LIC CEO Summer Forum Agenda
Tuesday, August 26, 2025
8:00 a.m. - 11:30 a.m. - LIC Board Meeting with Continental Breakfast (Current/Past LIC Board Members Only)
4:30 p.m. - 9:00 p.m. - Winery Outing & Dinner (CEO Forum Attendees, Registered Spouses/Guests Included)
Meet at the hotel for bus transportation at 4:30 p.m. to Benziger Family Winery, where we’ll enjoy a tour and wine tasting reception followed by dinner in an underground wine cave.
Sponsored by LIC Past Chair Susan Thomas
Wednesday, August 27, 2025
8:00 a.m. - 8:30 a.m. - Networking Hot Breakfast
8:30 a.m. - 10:30 a.m. - Welcome and Attendee Introductions
10:30 a.m. - 11:00 a.m. - Networking Break
11:00 a.m. - 12:00 p.m. - Insights on Executive/Senior Leader Succession Strategies for Small to Medium Life Insurance Companies
Steven R. Lang, President, Lang Consulting, LLC
This is a two-part session. The morning segment will discuss succession concets and the importance of developing young talent for long-term succession planning, offer actionable steps and a template for succession planning and development.
An experienced life insurance company leader, Steve Lang began his career in human resources and used this background and experience to influence his own career and leadership journey. He is former Chairman and CEO of Homesteaders Life Company, and as President of Lang Consulting he provides succession planning programs, executive coaching services, and CEO support.
12:00 p.m. - 1:00 p.m. - Networking Luncheon
1:00 p.m. - 2:00 p.m. - CEO Panel: Leadership Succession Experiences
Panelists: Steve Lang, Moderator; Tony Mravle, KSKJ Life; Christopher Belz, Catholic Life; Brian Luther, Navy Mutual
This segment of our exploration of succession planning will be a panel discussion with LIC members in various stages of succession, with the goal of gaining insights from their real-life experiences.
2:00 p.m. - 2:30 p.m. - Networking Break
2:30 p.m. - 3:00 p.m. - CEO Roundtable
Open discussion will cover topics requested by participants, which include Annuity Distribution and Growth, Reinsurance Strategies, Talent Management/Compensation, Regulatory Issues, Executive Succession Planning - Sourcing Talent and Creating an Effective Development and Retention Plan, Hiring a Deputy or COO, Pros and Cons of Outsourcing Admin Functions, Hybrid Distribution Models, D2C Lessons Learned, Field Force Modernization and ROI on Digital Tools, Leveraging Technology, Employee Growth/Recruiting, and Product Management.
3:00 p.m. - Adjourn for the Day
6:30 p.m. - Networking Dinner
Thursday, August 28, 2025
8:00 a.m. - 8:30 a.m. - Networking Hot Breakfast
8:30 a.m. - 10:00 a.m. - Strategies for Leveraging AI for LIC Companies ― Enabling Sustained Success
Kartik Sakthivel, Ph.D., VP & Chief Information Officer, LIMRA and LOMA
In addition to his role at LIMRA and LOMA, Kartik is an industry thought leader who champions the use of technology to improve the revenue, profitability, and efficiency of the organization. He brings insights from LIMRA’s industry AI Governance Group, which draws expertise from 72+ business and technology executives representing 40+ US insurance companies.
10:00 a.m. - 11:30 a.m. - CEO Roundtable: Closing Discussions
You set the agenda for discussion with CEO peers on the topics most relevant to you. We’ll wrap up with additional discussion on requested topics ranging from Artificial Intelligence to Economic Volatility/Investment Forecast to Recruiting and Succession Planning.