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The Super​Connection Event for Fraternal Executives

Three tracks of workshops provide valuable takeaways, and formal and informal networking activities allow attendees to further customize their educational experience!

2019 Spring Symposium Tracks

Please click on the session to expand and see the confirmed panelists.

Communications & Community Service
Audience: Communications, Marketing, Fraternal, Sales

Review and discuss the results of the Alliance’s Fraternal Member Engagement Survey. See how you compare against your peers, find solutions and celebrate success stories. This is the survey you have been waiting for.

Jill Lain Weaver, Chief Fraternal Officer, Modern Woodmen of America

Learn how to succinctly describe your society and its purpose in person, on paper and when communicating to the outside world. The power of these audiences is vast - be sure you have your story straight!

Angie Hatton, Supervisor, Community Partnerships, WoodmenLife
Timothy M. Saccoccia, Senior Policy Director, Knights of Columbus
Sara Alvarez Waugh, Content Marketing Director, Everence

Why try to make a significant impact all by yourselves? Learn from our panel how to identify other groups how collaborations can be valuable, fun and less resource intense then going it alone.

Linda Pederson, Fraternal Director, Sons of Norway
Nate Lamusga, Director of Member Engagement, Catholic United Financial
Anne Rogers, Vice President, Fraternal Services, National Mutual Benefit

Fraternals have an inherent ability to share their life-changing stories via social media. You need to know how to do it, why to do it, what works and what doesn't. This session will provide ideas on various platforms, and the key measurements, considerations and barriers of this ever-changing arena.

Sara Alvarez Waugh, Content Marketing Director, Everence
Lolita Osorio, AVP, Communications & Content Management, Foresters

How do you best support your most dedicated volunteers? This session looks at how to develop the skills of chapter leaders and guide them on representing your society's mission in all the work they do. From pilot programs recently launched to current activities, these leaders will provide valuable lessons on creating chapter champions.

April Sleyko, Director, Marketing and Fraternal Services at KSKJ Life
Barbara Nelson, Senior Manager, Member Governance, Foresters

Audience: Product, IT, Sales, Finance

Learn from these fraternal executives how they are assessing and building distribution based on their research and resources.

Dan Shinnick, CEO, National Mutual Benefit
Anthony Vossenberg, President, Thrivent Independent

People are one of your biggest assets – what does it take to attract and retain the talent needed to grow your society? Technology – from basic admin systems to futuristic platforms – are the crux of your operations. How and when does your society decide what to spend on new technology and what systems should you keep or just upgrade? Hear from fraternal executives how they explore these issues and communicate their needs to leadership teams.

Kristen Mueller, Vice President, HR & Compliance, Catholic Financial Life
Dave Kessler, Director of IT, Royal Neighbors of America

Get a unique perspective on what the economic future holds and the ramifications of what lies ahead.

Steve Ricchiuto, Chief US Economist, Mizuho Securities

Learn from outside experts about the opportunities and challenges of going direct-to-consumer and what it means to existing representatives who communicate the value of the fraternal difference.

Todd Ewing, Founder/CEO, Blessings Life
Jenn Cloutier, Head of Strategic Development - Direct to Consumer, Mass Mutual

In this session, members of the Alliance's Young Professional Network discuss their projects and how seasoned fraternal leaders can provide guidance, best practices and advice. Come ready to share during this interactive discussion!

Audience: CEOs, other C Suite, Board Chairs, Members of Executive Committees

Serving on a fraternal board is a tough job. Directors need to know about insurance operations and the fraternal difference to effectively lead - and finding such talent is not easy. Our panel will talk about strategies you can utilize to find and groom future directors and change the behaviors of the ones you have.

Kevin M. Kinross, Partner, Taft Law
Todd Martin, Partner, Stinson Leonard
John Friederich, General Counsel and Secretary, Royal Neighbors of America
William R. O’Toole, President & CEO, Catholic Financial Life, Moderator

A positive rapport with your state regulators and legislators will yield benefits for years to come. Learn how these two fraternal executives have deftly engaged and created partnerships which you can use a guide in your own state of domicile.

Sharon Brosnan, Director, Government Affairs, Thrivent Financial
Michael Ahles, Senior VP, Secretary Treasurer, Catholic United Financial
Ted Nickel, Bodilac Strategies - Moderator and Former Wisconsin Commissioner of Insurance

What are your fraternal peers doing to breathe life into their conventions? Or are they scrapping conventions altogether and planning regional meetings to modernize how their society conducts official business and train and reward their most active leaders? This panel will provide insights and ideas on how to reimagine what is often the most traditional activity imaginable – the fraternal convention.

Kelsey Logan, Member Programs Manager, Western Fraternal Life
Timothy Percic, President, American Mutual Life Association
George Juba, President, GCU
Steve Reindl, Senior VP Finance / Secretary, National Mutual Benefit

Chapter leaders are the backbone of any society's community service efforts. They have their hearts in the right place but can sometimes veer away from the home office's mission or have misguided beliefs in what is "theirs" and what is "ours." As a micro of the macro fraternal, the chapters must also be guided by good governance. Hear from a fraternal expert and a non-profit executive on productive chapter relationships that are firmly rooted in sound decision-making processes.

Todd Martin, Partner, Stinson Leonard
Leslie Whittet, CAE, Vice President, Chapter Operations at Association for Corporate Growth

Does it always have to be a weekend retreat at a remote location? No, strategic planning starts before you unplug and go offsite to focus on the big picture. Hear how other fraternal execs and experts have primed their boards for the process of deciding what their society should become in the future, and what this critical process involves.

Bill Hunt, National Secretary Treasurer/CEO, GBU Financial Life
John Forbes, Principal, Balanced Growth Consulting
Joe Annotti, CEO, American Fraternal Alliance, Moderator




(Fees will increase 20% after online registration closes on May 20.)
Fraternal Members - $425
Associate Members - $600
(Sponsors pay the Fraternal Member fee.)
Non Members - $1,200

Important Dates

  • After May 1, there are no refunds.
  • After May 6, rooms in the hotel block may be unavailable.
  • After May 20, online registration closes, and only onsite registration will be available.

2019 Spring Symposium Presentations

Below you’ll find the PowerPoint presentations that were used at the 2019 Spring Symposium.