2023 Executive Summit — American Fraternal Alliance

Top fraternal executives will meet up to address industry challenges, to connect and to conduct the business of the association at the Executive Summit. Top notch programming will allow our leaders to find and share solutions and to get the latest on trends, compliance and economic indicators.

Invitation Only: Fraternal CEOs and their hand-picked executives are eligible to attend this event.

SPECIAL OFFER: Fraternal member societies will receive a special discount code for TWO $500 stipends towards two registrations for a total discount of $1,000. These Board-approved stipends will increase networking and collaboration – be sure to plan on attending and using this significant member benefit! Ask your society’s CEO if you are eligible to use one of the available stipends. Please click here for more information and contact info@fraternalalliance.org with any questions.

EVENT SCHEDULE

    Tuesday, September 12
  
    2:00 – 4:30 p.m.
    Alliance Board Meeting (Closed)
  
    2:00 – 6:00 p.m.
    Registration and Event Information Desk
Grand Oaks Foyer
  
    6:00 – 7:00 p.m.
    Welcome Reception with Fraternal Career Development Students
Grand Oaks Pavilion
Dinner on Own
  
Wednesday, September 13
  
    7:00 a.m. – 4:15 p.m.
    Registration and Event Information Desk
Prairie Foyer
  
    7:45 – 8:45 a.m.
    Networking Breakfast
Prairie A & B

    8:15 – 8:30 a.m.
    Off The Record with New Society Executives
Prairie A & B (During Breakfast)

    9:00 – 9:30 a.m.
    Welcoming Remarks and State of the Fraternal Sector
Allison Koppel, CEO, American Fraternal Alliance
Prairie C & D
  
    9:30 – 10:30 a.m. 
    Session 1: Thinking Bigger: Innovation in the Fraternal Sector
Presented by Paul Mlodzik, CEO, PM Consulting Inc.
Moderated by Jason Bordui, President & Founder, Balanced Growth Consulting
Prairie C & D
Fraternal life insurers are at a crossroads – courage and vision are necessary to pick the right path as you face both challenges and opportunities. Understanding your society’s true financial situation, selling more products and engaging members are the best chances at sustainability. Making these decisions is tough and the executive team and board must be aligned on the strategy. Our two experts can help your society prepare to analyze, understand and research options for the future.

    10:30 – 11:00 a.m.
    Networking Break
  
    11:00 a.m. – 12:00 p.m.
    Session 2: A Fraternal Renaissance: Faithlife Financial Becomes Serenia Life

Presented by Duane Zappitelli, Vice President, Sales & Distribution, Serenia Life

Moderated by Lesley Mann, Chief Marketing & Distribution Officer, GBU Financial Life
Prairie C & D
Learn how a traditional fraternal life insurer blew up its brand and developed a new strategy to address a questionable future. Duane Zappitelli will guide us through Serenia Life’s process which may shock you with its bold new direction that’s still in motion.

    12:00 – 1:00 p.m.
    Lunch and Advocacy Update
Prairie A & B
Drew Goesl with Capitol Counsel takes the stage during lunch to provide an advocacy update and discuss the congressional environment.
  
    1:00 – 1:15 p.m. 
    Networking Break

    1:15 – 2:15 p.m. 
    Session 3: Life Insurance and Annuity Trends

Presented by John Carroll, Senior Vice President, Head of Insurance & Annuities (US/Canada), LIMRA/LOMA

Moderated by Lisa Bickus, CEO, 1891 Financial Life
Prairie C & D
Dive into the latest LIMRA/LOMA data that examines life insurance sales as well as, the mindset of consumers and what they want when it comes to financial security. John Carroll breaks down the data by generation, gender, even ethnicity to show society leaders how they can capitalize on the changing landscape.

    2:15 – 2:30 p.m. 
    Networking Break

    2:30 – 3:30 p.m.
    Session 4: Economic Update
Presented by Anthony Minopoli, Executive Vice President & Chief Investment Officer, Knights of Columbus
Moderated by Ryan Gregg, Secretary/Treasurer & CFO, Polish Falcons of America
Prairie C & D
Explore the current and future state of the economy with Knights of Columbus’ Chief Investment Officer, Anthony Minopoli. Anthony will provide an economic update tailored to fraternal executives and share his insight on how to ensure your society is aligned for success when it comes to investment strategies. 
  
    3:30 – 4:15 p.m.
    Fraternal Collaboration Stations
Prairie A & B
The fraternal sector is beaming with knowledge and expertise. The Fraternal Collaboration Stations are designed to tap into those resources. Society leaders will have the opportunity to seek out and share advice on industry challenges. 
  
    4:15 p.m.
    Adjourn for the Day
  
    5:30 – 6:30 p.m.
    Reception
Grand Oaks Terrace
  
    6:30 – 8:30 p.m.
    Celebration Dinner
Grand Oaks Pavilion
  
Thursday, September 14
  
    7:00 – 11:30 a.m.
    Registration and Event Information Desk
Prairie Foyer
  
    7:30 – 8:30 a.m.
    Networking Breakfast
Prairie A & B
  
    8:35 – 8:45 a.m.
    Annual Business Meeting
Prairie C & D
The Alliance Board of Directors conducts the Annual Business Meeting. Delegates should attend to vote on important business regarding the Alliance. 
  
    9:00 – 10:00 a.m. 
    Session 5: Moving Fraternal Governance in the Right Direction
Presented by Steve Barth, Senior Partner, Foley & Lardner LLP
Moderated by John Borgen, President & CEO, Catholic Financial Life
Prairie C & D
Good governance is critical to our sector’s success…societies that don’t have it will continue to struggle. This workshop will peel back the layers of good governance to examine how your society can turn current areas of improvement into strengths. Plus, how to ensure your board of directors and executive staff are supportive and aligned in decision-making. Steve Barth will share real life examples and breakthroughs from the fraternal benefit sector as well as key takeaways from other industries.
  
    10:00 – 10:15 a.m.
    Networking Break
  
    10:15 – 11:15 a.m. 
    Session 6: COVID Mortality and Life Insurance
Presented by Patrick Nolan, Senior Experience Studies Actuary, Society of Actuaries
Moderated by Ken Laugel, President & CEO, UTUIA
Prairie C & D
In an encore to his Spring Symposium session, Patrick Nolan will give attendees updated research and trends on COVID mortality and other health issues that are taking the industry by surprise. Those who were in his rapt audience at the spring session will enjoy the latest chapter in this fascinating Societies of Actuaries story based on its analysis of millions of life insurance claims.
  
    11:20 a.m.
     Closing Remarks and Adjournment
  
This is a developing schedule and subject to change.

Tuesday, September 12
2:00 – 4:30 p.m.	Alliance Board Meeting (Closed)
2:00 – 6:00 p.m.	Registration and Event Information Desk Grand Oaks Foyer
6:00 – 7:00 p.m.	Welcome Reception with Fraternal Career Development Students Grand Oaks Pavilion *Dinner on Own*

Wednesday, September 13
7:00 a.m. – 4:15 p.m.	Registration and Event Information Desk Prairie Foyer
7:45 – 8:45 a.m.	Networking Breakfast Prairie A & B
8:15 – 8:30 a.m.	Off The Record with New Society Executives Prairie A & B (During Breakfast)
9:00 – 9:30 a.m.	Welcoming Remarks and State of the Fraternal Sector Allison Koppel, CEO, American Fraternal Alliance Prairie C & D
9:30 – 10:30 a.m.	Session 1: Thinking Bigger: Innovation in the Fraternal Sector Presented by Paul Mlodzik, CEO, PM Consulting Inc. Moderated by Jason Bordui, President & Founder, Balanced Growth Consulting Prairie C & D Fraternal life insurers are at a crossroads – courage and vision are necessary to pick the right path as you face both challenges and opportunities. Understanding your society’s true financial situation, selling more products and engaging members are the best chances at sustainability. Making these decisions is tough and the executive team and board must be aligned on the strategy. Our two experts can help your society prepare to analyze, understand and research options for the future.
10:30 – 11:00 a.m.	Networking Break
11:00 a.m. – 12:00 p.m.	Session 2: A Fraternal Renaissance: Faithlife Financial Becomes Serenia Life Presented by Duane Zappitelli, Vice President, Sales & Distribution, Serenia Life Moderated by Lesley Mann, Chief Marketing & Distribution Officer, GBU Financial Life Prairie C & D Learn how a traditional fraternal life insurer blew up its brand and developed a new strategy to address a questionable future. Duane Zappitelli will guide us through Serenia Life’s process which may shock you with its bold new direction that’s still in motion.
12:00 – 1:00 p.m.	Lunch and Advocacy Update Prairie A & B Drew Goesl with Capitol Counsel takes the stage during lunch to provide an advocacy update and discuss the congressional environment.
1:00 – 1:15 p.m.	Networking Break
1:15 – 2:15 p.m.	Session 3: Life Insurance and Annuity Trends Presented by John Carroll, Senior Vice President, Head of Insurance & Annuities (US/Canada), LIMRA/LOMA Moderated by Lisa Bickus, CEO, 1891 Financial Life Prairie C & D Dive into the latest LIMRA/LOMA data that examines life insurance sales as well as, the mindset of consumers and what they want when it comes to financial security. John Carroll breaks down the data by generation, gender, even ethnicity to show society leaders how they can capitalize on the changing landscape.
2:15 – 2:30 p.m.	Networking Break
2:30 – 3:30 p.m.	Session 4: Economic Update Presented by Anthony Minopoli, Executive Vice President & Chief Investment Officer, Knights of Columbus Moderated by Ryan Gregg, Secretary/Treasurer & CFO, Polish Falcons of America Prairie C & D Explore the current and future state of the economy with Knights of Columbus’ Chief Investment Officer, Anthony Minopoli. Anthony will provide an economic update tailored to fraternal executives and share his insight on how to ensure your society is aligned for success when it comes to investment strategies.
3:30 – 4:15 p.m.	Fraternal Collaboration Stations Prairie A & B The fraternal sector is beaming with knowledge and expertise. The Fraternal Collaboration Stations are designed to tap into those resources. Society leaders will have the opportunity to seek out and share advice on industry challenges.
4:15 p.m.	Adjourn for the Day
5:30 – 6:30 p.m.	Reception Grand Oaks Terrace
6:30 – 8:30 p.m.	Celebration Dinner Grand Oaks Pavilion

Thursday, September 14
7:00 – 11:30 a.m.	Registration and Event Information Desk Prairie Foyer
7:30 – 8:30 a.m.	Networking Breakfast Prairie A & B
8:35 – 8:45 a.m.	Annual Business Meeting Prairie C & D The Alliance Board of Directors conducts the Annual Business Meeting. Delegates should attend to vote on important business regarding the Alliance.
9:00 – 10:00 a.m.	Session 5: Moving Fraternal Governance in the Right Direction Presented by Steve Barth, Senior Partner, Foley & Lardner LLP Moderated by John Borgen, President & CEO, Catholic Financial Life Prairie C & D Good governance is critical to our sector’s success…societies that don’t have it will continue to struggle. This workshop will peel back the layers of good governance to examine how your society can turn current areas of improvement into strengths. Plus, how to ensure your board of directors and executive staff are supportive and aligned in decision-making. Steve Barth will share real life examples and breakthroughs from the fraternal benefit sector as well as key takeaways from other industries.
10:00 – 10:15 a.m.	Networking Break
10:15 – 11:15 a.m.	Session 6: COVID Mortality and Life Insurance Presented by Patrick Nolan, Senior Experience Studies Actuary, Society of Actuaries Moderated by Ken Laugel, President & CEO, UTUIA Prairie C & D In an encore to his Spring Symposium session, Patrick Nolan will give attendees updated research and trends on COVID mortality and other health issues that are taking the industry by surprise. Those who were in his rapt audience at the spring session will enjoy the latest chapter in this fascinating Societies of Actuaries story based on its analysis of millions of life insurance claims.
11:20 a.m.	Closing Remarks and Adjournment
This is a developing schedule and subject to change.

REGISTRATION FEES

Fraternal Member Staff/Board: $750 per person
Guest/Significant Other: $175 (includes 2 receptions)
Non-Member: Not eligible to attend

Online registration closes at the end of day on September 6, 2023, if you need to register after that date, please contact info@fraternalalliance.org.

Executive Summit sponsors are limited to two attendees per company. Complimentary registration codes will be provided by the Alliance.

HOTEL INFORMATION

The beautiful Hyatt Lodge sits in a wooded and spacious setting and offers attendees multiple places to gather and network. Registrants should check their confirmation email for the hotel block link.

Hyatt Lodge
2815 Jorie Blvd, Oak Brook, IL 60523
Alliance group rate: $169 per night
Room block deadline: August 25, 2023

CANCELLATIONS & TRANSFERS

All cancellations must be submitted in writing to info@fraternalalliance.org.

The following cancellation rules apply to event registrations only. Please see sponsor agreements for applicable rules regarding these items.

Cancellations on or Before August 12, 2023

For cancellation requests received in writing on or before August 12, 2023, event registrations can be transferred to another individual at no cost or refunded less a $25 cancellation fee.

Cancellations After August 12, 2023

Cancellation requests received within 30 days of the first scheduled day of the event: the Alliance will not refund registration fees. Guest registration fees will be refunded less a $25 cancellation fee.

What happens to my registration if American Fraternal Alliance cancels the event?

Attendees will be notified in writing within 48 hours of formal decision of cancellation. If the Alliance cancels an in-person event, attendees can convert their registrations to virtual, if applicable, and receive a refund of the difference between registration fees. Attendees can also choose to receive a full refund of registration fees. Optional activity and guest registrations will be automatically refunded.

The Alliance will provide specific instructions for cancelling hotel rooms at the official event hotel. Additional travel arrangements must be cancelled by individuals.

If you have any questions, please email info@fraternalalliance.org or contact the office at (630) 522 - 6322.