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The Executive Summit


The Fraternal Alliance Executive Summit is the premiere opportunity for peer-to-peer education to discuss high-level topics and strategies to operate our businesses more effectively. Join the most powerful and productive event of the year for fraternal CEOs in Washington, D.C. at the Liaison Capitol Hill hotel. This convenient location to the Capitol will provide easy access to legislators for discussions that support member organizations.

The Executive Summit now serves as the annual business meeting of the Alliance, so be sure your voice is heard on issues that come before the membership.

This event features enhanced networking and comradery for fraternal CEOs. All fraternal society CEOs are invited to attend the Executive Summit. At the discretion of fraternal CEOs, senior executive staff is welcome to attend as well.

Photos from the 2019 Executive Summit

Executive Summit Capitol Hill Meeting
Executive Summit Capitol Hill Meeting
Executive Summit Capitol Hill Meeting

For more photos, click here.

Presentation Materials

Tuesday, September 24

Cybersecurity and Compliance: What You Need to Know and How to Plan for This Major Business Risk
David Kane, CEO, Ethical Intruder

Nurturing a Culture of Innovation with Limited Resources
Brent Williams, Founder and CEO, Benekiva

Making Competition Among Rating Agencies Work for You
Kevin Marti, President & CEO, Gleaner Life Insurance Society; Lisa Bickus, CEO, National Catholic Society of Foresters; Bill O’Toole, President & CEO, Catholic Financial Life; Andrew Edelsberg, Managing Director – Insurance, KBRA, moderator

Wednesday, September 25

Political Forecast: How the 2020 Elections May Impact the Financial Services Sector
Joyce Meyer, Executive Vice President of Government Affairs,
American Council of Life Insurers

What Is Customer Experience?
Mike Logsdon, Co-Founder & COO, Life.io

Regulatory Update: What CEOs Need to Know About Compliance with Regulations from Annuity Suitability to Privacy
Pete Rock, CLU, FLMI, Currin Compliance

Click here for details on the Currin Compliance workshop in Oct 28-29 in Chicago.

Click here for a sample report available through Currin Compliance. Email Pete for more information at prock@currincompliance.com