(Current/Past Board Members Only)

(Spouses Welcome)

Enjoy this specially-curated side trip with hands-on experience at a century-old family dairy operation nestled in the quaint community of Midway, Utah! Heber Valley Artisan Cheese is a small dairy farm and creamery owned by the Kohler family. Our tour includes dairy operations and cow-milking, production of Heber Valley’s creamery products, and tastings of their award-winning, hand-crafted artisan cheese. Truly an experience you won’t want to miss!

Bus transportation will leave from the Chateaux Lobby at 1 pm. The tour will be 2-4 pm, followed by an opportunity to visit the farm store. A cocktail reception will begin at 5 pm, followed by a picnic dinner under the pavilion and bus transportation back to the Chateaux.

Community Engagement: Adopt-A-Native-Elder is a Salt Lake City based organization working to help reduce the extreme poverty and hardship faced by traditional Elders living on the Navajo Reservation. Attendees who would like to participate will receive a basket to shop in the farm store for food to be delivered to Navajo Elders. Hand-crafted Navajo items will also be available for purchase, with 100% of the asking price going directly to the artist.

Led by Nick Gerhart, EVP-Chief Innovation Officer, Homesteaders Life Company, this interactive and provocative panel discussion will dive into the meaning of disruption (and whether some of the hype hasn’t materialized), how smaller companies may be more capable of implementing disruptive strategies despite resource constraints, key partnerships, and incorporating disruption initiatives into strategic planning. Areas of disruption include AI, alternative distribution, product disruptions, and InsureTech. Panelists include Yaron Ben-Zvi, former founder of Haven Life and insurtech business builder, and Matthew C. Mitchell, PhD, Partner at Bâton Global and professor at Drake University, helping empower organizations to succeed in a rapidly globalizing world.

Chaos affects every person at every level of business. There’s always more work, and never enough time. This chaos takes its toll on friends, families, coworkers, and health. If you feel like everything’s moving too fast, you’re not alone. But there is a solution, and it’s surprisingly simple. Acclaimed small business and time management expert Dave Crenshaw digs deep into his humorous and touching experiences of being off-the-charts ADHD and his work coaching successful leaders worldwide. In this interactive workshop, Dave will help you regain control and improve the quality of your work, all while feeling more balance and happiness in your life and career!

Dave Crenshaw develops productive leaders in Fortune 500 companies, universities, and organizations of every size. He has appeared in Time magazine, USA Today, FastCompany, and the BBC News. His courses on LinkedIn Learning have been viewed tens of millions of times. His five books have been published in eight languages, the most popular of which is The Myth of Multitasking — a time management bestseller. As an author, speaker, and online instructor, Dave has transformed the lives and careers of hundreds of thousands around the world.

(Spouses Welcome)

What are companies doing to motivate agents beyond compensation? Engagement and incentive programs have become table stakes for attracting and motivating top distributors. Leading the discussion will be Kate White and Dana Hageman, top incentive strategists with ITAGroup, a leader in designing and executing solutions that motivate channel partners, employees and customers anywhere in the world.

Remaining questions and new issues raised by this week’s content will be covered in our closing session, with live polling to help launch discussions. Requested topics include: Artificial Intelligence; Regulatory updates, progress in ESG, DEI; Economy and investment forecast; Life & Annuity Sales, Distribution; and Senior Management Recruiting.