May 22-24, 2017 Westin Ft. Lauderdale Beach Resort; Ft. Lauderdale, FL. Tentative Conference Program

Transcription

1 Monday, May 22 1:00 5:30 P.M. Registration 3:00 4:00 P.M. May 22-24, 2017 Westin Ft. Lauderdale Beach Resort; Ft. Lauderdale, FL Tentative Conference Program Blockchain: Opportunities for Our Industry Allison Paz, FinTech Senior Analyst, Corporate Development & Strategy, BNY Mellon [Moderator] Asif Mohamed, Digital Solutions, J.P. Morgan Corporate and Investment Bank Jared Harwayne-Gidansky, PhD, VP & Deputy Global Head (North American Lead), Emerging Business & Technology Group, BNY Mellon The rapid emergence of Blockchain technology and distributed ledgers continue to evolve and show great promise across a broad range of business applications. This interactive discussion will focus on the current and potential opportunities for the industry. 4:00 4:15 P.M. Sponsored by State Street 4:15 5:15 P.M. State of the Industry Brandon D. Carter, Chairman & President, USAA Life Insurance Company, President, USAA Investment Management Company Carter will discuss the current state of the life insurance industry and the opportunities and challenges presented by the rapid changes we continue to see. Mr. Carter and his team are responsible for USAA Life Company and Investment Management Company s product development, pricing, performance, underwriting, fulfillment, service operations and USAA s Survivorship Experience. He also serves on the Board of Directors for the American Council of Life Insurers, as well as LL Global, the parent company of LIMRA and LOMA. 5:30 7:00 P.M. Opening Reception [open to all registered attendees and registered guests] Sponsored by Citi

2 Tuesday, May 23 7:00 8:00 A.M. Continental Breakfast 8:00 9:45 A.M. Welcome and Keynote Change Leadership: Creating a Different Tomorrow Gary Heil, Founder, The Center for Innovative Leadership, and Author Gary Heil inspires audiences with his passion for change, speaking about tested strategies for optimistic leadership toward a shared and attainable future. Offering practical, takeaway counsel on removing roadblocks, he shares proven guidelines for creating a different tomorrow that will lead to a win-win outcome for all team members while accelerating organizational change, such as: How optimistic leaders who are passionate about creating change foster a sense of hope and cultivate a contagious attitude of success Which reward structures enhance accountability and performance Why it is vital to communicate compelling reasons for change and why leaders must advance reasons that are both significant and achievable How effective leaders can lessen resistance, accelerate team responsibility for change, and obtain an outcome that will be worth the effort 9:45 10:00 A.M. Sponsored by InvestTech Systems Consulting 10:00 11:00 A.M. Cyber Security Update and What Companies Should Be Thinking About Larry Zelvin, Global Head for Cyber Security, Citi As cyber-attacks increase in both frequency and sophistication, the protection of client and proprietary data has become a major focus of the Global Financial Services Industry. Citi's Larry Zelvin, Global Head of Cyber Security will discuss best practices for cyber defense, fraud prevention. He will also present a live spear phishing attack to clearly demonstrate what it is like to be an attacker and to be attacked. Larry Zelvin is Citi's Global Head for Cyber Security and oversees a variety of Citi global teams that focus on Cyber Intelligence, Security Incident Management, Advanced Adversary "Hunting," Big Data Analysis, and Cyber Exercises. He also leads Citi's Cyber Security Fusion Centers (CSFC) located in Warren, NJ; Budapest, Hungary; and in Singapore. Prior to joining Citi, he was the Director of the National Cyber and Communications Integration Center (NCCIC) at the U.S. Department of Homeland Security and is a retired Navy Captain and Naval Aviator with 26 years of active service. 11:00 11:15 A.M Sponsored by InvestTech Systems Consulting

3 11:15 A.M. 12:15 P.M. Digital Transformation in Finance Timothy S. Arthur, Assistant Vice President, Financial Planning & Analysis, Lincoln Financial Group Denise D. Coates, Principal Director, Accenture Financial Services Accenture and Lincoln Financial Group will discuss the technological disruption occurring today across the industry. Accenture will cover some of the broader themes and trends driving the digital push, opportunities in Finance and Life Insurance and how to be successful in this climate. Lincoln will discuss how these digitization trends impact their company with examples including Robotic Process Automation (RPA), Data Visualization and Driver Based Forecasting. 12:15 1:00 P.M. Lunch Buffet Sponsored by KeyBanc Capital Markets 1:00 2:00 P.M. Breakout Sessions (Pick one of three) Treasury Breakout #1 Hot Topics in Treasury Kathy Hoffman, Vice President & Assistant Treasurer, Prudential Financial Stephanie Steele, Assistant Treasurer & Assistant VP, Transamerica This interactive session will offer a peer-to-peer open discussion forum enabling participants to freely discuss issues at the top of their agendas. The discussion will cover challenges and solutions with Treasury professionals from the industry. Finance/Accounting Breakout #1 Cost Management: What Really Works? Donald E. McNees, Partner, McLagan/Ward Group George A. Murphy, SVP- Total Rewards, HR Technology & Operations, Lincoln Financial Group Surprisingly the most widely used cost management tools are not the most effective. Hear the evaluation of 18 popular cost management tools and techniques from your peers including usage, financial impact ranking and ratings for use, from Aon/Ward Group s 2017 Expense Management and Financial Planning Practices Survey. Benefit from insights into the growth, expense and operating ratio impact of distribution channel structure, product mix and shared services actions peer organizations have taken. Discover what has characterized life, annuity, health, and retirement insurers that have achieved 20 30% expense ratio reductions. The need to manage expenses has the laser-focused attention of both industry boards and management. Don t miss this important perspective on how to follow the leaders in achieving impact. Investments Breakout #1 - Evolving Investment Accounting into Investment Controllership Richard (Rick) Smith, Managing Consultant, Insurance Lead, InvestTech Systems Consulting (now part of Accenture) Historically, insurance companies have had an Investment Accounting function. As operating environments have grown increasing complex, data management challenges have increased, and regulation has become a major concern. As such, many insurance companies have evolved their Investment Accounting teams into Investment Controllership functions. Investment Controllership involves design of the control environment, the functioning and testing of the control environment, while being less focused on performing the control procedures themselves. Investment Controllership works closely with the front office to facilitate complex transactions, plan and forecast investment results, and ensure financial statements adequately communicate the investment results, risk, and exposures. In this session, we will discuss the challenges of transitioning the Investment Accounting function into an Investment Controllership function. 2:00 2:15 P.M. Networking Sponsored by MUFG

4 2:15 3:15 P.M. Breakout Sessions (Pick one of two) Treasury & Finance/Accounting Breakout #2 Opportunities with Robotics Process Automation in Treasury & Finance Marcia Navarre-Haynes, Account Executive North America, Blue Prism [Moderator] Timothy S. Arthur, Assistant Vice President, Financial Planning & Analysis, Lincoln Financial Group Jason Pandolfo, Vice President, Head of Global Securities & Mortgage, MetLife This session will take a deeper dive into Robotics Process Automation (RPA) and how companies are utilizing the technology to help achieve cost efficiency while also opening the opportunity to allow skilled resources to focus on driving value creation for the business. Investments Breakout #2 Securities Finance: Regulations Impact on Returns and Trade Structures Owen Nichols, Managing Director for Global Markets, State Street Lance Doherty, Director Treasury, Pacific Life Insurance Co. Come examine how collateral reinvestment portfolios are structured differently today as a result of Dealers balance sheet constraints and less short-term issuance. While reinvestment spreads are generally richer, portfolios must be thoughtfully positioned as rate hikes will likely continue and market liquidity remains uncertain. From a demand perspective, collateral upgrade and carry trades combined with the uncertainty of interest rate policy all offer opportunity. However, how can Insurers best monitor the risks associated with their lending program, and do current returns warrant the continued investment in the product? 3:15 3:30 P.M. Networking Sponsored by MUFG 3:30 4:30 P.M. The New Trump Economics: Can it Create Jobs and Double Growth? Christopher Rupkey, CFA, Managing Director, Chief Financial Economist, MUFG Union Bank, N.A. Mr. Rupkey will take a look at the economy and markets and try to guess what Team Trump s economic policies might mean for the outlook in 2017 and Interest rate trends, economic spending, and market trends will be examined. There are not a lot of concrete plans yet from Washington, but we will assess what currently is known. Mr. Rupkey is Chief Financial Economist in the Economic Research Group, focusing on financial markets, Federal Reserve policy, and international economies including Japan. He is frequently quoted in the Wall Street Journal, Bloomberg News, Reuters, Yahoo, and other investor publications. 7:00 9:00 P.M. Networking Dinner Sponsored by BNY Mellon and Northern Trust This event is open to all registered conference attendees and registered conference guests at no additional cost. Wednesday, May 24 7:00 8:00 A.M. Continental Breakfast

5 8:00 9:00 A.M. Breakout Sessions (Pick one of three) Treasury Breakout #3 Treasury as a Strategic Partner Craig Jeffery, Managing Partner, Strategic Treasurer [Moderator] Karen Molloy, Vice President & Treasurer, Northwestern Mutual Life Insurance Co. Todd Picken, Corporate Vice President & Treasurer, MassMutual Financial Group Treasury has some clear responsibilities and some that can be defined by the individual in a treasury leadership role. How can treasury continue to add significant value to the organization? Technical value. Strategic Value. Business Value. Treasury can act as a vendor or as a Strategic Partner. Often they need to be the financial adult in a room to keep the organization on track or safe even when it isn t popular. This session will discuss different approaches, methods and behaviors that lead success in the quest to becoming a more strategic partner of the business. Finance/Accounting Breakout #3 Insurance Accounting Update Evan R. Bogardus, Partner, Financial Accounting Advisory Services, Ernst & Young LLP Hear an update on current accounting topics for the insurance industry and understand potential implications for your company. Investments Breakout #3 Service Provider Oversight and Governance for Investment Management Operations Mike Parrinello, Director, Banking, Insurance, and Capital Markets, Navigant [Moderator] James McClure, Vice President, Derivatives Accounting & Investment Reporting, PGIM, Inc. Richard Young, SVP, Head of North American Insurance Services, State Street Outsourcing is a somewhat controversial topic for the investment management operations functions in the insurance industry. In this panel, leading investment management experts from the insurance and consulting industries will explore pragmatic approaches that will help investment operations optimize their relationships with service providers. Panelists will share real-life lessons learned, and attendees are encouraged to put the panelists and moderator to the test with their biggest and most difficult service provider challenges. 9:00 9:15 A.M. 9:15 10:15 A.M. Creating the Conditions for Efficient Growth Alexander Bant, Advisory Leader, Finance, Gartner Only 60 companies in the S&P Euro 350 and Fortune 1000 have managed to grow faster and more consistently then their peers over the past 20 years, resulting in an annual 7% TSR premium for their shareholders. Recent research from the CEB has discovered what sets these companies apart. These Efficient Growth Leaders focus their Finance efforts on removing Growth Anchors - the unintended effects of finance processes or policies that draw resources and attention away from growth projects and risk taking. Attend this session to find out what your company can do to set itself apart to be an Efficient Growth Leader. 10:15 10:30 A.M.

6 10:30 11:30 A.M. Breakout Sessions (Pick one of three) Treasury Breakout #4 Understanding the Fraud Battlefield and How to Fight Craig Jeffery, Managing Partner, Strategic Treasurer [Moderator] Timothy J. Dwyer, Vice President & Assistant Treasurer, Nationwide Sarah Schaus, Assistant Treasurer & AVP, Allianz Life Insurance Co of North America Given the new developments by criminals, fraud has been netting them 10x, 100x, 1000x and more than they were able to steal in the past. This has changed the dynamics of fraud. In addition, your company and employees are being systematically surveilled over time. Criminals are looking for weaknesses and timing their attacks. They are patient. The calculus of this war has changed and has left corporate practitioners fighting this year s battles with last year s technology and methods. The proper response requires a far more muscular position and posture. Results of the 2017 major fraud and control survey will supplement this panel discussion and engage the audience to understand the points of exposure and attack and identify strategies and tactics to fight back effectively. Finance/Accounting Breakout #4 Hot Topics in Finance David Sanguinetti, Assistant Vice President Financial Analysis, National Life Group This interactive session will offer a peer-to-peer open discussion forum enabling participants to freely discuss issues at the top of their agendas. The discussion will cover challenges and solutions with Finance professionals from the industry. Investments Breakout #4 Investment Transformation Josh Goldfarb, Partner, Insurance Asset Management Practice, PWC [Moderator] Todd Picken, Corporate Vice President & Treasurer, MassMutual Financial Group Herve de Laforcade, Director, Investment Management Practice, Calypso Technology, Inc. David Stanton, Principal, Eagle Global Solutions, Eagle Investment Systems LLC This panel will discuss a technology journey pivotal to the success of CIO and middle office investment operations. They will review initiatives that improved performance through solutions for both collateral management and investment accounting sub-ledgers, and review all the key components that made the target-operating model a success. 11:30 A.M. Conference Adjourned