Xchange - Aug '21

Aug 29, 2021 ‐ Sep 1, 2021



Sessions

Keynote - Ken Schmidt - Thrive Among Thorns: Untapped Growth Opportunities for Financial Services

Aug 29, 2021 9:00am ‐ Aug 29, 2021 10:00am

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):
  • Mr. Ken Schmidt, Customer Loyalty Expert, Legendary Former Director of Communications at Harley-Davidson Motor Company, Author of 'Make Some Noise,' and Co-Creator of Torque Sessions
Members: $35.00
Standard: $65.00

Unconscious Bias and How it Inhibits an Inclusive Workplace

Aug 29, 2021 10:15am ‐ Aug 29, 2021 11:15am

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:
  • Recognize when and how implicit bias occurs in the workplace, and detect unconscious bias based on several factors including race, gender, sexual orientation and national origin
  • Identify what steps can be taken to limit the impact of negative implicit bias on our thoughts and behaviors
  • Differentiate implicit bias to understand how good bias can encourage an inclusive workplace
Speaker(s):
  • Mr. Tim Hicks, Software Product Manager - Insurance, FIS Global
Standard: $65.00
Members: $35.00

ESG and the Growth and Importance of Investing for Sustainability

Aug 29, 2021 10:15am ‐ Aug 29, 2021 11:15am

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:
  • Define what ESG is... and is not.
  • Recognize the importance of ESG in investing for future success.
  • Identify methods to incorporate ESG into portfolio analysis.
Speaker(s):
Members: $35.00
Standard: $65.00

The Whats, Whens, Whys and Hows of Environmental, Social, and Governance (ESG) Reporting.

Aug 29, 2021 3:00pm ‐ Aug 29, 2021 4:00pm

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:
  • Differentiate between the current ESG reporting frameworks
  • Recognize where ESG reporting and governance is needed
  • Identify opportunities on the leading edge of ESG reporting
Speaker(s):
Members: $35.00
Standard: $65.00

How to Assess Your Company's Culture

Aug 29, 2021 3:00pm ‐ Aug 29, 2021 4:00pm

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:
  • Recognize the drivers of effective cultures.
  • Identify metrics that can be used to measure cultures.
  • Recognize ways to increase cultural effectiveness .
Speaker(s):
Members: $35.00
Standard: $65.00

So It's Low Rates... Again iconSo It's Low Rates... Again

Preview Available

So It's Low Rates... Again

Aug 29, 2021 4:15pm ‐ Aug 29, 2021 5:15pm

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.

Learning Objectives:
  • Identify the potential outlook for interest rates over the next 3 years.
  • Recognize current trends for insurance investment portfolios.
  • Identify ways to mitigate the impact of low rates going forward.
Speaker(s):
Standard: $65.00
Members: $35.00

Keynote - John O'Leary - On Fire: The 7 Choices To Ignite a Radically Inspired Life

Aug 30, 2021 9:20am ‐ Aug 30, 2021 10:30am

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):
  • Mr. John O'Leary, Burn Victim, Motivational Speaker, Founder of Rising Above Programs
Members: $35.00
Standard: $65.00

Developing Tomorrow's Leaders iconDeveloping Tomorrow's Leaders

Preview Available

Developing Tomorrow's Leaders

Aug 30, 2021 11:00am ‐ Aug 30, 2021 11:30am

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:
  • Identify the disruptors current leaders face, including technological advancements, hybrid workforces and the impact of COVID-19.
  • Recognize how to grow necessary skills among current high performers to help cultivate future leaders.
  • Identify how recruit for leadership skills and fill any talent gaps within your current team.
Speaker(s):
Standard: $65.00
Members: $35.00

Insurance/Reinsurance System Transformation

Aug 30, 2021 1:30pm ‐ Aug 30, 2021 2:30pm

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:
  • Identify all the risks related to the lack of a proper reinsurance management solution
  • Recognize the benefits of dedicated reinsurance software
  • Identify the various steps for a smooth reinsurance transformation project
Speaker(s):
Members: $35.00
Standard: $65.00

Advancing Diversity, Equity and Inclusion for Impact: A Discussion for Insurance Industry Leaders on Introducing DE&I Best Practices

Aug 30, 2021 1:30pm ‐ Aug 30, 2021 2:55pm

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.

Learning Objectives:
  • Recognize why DE&I should be a priority at their firm and how programs such as hiring initiatives can improve their bottom line.
  • Identify DE&I workforce best practices from within and outside the insurance industry.
  • Recognize how to implement DE&I best practices within their firm.
Speaker(s):
Standard: $65.00
Members: $35.00