Keynote - Ken Schmidt - Thrive Among Thorns: Untapped Growth Opportunities for Financial Services
Preview Available
Identification: XCH82921OPK
Credits: None available.
A startling presentation designed specifically for banks, investment firms, credit unions, and insurance companies that is now Schmidt’s second-most requested topic. With little differentiation among competitors and media-fueled erosion of trust in financial services providers, it’s no wonder potential clients opt to work with “whoever’s closest to my house,” instead of “whoever can best serve my needs.” Or stay away altogether. Where others see futility, Schmidt sees unprecedented opportunities for growth. He’ll show you how to change the culture of your financial services business to stand out, create demand in your local markets, fuel client referrals, and take advantage of the look-alike/act-alike competitive environment.
Speaker(s):Unconscious Bias and How it Inhibits an Inclusive Workplace
Preview Available
Identification: XCH82921OPCS2
Credits: None available.
Unconscious (or implicit) bias helps people make decisions in their daily lives quickly; however, biases can also create prejudice in favor of - or against - certain things, persons, or even groups. Often without our own realization, people make mental comparisons in ways that could be helpful or, conversely, be considered unfair. Workplaces striving for inclusiveness should be conscious of when and how bias often occurs.
Learning Objectives:ESG and the Growth and Importance of Investing for Sustainability
Preview Available
Identification: XCH82921OPCS3V
Credits: None available.
The risk landscape is constantly changing for insurers. The same is true for their investment portfolios. As political, global, environmental, industry and company risks shift, it's important to include an assessment of emerging trends and risks into the portfolio. This session will help attendees identify what ESG is, how to assess it, and ways to include it into analysis.
Learning Objectives:The Whats, Whens, Whys and Hows of Environmental, Social, and Governance (ESG) Reporting.
Preview Available
Identification: XCH82921OPCS9V
Credits: None available.
Learn the Do’s and Don’ts of Environmental, Social, and Governance (ESG) reporting. ESG is on the mind of most organizations and an increasing number are integrating performance data into financial reports. Customers, stakeholders, and investors are increasingly seeking and relying on ESG data for decision making. To help avoid missteps, this session will cover how ESG reporting is currently expanding, current frameworks for reporting and what companies can do to establish effective governance over ESG reporting. Additionally, we will prepare you for the questions your external auditors could soon be asking. The presentation will include highlights from the newly released Center for Audit Quality (CAQ) ‘ESG reporting and attestation: A roadmap for audit practitioners’ (released Feb 2021).
Learning Objectives:How to Assess Your Company's Culture
Preview Available
Identification: XCH82921OPCS7
Credits: None available.
Everybody talks about the importance of culture and how it drives profitability, but few seem to know how to assess the culture within their organizations. Too often, they rely on high level metrics, such as employee engagement scores, to serve as a proxy for measuring a culture's value. This session provides techniques for assessing cultures that go beyond employee engagement and take into consideration the effectiveness and efficiency of processes, technologies, leadership, values and management systems that ultimately determine cultural success. It also provides insights for employees to determine if they are a good cultural fit within their organizations and how to manage their careers when they are not.
Learning Objectives:So It's Low Rates... Again
Preview Available
Identification: XCH82921OPCS12V
Credits: None available.
Interest rates were pegged to zero until the end of 2015 and the impact to insurance investment portfolios was tremendous. As the Federal Reserve combatted the recession due to COVID, they reduced rates to zero... again. The current Fed Dot Plot shows that short-term rates will not likely increase until 2023. This session will cover the outlook for rates across the curve and investment grade spectrum, what insurers are doing today, and how insurers can combat the low rate environment going forward.
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Keynote - John O'Leary - On Fire: The 7 Choices To Ignite a Radically Inspired Life
Preview Available
Identification: XCH83021K
Credits: None available.
We live in a world where “accidental living” – mindlessly moving through routines, wasting countless hours on social media, or complaining about what’s wrong in our jobs, families and society – has become the norm. But John O’Leary reminds us that just because we got out of bed this morning, does not mean that we are truly living. What would our day, impact and output look like if we lived a radically inspired life, every, single day? Living radically inspired means you learn from past mistakes, rise above challenges and thrive no matter the circumstances. No one embodies this more than powerhouse inspirational speaker John O’Leary – who was nearly killed in a devastating fire at age nine. Today, John inspires 50,000+ people each year around the world. In his #1 national bestselling book ON FIRE: The 7 Choices to Ignite a Radically Inspired Life, John has identified choices to transform your life and business. ON FIRE has sold more than 200,000 copies and has been translated into 12 languages. John shares the critical truth that “inflection points” – moments in time that change everything that follows – occur daily. He empowers you to realize that your life has far less to do with what happens to you, and much more to do with how you respond. Although you can’t always choose the path you walk, you can always choose the manner in which you walk it. Are you ready to live on fire?
Speaker(s):Developing Tomorrow's Leaders
Preview Available
Identification: XCH83021CS2V
Credits: None available.
In an increasingly complex and shifting business environment, the definition of what makes a strong leader has greatly evolved, especially in light of the pandemic. Those at the helm are responsible for more than finance and operations. They must thrive during uncertainty, champion inclusivity, continually innovate, and inspire and engage a diverse workforce. Tomorrow’s leaders require soft or “human” skills that will enable them to excel amid a number of industry challenges and disruptors. This session will explore vital leadership qualities, how to identify and grow necessary skills among current high performers, and ways to recruit for skills to fill any talent gaps.
Learning Objectives:Insurance/Reinsurance System Transformation
Preview Available
Identification: XCH83021CS4
Credits: None available.
The insurance market was already experiencing a full digital transformation when the recent pandemic came and accelerated the need for innovation. Reinsurance management is among these strategic issues as many insurance companies continue to rely on spreadsheets and manual processes despite the risk of errors and lack of efficiency. Vendor solutions exists to help insurers modernizing their reinsurance activities. To ensure that the deployment of these platforms goes smoothly, this session will provide attendees with best practices and describe a proven agile methodology beginning with functional coverage evaluation and continuing with data cleansing and migration, APIs and testing, and all the critical steps of IT projects until go live. Register to our session dedicated to reinsurance transformation and get our advice to make it a safe journey.
Learning Objectives:Advancing Diversity, Equity and Inclusion for Impact: A Discussion for Insurance Industry Leaders on Introducing DE&I Best Practices
Preview Available
Identification: XCH83021CS7V
Credits: None available.
This session will provide C-Suite Professionals with guidance on how best to implement Diversity, Equity and Inclusion best practices within their organizations. Panelists include insurance industry experts, consultants and educators who will share their knowledge and perspectives on how to prioritize D&I initiatives to best position your company for success.
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