AGENDA

All times are listed in Eastern Time. The agenda is subject to change.

Monday, September 8

12:30 – 3:00 p.m. | Alliance Board Meeting (Closed) 

3:00 – 6:00 p.m. | Registration 

4:00 – 5:00 p.m. | Fraternal CFO Buzz Session
(Optional; sign up for this private event during registration process)

5:15 – 6:15 p.m. | Welcome Reception

Dinner on Own

Tuesday, September 9

7:00 a.m. – 3:30 p.m. | Registration 

7:45 – 8:45 a.m. | Networking Breakfast 

9:00 – 9:30 a.m. | Welcoming Remarks

9:30 – 10:15 a.m. | Session 1: The Right Track: Turning Industry Insight into Distribution Impact
Research, real-world moves, and mission-aligned growth in action.
• Bryan Hodgens, Head of Research, LIMRA
• Nick Cecere, Executive Vice President and Chief Distribution Officer, Thrivent

10:15 – 10:30 a.m. | Break

10:30 – 10:45 a.m. | Leadership Unplugged: CEO Mic Drop Moments
Defining decisions. Bold calls. Leadership that leaves a legacy.
• John Borgen, President and CEO, Trusted Fraternal Life

10:45 – 11:30 a.m. | Session 2: Headliners of Change: Leading the Fraternal Future
Meet the bold voices shaping the next generation of fraternal power.
• Wilbur Jenkins, Executive Vice President and Chief Operating Officer, WoodmenLife
• Zarifa Reynolds, CEO and President, Royal Neighbors of America
• Dan Seyfried, CEO and President, Sons of Norway (Moderator)

11:30 – 11:45 a.m. | Leadership Unplugged: CEO Mic Drop Moments
Defining decisions. Bold calls. Leadership that leaves a legacy.
• Chris Campbell, CEO and Chair of the Board, BetterLife

11:45 a.m. – 1 p.m. | Lunch

1:00 – 1:15 p.m. | Leadership Unplugged: CEO Mic Drop Moments
Defining decisions. Bold calls. Leadership that leaves a legacy.
• Bill Hunt, CEO, GBU Life

1:15 – 2:00 p.m. | Session 3: Sound Check: Tuning into Today’s Economic Signals
From rising rates to global riffs, hear what’s shaping the next setlist.
• Monica Guerra, Head of U.S. Policy, Morgan Stanley Wealth Management

2:00 – 2:15 p.m. | Break

2:15 – 3:30 p.m. | Networking Activity – Coming Soon!

3:30 p.m. | Adjourn for the day

5:30 – 6:30 p.m. | Reception

6:30 – 8:30 p.m. | Celebration Dinner
All registered attendees are invited to a casual and fun dinner hosted by the Alliance. Enjoy great food, relaxed conversation, and the chance to connect with fellow leaders from across the fraternal sector. Concert tees encouraged!

Wednesday, September 10

7:45 – 8:45 a.m. | Networking Breakfast

9:00 – 9:15 a.m. | Annual Business Meeting

9:15 – 10:00 a.m. | Session 4: All Access Advocacy: Inside the Issues That Shape Our Future
From behind the scenes to center stage - flex your influence.
• Drew Goesl, Partner, Capitol Counsel
• Tim Saccoccia, Assistant Supreme Secretary, Knights of Columbus
• Andrew Stevens, Director, Federal Government Affairs, Thrivent

10:00 – 10:15 a.m. | Break

10:15 – 11:00 a.m. | Session 5: Talent on Tour: Recruiting with Purpose and Planning for the Future
Hiring with heart, leading with vision, and developing future headliners.
• Holly Nauman, Director of Human Resources, Catholic Order of Foresters
• Teresa Richhart, Chief Human Resources Officer, Modern Woodmen of America

11:00 a.m. | Closing Remarks and Adjournment

REGISTRATION RATES

Fraternal Member Staff/Board: $750
Vendor (Associate Member) - Sponsor: $750
Registration rates increase August 18, 2025.

SPECIAL OFFER: Each member society will receive two meeting stipends to use for Executive Summit registration. The discount code can be used twice, applying the code to two separate registrations, taking $200 off the registration rate. The stipend code was sent to society CEOs. Please click here for more information or contact info@fraternalliance.org for more details.