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2021 Executive Summit | September 21-22, 2021 | Virtual Event | Invitation Only

The Executive Summit

September 21-22, 2021
Virtual Event


Fraternal Tribute Video A
Fraternal Tribute Video B

Event Overview

(tentative and subject to change)

Tuesday, September 21

Morning Program
9:30 AM – Noon Central

Welcome & Warm-Up
Cynthia Maleski, Chair of the Board, CEO of FCSLA Life
Allison Koppel, Alliance CEO

Reinsurance Stories – CEO Panel
Kevin Marti, President & CEO, Gleaner Life Insurance Society
Tim Kuzma, President, Polish Falcons of America
Peter McPherson, Senior Vice President, Heritage Life

Annual Business Meeting
Cynthia Maleski, Chair of the Board, CEO of FCSLA Life

BREAK FOR LUNCH

Fraternal Member Video A
Fraternal Member Video B
Afternoon Program
Noon – 2:30 PM Central

Alliance Leadership Update & Advocacy Recap
Greg Temple, Incoming Chair; President & CEO, Catholic Order of Foresters
Drew Goesl, Capitol Counsel (Alliance lobbyist)

The Fraternal Customer and the Altruism Budget
Learn about the mindset of your potential members related to charitable giving
Dr. Jonathan Meer
Professor of Public Policy, Department of Economics, Texas A&M University

Leadership Panel: The COVID-19 Effect on Fraternals: Technology, Corporate Culture, Marketing
Moderated by Karen Himle, Senior Vice President Corporate and Government Affairs, Thrivent
Panelists:

  • Nick Benoit - COO, Royal Arcanum
  • Lisa Bickus - CEO, 1891 Financial Life (formerly known as NCSF)
  • Bill O’Toole - CEO, Catholic Financial Life
2:30 – 2:35 PM Central

Celebrate the Fraternal Movement, Closing Remarks and Adjournment


Wednesday, September 22

Speaker & Cohort Connect in the Virtual Lodge
1:00 – 3:00 PM Central

Following a day of robust workshops, use this time to connect with speakers and reconnect with colleagues at subject matter focused roundtables in the popular remo.co platform. The last 45 minutes of the Virtual Lodge will let you meet with colleagues for a “drink” at the bar, by the fireplace or at the picnic tables!

About Cohorts: The Alliance will be assigning CEOs and C Suite executives to small groups that will meet virtually once in August 2021 and February 2022 for the purpose of sharing resources and building camaraderie. Each cohort will be a mix of top executives from small, medium, and large-sized fraternals.


Attendee Type Rates:

  • Fraternal CEO or Fraternal C-Suite/Board Member – $249
    (Includes Virtual Lodge networking event on Sept. 22)
    CLICK “REGISTER NOW” IN TOP RIGHT CORNER
  • NEW: Fraternal employee or Associate Member – $150
    (Not eligible to attend Fraternal CEO Virtual Lodge)
  • VIP – Complimentary
    (Email info@fraternalalliance.org for link.)

Eligibility:

  • Fraternal CEOs are invited to the Executive Summit. If you are not the top paid staff person at your fraternal, you may register with the approval of your CEO which gives you access to the Cohort Connect program and the Virtual Lodge on Sept. 22.
  • Sponsors who have already committed support (see sponsor list) may register as a VIP. Please email info@fraternalalliance.org for link.
  • SPECIAL OPPORTUNITY THIS YEAR: Any fraternal executive or Associate member may register for the sessions on September 21. This does not include access to programming on Sept. 22 which is invite-only.

Cancellation Policies:

If you cancel in writing at least 3 business days before the program, you will be refunded your registration fee after a $25 administrative charge. No-shows and cancellations not received by the date required will not be eligible for a refund.


The link and access information will be sent at least one week prior to the event. Reminder links will also be sent the day before and day of the event.

Paid registrants can request the replay link by emailing info@fraternalalliance.org.