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LIC Technology & Project Management Committee Meeting

Practical Solutions for IT and Project Management at Smaller Life Companies

October 22, 2019 – October 24, 2019
Hosted by Texas Service Life, Austin, TX


6:30 pm - 8:30 pm

Hosted Networking Dinner at Buenos Aires Café

Meet in the Sonesta Lobby at 6:20 p.m. to walk together. Buenos Aires Café is about a 6-minute walk to 13500 Galleria Circle, U-120, Bee Cave, TX 78738.

8:00 am - 8:30 am

Continental Breakfast provided by Texas Service Life

Room Change: Sonesta’s Colony D Meeting Room

8:30 am - 10:00 am

Welcome & Attendee Introductions

10:00 am - 10:30 am

Networking Break

10:30 am - 12:00 pm

Facilitated Discussion with Live Polling

Jeff Shaw, CLU, ChFC, Executive Director, LIC

Find out what others are doing, what’s working and what isn’t, and discuss common challenges and solutions. Topics will be pre-selected by participants, including:
• Project Prioritization Best Practices
• Evaluating New Systems or Technology
• IT Department Staffing
• Data Security
• Future Technological Innovations


12:00 pm - 1:00 pm

Networking Luncheon provided by Texas Service Life

1:00 pm - 2:00 pm

Case Study: Outsourcing Your IT Department

Susan Thomas, President/CEO, Texas Service Life
Chris Canada, OnSupport (CIO, Texas Service Life)
Chris McCaul, FSA, MAAA, President and CEO, QLAdmin Solutions

2:00 pm - 3:00 pm

Facilitated Discussion with Live Polling (continued)

3:00 pm

Adjourn for the Day

6:30 pm - 8:30 pm

Hosted Networking Dinner Cruise on Lake Travis, Catered by Café Blue

Meet in the Sonesta Lobby for carpools departing at 6 p.m. for Emerald Point Marina,
5973 Hiline Rd, Austin, TX 78734.

8:00 am - 8:30 am

Continental Breakfast provided by Texas Service Life

Room Change: Sonesta's Colony D Meeting Room, now same as Day 1

8:30 am - 9:30 am

Digital Transformation – What’s Coming and What Will Be Here To Stay

Alexis Daniel, PMP, IT Project Manager, 5Star Life/AFBA

Thomas Organ, FLMI, ACS, Vice President, Life and Annuities, ExlService, Inc. 


9:30 am - 11:00 am

Facilitated Discussion with Live Polling (continued)

11:00 am


    Testimonial from Last Meeting

    Technology has made it easier than ever for us to connect and collaborate with colleagues from just about anywhere in the world. With access to products and services at our fingertips, it begs the question, is it worth it to spend your dollars and time attending an actual conference anymore? With an abundance of blogs, podcasts, YouTube videos and webinars at our fingertips, why spend precious time and money on going to conferences? Even in 2018, physically going to conferences is more relevant than ever. 

    The foremost benefit of attending an LIC Conference is Networking. There is no email, phone call or text that can rival a face to face meeting. Being stuck in the same environment with the same desk, routine and people can have a detrimental effect on your productivity and creativity. LIC Conferences offer an opportunity to meet old friends and make new ones, catch up with old acquaintances, and meet the actual Vendors that your peer companies know and have worked with in the past. 

    LIC Companies and Vendors show engagement by being present – you’re representing yourself and your company – It’s an opportunity to make invaluable connections and learn from your peers as well. The LIC Conferences have opportunities for attendees to mix and mingle, form new relationships, and strengthen existing ones. Over breakfast, lunch, or cocktails, you may make a connection with the perfect vendor or learn from the other attendee Companies.

    Conferences can be expensive - From the conference ticket to the plane ticket, to the time away from the office where you could be doing “work.” - However, LIC Conferences provide a unique convergence of networking, learning, and fun into a single package. Since everyone participates, an LIC Conference forces you to grow and challenge yourself, allowing you to bring fresh ideas back to your company. If there is something specific that you want to know, there are many opportunities for you to get the answers you seek, whether it’s during a Q&A with a Speaker or submitting topics or discussion points directly to the LIC Conference Coordinators. You will mainly be going to a conference to gain knowledge and network and there is nothing like being in a room of like-minded people. Other people who are willing to take time away from the office to learn something new. Other people who want to “better” themselves and invest in their companies. 

    Live events force you to break out of your comfort zone. It’s easy to read a blog post from the privacy of your own office. While there are those among us who are born networkers, for many of us live events, and other people can be a challenge. But breaking out of our comfort zones is just the type of action we need to take to break out of old ways of thinking that have got us in a rut in our businesses.

    So why attend an LIC conference? We each have our own reasons for attending but conference attendance dramatically enhances both your professional and personal development, as well as providing you with tools and skills which you cannot be taught in-house or online. The focused nature of learning at an LIC Conference allows you to dig deeper with the understanding of your main topics of interest.

    Gregory M. Lawler, CIO, GPM Life