ABOUT THE CONFERENCE
The American Council of Life Insurers (ACLI) invites you to the ACLI Annual Conference 2022, where sessions are bound to leave you with a multitude of valuable insights and knowledge on how we continue to shape and work toward a future made for every American. This year we will be returning to our nation's capital, Washington, D.C., to host our conference in person for the first time in three years! This return to an in-person Annual Conference will be a tremendous experience you will not want to miss.
The Annual Conference will provide well-rounded content addressing a range of industry issues, best practices, and thought-provoking research. Stay tuned for further details on our well-known keynote speakers, first-rate general sessions, and breakout sessions with dedicated tracks addressing legal/compliance and investment/financial topics, and other sessions covering reinsurance, retirement security, emerging trends and technology, and legislative and regulatory issues.
ABOUT ACLI
The American Council of Life Insurers (ACLI) is the leading trade association driving public policy and advocacy on behalf of the life insurance industry. 90 million American families rely on the life insurance industry for financial protection and retirement security. ACLI’s member companies are dedicated to protecting consumers’ financial wellbeing through life insurance, annuities, retirement plans, long-term care insurance, disability income insurance, reinsurance, and dental, vision, and other supplemental benefits. ACLI’s 280 member companies represent 94 percent of industry assets in the United States.
ACLI Antitrust Statement
The American Council of Life Insurers is committed to adhering strictly to the letter and spirit of the antitrust laws. Meeting conducted under the ACLI’s auspices are designated solely to provide a forum for the expression of various points of view on topics described in the agenda. Under no circumstances shall ACLI meetings be used as a means for competing companies to reach any understanding, expressed or implied, which tends to restrict competition, or in any way, to impair the ability of members to exercise independent business judgement regarding matters affecting competition.
PRELIMINARY AGENDA
WEDNESDAY, SEPTEMBER 28
8:00 – 5:00 PM Registration
8:30 – 10:00 AM Forum 500 Section Board of Governors Meeting (ACLI members only, breakfast served)
10:30 – 2:15 PM ACLI Board Committee Meetings (ACLI members only) *timing will be adjusted based on time required for committee meetings
10:30 AM – 11:30 PM CEO Steering Committee on Consumer Issues
11:45 AM – 1:00 PM CEO Steering Committee on Prudential Issues
1:15 PM – 2:15 PM CEO Steering Committee on Taxation
3:00–4:30 PM ACLI Board of Directors Meeting (ACLI members only)
5:15–5:45 PM Reinsurance Reception (by invitation only)
5:45–7:00 PM Welcome Reception
6:30–9:00 PM ACLI Board of Directors Dinner (by invitation only)
THURSDAY, SEPTEMBER 29
7:15–8:15 AM Chairman’s Club Breakfast (by invitation only)
Speaker:
David Wasserman, Senior Election Analyst, The Cook Political Report with Amy Walter, NBC Contributor
7:30–8:15 AM Networking Breakfast
8:30–9:30 AM Opening Remarks & Perspectives
Emcee-Welcome Remarks
Andrew Busch, Economic Futurist; Former CMIO, U.S. Government; Author
President’s Perspective
Susan Neely, President & Chief Executive Officer, American Council of Life Insurers
Chairs’ Perspectives
J. Scott Davison, ACLI 2022 Chairman; Chairman, President & Chief Executive Officer, OneAmerica Financial Partners, Inc.
Andy Sullivan, Executive Vice President & Head of U.S. Businesses, Prudential Financial, Inc.
Annual Business Meeting and Elections
9:30–10:15 AM General Session: America’s Role on the Global Stage with Keynote Speaker Paul Ryan
As the youngest Speaker of the House in 150 years, Paul Ryan brings high-level and recent insights to presentations on a broad range of issues affecting Americans and our place in the global world order—spanning regulation and trade, health care, international relations, economic growth and taxes. Here, Speaker Ryan touches upon what’s happening on Capitol Hill and where our country is headed, as well as how our relationships with allies and adversaries may evolve.
Speaker:
Paul Ryan, Speaker of the U.S. House of Representatives (2015-2019)
10:15–10:45 AM Networking Refreshment Break
10:45–11:45 AM Concurrent Sessions:
1. Finance/Investment Focus Session
2. Technology/ Trends Focus Session
REARCHITECTING THE INSURANCE WORKFORCE
This session will show you how to prepare a future-ready workforce using an innovative talent sourcing model. This model helps insurers address continued disruption from emerging risks, changing customer expectations, technology innovation, cost pressures and more. Technologies such as AI, automation and data insights can help. However, for these technologies to be effective, insurers must also reimagine work, workforce skills development, and the workplace itself to ensure success now and in the future. This session provides the building blocks to start.
Speaker:
Jeana Muñoz, Managing Director, Accenture North American Insurance
3. Compliance / Legal Focus Session
The Next Phase of Chronic Illness Coverage – Bringing Wellness Interventions to Hybrid Products and Riders
Private insurance solutions for chronic illness and elder care are exploding. Insurers are increasingly exploring the inclusion of wellness programs aimed at facilitating a healthier aging process that helps insureds age in place. We’ll examine the legal and regulatory considerations and will provide suggested best practices for insurers to effectively provide policyholder wellness interventions.
Speakers:
Michael Gugig, Vice President, Sr. Director State Gov't. Relations & Associate General Counsel, Transamerica
Nolan Tully, Partner, Faegre Drinker
4. Forum 500 Session Focus Session
12:00–1:45 PM Luncheon Session: TO BE ANNOUNCED
2:00–3:00 PM Concurrent Sessions:
1. Finance/Investment Focus Session
PRINCIPLES-BASED BOND DEFINITION
This session will cover a broad range of issues including CLO’s going to financial modeling, 43R, and many more.
Moderator:
Mike Monahan, Senior Director, Accounting Policy, American Council of Life Insurers
2. Technology/Trends Focus Session
LIFE ASSURANCE THROUGH PRECISION MEDICINE
Overview of advanced therapeutic technology that life insurers can make available to their policyholders today. Creating a new product category is possible generating significant new premium and tight alignment with policyholders.
Speaker:
Tom Wamberg, Executive Chair, HealthOME
Dr. Thomas Graham, Senior Vice President, Chief Innovation & Transformation Officer.
Kettering Health
Darren Rowe, Chief Executive Officer, HealthOME
3. Compliance/Legal Focus Session
INDUSTRY VIEW: A LOOK AT THE NAIC FINANCIAL STABILITY INITIATIVE
The session will discuss the role of private capital in the life insurance industry and provide perspectives on regulatory activities related to these issues, as well as the broader macroeconomic trends that could drive an increase in asset risk. The panelists will discuss regulators’ response to these issues, as well as recent changes in macroprudential regulation, including increased disclosures and filings.
Moderator:
Mariana Gomez-Vock, Senior Vice President, Policy Development, American Council of Life Insurers
Speaker:
Justin Schrader, Chief Financial Examiner, Nebraska Department of Insurance
4. Fourth Track
3:00–3:30 PM Networking Break
5:00–6:00 PM Protecting Every Future Networking Reception
Join attendees at the Protecting Every Future networking reception to enjoy cocktails and hear from ACLI’s CEO Susan Neely, and CEO leadership on this flagship community program.
6:30–9:30 PM PAC Event (by invitation only)
FRIDAY, SEPTEMBER 30
7:30–8:15 AM Hot Issues Breakfast: A VC Perspective on the Insurance Sector - Where We are Investing and What it Means for the Industry
While the fundamentals of the insurance business - balancing both growth and risk - have not changed, as many neo insurers (and their investors) have come to realize, there are virtually no aspects of the insurance value chain that have not been impacted by the combination of technology, data and evolving consumer expectations over the last few years. Embedded insurance, digital distribution and blockchain technology are just some of the trends that will further transform the sector in the years to come.
Speaker:
Paul Desmarais III, Chairman and Chief Executive Officer, Sagard
8:30–9:30 AM General Session: Community Impact of Life Insurer Investments
Life insurer investments do more than protect policyholders. Life insurance companies invest $572 million every day, driving job growth and strengthening economies. A new initiative – 360 Community Capital – has life insurers coming together to do even more to help address the pressing need of affordable housing in underserved communities. This commitment reflects the industry’s focus on what households and communities need in terms of stability, security, and opportunity.
Moderator:
Jayson Bronchetti, Chief Investment Officer, Lincoln Financial Group; Chair of the Investment Committee of 360 Community Capital
Speakers:
Andrew Mais, Commissioner, Connecticut Insurance Department
Doug Ommen, Commissioner, State of Iowa Division of Insurance
9:45–10:45 AM Concurrent Sessions:
1. Finance/ Investment Focus Session
EQUITIES FOR LONG DURATION LIABILITIES
2. Technology/ Trends Focus Session
3. Compliance/ Legal Focus Session
COMPLYING WITH NEW AI AND BIG DATA REGULATORY REQUIREMENTS
The panel will provide an overview of recent insurance regulatory developments in California, Connecticut, and Colorado, as well guidance from the NAIC and NCOIL, relating to the use of Artificial Intelligence (AI) and Big Data for underwriting, pricing, marketing and claims processing, including emerging requirements for bias testing, transparency, explainability, vendor management, governance and documentation.
Speaker
Avi Gesser, Co-Chair, Data Strategy & Security Group, Debevoise & Plimpton LLP
4. Fourth Track
10:45–11:00 AM Refreshment Break
11:00– 12:00 PM Concurrent Sessions:
1. Finance/ Investment Focus Session
2. Technology/ Trends Focus Session
3. Compliance/ Legal Focus Session
ETHICS
This session will provide an interactive case-study discussion regarding in-house ethics.
Speaker:
Lewis Wiener, Partner, Co-Chair of Global Financial Services Disputes and Investigations, Eversheds Sutherland
4. Fourth Track
The Big Picture: Regulatory and Legislative Landscape in 2023
A panel of experts from the American Council of Life Insurers will provide a review of the most pressing legislative and regulatory challenges facing the industry today.
12:15–2:00 PM Closing Luncheon: Scenes from the Future
Technology continues to intersect with our lives in new, weird, and wonderful ways. With tech’s integration into our daily lives becoming second nature to so much of the world, we often overlook this intersection. And yet, emerging tech will play a key role in shaping the future of humanity. In this mind-bending session, world-renowned futurist Amy Webb takes audiences on a captivating journey as she provides a thought-provoking series of snapshots into the near and far future of business and society. Drawing from her work and research as founder and CEO of the Future Today Institute, she develops a set of optimistic, neutral, and chaotic scenarios that describe plausible scenes 10 and 20 years into the future and puts forth probable answers to tomorrow’s most pressing questions about work, relationships, and our way of living.
Speaker:
Amy Webb, World-Renowned Futurist; Founder & CEO of the Future Today Institute
2:00 PM Adjournment
MEDIA PARTNER
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