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Tuesday, October 12

9:15-9:45 AM


Hot Topics

9:45-10:00 AM

Morning Break 

Sponsored by 


10:00-10:30 AM

Opening Remarks and Perspectives

10:30-11:15 AM

General Session with Keynote Speaker Gen. Stanley McChrystal - Understanding Risk & Mastering the Unknown


Retired four-star general Stan McChrystal has lived a life associated with the deadly risks of combat. From his first day at West Point, to his years in Afghanistan, to his efforts helping business leaders navigate a global pandemic, McChrystal has seen how individuals and organizations fail to mitigate risk. Why? Because they focus on the probability of something happening instead of the interface by which it can be managed. In this talk, adapted from his book, Risk: A User’s Guide, McChrystal offers an entirely new way to understand risk and master the unknown – focused not on odds, but on a readiness to respond – and shares his battle-tested system for detecting and responding to risk. Using real-life examples from his military experiences and the business world, he illustrates the ten dimensions of control that organizations can use to maintain healthy Risk Immune Systems and identify, analyze, and exert mastery over any type of risk they might face. With McChrystal’s hard-won guidance, groups will walk away with practical exercises to improve preparedness and resistance to build a strong defense against what we know—and what we don't.


Susan K. Neely, President & Chief Executive Officer, American Council of Life Insurers


General Stan McChrystal (Ret), Former Commander of U.S. and International Forces in Afghanistan, and Co-Founder of The McChrystal Group

11:15-11:45 AM

Mid-Morning Break


Concurrent Sessions

1. Legal/Compliance Focus Session

Advancing Fairness at Work Through Robust- and EEO-Compliant- Diversity, Equity and Inclusion Efforts

There is a well-documented business case for workplace diversity, which has grown even more compelling in the last year. Indeed, given a renewed national focus on social justice issues and expectation that organizations will work harder to promote fairness and prevent discrimination, now is an especially good time for life insurance companies to build greater structure, discipline, and intentionality around their Diversity, Equity, and Inclusion (DEI) efforts.  This presentation will examine some of the missteps life insurance companies should avoid when responding to and seeking to address concerns around workplace equity and DEI. We will address the legal and practical parameters within which effective DEI programs operate, and offer tips and strategies on how to implement bold programs that produce real results, while minimizing EEO noncompliance.

Irma Solares, Shareholder, Carlton Fields


Manny Alves, Senior Vice President and General Counsel, John Hancock

Samuel Ramos, Chief Legal Officer, General Counsel & Secretary, Global Atlantic Financial Group

Rae Vann, Shareholder, Carlton Fields

2. Finance/Investment Focus Session:


Private Placements and Sizing Alternatives Portfolios
Private placements are changing due to regulatory environment, ratings (or not) and structure. What’s happing in the private placement space, how does it affect insurers and how to invest in the new environment. Additionally, how should insurance companies think about sizing their alts portfolio such that they're not forced to sell or stop making commitments during market drawdowns?  In 2008 some insurers either stopped making commitments, or worse yet, sold at the lows in the market.


Donna Ennis, Vice President & Senior Portfolio Manager, Federated Insurance Companies


Marshall Merriman, Managing Director, BlackRock
Stephen Smith, Managing Director and Head of Insurance Analytics, Neuberger Berman Investment Advisers LLC

3. Trends & Technology Lightning Talks 


a)  The NextWave of Life & Retirement Insurance
The pace of innovation, change and disruption in the insurance sector has never been greater and insurance leaders must continue to reimagine their businesses to thrive in today’s new normal.   Life insurers are diversifying their offerings, investing in tech-enabled solutions and modernizing their capabilities. This session will explore the trends and topics that insurers face now, next and beyond, and what insurers must do excel and thrive.  The NextWave of Insurance is now... are you ready



Nicole Michaels, Global Insurance Business Transformation Leader, EY

b) Building Financial Confidence in the New Normal: The Guardian Study of Financial and Emotional Confidence

What do Americans need to build greater financial confidence in the post-pandemic world? The Guardian Study of Financial and Emotional Confidence provides insights that support industry advocacy.  In this session we will reveal the data shows that those that Americans who own whole life insurance, have a financial plan and work with a financial professional are more financially confident--and have higher emotional confidence--than those that do not despite demographic factors such as income, education, age or gender, and how insurance companies and financial advisors can harness these insights to drive more meaningful relationships with consumers and help them achieve greater financial confidence.


Gene Lanzoni, Second Vice President, Enterprise Content and Thought Leadership, Guardian Life

4. Session to be Announced

12:45-1:30 PM

Lunch Break

12:45-1:30 PM

CEO PAC Event with Member of Congress (By invitation only) 

1:30 - 2:30 PM


Concurrent Sessions

1. Legal/Compliance Focus Session

Trustworthy Artificial Intelligence: Mitigating Unintended Adverse Outcomes

Advanced technologies, such as artificial intelligence (AI), biometrics and augmented reality applications, are creating exciting opportunities for life insurers. But research has highlighted how apparently “neutral” technologies can potentially produce unintended outcomes – including inaccurate or biased results – without proper governance. In recognition of these risks, the NAIC adopted “Guiding Principles” that apply to all AI actors. This panel will explore the ways inaccuracies and unintended biased outcomes can occur, explain how to take the initiative in developing an AI risk strategy, and discuss best practices in governance when integrating AI into your organization.


Mary Jane Wilson-Bilik, Partner, Eversheds Sutherland (US) LLP

Andrew Mais, Commissioner, Connecticut Insurance Department
Mallary Reznik, Senior Vice President and Deputy General Counsel, Consumer Insurance, AIG

2. Finance/Investment Focus Session

Impact Investing & Insurance Assets:  A Complementary, Long Term Fit
For insurers seeking to increase exposure to impact investments, this discussion will highlight a spectrum of opportunities across different asset classes. Panelists will also share implementation strategies, including how some insurers have incorporated impact into portfolio construction and how they conduct ongoing reporting/monitoring against impact objectives.


John Mangan, Vice President & Deputy State Relations, American Council of Life Insurers
Jeff Brenner, President & Chief Executive Officer, IMPACT Community Capital

Martin King, Managing Director and Head of Impact Investments, New York Life
Reuben Teauge, Director, Impact Investments Corporate Social Responsibility, Prudential Financial, Inc.

3. Trends & Technology Lightning Talks

       1) Overcoming the Myth of the 5c's: How to Avoid the 5 Most Common                     Fears Related to Flexible Work


Many leaders have avoided implementing flexible working initiatives because of a fear of losing the Five C's - Control, Culture, Collaboration, Contribution and  Connection.  Manar Morales, a long-time thought-leader and advisor on the benefits of flexible working initiatives, will explain why these fears do not have to be a reality. She will guide attendees through the strategies and support systems that are essential to the success of a flexible or hybrid workforce.  Learn how to create a flexible working initiative that improves productivity, recruitment, retention, employee satisfaction and profitability, while also maintaining control, culture, collaboration, contribution and connection.  Don't miss this unique opportunity to learn how to implement a successful flexibility initiative and navigate this new phase in the evolution of the future of the workplace



         Manar Morales, President & CEO, Diversity and Flexibility Alliance

4.  Paid Family and Medical Leave: What Works for Workers

Policy and industry leaders will discuss how federal and state policymakers can achieve a comprehensive paid family and medical leave policy more quickly with less cost by building on the existing strong private paid leave system. Current actions in the states and in Congress will be reviewed, and panelists that prioritize work wellbeing and caregiving in America.


Susan Neely, President and CEO, ACLI



Dan Fishbein, President, U.S., Sun Life Financial

Amy Friedrich, President, U.S. Insurance Solutions, Principal Financial Group

Senator Sarah McBride, Delaware

Adrienne Schweer, Fellow, Bipartisan Policy Center

2:30 - 2:45 PM


Afternoon Break

Sponsored by


2:45 - 3:15 PM

General Session with Featured Speaker II

3:15 - 3:30 PM



3:45- 4:30 PM


Special Activity

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