and leaders will be on hand to provide you with information on the latest trends and developments in life insurance product design, distribution and administration. Featured sessions include discussions on developments in life insurance product design, organic growth, outsourcing, new distribution channels, regulatory updates, reinsurance and much more. Who Should Attend? CEOs, vice presidents, directors, managers, technical staff and marketers, as well as others who are involved with life insurance product design, distribution and administration will be able to participate, have input and learn during the conference. [More] Financial and Investment Roundtable March 18, 2007 - March 21, 2007 The Ritz-Carlton Amelia Island, FL Are you ready to offer your company, a planned transformation of getting to what really matters in business? This year's program: "Transforming the future while preserving the fundamentals" highlights our need to plan for the future but not forget the basic principles. Sessions include: future financial markets, credit derivatives, hedge funds, accounting for derivatives, corporate governance, principle based reserving and many more. How are politics affecting your company and business decisions? Ed Gillespie and Terry McAuliffe, former chairmen of the Republican and Democratic parties respectively will present current, humorous perspectives on pressing political issues through debate. If these are pressing topics for you and your company - please join us at the Ritz Carlton-Amelia Island. [More] ReFocus 2007: See the Future First March 04, 2007 - March 07, 2007 Loews Lake Las Vegas Resort Las Vegas, NV Join other senior level professionals at the premier reinsurance event, a distinctive industry conference focused on the reinsurance world targeting life, health and annuities. Attendees are senior level professionals with a vested interest in the future of the reinsurance industry. More information about ReFocus 2007 is available at www.ReFocusConference.com. This annual conference is hosted by the ACLI and Society of Actuaries (SOA). [More] Executive Roundtable January 10, 2007 - January 12, 2007 Boca Raton Resort and Club Boca Raton, FL By invitation only. One of the premier meetings for life insurance industry senior executives, ERT is planned by CEOs from large and small companies representing multiple product lines. ERT is by nontransferable invitation only and exclusively for chairmen of the board, vice chairmen of the board, chief executive officers, presidents and chief operating officers of ACLI member companies. This is the first year ERT and RERT will be back to back, sharing a joint lunch on Wednesday. Those qualifying to attend both the ERT and RERT will receive a discount. [More] Reinsurance Executive Roundtable January 08, 2007 - January 10, 2007 Boca Raton Resort & Club Boca Raton, FL This one and a half day thought-provoking symposium is designed exclusively for the two most senior officers of ACLI member company reinsurers and other invited reinsurance executives. Attendance to ACLI's Reinsurance Executive Roundtable is by invitation only. This is the first year RERT and ERT will be back to back, sharing a joint lunch on Wednesday. Those qualifing to attend both the RERT and ERT will receive a discount. [More] Global Financial Leadership Forum November 12, 2006 - November 14, 2006 Waldorf Astoria New York City New York, NY International expansion is a key strategy for many life, health and pension providers. Even for those with extensive international experience, the terrain is always shifting (sometimes tectonic) and executing a successful international business plan is by no means guaranteed. This year's Global Financial Leaders Forum “Competencies for Global Expansion: Fit to Travel?” is about the decision to go international and asks the question: Are you Fit to Travel? And more important: Are you Fit to Stay. As many have found out: quick hits are easy but sustained success over the long-term is a much bigger and complex challenge. A key component of the program is research by EDS, supplemented by its affiliates, presenting the latest research from North America and European Union life insurance company respondents on the attributes to succeed internationally. This will include successes for those who have developed a strong brand in different markets, and the pitfalls to avoid. [More] ACLI Annual Conference October 22, 2006 - October 24, 2006 Omni ChampionsGate Orlando, FL CLE Eligible. ACLI’s premier meeting brings together senior executives to examine critical business and political issues. General session speakers include Governor Jeb Bush; Ken Dychtwald, psychologist, gerontologist, and renowned expert on the age wave; and Elisse B. Walter, Senior Executive Vice President of Regulatory Policy and Programs, at the National Association of Securities Dealers. Luncheon speakers are political analyst Stuart Rothenberg, editor and publisher; Doris Kearns Goodwin, Pulitzer Prize winner and presidential historian; and Elaine L. Chao, U.S. Secretary of Labor. The conference will focus on principle-based reserving, regulatory modernization, taxes, retirement security, and other issues important to the industry. Featured sessions include those on speculative uses of life insurance, information practices, reinsurance, and annuities. [More] Seminar for Investment Managers September 17, 2006 - September 20, 2006 Four Seasons Resort Scottsdale At Troon North Scottsdale, AZ Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues. [More] Seminar for Investment Managers September 17, 2006 - September 20, 2006 Four Seasons Resort Scottsdale At Troon North Scottsdale, AZ Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues. [More] Compliance Section Annual Meeting July 12, 2006 - July 14, 2006 The Westin Charlotte Charlotte, NC CLE Credits Eligible Designed for compliance officers and compliance staff, as well as other senior executives, marketing officers and legal officers. This meeting also attracts several compliance-related services providers and consultants, including accounting firms, law firms and training and technology firms. If you have questions, please contact ACLI Conference Development at acliconferences@acli.com or (202) 624-2404. [More] CEO CAPITAL FORUM June 21, 2006 - June 23, 2006 ACLI Capitol View Conference Center Washington, DC Designed to give CEOs an opportunity to hear from key Congressional and Administration leaders and experience being a lobbyist for a day. Get first hand perspectives of federal policymakers, including senior White House officials and Members of the House and Senate on industry issues including taxes, retirement security and regulation. Cost: Free (does not include hotel and travel costs). Forum 500 Leadership Retreat May 07, 2006 - May 09, 2006 Ponte Vedra Inn & Club Ponte Vedra, FL The leadership of the Forum 500 invites you to join them in Ponte Vedra, Florida for an opportunity to network with your peers and participate in various educational sessions addressing key issues to the life insurance industry. ACLI Chairman Barry Griswell and ACLI President and CEO Frank Keating will both be in attendance. One of our guest speakers during the Board of Governor meeting is Greg Jenner (formerly acting Assistant Secretary of the Treasury for Tax Policy) and currently and Executive VP with the ACLI. This will be an interactive session allowing you to pepper Greg with as many questions as you desire regarding tax policy and the tax agenda. Other sessions will address such issues as Enterprise Risk Management, Sarbanes-Oxley's Impact on Insurers (stocks and mutuals); Reinsurance Regulation and Retirement Opportunities for Insurance Companies. Life Insurance Conference 2006 April 03, 2006 - April 05, 2006 The Hilton in the Disney World Resort Lake Buena Vista, FL Mark your calendar now for The Life Insurance Conference to be held April 3-5, 2006 at The Hilton in the Walt Disney World Resort. LOMA, LIMRA, the Society of Actuaries and the ACLI developed this conference to address the marketing, sales, product development, administrative and strategic issues specific to the life insurance industry For more information, visit Life Conference (http://www.loma.org/lifeconference.asp) Medical Section Annual Mtg. Sponsors 2006 April 01, 2006 - April 04, 2006 InterContinental Buckhead Atlanta Atlanta, GA Emory University School of Medicine will be sponsoring the 2006 Medical Section Annual Meeting. Emory University School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. In addition, the scientific program is designed for medical and underwriting officers of life insurance companies and other interested parties. The program's purpose is to keep medical officers abreast of state-of-the-art clinical information related to insurance medicine underwriting and claims. Our audience represents a wide range of expertise and day-to-day exposure to current medical issues as well as suppliers to the industry. Medical Section Annual Meeting 2006 April 01, 2006 - April 04, 2006 Intercontinental Hotel Buckhead Atlanta, GA Emory University School of Medicine will be sponsoring the 2006 Medical Section Annual Meeting. Emory University School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. In addition, the scientific program is designed for medical and underwriting officers of life insurance companies and other interested parties. The program's purpose is to keep medical officers abreast of state-of-the-art clinical information related to insurance medicine underwriting and claims. Our audience represents a wide range of expertise and day-to-day exposure to current medical issues as well as suppliers to the industry. ACLI Congressional Symposium -- Retirement Planning 301 March 24, 2006 - March 24, 2006 Rayburn House Office Building B-354 Washington, DC What You Don't Know About Long-Term Care Insurance Can Undermine Your Financial Security Financial and Investment Roundtable March 19, 2006 - March 22, 2006 The Hyatt Regency Coconut Point Bonita Springs, FL "The Challenges of Globalization, Economic Growth and Security" Attention all CIOs and CFOs: are you ready for a program designed to help you offer your company, as its senior person, a new level of proactive planning on a global scale? More issues are affecting our businesses on a higher level - international relationships, market changes, risk measures, and global economic shocks: from Tsunami to Oil, terrorism, avian flu, to higher energy prices. We will kick off our meeting with Erik Peterson, SVP of the Center for Strategic and International Studies and Director of the Seven Revolutions Initiative. If this sounds familiar, then please join us at ACLI's Financial and Investment Roundtable, March 19-22, 2006 in Bonita Springs, Florida. Important reminder: If you are unable to attend, please extend this invitation to one or more of your direct reports or senior financial colleagues. We would like to have your company represented at the meeting. Financial Investment Roundtable March 19, 2006 - March 22, 2006 Hyatt Regency Coconut Point Resort Bonita Springs, FL The Challenges of Globalization, Economic Growth and Security Attention all CIOs and CFOs: are you ready for a program designed to help you offer your company, as its senior person, a new level of proactive planning on a global scale? More issues are affecting our businesses on a higher level - international relationships, market changes, risk measures, and global economic shocks: from Tsunami to Oil, terrorism, avian flu, to higher energy prices. We will kick off our meeting with Erik Peterson, SVP of the Center for Strategic and International Studies and Director of the Seven Revolutions Initiative. If this sounds familiar, then please join us at ACLI's Financial and Investment Roundtable, March 19-22, 2006 in Bonita Springs, Florida. Important reminder: If you are unable to attend, please extend this invitation to one or more of your direct reports or senior financial colleagues. We would like to have your company represented at the meeting. ACLI Congressional Symposium -- Retirement Planning 201 March 17, 2006 - March 17, 2006 Rayburn House Office Building B-340 Washington, DC Retirement Product Innovations -- Not Your Gradpa's Annuity ACLI's Congressional Symposium -- Retirement Planning 101 March 10, 2006 - March 10, 2006 Rayburn House Office Building B-354 Washington, DC Take Control of Your Retirement Future ACLI Congressional Seminar on Financial Security March 03, 2006 - March 24, 2006 Rayburn House Office Building Washington, DC First in a quarterly series intended for Congressional staffers interested in learning more about financial and retirement security, this seminar offers four Friday lunch hour sessions in March. Contact: Susan Harvey at susanharvey@acli.com or 202-624-2159. [More] Reinsurance Executive Roundtable March 01, 2006 - March 03, 2006 Mandarin Oriental Miami Miami, FL This one and a half day thought-provoking symposium is designed exclusively for the two most senior officers of ACLI member company reinsurers and other invited reinsurance executives. Attendance to ACLI's Reinsurance Executive Roundtable is by invitation only. [More] Insurance and the Law Seminar February 26, 2006 - February 28, 2006 La Mansion Del Rio Hotel San Antonio, TX CLE Eligible: This two-day seminar provides legal professionals with an educational forum to discuss the critical issues facing the insurance and reinsurance industry. Industry experts will address pertinent topics. The information and networking will benefit all attendees. CLE Credits: This conference is fully accredited in most jurisdictions requiring mandatory continuing legal education includes 2 hours of Ethics. CLE forms will be available during each legal session. Executive Roundtable 2006 January 11, 2006 - January 13, 2006 The Westin La Cantera Resort San Antonio, TX Senior executive officers from the life insurance and financial services industry have been meeting annually for 40 years at ERT to examine current and emerging business issues, share managerial experiences, and build long-lasting relationships with each other. Senior executives often cite the interactive roundtable discussions as a highlight of their ERT experience. In these sessions, a discussion leader prompts a lively exchange of ideas among diverse groups representing different size companies and multiple product lines. The three-day meeting is planned by executive-level peers and features popular round-table discussions, traditional presentations, and thought-provoking speakers. Attendance is limited to chairmen of the board, vice chairmen of the board, CEO's, presidents and chief operating officers of ACLI member companies. Companies may send more than one representative, but overall attendance is limited to 125 people. Invitations to attend ERT are non-transferable. Executive Roundtable 2006 Sponsors January 11, 2006 - January 13, 2006 The Westin La Cantera Resort San Antonio, TX Senior executive officers from the life insurance and financial services industry have been meeting annually for 40 years at ERT to examine current and emerging business issues, share managerial experiences, and build long-lasting relationships with each other. Senior executives often cite the interactive roundtable discussions as a highlight of their ERT experience. In these sessions, a discussion leader prompts a lively exchange of ideas among diverse groups representing different size companies and multiple product lines. The three-day meeting is planned by executive-level peers and features popular round-table discussions, traditional presentations, and thought-provoking speakers. Attendance is limited to chairmen of the board, vice chairmen of the board, CEO's, presidents and chief operating officers of ACLI member companies. Companies may send more than one representative, but overall attendance is limited to 125 people. Invitations to attend ERT are non-transferable. Seminar on Anti-Money Laundering Rules for Life Insurers December 15, 2005 - December 15, 2005 Capitol View Conference Center Washington, DC ACLI has organized a targeted seminar on the new anti-money laundering regulations for life insurers. The standards recently adopted by the Financial Crimes Enforcement Network (FinCEN) require the creation of anti-money laundering policies, procedures, and internal controls using a risk-based approach. Life insurers must also integrate agents into AML programs, and establish training and monitoring practices. ACLI worked closely with the Treasury Department over four years as the regulations were developed. The new requirements become applicable May 2, 2006. The seminar will identify important priorities for insurers' AML programs, and will discuss approaches to challenging issues. Through a series of panel presentations, industry speakers will share valuable insights on a variety of different topics. The seminar should help life insurers identify effective approaches to these important responsibilities, and will include lunch and refreshments. Seminar for Investment Managers 2005 Sponsors December 11, 2005 - December 14, 2005 Don Cesar Beach Resort, A Loews Hotel St. Pete Beach, FL Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues. Seminar for Investment Managers 2005 Exhibitor December 11, 2005 - December 14, 2005 Don Cesar Beach Resort, A Loews Hotel St. Pete Beach, FL Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues. Seminar for Investment Managers 2005 December 11, 2005 - December 14, 2005 Don Cesar Beach Resort, A Loews Hotel St. Pete Beach, FL Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues. 2005 Global Financial Leadership Forum Sponsors November 13, 2005 - November 15, 2005 Waldorf=Astoria New York, NY "Managing Risk in a Risky World Join top executives from financial services institutions worldwide to discuss the industry's opportunities and challenges in the midst of global convergence and a demanding regulatory environment. The Global Forum will explore important and timely issues using pioneering research and "lessons learned" case studies from leading authorities around the world. New themes, research, case studies, speakers and round-table workshops will be part of the 2005 Global Forum. Hosted by ACLI, A.T. Kearney, and EDS. 2005 Global Financial Leadership Forum November 13, 2005 - November 15, 2005 Waldorf=Astoria New York, NY Managing Risk in a Risky World Join top executives from financial services institutions worldwide to discuss the industry's opportunities and challenges in the midst of global convergence and a demanding regulatory environment. The Global Forum will explore important and timely issues using pioneering research and lessons-learned case studies from leading authorities around the world. New themes, research, case studies, speakers and round-table workshops will be part of the 2005 Global Forum. Hosted by ACLI, A.T. Kearney, and EDS. ACLI Annual Conference 2005 October 09, 2005 - October 11, 2005 Omni Shoreham Hotel Washington, DC ACLI's premier meeting brings together senior executives from life insurance and financial services companies to examine today's business and political issues. The program features general sessions with well-known speakers and more than 20 breakout sessions addressing legal, investment/financial, reinsurance, compliance, retirement security, advocacy, and legislative and regulatory issues. Also in attendance will be senior representatives from associated industries and financial services associations. Companies offering products or services to the industry will be represented at the Exhibitor Marketplace. Compliance Section Annual Meeting Exhibitors July 13, 2005 - July 15, 2005 Hilton Hotel Austin, TX Designed for compliance officers and compliance staff, as well as other senior executives, marketing officers and legal officers. This meeting also attracts several compliance-related services providers and consultants, including accounting firms, law firms and training and technology firms. Program, registration, sponsor and exhibit details will be available in the Spring. If you have questions, please contact ACLI Conference Development at acliconferences@acli.com or (202) 624-2404. Compliance Section Annual Meeting Sponsors July 13, 2005 - July 15, 2005 Hilton Hotel Austin, TX Designed for compliance officers and compliance staff, as well as other senior executives, marketing officers and legal officers. This meeting also attracts several compliance-related services providers and consultants, including accounting firms, law firms and training and technology firms. Program, registration, sponsor and exhibit details will be available in the Spring. If you have questions, please contact ACLI Conference Development at acliconferences@acli.com or (202) 624-2404. Compliance Section Annual Meeting July 12, 2005 - July 15, 2005 Hilton Austin Hotel Austin, TX Designed for compliance officers and compliance staff, as well as other senior executives, marketing officers and legal officers. This meeting also attracts several compliance-related services providers and consultants, including accounting firms, law firms and training and technology firms. Program, registration, sponsor and exhibit details will be available in the Spring. If you have questions, please contact ACLI Conference Development at acliconferences@acli.com or (202) 624-2404. Medical Section Annual Mtg. Sponsors 2005 June 25, 2005 - June 28, 2005 The Westin Copley Place Boston, MA Tufts University School of Medicine will be sponsoring the 2005 Medical Section Annual Meeting. Tufts University School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. In addition, the scientific program is designed for medical and underwriting officers of life insurance companies and other interested parties. The program's purpose is to keep medical officers abreast of state-of-the-art clinical information related to insurance medicine underwriting and claims. Our audience represents a wide range of expertise and day-to-day exposure to current medical issues as well as suppliers to the industry. Medical Section Annual Meeting 2005 June 25, 2005 - June 28, 2005 The Westin Copley Place Boston, MA Tufts University School of Medicine will be sponsoring the 2005 Medical Section Annual Meeting. Tufts University School of Medicine is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education for physicians. In addition, the scientific program is designed for medical and underwriting officers of life insurance companies and other interested parties. The program's purpose is to keep medical officers abreast of state-of-the-art clinical information related to insurance medicine underwriting and claims. Our audience represents a wide range of expertise and day-to-day exposure to current medical issues as well as suppliers to the industry. ACLI Board of Directors Meeting June 24, 2005 - June 24, 2005 101 Constitution Ave. Washington, DC Mid-year Board of Directors meeting. Forum 500 Leadership Retreat Sponsors May 03, 2005 - May 05, 2005 JW Marriott Washington, DC The leadership of the Forum 500 invites you to join us for interactive meetings, a Capitol Hill reception, and other social activities planned for the Forum 500 Leadership Retreat. Participate in discussion group and breakfast sessions and take advantage of great opportunities for peer-to-peer networking. The retreat will feature visits to the Hill combined with state and federal legislative briefings - an excellent opportunity for you to ask pointed questions on privacy, taxes, and an optional federal charter. Forum 500 Leadership Retreat May 03, 2005 - May 05, 2005 JW Marriott Washington, DC The leadership of the Forum 500 invites you to join us for interactive meetings, a Capitol Hill reception, and other social activities planned for the Forum 500 Leadership Retreat. Participate in discussion group and breakfast sessions and take advantage of great opportunities for peer-to-peer networking. The retreat will feature visits to the Hill combined with state and federal legislative briefings - an excellent opportunity for you to ask pointed questions on privacy, taxes, and an optional federal charter. Life Insurance Conference 2005 April 04, 2005 - April 06, 2005 Westin La Cantera Resort San Antonio, TX Mark your calendar now for The Life Insurance Conference to be held April 4-6, 2005 at the Westin La Cantera Resort in San Antonio. LOMA, LIMRA, the Society of Actuaries and the ACLI developed this conference to address the marketing, sales, product development, administrative and strategic issues specific to the life insurance industry. For more information, visit Life Conference (http://www.loma.org/lifeconference.asp) Financial and Investment Roundtable March 13, 2005 - March 16, 2005 The Westin Savannah Harbor Golf Resort & Spa Savannah, GA "Managing Risk in a Riskier World" Attention all CIOs and CFOs: Are you up to speed on new trends and forecasts? Are you prepared to move your company forward in uncertain times? Companies are looking to CIOs and CFOs not only for sound investment and financial guidance, but for a new level of proactive strategic planning. CIOs and CFOs are responsible for a broader range of responsibilities in risk management. That is why there has never been a more important time for CIOs and CFOs to come together. Join the best from the investment and financial worlds at ACLI's Financial and Investment Roundtable. Reinsurance Executive Round Table March 02, 2005 - March 04, 2005 Mandarin Oriental, Miami Miami, FL This one and a half day thought-provoking symposium is designed exclusively for the two most senior officers of ACLI member company reinsurers and other invited reinsurance executives. Attendance to ACLI's Reinsurance Executive Roundtable is by invitation only. Insurance and the Law Seminar February 13, 2005 - February 15, 2005 Renaissance Harborplace Hotel Baltimore, MD This two-day seminar provides legal professionals with an educational forum to discuss the critical issues facing the insurance and reinsurance industry. Industry experts will address pertinent topics. The information and networking will benefit all attendees. CLE Credits: This conference is fully accredited in most jurisdictions requiring mandatory continuing legal education. CLE forms will be available during each legal session. 2005 Executive Roundtable Meeting January 05, 2005 - January 07, 2005 Boca Raton Resort & Club Boca Raton, FL Senior executive officers from the life insurance and financial services industry have been meeting annually for 40 years at ERT to examine current and emerging business issues, share managerial experiences, and build long-lasting relationships with each other. Senior executives often cite the interactive roundtable discussions as a highlight of their ERT experience. In these sessions, a discussion leader prompts a lively exchange of ideas among diverse groups representing different size companies and multiple product lines. The three-day meeting is planned by executive-level peers and features popular round-table discussions, traditional presentations, and thought-provoking speakers. This year's program includes Thomas J. Donohue, President & CEO, US Chamber of Commerce; Benjamin Bradlee, Jr., former Washington Post Executive Editor; and James K. Clifton, President & CEO, The Gallup Organization. Seminar for Investment Managers October 24, 2004 - October 27, 2004 Portofino Bay Hotel, A Loews Hotel Orlando, FL CPE Credits Eligible Designed for mid-to senior investment professionals in the financial services industry, this seminar's formal presentations and discussions cover trends in the financial, economic and political environment; investment management and portfolio strategy; and current insurance-specific issues 2004 Annual Conference: Promoting the Franchise October 10, 2004 - October 12, 2004 Sheraton Chicago Hotel & Towers Chicago, IL Ideal for mid-level professionals to senior executives. Select sessions are CLE and CPE eligible. View the program and speaker line up, access registration forms, and link to hotel reservations online. Compliance Section Annual Mtg. Sponsorship July 13, 2004 - July 15, 2004 The Baltimore Marriott Waterfront Baltimore, MD CLE Credits Eligible Designed for compliance officers and compliance staff, as well as other senior executives, marketing officers and legal officers. This meeting also attracts several compliance-related services providers and consultants, including accounting firms, law firms and training and technology firms. Program, registration, sponsor and exhibit details will be available in the Spring. If you have questions, please contact ACLI Conference Development at acliconferences@acli.com or (202) 624-2404. Medical Section Meeting June 26, 2004 - June 29, 2004 Renaissance Harborplace Hotel Baltimore, MD CME Credits Eligible This activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education through the joint sponsorship of the Johns Hopkins University School of Medicine and the American Council of Life Insurers. The Johns Hopkins University School of Medicine is accredited by the ACCME to provide continuing medical education for physicians. In addition, workshops on Echocardiography and Electrocardiography are planned. Medical officers are also invited to attend and participate in highly informative committee meetings beginning on Saturday morning. The goal of this meeting will be to inform and educate medical officers not only about traditional medical topics, but also about new and emerging issues affecting insurance medicine and Industry. Forum 500 Leadership Retreat April 27, 2004 - April 29, 2004 Loews L'Enfant Plaza Hotel Washington, DC The leadership of the Forum 500 invite you to join us for interactive meetings, a Capitol Hill reception, and other social activities planned for the Forum 500 Leadership Retreat. Participate in discussion group and breakout sesssions and take advantage of great opportunities for peer-to-peer networking. The retreat will feature visits to the Hill combined with state and federal legislative briefings - an excellent opportunity for you to ask pointed questions on privacy, taxes, and an optional federal charter.