Past Summit Agenda 2023

Agenda and Schedule

 

Wednesday – October 25, 2023

 

Registration                                                                            Outside Grand Caribbean                                                  9:00 AM – 4:00 PM

Travelers Pre-Conf Meeting                                                 Grand Caribbean                                                                10:00 AM -2:00 PM

Travelers Lunch                                                                     Grand Caribbean 5                                                             12:00 PM -1:00 PM

 

FIIC Steering Committee                                                    Grand Caribbean                                                                  4:00 PM – 5:30 PM

Welcome Reception                                                              Cayman Court                                                                       6:00 PM – 7:00 PM

                                                                                               Thursday – October 26, 2023

 

Networking Breakfast                                                   Grand Caribbean 3                                                         8:00 AM – 9:00 AM

 

 All General Sessions in Grand Caribbean 1-2

 

Opening Remarks/One Year Recap/State of the Economy                                                                                  9:00 AM – 10:00 AM

                                                                                                           

Kevin McKechnie- Office of Insurance Advocacy – ABA, Bob Mittel – Managing Director, Scott Stathis – Managing Director, Wayne Walkotten – Marsh Berry

 

Overview:

 

·       Setting the table for the summit, recap of the last year of FIIC and the research project

 

Asset Growth and Protection – A Unique Case Study featuring Lone Star Bank                                               10:00 AM- 10:45 AM

 

Danielle Burch – Lone Star Bank, Mark Chibbaro- back 9 and LPL- Rachel Sachs

 

Overview:

·       One year ago, the CFO of Lone Star Bank attended the first FIIC Roundtable Summit and sat right up front. He wrote down a lot of notes. He called us a few days later and said he needed help.  The rest is history and here we are today. 

 

“Speed Dating” Session         All Speed Dating in Grand Caribbean 4- & 5                                                        10:45 AM – 12:00 PM

 

Networking Lunch                             Grand Caribbean 3                                                                             12:00 PM – 1:00 PM

 

The Family and Business Protection Plans – All Products All the time                                                           1:00 PM – 2:15 PM

 

Jason Morelli – Highland, AJ Long – Specific Solutions, Kevin Hughes – Envestnet, Patrick Cahill-Coventry Bill Fryer – First Citizens 

 

Overview:

·       Is there a place for a standardized structured framework for identifying and meeting the needs of the families and business owners. Let’s check on this construct.

 

 

Leveraging the Relationship Value of P & C                                                                                                    2:15 PM- 3:15 PM

 

Cathy Phelps – Travelers, CU participants TBD. Rudy Painter.

 

Overview:

·       There is a lot going on in the Property Casualty Industry today – The hard market has influenced the business; let’s discuss…

 

Networking Break                       (outside) Grand Caribbean 4-5                                                                      3:15 PM- 3:45 PM

 

A Regulatory Check in                                                                                                                                    3:45 PM –4:15 PM

 

Arshawn Teymoorian – McIntyre & Lemon, Kevin McKechnie, Office of Insurance Advocacy – ABA

 

Overview:

·       Keeping the long tradition of the ABIA alive with up-to-date information about the regulatory climate of our industry

 

“Speed Dating” Session         All Speed Dating in Grand Caribbean 4- & 5                                                       4:15 PM – 5:15 PM

 

Reception                                                       Cayman Court                                                                          6:00 PM – 7:00 PM

 

 

 

Friday -October 27, 2023

 

Networking Breakfast                                   Grand Caribbean 3                                                                   8:00 AM- 8:45 AM

 

Navigating the Digital Frontier                                                                                                                      8:45 AM-10:00 AM

 

Kelly Lytle-Proformex, Rich Nolin- SBIA/PIVOT, Dawn Goldbacher – Prudential, Trenton Holton – Policy Genius, Michael Couture – Hexure.

 

Overview

·       We know all the buzz Words in technology, Let’s go past that and talk about how technology can enhance customer engagement and simplify the whole process and personalize insurance offerings.

 

“Speed Dating” Session         All Speed Dating in Grand Caribbean 4- & 5                                                        10:00 – 11:00 AM

 

Outsourcing Can Be Your Superpower.                                                                                                        11:00 – 12 Noon

 

Ryan Hughbanks- Ameriprise, Katie Cunill – EIG/PORCH, Nicholas Ross – Financial Independence Group, Wayne Goshkarian- Dylan Consulting, Dan Bonano – Franklin Madison, Steve Hawkins- Mutual of Omaha

 

Overview:

·       There are many ways/options to build a protection initiative – and lots of opportunities available. 

 

Where do we go now – / What did you learn/ Closing Statements                                                                 12 Noon –12:30 PM

 

Overview:

 

·       Managing Directors Recap, ask audience for best takeaways and offer the challenge to put the ideas into action.

 

 

See you next year – Riverside Hotel – Las Olas Boulevard, Fort