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LOMA/LIMRA 
Strategic Issues Conference 
Building Professionalism
September 14-16, 2003
Shangri-La Hotel Bangkok
Bangkok, Thailand

Visit LOMA's Members Only site to access presentations from the 2003 Conference.

MONDAY, SEPTEMBER 15, 2003  (Sessions are from 8:30 AM to 5:30 PM)

8:30 AM Ballroom I

Opening Remarks
Thomas H. Kelly, Executive Vice President and Chief Operating Officer, LIMRA International, USA

Invited Dignitaries' Remarks

9:00 AM Ballroom I

Keynote Address
Dhaldol Bunnag, Executive Vice President and General Manager, AIA, Thailand
Khun Dhaldol Bunnag is a well known and respected leading figure in the Thai insurance industry in which he has worked tirelessly for over 30 years, and also within the business community at large. He will share with us some insight into how to build and maintain a professional and successful field-force now numbering for AIA over 45,000 agents in the field in Thailand and his vision of the future. 

 

9:45 AM Ballroom Foyer

Networking Break

 

10:15 AM Ballroom I

CEO Forum: Thailand
Chai Chaiyawan, Director, & COO, Thai Life, Thailand

Chris Lossin, President, Ayudhya Allianz C.P. Life, Thailand

Craig A. Alvey, Chairman, Nationwide Life Assurance, Thailand

Thomas H. Kelly, Executive Vice President and Chief Operating Officer of LIMRA, will introduce and moderate the CEO Open Forum consisting of leaders in Thailand’s insurance industry. This discussion will focus on the future of the Thai insurance industry.

 

11:45 AM Ballroom I

Transformation from Seller to Buyer
David Beynon, President & CEO, John Hancock Life Assurance, Singapore
Analyze the product push from single-need selling to total-needs selling with the case study of John Hancock Life Assurance in Singapore and Southeast Asia.

 

12:30 PM Ballroom II & III

Lunch

 

I.1 Rattanakosin Room

Spotlight on India’s Insurance Industry—New! Click here to access this presentation.
Venky Mysore, CEO, Metlife India, India
Hear of the challenges faced by private insurers in the redefinition of the market after the end to the monopoly of the state-owned life insurance company. 

 

I.2 Ballroom I

One Company's Strategy for Maximizing Performance in a Low Interest Rate EnvironmentNew! Click here to access this presentation.

C. Donald Carden, President and CEO, Siam Commercial New York Life Insurance, Thailand
Mr. Carden will discuss industry response to the interest rate decline, where he thinks the industry is heading over the next five years and what steps his company plans to take strategically to meet these challenges. 

3:30 PM CONCURRENT SESSIONS II 
II.1 Chiangmai Room

People Driving Innovation and Professionalism—New! Click here to access this presentation.
Jimmy Cheung, Development Director, LIMRA International, USA

Discover how producers view their own professionalism versus how the consumer perceives them. 

II.2 Rattanakosin Room

Service Times: Measurement to Management—New! Click here to access this presentation.
James R. Huffman, FLMI, ACS, Assistant Vice President, Insurance Operations, LOMA, USA

Learn how top service times are achieved in individual life insurance and annuities. 

 

II.3 Ballroom I

Bancassurance in Developed Countries: Indonesia's Experience
Sugianto Budisuharto, Deputy CEO, AIG Lippo, Indonesia

Discover the creative process in developing bancassurance products as well as successfully managing a bancurrance team during and after this country's economic crisis.

 

4:30 PM Ballroom Foyer

Networking Break 

 

5:00 PM Concurrent Sessions III

III.1 Chiangmai Room

Technology Application for Agency: Best Practices in Hong Kong
Chris Au, Assistant Vice President, Agency Operations, Manulife, Hong Kong
Analyze the challenges and success factors of the application of technology to agency.

 

2:30 PM Concurrent Session I

III.2 Chiangmai Room

The Road to Call Centre Excellence—New! Click here to access this presentation.
Khong Bee, Head of Customer Service, Great Eastern Life, Singapore
Explore customer relationship building with the winner of Singapore’s Call Centre Award 2002. 

 

6:00 PM Ballroom II

Reception

 

TUESDAY, SEPTEMBER 16, 2003 

 

8:45 AM Ballroom I

Opening Remarks
Thomas P. Donaldson, FLMI, CLU, President & CEO, LOMA, USA

 

9:00 AM Ballroom I

CEO Forum: Asia
Chee Cheong, President & CEO, AXA-Minmetals Assurance, China

Peter Schelling, CEO & Managing Director, Eagle Star Life Assurance, Hong Kong

Roderick Haire, Sr. Vice President & General Manager, PT Asuransi AIA Indonesia, Indonesia

Thomas P. Donaldson, President and CEO of LOMA, will introduce and moderate the CEO Open Forum. CEOs from across Asia will share their thoughts on the issues facing the industry and their vision for Asia’s financial services market.

 

10:30 AM Ballroom Foyer

Networking Break

 

11:00 AM Ballroom I

Achieving Alignment—New! Click here to access this presentation.

Gordon Perchthold, Partner, Braxton (formerly Deloitte Tohmatsu Consulting), Japan

Find out how insurers can best align their spending with their strategic priorities and realize the desired resluts from their portfolio of initiatives in today's economy. 

 

11:45 AM Ballroom I

Educating for Excellence-Corporate University at Prudential Asia—New! Click here to access this presentation.

Sergion Dizon, Charter Member, Pru University & HR Director, Prudential, Vietnam

Learn about the objectives and strategic importance of a corporate university in education Prudential's work force. 

 

12:00 PM Ballroom II & III

Lunch

 

2:00 PM Concurrent Sessions IV

IV.1 Chiangmai Room

Spotlight on Vietnam’s Insurance Industry—New! Click here to access this presentation.
Trinh Thanh Hai, Chief Representative, New York Life, Vietnam
Gain insight on the challenges and successes faced by insurance companies in the newly developing insurance industry of Vietnam. 

 

IV.2 Rattanakosin Room

Customer Relation Management Initiative—New! Click here to access this presentation.
Lee Wood, Sr. Vice President-Chief Marketing Officer, ING Antai, Taiwan
Investigate a successful implementation of customer relation management from ING Antai. 

 

IV.3 Ballroom I

Distribution Growth and Development in an Emerging Market—New! Click here to access this presentation.
Timothy Chen, President & CEO, Sun Life Everbright, China
Examine the key factors in the development and growth of various distribution channels. 

 

3:00 PM Ballroom Foyer

Networking Break

 

3:30 PM Concurrent Sessions V

IV.1 Chiangmai Room

Worksite Marketing
Mark Lamb, DLI, CIAM, LLIF, FLMI, Director, Asia Pacific/Oceania, LIMRA International, Australia
Learn about an attractive method for producers to sell a large volume of products in a workplace environment.

 

IV.2 Rattanakosin Room

New Technologies for Human Resource Development—New! Click here to access this presentation.
Joel Basarich, Ph.D., FLMI, ACS, Managing Director, International Division, LOMA, USA

Discover the latest technologies are being used in financial services companies. 

 

IV.3 Ballroom I

The 21st Century Underwriter—New! Click here to access this presentation.
Geoff Coley, Director, Risk Profile International, Australia
Hear how the 21st Century Underwriter handles the dichotomy between profitable selection and world-class customer service. 

 

4:30 PM Ballroom I

Eight Disciplines of Professional Leadership—New! Click here to access handouts from this presentation.
Bob Urichuck, President, Bob Urichuch Management, Canada
Discipline is the key to success in every profession. Companies are seeking innovate and strategic ways of developing leadership capacity to meet the challenges of today's fast-paced, high-pressure environment. Bob Urichuck, author of "Online for Life: The 12 Disciplines for Living Your Dreams", and "Up Your Bottom Line" will discuss eight disciplines of successful leaders. 

 

5:30 PM Ballroom I

Adjourn

Conference Sponsors
Our sincerest thanks to the following sponsors of the 2003 Strategic Issues Conference: 

Conference Sponsors:
Deloitte Consulting                 Thai Life Insurance Company Limited
eBao Technology                   Asia Insurance Review (Official Conference Publication)
Asia Insurance Post           
     Muang Thai Life Assurance Company Limited

First Apex                               Insurance Technologies

Asia Financial Network Ltd.

Sponsorship opportunities for are still available. Just a few option include exhibit booths, lunch sponsorship, reception sponsorship and workshops. For more information, click on Sponsorship Opportunities.

Back to 2004 LOMA/LIMRA Strategic Issues Page

 

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