AGENDA Thursday, December 14 7:30 am 8:15 am Registration and networking breakfast Opening remarks Keynote Transformational Analytics Speakers:

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1 AGENDA Thursday, December 14 7:30 am 8:15 am Registration and networking breakfast 8:15 am 8:30 am Opening remarks Dave Hollander- Global Insurance Advisory Lead, EY 8:30 am 9:00 am Keynote Eric Steigerwalt- President & CEO, Brighthouse Financial 9:00 am 9:45 am Transformational Analytics The evolution of data and analytics creates transformational opportunities in insurance companies. Whether those opportunities come from new insights into business opportunities, risks insurers face or the way they interact with customers, leading insurers are capturing the potential and delivering better value to their clients and shareholders. Hear how leading companies are leveraging analytics to transform their businesses. Hamilton Faris- Head of Data and Analytics, LearnVest Gina Papush- Global Chief Data and Analytics Officer, QBE Satadru Sengupta- General Manager, Insurance, DataRobot Moderator: David Bassi- Executive Director, EY 9:45 am 10:30am Digitization and value creation During this session, the findings from three recent studies conducted by ACORD, including one that examined digital maturity for the largest 100 insurers globally and its impact on performance will be shared. Additionally, Bill will discuss highlights from two recent value creation studies on the P&C and Life insurance industries. Speaker: Bill Pieroni- President & CEO, ACORD 10:30 am 11:00 am Networking refreshment break P&C TRACK LIFE TRACK 11:00 am 11:40 am Investing in their future: Insurers take new approach with venture funds Are the increasing investments in InsurTech venture funds by a growing number of insurers a longer term shift in investment strategy or a short term opportunity? Understanding how Tax reform and the insurance industry Congress and the Trump Administration will focus this fall on legislation aimed at making comprehensive reforms to the tax code. If successful, the bill will likely impact most aspects of taxation of individuals, families, and businesses. The changes are expected to

2 insurance-backed venture funds may differ from traditional investment strategies, and what they mean for an insurer s innovation efforts is the focus of this panel. Hear from companies with corporate venture arms on how they use the funds, what their experience has been in working with startups, how they identify targets for investment, how they measure success, and how the funds support their overall efforts to drive profitable growth through innovation. Dan Reed, Managing Director, American Family Ventures Scott Sanchez- Chief Innovation Officer, Nationwide Moderator: Matthew Josefowicz- President & CEO, Novarica 11:40 am 12:20 pm Blockchain: Moving from concept to reality Practical insights and interactive discussion centered around a working marine blockchain case study: From Proof of Concept to Production Complexities to manage and overcome Delivery of the benefits Speaker: Ian Meadows- Senior Manager, EY be significant and could dramatically change the way insurance companies are taxed, the way some insurance products are taxed, and change the incentives for retirement savings. New rules regarding the tax treatment of reserves and other items will affect all aspects of the operation of insurance companies, including product development and pricing, compliance systems and IT, and not just the preparation and filing of the company's tax return. Executives must understand the far reaching impact of tax reform in order to prepare strategies to minimize adverse consequences and take advantage of planning opportunities. Derek Dorn- Managing Director and Head of Regulatory Engagement & Public Policy, TIAA Tom Gibbons- SVP, Corporate Treasury, Tax and Enterprise Consulting, Pacific Life Moderator: Ann Cammack- Principal, EY Appealing to investors in the digital age Companies are harnessing technology and data advancements to support the speed of their analysis and reporting accuracy and granularity. Life and annuity investors are also responding to marketplace changes such as aging populations and FinTech adoptions. Hear what s appealing to investors in a digital age, what their primary basis is for their investor story and how they tell their story to show company value and growth. Colin Devine- Principal, C.Devine & Associates Thomas White- SVP, Investor Relations, Unum Group

3 12:20 1:30 pm Networking lunch Moderator: Evan Bogardus, Partner, EY 1:30 pm 2:15pm The Chief Digital Officer: The rise of this critical leadership role Becoming more digital is no longer an option- it s an imperative. The role of the CDO is quickly increasing in importance and prominence. This discussion among CDOs will discuss their involving role including: What strategies are being used to drive digital transformation? How is success being measured? What hurdles are being encountering? Where do they fit in the organization now and in five years? Andrew Breen- SVP, Digital, Argo Group Raj Chakraborty- CDO, Lincoln Financial Gareth Ross- Head of Digital and Customer Experience, MassMutual Moderator: Bernhard Klein Wassink- Principal, EY 2:15 pm 3:00 pm Digital transformation case studies The insurance ecosystem is undergoing a digital transformation and providers must produce solutions to improve customer engagement, reduce operating costs, and accelerate an insurer s market growth. InsurTech enables carriers to re-visit their business models, acquire customers through new channels, and create the essential user experience. Jill Peckingham- Senior Manager, EY Doug Shank- Senior Manager, EY 3:00 pm 3:45 pm Modernizing today s insurer Today s insurance executives are faced with a myriad of external forces that affect their business including; a challenging economic environment, sluggish organic growth prospects, changing regulatory priorities, insurtech opportunities and changing customer demands. Internal challenges driven by an aging workforce, talent and leadership shortages, and the rise of robotics only serve to increase the degree of difficulty in managing through any meaningful program. While front office initiatives such as direct to consumer or business to business platforms get the most attention, middle and back office modernization efforts are critical to an insurer s earnings growth and ROE sustainability. Hear this group of executives discuss what they are doing with legacy processes and technologies to ensure their organization s viability going forward. Amy Friedrich- President, US Insurance Solutions- Principal Insurance

4 Ron Guerrier- CIO, Farmers Insurance Moderator: Doug French- Principal, EY 3:45 pm 4:00 pm Networking refreshment break 4:00 pm 4:30 pm Keynote interview J Stephen Zielezienski- SVP, Corporate Secretary & General Counsel, AIA Moderator: Gail McGiffin- Principal, EY 4:30 pm 5:15 pm Innovation inspiration: a look outside of insurance Innovation is an imperative for growing companies. Leading innovators have embraced disruption and transformed the way businesses and customers interact. In this session, leaders from outside of the insurance industry will share experiences and successes from their companies. How can the insurance industry learn from others a few steps ahead? Barbara Humpton- President & CEO, Siemens Government Technologies Kate Sampson- VP, Risk Solutions, Lyft Moderator: Thom Cranley- Principal, EY 5:15 pm 7:00 pm Cocktail reception Friday, December 15 7:30 am - 8:25 am Registration and networking breakfast 8:25 am- 8:30 am Opening remarks 8:30 am 9:00 am Keynote Speaker: Tricia Griffith, President & CEO, Progressive 9:00 am 10:00 am Diversity and inclusiveness as a growth driver Diversity and inclusiveness (D&I) continues to be at the forefront of corporate America. During this session, we ll discuss how strategic focus on D&I has become a key part of many insurance companies growth strategy. o Tricia Griffith President & CEO, Progressive o Barbara Turner EVP, Chief Administrative Officer, Ohio National o Terrance Williams- EVP, CMO & President, Emerging Businesses, Nationwide o Moderator: Karyn Twaronite- Global Diversity and Inclusiveness Officer, EY 10:00 am 10:15 am Networking refreshment break

5 10:15 am- 10:55 am A conversation with NAIC leaders Andy Beal- COO & Chief Legal Officer, NAIC Michael Consedine- CEO, NAIC Ted Nickel- President, NAIC Moderator: John Santosuosso- Global Insurance Assurance Lead, EY 10:55 am 11:40 am Insider knowledge: Insurance experience gives InsurTech leaders an edge A number of InsurTech innovators draw on their experience from working in the insurance industry to deliver more effective solutions than tech companies that have no insurance knowledge. Our panel of InsurTech executives all previously worked within the insurance industry and will share their unique insights to the challenges-- and opportunities--for the insurance industry as it pursues an innovation strategy. Phil Edmundson Founder, Corvus Insurance Andrew Robinson- Executive in Residence, Oak HC/FT Piyush Singh- CEO & Founder, Terrene Labs Moderator: Guy Fraker- Chief Innovation Officer, Insurance Thought Leadership 11:40 am 12:25 pm The future of work in insurance The work performed within insurance companies is undergoing a radical shift. The convergence of human, technological and market forces will reshape roles and processes from product design and sales, to underwriting, claims and service, to the back-office functions of finance, actuarial and IT. Robots will become a significant portion of the workforce. Full-time employees will be supplemented by workers from a variety of sources. The Internet of Things (IoT) will fundamentally change product offerings. Talent will be more important than ever in this new world. In fact, it will be a top priority for senior executives and boards, because the ability to attract, lead and retain the best people will determine who thrives. With many strategic choices ahead of them, insurance leaders must ask, Am I preparing the organization fast enough and in the right way? In this session, senior executives and board members will discuss their perspectives on how their workforces will be reshaped strategies to prepare their workforce for the future of work providing differentiated work experiences to their associates drive performance, engagement and retention Marcus Cooper- Head of Middle Middle Markets- Zurich North America Donna Peeples- CCO, Pypestream Grace Vandecruze- Managing Director, Grace Global Capital Sean Woodroffe- SVP, HR Business Partner, TIAA Moderator: Charlie Mihaliak- Principal, EY

6 12:25pm 12:30 pm Closing remarks Dave Hollander- Global Insurance Advisory Lead, EY