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Learn
the latest techniques and information regarding organizational and personal
change. Learn how to both manage change and use it to create opportunities. You will leave this meeting motivated and better prepared to make
your company more profitable. This is also a great way to establish and renew relationships with
industry contacts.
This
meeting is especially designed for senior officers of small and medium size
insurance companies.
2007Conference
Program
THURSDAY MAY 3, 2007
12:00 - 5:00 p.m.
Board Meeting (lunch provided at 11:30)
6:00 - 6:30 p.m.
Opening Reception for New and Prospective Members -- CC
Ballroom/Terrace
Sponsored by Monumental Life Insurance Company
6:30 - 7:30 p.m.
Welcome Reception
Sponsored by Aflac, Inc.
7:30 p.m. Dinner on your own
(Past Chairmen and Board meet for dinner)
FRIDAY MAY 4, 2007
7:30 - 8:00 a.m.
Continental Breakfast
8:00 - 8:45 a.m.
Chairman’s Welcome
Thomas E. Rattmann, Chairman, President & CEO, Columbian Financial Group and LIC Chairman, Presiding
Report of the Advisory Committee and Elections
Don M. Royster, Sr., CLU, FLMI, RHU, President, United Insurance Company of America and The Reliable Life Insurance Company and LIC Former Chairman
Executive Director’s Report
Michael H. Sims, Executive Director, Life Insurers Council
9:00 a.m.
Guest Breakfast and Program
Check appropriate box on the registration form to participate.
8:45 - 9:45 a.m.
CEOs: Successfully Leading the Creation of Management of Change
Peggy Morrison, Ph.D., Principal, Morrison & Associates, Organizational Consultants
Morrison is the founder of Morrison Associates, a consulting firm located on Manhattan. She is also the author of “Touchstones for a New Millennium: The Ground Rules for Working Relationships.” Morrison’s clients include Merck and Pfizer, AT&T and both the U.S. Army and Air Force. She concentrates on change at the senior executive level. Join her part of the program to learn strategies and tactics for change and why positive change only occurs unless it is led from the top down of an organization.
9:45 - 10:00 a.m.
Refreshment Break -- Foyer
Sponsored by ALFA International
10:00 - 11:00 a.m.
Succession Planning: Preparing the Next Generation
Sandy Allgeier, SPHR, President, Allgeier Human Resources Consulting
Allgeier has been a keynote speaker on Corporate Human Resource issues for several years now. She has been the director o HR at several large companies including former LIC member Providian Corporation and KFC, Inc. she is now a national faculty member and facilitator for the Society of Human Resources and has many corporate clients who depend on her help on internal HR issues. Allgeier is known for engaging her audience with a high degree of participation. She has been a recent contributor to the Steven Covey book, “Conversations on Success,” in which she gives an extensive interview on what makes people successful. Her current area of interest is developing future corporate leaders and her presentation will inform you on best practices related to succession planning for major officers.
11:00 - 12:00 p.m.
How to Win the Big Case (Panel Discussion)
• Opening Strategies for Winning Law Suits Early
• How to Handle the Big Case with the Least Disruption to Operations
• Preparing for Settlement
Kevin O’Brien, Partner, Hall & Evans, L.L.C.
Jill F. Endicott, Partner, Woodward, Hobson & Fulton, L.L.P.
Charles D. Watts, Jr., Senior Vice President & General Counsel,
North Carolina Mutual Life Insurance Company
Moderator: Stacey Boyer, FLMI, Vice
President, General Counsel & Secretary, Monumental Life Insurance
Company and LIC Vice Chairman
The three individuals at this presentation will discuss the efforts that the lawyers must take to prepare for major litigation while doing so in a way that does not bankrupt the business and interrupt production and service. Endicott’s firm and O’Brien’s firm are members of ALFA, and international association of law firms and a member of both LOMA and the LIC. ALFA’s lawyers are primarily insurance defense firms handling numerous life, health and disability cases. We encourage you during or after the panel discussion to challenge them with issues you have observed as a manager related to “winning the big case.”
12:00 - 1:30 p.m.
Luncheon
-- CC Ballroom
Sponsored in part by Kenneth J. Kalis Co.
Lt. Colonel Mark Berent, Retired Air Force fighter pilot and bestselling
author will present:
"From Jet Fighter to Novel Writer: Making Dramatic Transitions
with Finesse"
Berent (Lt. Colonel U.S. Air Force (ret.) is a successful novelist who traded in his fighter pilot wings to become a writer. He won the Silver Star, the second highest award in the American Armed Forces for his duty served flying numerous combat missions over North Vietnam. Berent’s “Rolling Thunder” series has been endorsed by friends such as Tom Clancy, W.E.B. Griffin and Chuck Yeager. His latest book in the series is “Storm Flight.” Berent will discuss his major transition from flying jet fighters and engaging successfully in aerial combat to writing for a living, and along the way motivate you to make your own personal changes. He is a frequent speaker at the Military’s War College and to the three American military academies.
1:30 - 2:30 p.m.
Breakout Sessions
Check appropriate box on the registration form.
Solutions for Solving the Next Compliance Headache
Moderator: Rick Campbell, Partner, Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C.
Rob Hardy, Vice President, General Counsel, Investors Heritage Life Insurance Company and NALC Board of Directors
Bruce Ferguson, Senior Vice President, State Relations, American Council of Life Insurers (ACLI)
Stacey Boyer, FLMI, Vice President, General Counsel & Secretary, Monumental Life Insurance Company and LIC Vice Chairman
Brian K. Atchinson, President and Chief Executive Officer, Insurance Marketplace Standards Association (IMSA)
This panel will involve four of the industry’s best soothsayers who will try to predict the compliance issues you might face in the future. The panel is moderated by Rick Campbell, a partner at the noted Arkansas firm of Mitchell Williams. His major clients include numerous life insurance companies entangled with the morass of insurance regulation that exists today. Hardy is General Counsel for Investor’s Heritage Life Insurance Company and the former President of the NALC. Ferguson is the Senior Vice President for state relations at the ACLI and is a long time advocate for the life insurance industry at both state capitols and the Congress. Boyer is the new Chair of the LIC. Brian Atchinson is a representative of IMSA.
Protecting Your Systems and Data
George B. Tselentis, Manager, Control Solutions International
In this age of cyber terrorism and increased regulation governing systems security compliance, George Tselentis - CISM a Senior Business Manager with Controlled Solutions International will present this program on security threats to your staff and systems . He will include his thoughts on future threats that may be just over the horizon. George has extensive experience in systems security as well as disaster recovery. He has worked on both civilian and military projects including protection of nuclear weapon systems security and intrusion and "attack scenarios." George's work includes Patriot Act , OMB 123 and Sarbanes-Oxley compliance. His clients have included Microsoft, NASD, the American Stock Exchange and the US Government. Clients in the insurance industry include LIC member company, AFLAC, and Mutual Protective Insurance Company and American Republic Insurance.
2:30 - 4:00 p.m.
Round Table Discussions
The time set apart for round table discussions has been organized for individuals to network and discuss one or all of the issues you have heard on this first day. We hope that this provides some quality time to share solutions with each other or to document problems or issues that the LIC or LOMA may be able to help your organization overcome.
4:00 - 4:15 p.m.
Announcements and Adjourn
6:00 - 6:30 p.m.
Sponsors Reception with Board of Directors
Sponsored by the LIC
6:30 p.m.
Tropical Evening Reception and Banquet with Awards & Entertainment
Check appropriate box on the registration form to participate
Attire suggested: resort wear
Past Chairman’s Speech
Incoming Chairman’s Speech
Distinguished Service Award presentation
SATURDAY, MAY 5, 2007
7:15 - 7:45 a.m.
Continental Breakfast
7:45 - 8:00 a.m.
Introductions and Announcements
Stacey Boyer, Vice President, General Counsel & Secretary, Monumental Life Insurance Company, Presiding
8:00 - 9:30 a.m.
Managing Change with a Chuckle
Mack Dryden, Comedian/Actor/Writer
Sponsored by Rudd & Wisdom, Inc.
Writer, actor and comedian Mack Dryden will open our Saturday morning session with his instructive and hilarious keynote, “Managing Change with a Chuckle.” A native Mississippian, Mack has performed on the Tonight Show with both the late Johnny Carson as well as with Jay Leno, and was hand picked by Bill Maher to write for ABC’s Politically Incorrect. He has starred opposite such notables as Keith Carradine and Karl Malden in film and has acted on numerous television shows including JAG and The Guardian. Mack will inform you about dealing with change (“Talk about change. When we were teenagers, we wore our underwear
under what we wore”) while making you laugh out loud. Your spouse or guest is also invited to attend what we know will be an informative, motivational and very funny presentation.
9:30 - 10:30 a.m.
Breakout Sessions
Check appropriate box on the registration form.
Preparing for the New American Market -- How to Profit from Changing Market Demographics (Panel Discussion)
Jean C. Gora, ACS, Manager, Research,
LOMA
Chris W. Kite, Vice President, Business Development, COSS Development
Corporation
Robert J. Schleyer, FLMI, Consultant, LIMRA International
Techniques for Recruiting the New Agent in a Time of Demographic Change (Panel Discussion)
10:30 - 10:45 a.m.
Refreshment Break -- Foyer
Sponsored by ALFA International
10:45 - 11:45 a.m.
How to Capitalize on the Changes the Market Has in Store
Nick Feild, National Marketing Director, IS Managed and Executive Director, UBS Financial Services, Inc.
Feild is the National Marketing Director for U.S. managed funds and an executive director of UBS Financial Services, Inc. He has over 29 years of experience in the securities industry after beginning his career as a broker-dealer. Feild has been responsible for managing UBS fee-based and wealth management sales. He graduated from East Texas University with a degree in Economics. Feild’s credentials include designation as a Certified Investment Analyst (CIMA).
11:45 – 12:00 p.m.
Wrap Up and Adjourn
Thank you to our other
sponsors:
Francis & Lusky Co., Inc. -- registration gift and pens
Troutman Sanders, LLP -- sponsored registration brochure printing
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