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2026 LIC CEO Summer Forum (Insurance Companies Only)

Middle-Market Leaders. Shared Insights. Real Solutions.

8/25/2026 - 8/27/2026
Quebec City

Overview

Who Attends

Reserved for legal-reserve insurance company and fraternal CEOs and presidents, and nominated emerging leaders.

Highlights

The LIC CEO Forum is a great chance for chief executives from small to midsize life insurance companies and fraternals to get together in a unique peer networking retreat. 

The CEO Forum will begin at 1:00 p.m. on Tuesday, August 25 for a tour of Quebec and networking dinner, and will adjourn by noon on Thursday, August 27. (For LIC Board and Past Board Members, there will be a Board meeting Tuesday morning.)

The program will include featured presentations and roundtable discussion topics based on registrant requests, as well as attendee introductions and activity reports.

  • Economic Review by Sam Tenenbaum, Cushman & Wakefield
  • Change Management: Leading through Modern Disruptions, discussion facilitated by Sheldon Bernard, A440 Management LLC 
  • LIMRA Lifetime Income Initiative presentation by Bill Nash, Head of Member Relations and Sales, LIMRA and LOMA
  • Investment and Portfolio Management Solutions for Small to Midsize Life Insurers: Panelists from JP Morgan Asset Management | Global Insurance Solutions

NEW: Emerging Leaders Program

LIC Member CEOs can nominate emerging candidates for senior leadership positions to participate in the new LIC Emerging Leaders Program and Summer CEO Forum. There is a special discounted Emerging Leader rate for the CEO Forum, which includes full registration for the Forum PLUS the inaugural Emerging Leaders gathering. This additional meet-up for the Emerging Leaders will be after the outing on Tuesday, and before the dinner. The Emerging Leaders program is limited to no more than two per company.

For CEOs interested in bringing an emerging leader to the 2026 Summer CEO Forum, have them sign up at this website. The Registration tab shows the promo code for them to obtain the discounted rate.

For more information about this developing program, CLICK HERE or contact Dean Lambert at dlambert@limra.com. 

See Who's Coming to the CEO Forum

Registrants as of July 15 include:

American Fraternal Alliance - Allison Koppel, CEO
American Journey Financial Life - Ken Laugel, President/CEO
American Savings Life Insurance Company - Byron Allen, CEO
BetterLife - Chris Campbell, CEO
Catholic Life Insurance - Christopher Belz, President/CEO
Catholic Life Insurance - Anne Paschal, Accounting Manager (Emerging Leaders Group)
Converge Re - Craig Buck, CEO
Converge Re - Tom Ciavarella, Senior Director, Actuary (Emerging Leaders Group)
GCU - Jeremy Stephenson, President/CEO
GFD - Heather Kiteley, President & CEO
GPM Life - Peter Hennessey IV, President & CEO
Heritage Life - Pete McPherson, Senior Vice President
Homesteaders Life - Steve Shaffer, CEO
Homesteaders Life - Laurie Covington, Chief Strategy & Innovation Officer (Emerging Leaders Group)
KSKJ Life - Tony Mravle, President & CEO
LCBA Life - Brian Young, President and CEO
LCBA Life - Courtney Hagmaier, Chief Financial Officer (Emerging Leaders Group)
Liberty Bankers Insurance Group - Brett Giacco, Vice President, Operations (Emerging Leaders Group)
Life Insurers Council LIMRA and LOMA - Dean Lambert, Executive Director
Life Insurers Council LIMRA and LOMA - Audrey Wittenburg, Director of Operations
LIMRA and LOMA - Bill Nash, Head of Member Relations & Sales
Navy Mutual - Brian Luther, President & CEO
NGL - Kim Shaul, EVP & COO/Chief Legal Officer
NGL - Michelle Niemec, VP Controller (Emerging Leaders Group)
Optimum Re Insurance - Francois Duguay, EVP & Chief Actuary
Puritan Life - Dierdre Woodruff, Sr. Vice President
Slovene National Benefit Society - Joe Evanish, CEO
SWBC Life Insurance Company - Joan Cleveland, President & Chief Executive Officer
SWBC Life Insurance Company - Sophie Clarke, VP-Financial Reporting (Emerging Leaders Group)
Teachers Life - Kayte Fredrickson, President & CEO
The Baltimore Life Insurance Company - Dave Ficca, Chief Executive Officer and President
TruStage - Fernand LeBlanc, President, Preplanning Solutions
TruStage - Travis Harrelson, Business Development Manager (Emerging Leaders Group)
United Benefits, Inc. - Charlie Allison, President
USAlliance Life and Security - Jack Brier, Chairman

Community Engagement in Quebec

In an effort to hold #MeetingsThatMatter, The LIC Summer CEO Forum has partnered with Moisson Quebec, the only food bank in the greater Quebec City area. Click here for more information.

Speakers

Sheldon Bernard
Founder, A440 Management LLC

Sheldon Bernard

Founder, A440 Management LLC

Sheldon Bernard, founder of A440 Management LLC, is a pioneer in applied decision sciences, specializing in confronting complex issues and uncertainty. He has pioneered the DIRECT™ framework to enable organizations to make better decisions under uncertainty. With 15+ years of expertise, he has led innovative ‘special projects’ for Fortune 100 executives, leveraging the decision sciences and Bayesian methods in strategic decision-making. Sheldon’s experience includes successful undertakings in special situations, venture development, M&A, and corporate strategy. Sheldon chairs the Knowledge Sharing Council of the Society of Decision Professionals, where he extends decision science into non-traditional domains. He earned a Business degree from Wayne State University and his MBA from the University of North Carolina at Chapel Hill.

Bill Nash
Vice President, Head of Member Relations & Sales, LIMRA and LOMA

Bill Nash

Vice President, Head of Member Relations & Sales, LIMRA and LOMA

With more than 30 years of industry sales and distribution leadership experience, Bill leads a broad portfolio of teams dedicated to strengthening LIMRA and LOMA member engagement and industry impact. He began his career as an internal wholesaler before advancing to external wholesaler roles, later taking on sales management positions with Merrill Lynch where he oversaw distribution across annuities, separately managed accounts, 401(k)s, and IRAs.

Prior to joining LIMRA and LOMA, Bill was Senior Vice President and Head of Distribution for MoneyGuard Solutions at Lincoln Financial Distributors, where he led the enterprise distribution strategy and national sales organization.

Sam Tenenbaum
Senior Economist, Investor Insights, Cushman & Wakefield

Sam Tenenbaum

Senior Economist, Investor Insights, Cushman & Wakefield

Sam Tenenbaum is Senior Economist and Head of Multifamily Insights at Cushman & Wakefield, where his research spans capital markets analysis and multifamily across the institutional CRE spectrum. His capital markets work covers all major asset classes, concentrating on debt market dynamics, capital formation, and cycle positioning. His multifamily research draws on Cushman & Wakefield's management portfolio of more than 170,000 units and is published through the firm's research platforms, including Market Matters and the quarterly MarketBeat series. 

Sam began his career at GID Investment Advisers, working on international real estate research with a focus on Latin American markets before moving into institutional CRE consulting at Property & Portfolio Research (PPR), one of the nation's preeminent real estate consulting firms and a CoStar company. At PPR he delivered forecasts, feasibility studies, investment strategy reports, and pitch books for institutional clients across office, multifamily, and retail markets throughout North America. He then joined the founding team at CoStar Market Analytics, helping build the analytical infrastructure that became one of the industry's most widely used market intelligence platforms. The approach has been the same throughout: build the data infrastructure, then write the analysis. 

Sam's research has reached audiences well beyond institutional CRE. He has presented for the Dallas Federal Reserve, testified before the Texas Senate Committee on Business and Commerce, and spoken at ULI, Trepp Connect, and The Rent Roll with Jay Parsons. He also works directly with investors and operators on a select basis: building investment frameworks from the ground up, running strategy sessions on market positioning and capital allocation, developing proprietary market selection models, and consulting on demographic trends for major U.S. cities. 

Registration

Please Note: This event is reserved for legal-reserve insurance company and fraternal CEOs and presidents and emerging leaders nominated by their CEOs.

Earlybird Rates - by August 2, 2026

  • LIC Member $1,500
  • LOMA/LIMRA Member $1,600
  • Nonmember $1,700
  • Emerging Leader $750 (promo code EmergingLeader)

Regular Rates - after August 2, 2026

  • LIC Member $1,700
  • LOMA/LIMRA Member $1,800
  • Nonmember $1,900
  • Emerging Leader $750 (promo code EmergingLeader)

Spouse/Guest Registration: $500

Discounts Available:

Planning to sign your company up for two or more events? Reserve your seats at multiple LIC meetings and save with LIC Prepaid Bundle Discounts for insurance companies and fraternals. 

AFA Members: The American Fraternal Alliance is sponsoring $100 off registration for its members attending the CEO Forum. Register at www.fraternalalliance.org/lic-education. for the discounted rate.

Cancellation Policy

LL Global Cancellation Policy:

If a scheduled meeting or event is cancelled by LL Global (LIMRA/LOMA/LIC) for any reason, LL Global shall refund any registration fees that have been paid by the registrant. Under no circumstances, however, shall LL Global be liable to the registrant for any other expenses including, but not limited to, airfare and hotel expenses incurred by the registrant.
 

Registrant Cancellation Policy:

All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. Cancellations received before August 2, 2026, will be refunded, less a $75 processing fee. Cancellations received from August 2 to August 18 will be refunded, less a $375 processing and administrative fee. No refunds will be issued after August 18, 2026.

Register

Hotel / Venue

Fairmont Le Château Frontenac
1 Rue des Carrières, Québec, QC G1R 4P5, Canada

Experience timeless elegance at Fairmont Le Château Frontenac. Enjoy stunning views of the St. Lawrence River and the Old Québec, a UNESCO World Heritage site, while savoring locally focused cuisine and cocktails at four dining outlets. From the European-style charm of their 5-star guest rooms to restorative treatments in the spa, this landmark luxury hotel promises an unforgettable stay that will inspire you.

Rooms are blocked for the meeting at a discounted group rate starting at Can$569 (approximately US$416). Reservation instructions will be posted when available.

Check-in time is 4 p.m. and check-out is at 12 p.m. Overnight self-parking is $50 CDN, valet is $55 CDN.

LIC Group rates are available three days before and after the meeting subject to availability. The resort fee ($35 CDN) is waived for the meeting dates but will apply for pre- and post-meeting extensions.

Reservations can be made at this RESERVATION LINK or by calling the Global Reservations Centre at 1-800-441-1414 and mention the group code INSUR2026.

August 2, 2026, is the deadline for reservations at the group rate. After that, reservations will be confirmed on a space- and rate-available basis only.

Getting There

Taxi service is available from the airport at a flat rate of $41.40 Canadian (day price) and $47.60 (between 11 p.m. and 5 a.m.) (Prices may vary.) Private transfer can be arranged with the concierge team. The hotel is about 20 minutes' drive from the Aéroport international Jean-Lesage de Québec (YQB).

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