BOARD OFFICERS

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1 2018

2 Welcome to Hotel Emma and the 2018 Round Up! We ve assembled another impressive panel of presenters that includes some of our state s most influential leaders and industry experts, all of whom will share their insight and forecasts on topics and developments important to our industry. Your attendance at the 2018 Round Up reinforces your commitment to TALHI s success. Your support makes possible the leadership, unity and resourcefulness that this organization provides on behalf of all of us. Kari King TALHI Chair Thank you for being here and for your continued support to make TALHI a respected and effective voice for our industry. Have a great time! BOARD OFFICERS Suzanne Loomis Primerica TALHI Vice Chair Kandice Sanaie Cigna TALHI Secretary Kari King USAA TALHI Chair Mark Williams National Farm Life TALHI Treasurer Gil Valdes New York Life Insurance Company Immediate Past Chair BOARD OF DIRECTORS Dwain Akins American National Insurance Company R. Gary Allen Aflac John Camillo Kemper Life and Health Joan Cleveland SWBC Life Insurance Company Chris Munson Landmark Life Ron Doughty Prudential Eric Dupont Guardian Ted Kennedy AIG Tom Mays Pacific Life Lee Spangler Blue Cross & Blue Shield of Texas John Stuckemeyer State Farm Insurance Company Keith Jones National Life Group 1

3 TALHI and LIPAC thank you for your generous support during the past year: Inner Circle The Inner Circle denotes those companies who have donated at least $1000 in personal or PAC contributions to the TALHI LIPAC since the last Round Up annual meeting. American Fidelity American National BCBS of Texas GPM Life Landmark Life MetLife National Farm Life SWBC Life Trustmark USAA Incentive Program Participants AIG Aflac Allstate Cigna Croy-Hall Mutual of Omaha National Life Group Pacific Life Primerica Prudential Reliable Life One Voice LIPAC enhances TALHI s ability to effectively represent your company in the legislative and regulatory arenas and ensures that the voice of our industry is heard in the state s election process. 2

4 Schedule of Events Monday, September 24, :00 a.m. Golf Breakfast/Tournament/Lunch (The Quarry Golf Club) 7-8 am Breakfast & Warm Up 8 am-noon Tournament Noon-1 pm Awards Luncheon 3:00 p.m. Board Meeting (Cellar J) 4:00 p.m. Registration Desk Open (Elephant Cellar Foyer) 5:30 p.m. Welcome Reception (Courtyard) 7:00 p.m. LIPAC Incentive Dinner: LIPAC Incentive Qualifiers Only (Cellar J) 8:15 p.m. LIPAC Riverwalk Cruise: LIPAC Incentive Qualifiers Only Tuesday, September 25, :00 a.m. Registration Desk Open (Elephant Cellar Foyer) 8:30 a.m. - 10:00 a.m. Optional Activity: CLE Breakfast (Gold Room) Andrew Cates, Texas Nursing Association Cash Rules Everything Around Me: The State of Campaign Finance and Lobbying Regulations on Individuals and Organizations Engaging in Texas Politics 10:00 a.m. TALHI Policy Committee Meeting (Gold Room) CONFERENCE SESSIONS BEGIN (Elephant Cellar) 1:00 p.m. Welcome Kari King, TALHI Chair 1:10 p.m. State of the Association Jennifer Cawley, TALHI 1:30 p.m. Texas Politics: A Closer Look Jim Henson, Texas Politics Project, University of Texas at Austin 2:15 p.m. Hot Topics at NCOIL and NAIC Karen Melchert, ACLI 3:00 p.m. Networking Refreshment Break 3:15 p.m. Key Issues at TDI Chris Herrick, TDI Jamie Walker, TDI 4:15 p.m. Legislative Panel Chairman Larry Taylor, Texas Senate Chairman John Smithee, Texas House State Representative Rodney Anderson State Representative Chris Turner State Senator José Menéndez Mike Meroney, Meroney Public Affairs 5:15 p.m. AFTERNOON SESSION ADJOURNS 3

5 Schedule of Events 5:15 p.m. Legislative Appreciation Reception Qualified Donors Only (Cellar K) 6:00 p.m. Gala Reception (Cellar J & Courtyard) 7:00 p.m. Gala Dinner (Elephant Cellar) Wednesday, September 26, :00 a.m. Breakfast Buffet (Elephant Cellar) Download the TALHI Round Up Mobile App Access the full schedule, speaker bios, attendee info, and other conference information in the palm of your hand! Brought to you by: EXECUTIVE ROUND TABLE SESSIONS (Elephant Cellar) 9:00 a.m. What s Happening with Health Insurance in America? Mara Osman, AHIP 9:30 a.m. Insurance in the Digital Age Jigar Gandhi, ACLI 10:00 a.m. Cybersecurity Chris Humphreys, The Anfield Group 10:30 a.m. Networking Refreshment Break 10:45 a.m. TALHI Priorities for the 2019 Legislative Session Jennifer Cawley, TALHI Jay Thompson, Thompson Coe Cousins & Irons, LLP Shannon Meroney, Meroney Public Affairs Mike Meroney, Meroney Public Affairs 11:45 a.m. Conference Adjourns A special thanks to the sponsors of our educational programming: 4

6 Upcoming Events 2019 TEXAS LEGISLATIVE FORUM & LOBBY DAY SPRING ROUND UP SEPTEMBER 23-25, 2019 Horseshoe Bay, Texas 5

7 Regular Members TALHI Members AFLAC AIG Allstate American Fidelity Group American National Insurance Company Americo Group American Memorial Life Insurance Company Axa Best Life & Health Insurance Company Blue Cross and Blue Shield of Texas Brighthouse Central Security Life Insurance Company Central States Group Cigna Colonial Life Insurance Co. of Texas Conseco Insurance Group Croy-Hall Management, Inc. Funeral Directors Life Insurance Company Genworth Germania Life Insurance Co. Government Personnel Mutual Life Insurance Company Guardian Life Insurance Company Kemper Corporation/Reliable Life Landmark Life Insurance Company MetLife Mutual of Omaha Group National Farm Life Insurance Company National Life Group National Teachers Associates Life Insurance Company National Western Life Insurance Company Nationwide New Era Life Insurance Company New York Life Group Pacific Life Insurance Company Primerica Prudential Security Benefit Southern Farm Bureau Group State Farm Insurance SWBC Life Insurance Company Trustmark Companies United Benefits, Inc. UnitedHealth Group USAA Life Insurance Company Zurich Insurance Group Associate Members Greenberg Traurig, LLP Jaynes Reitmeier Group Locke Lord LLP Thompson, Coe, Cousins & Irons, LLP Mitchell, Williams, Selig, Gates & Woodyard, P.L.L.C. Edison, McDowell & Hetherington, LLP Danny Saenz, JD Saenz & Associates Parkway Advisors Lewis & Ellis, Inc. JLK Rosenberger Rudd & Wisdom, Inc. Texas Life and Health Insurance Guaranty Assn. Frost Bank Winstead PC 6

8 Thank You Sponsors 1005 Congress Avenue, Suite 995, Austin, Texas Phone: (512) Fax: (512)

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