Wednesday, September 25, 2024
| 8:00 AM - 5:00 PM |
Registration
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| 8:30 - 10:00 AM |
Forum 500 Board of Governors Meeting
(ACLI members only, breakfast served)
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| 10:30 AM - 3:00 PM |
ACLI Board and Steering Committee Meetings (ACLI members only)
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| 10:30 - 11:45 AM |
CEO Steering Committee on Prudential Issues
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| 12:00 - 1:15 PM |
CEO Steering Committee on Consumer Issues (with buffet lunch)
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| 1:30 - 3:00 PM |
CEO Steering Committee on Taxation
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| 3:00 - 4:45 PM |
ACLI Board of Directors Meeting (ACLI members only)
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| 4:30 - 5:00 PM | |
| 5:00 - 5:30 PM | |
| 5:30 - 6:30 PM |
Welcome Reception
Sponsored by:
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| 6:30 - 9:00 PM |
ACLI Board of Directors Dinner (Invitation only)
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Thursday, September 26, 2024
| 7:15 - 8:30 AM |
Rising Leader Program Breakfast (Invitation only)
Sponsored by:    Leading the Way: Leadership Lessons and Insights on Retirement and Healthy Aging with Surya Kolluri During this breakfast session, hear from retirement and healthy aging thought leader, Surya Kolluri, Head of TIAA Institute. Surya will speak about his career and leadership lessons learned along the way, as well as share TIAA Institute's latest research findings on financial and longevity literacy and retirement planning. Speaker: Surya KolluriHead of TIAA Institute |
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| 7:30 - 8:30 AM |
Networking Breakfast
Sponsored by:
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| 8:35 - 9:30 AM |
Opening Remarks & Perspectives
Emcee-Welcome Remarks Jillian FromentExecutive Vice President & General Counsel, ACLI Chair's Perspective Paul Quaranto Chairman, Chief Executive Officer & President, Boston Mutual Life Insurance Company Gavel Exchange Rich Bielen President & Chief Executive Officer, Protective Life Corporation President's Perspective Susan Neely President & Chief Executive Officer, ACLI (view bio) David Chavern President & Chief Executive Officer (Incoming), ACLI |
| 9:30 - 10:15 AM |
General Session: Leadership and Election Insights with Speaker McCarthy
55th Speaker of the House Kevin McCarthy believes in the possibility about rebuilding, restoring, and renewing America. In this fascinating discussion, McCarthy will recount his experiences in Congress and reflect on his decade and a half in public office, sharing stories of his time in both state and federal leadership. He will share his behind-the-scenes perspectives on political trends, explaining the nuances of todays’ headlines, and breaking down what each development could mean for individuals, businesses, and industries. |
| 10:15 - 10:45 AM |
Networking Refreshment Break
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| 10:45 - 11:45 AM |
Concurrent Sessions
Residential Mortgage Loans – A Compelling Case for Life Insurance Companies
The combination of attractive yields, efficient capital treatment and favorable financing sources creates a compelling investment case for RMLs. The growth of specialized residential loan investment managers who can manage the operational complexities of the product has also made it easier for insurance portfolios to gain exposure to the asset class without requiring additional resources.
Moderator: Kevin GasvodaChief Financial Officer, Shelter Growth Capital Partners Speakers: Stewart FoleyFounder and Managing Partner, Insurance AUM Bryan LentzDirector, MBS Trading, Mutual of Omaha
Achieving AI Readiness To Drive Efficiency and Innovation
Explore the critical steps to becoming AI-ready by streamlining data and systems using Universal APIs. This session delves into how modernizing legacy platforms and simplifying complex systems can enhance operational efficiency and data accessibility. Learn from industry experts about the role of Universal APIs in creating a connected ecosystem, enabling seamless integration, and maximizing AI capabilities. Discover how simple API connections with modern distribution partners can drive new sales and growth. Gain practical insights into transforming your organization's data infrastructure to fully capitalize on AI investments. Moderator:Nelson LeeFounder, iLife Technologies Speakers:Brad ButlerChief Information Officer, U.S./Latin America, RGA Kelly CoomerSenior Vice President & Chief Information Officer, Sammons Financial Group Jim GalliManaging Director, Paradigm Partners International Sridhar PotnuruPrincipal Enterprise Architect, TransAmerica Individual Life
ERISA Litigation: What You Need to Know
ERISA litigation continued to make headlines throughout 2023. Hear panelists discuss the most significant issues and trends in ERISA litigation from the past year.
Speaker: Glenn Merten Partner, Faegre Drinker Dan AronowitzPresident, Encore Fiduciary Sponsored by: 
Reputation Management: Communicating in Highly Charged Times
In an era marked by polarization and heightened sensitivities, authentic and effective communication is more critical than ever. From political debates to social issues, internal and external communications are impacted. We'll dive into considerations for navigating communication in such a complex environment.
Moderator: Sarah TyreVice President, Reputation & Issues Management, Prudential Financial Speakers: Tiffany BakerChief Communications Officer, Transamerica Kendall SeketaVice President, New Product Strategy, Gravity Research |
| 12:00 - 1:45 PM |
Luncheon General Session
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| 2:00 - 3:00 PM |
Concurrent Sessions
Cash Flow Testing of ReinsurancePanelists will review developments related to asset adequacy analysis for reinsurance ceded by life and annuity insurers exposed March 17, 2024, by the LATF for comments (“LATF Proposal”). The focus will be on the response of interested parties’ views of the LATF Proposal. Panelists will also address the management of counterparty credit risk by U.S. ceding insurers, other regulatory concerns raised by the NAIC and covered agreement issues.
Speakers: Maureen AdolfSenior Policy Adviser/Insurance, Eversheds Sutherland Brian BarrettPartner, Eversheds Sutherland Catherine MurphyVice President & US Deputy Appointed Actuary, John Hancock Life Insurance Company Theresa ResnickSenior Vice President and Actuary, Everlake Life Insurance Company
The Customer of The Future
McKinsey & Company will cover How changing demographics, demand for improved experience, and new opportunities for “healthy aging” are creating new opportunities to increase the industry’s relevance.
Speakers: Alexander GestalAssociate Partner, McKinsey Jason RalphPartner, McKinsey Holger WilmsSenior Partner, McKinsey
Navigating the Tension: Governing AI vs Advancing AI
As the opportunities of Artificial Intelligence pushes our industry, this panel will explore the delicate balance between ethics, regulation and innovation. Panelists will be focused on sharing their perspectives on tackling some of the tougher challenges of how to balance governance vs innovation.
Moderator: Chad EslingerChief Ethics and Compliance Officer, Resolution Life US Speakers: Sheila BurtonCompliance Vice President, Athene Rebecca GaheteDeputy General Counsel, Chief Privacy Officer & Technology, Resolution Life US Aaron Witt Chief Digital & Data Officer, Vice President, Sammons Financial Group
The New Sound of Economic Power; Women’s Voices Reshaping Financial Security
This session will focus on the evolving landscape of retirement planning for women, focusing on the impact of social media, influencer culture and more.
Moderator: Michelle Carroll FosterChief Inclusion Officer, ACLI Speakers: Zarifa ReynoldsPresident & Chief Executive Officer, Royal Neighbors of America Marsha BarnesPersonal Finance Expert, Commentator, Founder, The Finance Bar |
| 3:00 - 3:30 PM |
Milliman Mixer
Unwind and Connect at the Milliman Moody Tongue Mixer! Join us for a relaxed networking brewery break sponsored by Milliman. Enjoy locally crafted Chicago beer, delicious bar snacks, and mixed nuts in a casual atmosphere perfect for mingling and making connections. It's the ideal way to decompress from a busy day of sessions while enjoying Moody Tongue's renowned beers. Don't miss out on this unique networking opportunity!
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| 6:00 - 8:00 PM |
ACLIPalooza
Step into a new era of networking with ACLIPalooza! Inspired by Chicago's legendary Lollapalooza festival, join us for a unique reception experience where industry leaders converge for an unforgettable evening. Discover a vibrant atmosphere filled with heavy hors d'oeuvres, interactive food stations, and captivating entertainment. Engage in meaningful conversations on key industry issues while expanding your professional network amidst the energetic spirit of an ACLI inspired festival.
Sponsored by: 
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Friday, September 27, 2024
| 7:45 - 8:30 AM |
Rising Leader Breakfast (Invitation only)
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|---|---|
| 7:45 - 8:30 AM |
Hot Issues Breakfast Session
The Annuity Market Soars - New Entrants Bring Capacity and Competition
The fixed annuity market saw record sales in 2023, building on the strength of 2022. Join Ken Frino and Mike Porcelli from AM Best Ratings as they discuss the dynamics driving this market, the risks insurers face, and the future of the annuity product line. They will share their insights on what this product shift means for the portfolio of life and annuity insurers, as well as their thoughts about the interest rate environment that lies ahead for annuity writers.
Speakers: Ken FrinoManaging Director, AM Best Mike PorcelliSenior Director, AM Best Sponsored by: 
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| 8:45 - 9:30 AM |
General Session: Crossing the Generational Divide
We live in a time of rapid generational change, challenge, and opportunity. Leaders live this daily from recruiting and retaining different generations of employees to inspiring trust, engagement, and effective communication across multiple generations and geographies. Making the challenge even more costly are dramatically different work expectations by generation, the rapid emergence of AI, and a gap in how to best drive engagement and performance now. In this inspiring, research-driven presentation, acclaimed generational researcher and speaker Jason Dorsey separates myth from truth about generations and what most unlocks their performance. Speaker: Jason DorseyRenowned Researcher and Generational Expert |
| 9:45 - 10:45 AM |
Concurrent Sessions
Federal Home Loan Bank Update
This session will discuss the FHFA report, expected regulatory activity or guidance next year, and the potential impact on life insurers.
Moderator: Paul KangasVice President, Financial Services & Principal Deputy, ACLI Speakers: Ryan DonovanPresident & Chief Executive Officer, Council of Federal Home Loan Banks Michael EricsonPresident & Chief Executive Officer, Federal Home Loan Bank of Chicago Jim VancePresident, WS Ventures
Rethinking Guidelines: Medical Underwriting in a Time of Exponential Data Growth
In this session, the speakers will explore underwriting with today’s technology. The session will describe the collision of new data streams (prescription data, medical billing and diagnostic codes, EHR, etc.) and tools (rules engines, predictive models) with traditional underwriting guidelines, explain why more data, more comprehensive assessment, and sophisticated modeling are prompting carriers to reconsider legacy guideline-driven underwriting, and explore the concept of a new underwriting model more compatible with digital insight.
Moderator: Dave RengacharyMD, Senior Vice President, Head of Underwriting, RGA Speaker: Jenna FarrisDirector and Actuary, Milliman IntelliScript
The Future of SEC Investment Management Regulation
A review of past, current, and possible future states of SEC investment management regulation following the November elections. Among other things, a panel of experts would explore the recent changes in fund reporting and disclosure, an update on litigation regarding the SEC’s private fund rule, and provide trends regarding the SEC’s Division of Investment Management. The discussion will also review challenges insurance companies and their affiliated investment managers face with increased reliance on alternative investments. Best practices and compliance strategies will be considered.
Moderator: Madison WardCounsel, ACLI Speakers: Adam AdertonPartner, Litigation, Willkie Farr & Gallagher Ron CoenenPartner, Eversheds Sutherland |
| 10:45 - 11:00 AM |
Networking Refreshment Break
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| 11:00 AM - 12:00 PM |
Concurrent SessionsChanging Regulatory Landscape for Life Insurer Investments
This session will explore the insurance regulatory issues associated with new and complex investment structures involving life insurers, including the evolving changes in regulatory treatment of different types of investments by the National Association of Insurance Commissioners.
Changing Lives with Early Detection TechnologySix in 10 Americans live with a chronic illness, such as heart disease, cancer, diabetes, or other conditions. That means early detection for these health issues can make a world of difference not only for individuals and their families, but for society, our healthcare system, and even our businesses. This session will explore the unique opportunity for life insurers to impact their customers’ lives far beyond the traditional role of a passive claims payer as preventative health solutions become more critical in the war on cancer and other diseases, specifically highlighting technology such as GRAIL’s multi-cancer early-detection test, Galleri and Prenuvo’s whole-body MRI scans.
Speakers: York BarringtonDirector of Physician Relations, Prenuvo Matt GibsonAVP, Head of Behavioral Insurance Activation, John HancockHoracio Herrera FajerHead of Life Insurance Partnerships, GRAIL
Big Picture – Legislative and Political Landscape in 2025 Election
Speakers:
Kathleen Coulombe Senior Vice President, Federal Relations, ACLI Doug Sosnik Former Clinton White House Adviser Leah Walters Senior Vice President, State Relations, ACLI |
| 12:15 - 1:30 PM |
Closing Luncheon
Up From Nothing Facing a challenging economy, too many Americans despair of improving their lives. But John Hope Bryant insists that America is still the Land of Opportunity. His story revives the forgotten narrative of the American Dream. It’s about our beginnings as a nation of go-getters who believed they were winners before they won. Using the inspiring story of his own rise from humble beginnings, and that of his parents and grandparents, Bryant shows how individually we can change our mindset from survivor to thriver to winner and move beyond just getting by or being financially independent to becoming wildly successful. Collectively, we need to become a nation of winners once again. Speaker: John Hope BryantFounder, Chairman, & CEO, Operation Hope Sponsored by:  Life Happens Presentation Speaker: Brian SteinerExecutive Director, Life Happens |
| 1:30 PM |
Adjournment
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