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Conference Program Highlights

Download Program Brochure

Hall of Innovation

Exhibitors and Sponsors


About the Conferences
Join us at the 2008 Winter Technology Conferences and hear about the latest technology trends affecting the insurance industry. Meet with top technology vendors and learn about their newest products.

LOMA’s Distribution Technology Conference  – Attend the number one Distribution Event in the industry. Explore new ways to increase your company’s bottom line. Learn how to develop effective distribution technology strategies. Discover how to make the Internet a key priority for channel investment. Listen to how others create integrated service networks – the right way. Attendees will also have the opportunity to speak peer-to-peer about solutions, trouble spots and success stories in interactive sessions.

LOMA’s Emerging Technology Conference – Get a firm grip on which emerging technologies are powerful – not just popular. Learn to create secure technology platforms for e-business. Discover how to improve process efficiency and increase customer service levels. Find out how insurers are outperforming others by using the latest technology. 

By implementing what you learn at LOMA's Winter Technology Conferences, you will be able to take solutions back to your company that will help to increase productivity and your company's bottom line. Take advantage of this conference opportunity and find out how to offer faster service, better distribution, and more online resources to your employees and customers.
  

2008 Conference Program, Speakers & Topics
Here are the sessions planned for the 2008 conferences.  Please click here to register and join us in Tampa. Plan now to use this comprehensive technology and business meeting to begin writing your next success story. By implementing what you learn at LOMA’s Winter Technology Conferences, you will be able to take solutions back to your company that will help to increase productivity and your company’s bottom line.

Keynote Address — The Art of the Steal
Keynote Session Sponsored by LOMA and CSC                   

Mr. Frank W. Abagnale, World's Foremost Authority on Fraud and Identity Theft

Abagnale's lecture may be the best one-man show you will ever see.

—Tom Hanks

Frank W. Abagnale is one of the world’s most respected authorities on the subjects of forgery, embezzlement, and secure documents. For over 25 years he has lectured to and consulted with hundreds of financial institutions, corporations, and government agencies around the world.

He began to acquire his rare blend of knowledge and expertise as a teenager. More than 30 years ago, he was known as one of the world’s most famous confidence men, as depicted in his best-selling book, Catch Me if You Can. He cashed $2.5 million in fraudulent checks in every state and 26 foreign countries over a five-year period. Between the ages of 16 and 21, he successfully posed as an airline pilot, an attorney, a college professor, and a pediatrician. Apprehended by the French police when he was 21 years old, he served time in French, Swedish, and US prison systems. After five years, he was released on the condition that he would help the US government, without remuneration, by teaching and assisting federal law enforcement agencies.

Mr. Abagnale has been associated with the FBI for over 25 years. He lectures extensively at the FBI Academy and for the field offices of the Federal Bureau of Investigation. More than 14,000 financial institutions, corporations, and law enforcement agencies use his programs. In 1998, he was selected as a distinguished member of the “Pinnacle 400” by CNN Financial News. He has published several books about protecting yourself from identity theft including: The Art of the Steal (2001); and his forthcoming Stealing Your Life: The Ultimate Identity Theft Prevention Plan (April 2007).  

He was the subject of a major motion picture, Catch Me if You Can (2002), directed by Steven Spielberg and starring Leonardo DiCaprio, Tom Hanks, Christopher Walken, Martin Sheen, James Brolin, Jennifer Garner, and Amy Adams. Frank Abagnale’s incredible story has a moral. He takes you from laughter to tears on an emotional roller coaster ride, and explains what life is really about.

Complete Program for the Winter Technology Conferences:

LOMA Distribution Technology Conference
Monday, January 28, 2008
 

8:00 AM – 8:30 AM        Registration Open  

8:00 AM – 8:30 AM        Continental Breakfast

8:30 AM - 9:30 AM 
Revolutionary Technologies and the Future

David Smith, Chief Executive Officer, Global Futures and Foresight

Learn about some of the key drivers changing the marketplace, people, technologies and business models.  This session will focus on technologies which will undoubtedly revolutionize the way people live, work, consume and play in the not too distant future.  Understand the potential impact that these drivers and technologies may have on the insurance industry…think about some of the challenges and opportunities that the industry will face in the next few years, in connecting with markets and serving  distributors and clients.
 

9:30 AM – 10:30 AM
The Drive for Channel Growth—Gain Competitive Advantage Through Technology
Gail Johnson Morris, SVP, Service Delivery, Foresters
Hear about Foresters’ decision to move away from a captive distribution system and their drive to expand through independent channels. This session will address characteristics of the independent channels and the need to “raise the bar” to meet new challenges. It will also examine the process for selection and implementation, and the critical success factors in the implementation approach. Learn about the key benefits of the solution, including flexibility to manage complex distribution relationships, handle unlimited pay schedules, provide producers with self-service tools, streamline internal processes, and speed time-to-market for new products and compensation arrangements.
 

10:30 AM – 11:00 AM    Break  

11:00 AM – 12:00 PM 
Automating Data Exchange for Straight Through Processing of Life Insurance

Bob Harding, FLMI, ACS, AIAA, AIRC, ARA, Business Systems Advisor, I/S IFS Applications, Mutual of Omaha Insurance Company

The need to automate the exchange of insurance data is a critical part of efficiently conducting business between carriers and their distribution partners.  Many carriers are changing their old internal systems to make it easier for their distribution partners to do business.  Speaker will discuss how Mutual of Omaha is leveraging technology to automate real-time exchange of data with their distribution partners to expedite straight through processing of life insurance business and, ultimately, increase their placement ratios.  Hear insight into how every participant in the insurance value chain—agents, agencies, carriers and service providers—can streamline manually intensive processes and standardize the way in which they interact and exchange information based on their own implementations.     

12:00 PM – 1:30 PM      Lunch  

1:30 PM – 2:20 PM
Enterprise Imaging – Beyond Claims and Underwriting
Bill Zimmerman, Manager, Information Systems, Illinois Mutual Life Insurance

Insurance providers are faced with an ever-growing flood of compliance initiatives and regulation at every level and in every department of the organization, the effects of which are multiplied by the general lack of automation. Traditionally the industry has looked at imaging as an isolated solution only applicable to the New Business and Claim areas of the organization. Learn how enterprise imaging can help an organization navigate today’s complex regulatory landscape easier, create new efficiencies, increase employee productivity and reduce potential exposures along the way.      

2:30 PM – 3:20 PM
High Performance Agency Management

Jon Walheim, Insurance Front Office Transformation Lead, Accenture 
John Durocher, VP, Client Services, salesforce.com

In the maturing markets in which most insurers derive the lion’s share of their profits, new sales opportunities are becoming less plentiful.  With the growing pressure on prices dampening profitability, it is more imperative than ever that all opportunities are seized … and that agents operate as efficiently as possible.   Step improvement in performance in distribution channels can be attained by transforming the use of information—gaining a deeper understanding of its territory and the customers and agents who inhabit it; employing sophisticated segmentation, analyzing the strengths and weaknesses of agents, and allocating and coaching them accordingly; and using performance data to measure and reinforce the desired behaviors and results.  Learn how applied channel insight and sales force performance management can maximize territory performance.  

3:30 PM – 4:20 PM
Growth through Integrated Technologies
Charlie Boston, Manager of Agency Operations, Humana MarketPOINT,
This session will address the movement to a paperless application process, the creation of customized enrollment solutions for select business partners and the integration of lead assignment, contact management and enrollment systems into a single point data entry process.

4:30 PM – 5:20 PM
Centralizing Producer Demographics

In this session, you will hear about the advantages of centralizing producer demographics, license/appointment, and compensation related information.  Also, learn about the technology enablers to support such centralization.
 

5:30 PM – 7:00 PM
Reception
Sponsored by Versata  

LOMA Distribution Technology Conference  
Tuesday, January 29, 2008
 

8:00 AM – 8:30 AM        Continental Breakfast

8:30 AM – 9:30 AM
Mobile Strategy—Using Technology to Work as a Team

Mark LaRose, Director, Sales and Marketing Systems, Individual Life Division, Hartford Life Insurance Company

Hear how Hartford is leveraging technology to change the way its sales force does business.  The company is allowing its sales force to obtain key information for their clients on-demand and enabling sales force efficiency and effectiveness through innovative use of technology.  Hear how you can utilize technology to put your competitors at a disadvantage.  

9:45 AM – 10:30 AM
Managing Change:  The Future of the Agency Workforce

Linda S. Johnson, FLMI, CLU, ChFC, CPCU, Partner, Financial Services Sector Organizational Change Strategy, IBM  

In the next 10 years, insurers will struggle to handle turnover of their aging sales force.  Demographic shifts coupled with the challenges faced in attracting, recruiting and developing new agents will continue to be a priority for most insurers. Hear about several key trends affecting insurance industry agency distribution models, with particular focus on the impact of changing demographics and the aging workforce on agents, agency recruiting, and agency management systems.  Also, hear insights into strategies that organizations are taking to manage these changes.
 

10:30 AM – 11:00 AM    Break  

11:00 AM – 12:00 PM
Integration Advantages: The Many Benefits to Integrating an Enterprise Content Management (ECM) Solution with Line-of-Business Applications
Laurie Belisle, Empire Life
Hear how a leading North American insurer successfully integrated an enterprise content management (ECM) solution with existing line-of-business applications, yielding operational and cost benefits. Learn how using ECM technology helped streamline processes, improve workflows and customer satisfaction levels. This session will highlight the business challenges Empire faced, its integration methods with existing line-of-business applications and the resulting benefits of this strategic technology initiative.

12:00 PM – 2:00 PM      Lunch in the Hall of Innovation  

2:00 PM – 2:50 PM
Has Security Gone to The Dogs?

Nicholas Takacs, Information Security Manager, Penn Treaty Network America

Trying to drive sales, increase marketing and communication with your distribution all while maintaining corporate and information security can be a real challenge.  This session will take a fresh approach to security awareness that will build an empowered employee population willing to work in a secure environment. With the continuing pace of technology in information management, every employee and every agent becomes a single point of failure in the security of your organization. Take steps now to prevent problems in the future. 

3:00 PM – 3:50 PM
Privacy & Information Security

Roy Hadley, Counsel, Locke Lord Bissell & Liddell LLP

The industry is about to see some of the most dramatic and sweeping privacy legislative changes in U.S. history. These changes will have a profound impact on relationships with customers and employees. Now, more than ever, insurers need to be kept aware of these regulations and standards and their impact on the life insurance industry. Hear updates on applicable privacy and security laws, regulations, and private standards, along with implementation issues and best practices in data breach notification.  Also, hear about the ramifications and lessons learned from data security breaches, current federal and state laws and regulations, and the risks they present.
 

3:50 PM – 4:10 PM        Break  

4:10 PM – 5:00 PM
Advice Models and Tools for Retirement Planning
Arnand S. Rao, Partner, Diamond Management and Technology Consultants
As baby boomers enter retirement age, they need advice on what to do with their pension funds and how to invest and spend their money through retirement. While such personalized advice has been available at the high-net worth end of the market, retirement providers and their advisers are challenged with scaling the model to the mass market. This has resulted in a number of unique advice models, ranging from full-service to hybrid models and self-service automated advice models. Learn about different advice models and their suitability to company strategy and customer base, and understand the practical challenges of executing an advice model.Advice Models and Tools for Retirement Planning and Advice.

5:00 PM – 7:00 PM       
Reception in the Hall of Innovation
Sponsored by IBM

LOMA Distribution Technology Conference  
Wednesday, January 30, 2008
 

8:00 AM – 8:30 AM        Registration Open

8:00 AM – 8:30 AM        Continental Breakfast  

8:30 AM – 9:20 AM
Going Green—How to Embrace Green Energy
Dawn Murray, Facilities Manager, Corporate Real Estate, ING US

As America shifts to a more ‘green culture,’ ING has become committed to protecting the environment by purchasing green power.  The company has begun the next phase of its worldwide sustainability commitment by agreeing to purchase clean, emission-free wind energy credits for its U.S. operations.  The purchase is equal to 100 percent of its electricity usage at ING locations throughout the U.S. The global financial services company is seeking to become carbon-neutral by the end of 2007.  Hear about the environmental and economic benefits of going green.

9:30 AM – 10:20 AM
Effectively Preparing for a Pandemic

Mike Byam, 
Vice President, Chief Resiliency Officer, The Hartford  

Kerry Connor, Vice President, Continuity and Records Officer, MassMutual

Insurance companies must be ready to deal with any business disruption that might occur.  Most companies have a pandemic plan in place, but would that plan work if this disaster occurred?  In the fall of 2007, The National Association of Insurance Commissioners (NAIC) conducted a multi-week pandemic exercise.  The goal of this exercise was to identify systemic risk to the sector as a whole, provide participants an opportunity to test their individual plans against a realistic scenario and clarify the ripple effects of a pandemic within the markets and interdependent sectors.  Hear about the results of this exercise and what you need to do to effectively prepare for a pandemic.

10:20 AM – 10:40 AM    Break  

10:40 AM – 12:10 PM
The Art of the Steal
Keynote Speaker – Frank W. Abagnale, the World’s Foremost Authority on Fraud and Identity Theft Sponsored by CSC and LOMA
Frank Abagnale is one of the world’s most respected authorities on forgery, embezzlement and secure documents. For over 25 years he has lectured and consulted with hundreds of financial institutions and government agencies worldwide. He acquired his rare blend of knowledge and expertise as a teenager and was known as one of the most famous confidence men. Cashing more than $2.5 Million in fraudulent checks in every state and 26 foreign countries he found himself serving time in several prison systems over the years.

Mr. Abagnale was released on the condition that he would assist the US government and for the past 25 years has been associated with the FBI. He teaches and has published several books about protection from identity theft including The Art of the Steal and Stealing Your Life. His story was the subject of the motion picture – Catch Me If You Can, starring Leonardo DiCaprio as Mr. Abagnale.

Frank W. Abagnale will provide the latest information you need to protect your organization from embezzlement, forgery, counterfeit currency, check fraud, identity theft and internet fraud.  He will discuss the latest sophisticated white-collar crime techniques made easy by technology, as well as your organizations' potential liability under the new Uniform Commercial Code.  Mr. Abagnale will also describe ways to guard against check fraud and will introduce the latest document features and equipment that you can use to gain an edge in this costly battle.

The topics covered include:

  • Current statistics on white collar crime
  • Embezzlement
  • Check forgery
  • Ethics
  • Identity Theft
  • Detecting counterfeit money and other negotiable instruments
  • Check washing

Mr. Abagnale believes that punishment for fraud and recovery of stolen funds is so rare, prevention is the only viable course of action.

12:15 – 2:15      Lunch in the Hall of Innovation

LOMA Emerging Technology Conference 
Wednesday, January 30, 2008
 

8:00 AM – 8:30 AM        Registration

8:00 AM – 8:30 AM        Continental Breakfast  

8:30 AM – 9:20 AM
Going Green—How to Embrace Green Energy
Dawn Murray, Facilities Manager, Corporate Real Estate, ING US
As America shifts to a more ‘green culture,’ ING has become committed to protecting the environment by purchasing green power.  The company has begun the next phase of its worldwide sustainability commitment by agreeing to purchase clean, emission-free wind energy credits for its U.S. operations.  The purchase is equal to 100 percent of its electricity usage at ING locations throughout the U.S. The global financial services company is seeking to become carbon-neutral by the end of 2007.  Hear about the environmental and economic benefits of going green. 

9:30 AM – 10:20 AM
Effectively Preparing for a Pandemic 

Mike Byam, 
Vice President, Chief Resiliency Officer, The Hartford  

Kerry Connor, Vice President, Continuity and Records Officer, Mass Mutual

Insurance companies must be ready to deal with any business disruption that might occur.  Most companies have a pandemic plan in place, but would that plan work if this disaster occurred?  In the fall of 2007, The National Association of Insurance Commissioners (NAIC) conducted a multi-week pandemic exercise.  The goal of this exercise was to identify systemic risk to the sector as a whole, provide participants an opportunity to test their individual plans against a realistic scenario and clarify the ripple effects of a pandemic within the markets and interdependent sectors.  Hear about the results of this exercise and what you need to do to effectively prepare for a pandemic.

10:20 AM – 10:40 AM    Break

10:40 12:10 AM
The Art of the Steal
Keynote Speaker – Frank W. Abagnale, the World’s Foremost Authority on Fraud and Identity Theft Sponsored by CSC and LOMA
Frank Abagnale is one of the world’s most respected authorities on forgery, embezzlement and secure documents. For over 25 years he has lectured and consulted with hundreds of financial institutions and government agencies worldwide. He acquired his rare blend of knowledge and expertise as a teenager and was known as one of the most famous confidence men. Cashing more than $2.5 Million in fraudulent checks in every state and 26 foreign countries he found himself serving time in several prison systems over the years.

Mr. Abagnale was released on the condition that he would assist the US government and for the past 25 years has been associated with the FBI. He teaches and has published several books about protection from identity theft including The Art of the Steal and Stealing Your Life. His story was the subject of the motion picture – Catch Me If You Can, starring Leonardo DiCaprio as Mr. Abagnale.

Frank W. Abagnale will provide the latest information you need to protect your organization from embezzlement, forgery, counterfeit currency, check fraud, identity theft and internet fraud.  He will discuss the latest sophisticated white-collar crime techniques made easy by technology, as well as your organizations' potential liability under the new Uniform Commercial Code.  Mr. Abagnale will also describe ways to guard against check fraud and will introduce the latest document features and equipment that you can use to gain an edge in this costly battle.

The topics covered include:

  • Current statistics on white collar crime
  • Embezzlement
  • Check forgery
  • Ethics
  • Identity Theft
  • Detecting counterfeit money and other negotiable instruments
  • Check washing

Mr. Abagnale believes that punishment for fraud and recovery of stolen funds is so rare, prevention is the only viable course of action.

12:15 PM – 2:15 PM      Lunch in the Hall of Innovation  

2:15 PM – 3:00 PM
Intellectual Property Issues with Outsourcing Arrangements
Roy Hadley, Counsel, Locke Lord Bissell & Liddell LLP
In the quest to achieve strategic focus, organizations are increasingly choosing to outsource critical business functions including accounting, human resources and information technology.  These arrangements are not without liability as companies are forced to share critical corporate information, and undoubtedly valuable intellectual property including unique trade secrets, with an outsourcing provider. Find out how you can maximize protection of your intellectual property assets through a well-thought-out contract, confidentiality agreements, and by actively managing the relationship between the outsourcing provider and the end user. Hear tips on securing corporate intellectual property in the outsourcing contract and how to develop an intellectual property asset management program.
 

3:00 PM – 3:20 PM Break

3:20 PM – 4:10 PM
Survival of the Fastest: Using Today’s Technology to Achieve Product Agility for the Future

Jamie Bisker, Global Leader, Insurance Practice, IBM Institute for Business Value 
Philippe Lafreniere, Director of Insurance Solutions, Camilion Solutions
Insurers who understand the need for product innovation and adopt technologies to enable product agility will be the winners in 2020. Hear insights from Jamie Bisker’s recently published Insurance 20/20 Now What? An Innovation Appeal. He will outline the disruptive realities affecting the insurance market today and tell you how you can create a holistic product strategy that encompasses technology, business and operational processes to enable you to react quickly to consumer needs and market demands with relevant, profitable products.  Also, hear about technology solutions that will accelerate your product development process and enable speed to market, including case studies on insurers who have realized increased revenue, decreased costs and reduced risks through their adoption.     

4:10 PM – 5:00 PM
Hackers: What Do They Want and How Can I Stop Them?

Ara Trembly, Senior Technology Editor, National Underwriter

The threat of outside intrusion into your computer systems by hackers has become a fact of life in this Internet age.  But why are so many people trying so hard to get by your safeguards and into your systems?  Once, the “thrill” of cracking into a network was enough for hackers, but today, hacking has become big business, and it may well involve damage to systems, theft of corporate assets, or even threats that amount to extortion.  With increasing government regulation putting the burden of responsibility on those who handle private information, all insurance operations need to know as much as possible about protecting such data.  Learn where you are most vulnerable, what to look for to detect suspicious activity, and how to reduce the chances of being hacked. 
 

5:00 PM – 7:00 PM       
Reception in the Hall of Innovation Sponsored by EDS 
 

LOMA Emerging Technology Conference 
Thursday, January 31, 2008
 

8:00 AM – 8:30 AM        Continental Breakfast

8:30 AM – 9:20 AM
SOA-based Straight Through Processing Environment for Private Label Term Product: How it Changes the Economic Discussion for Life Product Development
Dave Dorans, VP, Product Consulting and Development Transamerica Reinsurance
Learn how Transamerica implemented a straight-through process for term insurance new business and how they reinforced administration.  Hear how unique workflow capabilities offer efficiencies and ensure quality of work, as well as how an ASP environment can minimize resource strain and create a four month implementation horizon from a zero base. This session will also address how rules-based underwriting is changing the economics for life insurers.  
 

9:30 AM – 10:20 AM
The Rules of Attraction: How the Digital Marketplace Binds Us Together (and Why Insurers Should Care)
Barry Rabkin, Senior Research Analyst, Insurance Service Financial Insights, an IDC Company
From the caves of Lascaux, France to the Gutenberg Press to iPods and Second Life, humans have used technology for communication, entertainment and commerce. And now, the IP-enabled, interdependent and bandwidth-hungry interconnected digital world is not just augmenting but merging into the physical world. An important part of this overlap is the digital marketplace bringing heightened customer expectations, more demanding intermediaries and more intense competition. What worked for insurers in the pre-digital era is far from enough. To win today and prepare for the more pervasive digital world yet to come, insurers must develop new strategies, business models and capabilities.

10:20 AM – 10:40 AM    Break  

10:40 AM – 11:30 AM   
Transforming Today’s Call Center

Tonia Nix, Senior Business Consultant, CSC
Today’s call centers are gaining a lot of attention among insurers as a way to improve customer satisfaction, wallet share and customer retention. Technology, along with improved processes, is going to be key in creating highly effective call centers and transforming the customer experience.  This session will explore how IP telephony applications have transformed the “at-home agent” opportunities, how advances in scheduling applications are allowing call center managers enhanced planning functions for staffing and workforce management, and the impact of portal technologies and standards on self-service capabilities such as portal chats.
 

11:30 AM – 12:15 PM
Learning What a “Real” Insurance SOA Implementation Looks and Feels Like

Ron Gilmour, Fireman’s Fund
Gordon Sanders, Partner, Global Business Services, IBM

Many IT executives are interested in understanding and learning what a “Real” Insurance SOA implementation looks and feels like.  Hear about a number of legacy system replacement strategies and associated architectures that are using a variety of package components, integration techniques and SOA options.   

12:15 PM – 1:45 PM      Lunch  

1:45 PM – 2:00 PM       
The Smurf Problem: Securing Bluetooth

Nicholas Takacs, Information Security Manager, Penn Treaty Network America

Wireless technology continues to dominate the technology market, promising better content, faster speeds, and increased connectivity. However, these benefits come at a price. Learn how to implement these new technologies (specifically Bluetooth) to enhance your business, while still maintaining regulatory compliance and information security. It is a delicate balance that can be achieved with careful planning and a proactive approach.
 

2:15 PM 3:00 PM
How New Technologies Are Changing a Mainframe World
Matthew Josefowicz, Director, Insurance, Novarica, A Novantas Company
Survey the broad expanse of the insurance industry and change is everywhere. Mergers, consolidations, new markets, new competition — issues that demand organizations increase their business agility or face obsolescence. 
Once dominant with superior mainframe technologies, insurance carriers are increasingly turning to SOA and Web services to expand the interoperability of their legacy infrastructures. Hear about the economics of SOA and Insurance and the technologies that make it all work.

3:00 – 3:30 PM 
Networking Break                                Sponsored by Robert E. Nolan Company

           
3:30 PM
– 5:00 PM       
Strategies for Achieving Speed to Market: Hopes & Hype

Lorraine Thompson, Market Manager Life & Annuity, Camilion Solutions Inc.
Marc Dutton, President, FJA-US
Lynda Grybash, Director, Life & Annuity Solutions, CSC

Facilitator:
Rachel Alt-Simmons, Tower Group

While speed to market can mean different things to different insurance carriers, clearly rapid product development, as it moves from being a competitive advantage to a competitive necessity, is a key strategic component.
Attend this interactive panel discussion to find out how three industry experts have helped some of the world’s largest and most innovative insurers achieve speed to market through rapid product development. Learn about the components of an effective Speed to Market strategy and how to improve speed without sacrificing quality.

5:30 PM – 7:00 PM       
Reception   Sponsored by IBM

LOMA Emerging Technology Conference 
Fri
day, February 1, 2008
 

8:00 AM – 8:30 AM        Continental Breakfast

8:30 AM – 9:20 AM
Model Driven Architecture: Connecting BPM and SOA

Robert Lario, Principal, Inherit, LLC

Model Driven Architecture (MDA) provides the bridge between Business Process Management and Service Oriented Architecture by offering the means to precisely capture requirements, enforce architectural standards, maintain trace-ability, and facilitate effective communication between business and IT. A model driven approach enables business experts and software engineers to focus on business risks, issues and concerns, by ensuring the effective use of existing and evolving technologies. This presentation will introduce the audience to the concepts of MDA, the role this emerging technology plays in today’s enterprise, and the benefits to the insurance industry from a model driven approach.

9:30 AM – 10:45 AM
The Insurance Company of the Future
Jim Postma, retired Senior Vice President, Supply Chain and Manufacturing, at Meijer, a leading retail company 
Steve Haas, Principal, Everest Group

Katrina A. Menzigian, Vice President, FAO and PO Research, Everest Research Institute


This session will take a look at the future of U.S. life insurance companies and how these companies will use global resources, regardless if the insurance company provides global services to its clients.  This discussion will identify the pressure points for life insurance companies and the business trends that will lead to globalization.  It will also focus on the global sourcing of finance and accounting and the benefits companies receive from business process outsourcing (BPO).  Hear how other industries are capturing value from global sourcing and insights into both the benefits and challenges of global sourcing. 
  

10:45 AM – 11:00 AM  Break  

11:00 AM – 12:00 PM
Understanding Market Change and Breakthrough Technologies
David Smith, Chief Executive Officer, Global Futures and Foresight 
Explore some of the drivers changing our markets, people and business models and focus on the breakthrough technologies which will undoubtedly revolutionize the way we live, work, consume and take leisure in the not too distant future. Global Futures and Foresight will help attendees understand the potential impact that these drivers and technologies may have on the insurance industry.

About the Hall of Innovation
The Hall of Innovation spans both the LOMA Distribution Technology and Emerging Technology Conferences.  The Hall provides valuable opportunities for attendees to learn about technology's latest innovations and the hottest trends in financial services distribution systems. Attendees will have several opportunities during the conferences to network with peers and visit dozens of vendors demonstrating today’s most important technology solutions.

Hall of Innovation Exhibit Hours  
Tuesday, January 29, 2008

12:15 PM – 2:15 PM      Lunch in Hall of Innovation
5:00 PM – 7:00 PM        Reception in Hall of Innovation  

Wednesday, January 30, 2008
12:00 AM – 2:00 PM      Lunch in Hall of Innovation          
5:00 PM – 7:00 PM        Reception in Hall of Innovation

Contact infoman@loma.org or call 770-984-3733 for details.

Thank You to our Sponsors

Platinum

Camilion Solutions, Inc.
1104 Bevinger Drive
El Dorado Hills, CA 95767

916.358.5799
www.camilion.com

With customers who are the world’s largest insurers, Camilion Solutions, Inc. is a leading provider of product development and policy administration systems for insurance.  ProductAuthority®, an enterprise product development solution, fundamentally changes how insurers develop and “operationalize” their products across the enterprise to accelerate speed to market. 

CSC
200 W. Cesar Chavez
Austin, TX 76701
800.345.7672
www.csc-fs.com

CSC leads the industry in helping insurers reach their business goals by providing a single source for technology that addresses every facet of the insurance enterprise. Our comprehensive portfolio of function-rich software and integrated solutions is designed to help you achieve competitive differentiation and stay ahead of emerging trends in the areas of new business/underwriting, claims, business process management, customer service, distribution, product development, policy administration and more.  

IBM Corporation
Route 100
Somers, NY 10589
www.ibm.com/insurance

IBM is the world's largest information technology company, with over 80 years of leadership in helping financial institutions innovate. IBM and its Business Partners take their breadth and depth of insight on insurance industry issues and apply their services and technology expertise to help solve the most critical business problems.  

Gold

EDS Solcorp
177 Lakeshore Blvd. East
Toronto, ON M5A 1B7, Canada

www.edssolcorp.com

EDS SOLCORP, a global unit within EDS, is a leader in software solutions and consulting services for the insurance and financial service industries.  EDS SOLCORP provides an innovative, robust, and focused suite of solutions that adapt to rapidly changing market and competitive landscapes while helping to reduce the cost of administration, product development and producer productivity.  With more than 85 customers in 24 countries, EDS SOLCORP delivers on its promises now, so you can deliver on yours. 



ImageRight
1510 Klondike Rd, Suite 400
Conyers, GA 30092
770.860.0065
www.imageright.com

ImageRight built the ImageRight document management system specifically for insurance – working with our clients’ IT executives, adjusters, claims managers, and underwriters. ImageRight installs with minimal customization and uses no proprietary interfaces. ImageRight’s Web services provide global access to the system’s functionally and content, improving portability, efficiency and customer service. 


Resource Magazine
2300 Windy Ridge Parkway, Suite 600
Atlanta, GA 30339

770.951.1770
www.loma.org/Resource.asp

Resource Magazine, published monthly by LOMA, provides readers with information about developments in life insurance company management.  Topics covered include industry trends, technology, customer service, human resources, financial management, education and training. Resource keeps readers informed about industry management through staff by-lined articles, case studies, contributions by industry officials and LOMA research.

Versata
1104 Bevinger Drive
El Dorado Hills, CA  95767
916.358.5799
www.versata.com

Versata provides proven, best-in-class solutions for distribution channel management, including compensation, producer administration and credentials management, in addition to applications for point of sale/rating, producer portal, analytics and business rule management to customers like Prudential, Mass Mutual, Pacific Life, and Ameriprise.  These technologies, combined with Versata’s strong domain expertise in the insurance and financial services industry, allow customers to realize significant, quantifiable business value with the lowest possible total cost of ownership.

Silver

Locke Lord Bissell & Liddell LLP
The Proscenium, Suite 1900
1170 Peachtree Street, NE
Atlanta, GA 30309
404.870.4669
www.lockelord.com

Locke Lord Bissell & Liddell is a full-service law firm of approximately 700 attorneys with offices in Atlanta , Austin , Chicago , Dallas , Houston , London , Los Angeles , New Orleans , New York , Sacramento and Washington , DC . The firm offers experienced litigation skill and counsel in the insurance and reinsurance industries, financial services, appellate, healthcare, energy, REIT, corporate and securities, tax, public law, real estate and IP fields.

Bronze



Robert E. Nolan Company
17746 Preston Rd
Dallas, TX  75252
972.248.3727
www.renolan.com

The Robert E. Nolan Company is an operations and technology consulting firm specializing in the insurance industry.  As trusted advisors for 35 years, Nolan has helped companies redesign processes and apply technology to improve service, quality, productivity, and costs.  Visit www.renolan.com to view original articles, case studies, and industry surveys.

About the Exhibitors

3SG Corporation

Blue Frog Solutions

Camilion Solutions, Inc.

COSS

CSC

Diversified Information Technologies

EDS Solcorp

eLynx

Hyland Software, Inc.

ImageNow by Perceptive Software

ImageRight

IMN

Insurance Technologies

Interlink Electronics

Information Technology, Inc. (ITI)

Kaplan Financial

LIDP 

LOMA

Majesco Mastek

Napersoft

PlanetSoft

Pyramid Solutions, Inc.

Pyxis Mobile

Ramco Systems

SunGard

TeamQuest

Topaz Systems Inc.

Versata

Western Union Payment Services


Registration Details

 Register By January 9th, 2008

Distribution Technology Emerging Technology Both Conferences
US $745 LOMA Members US $745 LOMA Members US$1145 LOMA Members
US $945 Nonmembers US $945 Nonmembers US$1445 Nonmembers

Register After January 9th, 2008

Distribution Technology Emerging Technology Both Conferences
US $845 LOMA Members US $845 LOMA Members US $1345 LOMA Members
US $1045 Nonmembers US $1045 Nonmembers US $1645 Nonmembers

Hotel Information

Hyatt Regency Downtown Tampa
211 North Tampa Street
Tampa, Florida 33602
Telephone: 813-225-1234
Toll Free: 1-888-591-1234

Transportation Options:  The Hyatt Regency Tampa's preferred shuttle service is provided by Blue One Transportation. Blue One offers non-stop transportation to and from the Tampa International Airport .  No reservations are needed. You may just call Blue One Transportation at (813-333-3598) when your flight lands. You will then be directed to the nearest ground transportation area positioned at each of the opposite ends of the Airport. When departing the Hyatt, shuttles leave every top of the hour from the Front Desk area, starting 6:00am.

Conference Dress:  Dress code for the conference is business casual.  

Refund Policy: All cancellations and refund requests must be in writing.  Full refunds minus a $75 administrative fee will be granted only on cancellations received prior to January 22, 2008. No refunds will be granted after that time. In the unlikely event the meeting is cancelled, LOMA will refund the total registration fee. However, LOMA will not be responsible for any travel, hotel accommodations or other costs incurred.

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For More Information  
Contact LOMA's Information Management Division at 770-984-3733 or infoman@loma.org 

 

 


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