Program Details
Sunday, September 21, 2008
12 noon – 7:00pm
Registration
Pick up your official conference packet which includes your name badge, tour ticket, program of events and much more!
5 – 7pm
Welcome Reception – Hosted by LOMA Societies
Relax, mingle with colleagues, and network with industry leaders over drinks and hors d’oeuvres amid a lively party with a San Diego theme. All attendees are invited to discover how LOMA Societies benefit their communities and the financial services industry worldwide.
Monday, September 22, 2008
8:00am – 10:00am
Breakfast with a family-friendly performance
Registered attendees, registered guests and registered kids over 12 invited.
Separate room for younger children available.
Welcome
Address
What If...and Why Not?
Mike Rayburn
In his hilarious, musically amazing, motivational keynote, “What If... and Why Not?” Mike Rayburn does what no other presenter can do. Not only is Mike a world-class guitarist and stand-up comedian, he is an authority on personal development and human potential. In this energetic presentation Mike uses his guitar and comedy to teach three simple, powerful tools attendees can use immediately and forever to access their unrealized potential, to look at old things in a new way, and to leap beyond their perceived limitations.
 The POWER OF LIFE INSURANCE
Melissa Wandall, Director, Mark Wandall Foundation
Our industry has an important role to play in the lives of our clients, providing the financial advice and protection they need to achieve their goals and handle unforeseen circumstances.
Wandall is proof of this. In October 2003, her husband was killed when a driver ran a red light. Hear how their financial planning not only allowed Melissa to remain in their home, but also helped her found the Mark Wandall Foundation which supports local charities, funds college scholarships, and hosts events to enrich the lives of children who have experienced loss.
10:30am – 12:00pm
Breakout Sessions (choose one)
Session I – Customer Service Best Practices: People First, Last,
Always
Stacey Henderson, Life Contact Center Department Manager, American National Insurance Co.
Service professionals often need to be reminded to make people their first priority in order to achieve and maintain first-class service delivery. Come hear Henderson go beyond the common practices and discuss other ways to reinforce important service skills. Learn how to leverage e-mail training, bulletins, motivational reminders, celebrations, service themes, and acknowledgements.
Session II – Current Trends within the Life Insurance Industry
Kevin Moyer, FLMI, Director of Operations, Penn Mutual Life Insurance Company
Mark Adel, FLMI, FFSI, AAPA, AIRC, PCS, Assistant Vice President, LOMA
David Parr, FLMI, FLHC, AIRC, ACS, Director Business Development, LOMA
Future leaders in the insurance and financial services industry need to go beyond acquiring a fundamental understanding of the business and continually keep up with business news and trends. In this session, you will learn about trends in the industry that can have an impact on company structure, operations, products, profitability and more.
Session III – The Power of Leadership
Linda Talley, leadership coach, author, and president of Leadership University in Houston, Texas
Leadership success in today’s business environment requires a focus on communication and relationship skills. Find out how these key life skills provide the foundation for implementing leadership strategies for personal and organizational growth. This session will give you specific action steps to differentiate yourself, move up the leadership ladder, and internalize the principles of leadership.
12:00pm – 2:00pm
Lunch on your own
2:00 – 3:30pm
Breakout Sessions (choose one)
Session I – Top Tips for Personal Financial Planning
Kristen Falk, FLMI, FFSI, AAPA, ACS, AIAA, AIRC, ARA, a senior writer at LOMA and the author of Personal Financial Planning
Drawing from material in LOMA’s new Personal Financial Planning book, the session will provide participants with some quick, easy, and effective ways to
improve their finances through personal financial planning. Topics will include financial planning concepts, assessing current financial status, setting financial
goals, the components of a personal financial plan, and planning for retirement.
Session II – Business Finesse: Dealing with Sticky Situations in the Workplace
Linda Talley, leadership coach, author, and president of Leadership University in Houston, Texas
How can you keep your cool during stressful times at the office? Business finesse is a skill that anybody can learn, and can help you resolve problems and retain
a productive relationship with colleagues and clients. In this session you will learn the three steps for handling sticky situations in the workplace and come to
understand the power of a winning communication style in business situations.
Session III – What Market Research Tells Us about the Financial Services Industry
James O. Mitchel, Ph.D., CEBS, Vice President and Director, Developmental Research, LIMRA International
This session will provide an overview of product sales and distribution trends from LIMRA’s extensive research data base. The presentation will also explore
important consumer characteristics about the affluent market, the middle market, Generation X & Y, and multi-cultural markets.
Session IV – Educational Representative Overview, Part 1
Shannon R. Wortman, FLMI, PCS, AIAA, LOMA Registrar and Contact Center Manager
In our special session for LOMA Ed Reps, find out what’s new at LOMA: changes to designation programs, online learning options, new awards, plus an update on the LIMRA/LOMA merger and more. Also, we will make sure you are aware of resources and tools available to help you in your role as Ed Rep, such as surveys, LOMANET reports, and customized learning paths.
3:45pm – 5:15pm
Breakout Sessions (choose one)
Session I – ERM: Understanding Enterprise Risk Management in the Insurance Industry
Kevin Malbon, Aon Global Risk Consulting
Enterprise Risk Management (ERM) is a framework for assessing, responding to and reporting on risks that have the biggest influence – both positive and
negative – on a company’s ability to achieve strategic goals and to add shareholder value. ERM continues to play a prominent role in the strategic focus of
insurance companies. Attend this session to learn about ERM and its significance to the insurance industry.
Session II – Top Tips for Personal Financial Planning (Repeat from 2:00 Breakout)
Session III – The Power of Leadership (Repeat from 10:30 Breakout)
Session IV – Educational Representative Overview, Part 2
Shannon R. Wortman, FLMI, PCS, AIAA, LOMA Registrar and Contact Center Manager
Ed Reps return for part II of the overview, and in this session we have set aside time to discuss issues and share best practices. Some topics may include:
increasing pass rates, improving participation, motivating students, and gaining support from management.
Tuesday, September 23, 2008
8:00am – 10:00am
Breakfast Meeting and family-friendly presentations
Registered attendees, registered guests and registered kids over 12 invited.
Separate room for younger children available.
Presentation of LOMA Insurance Education Award
Shep Hyken – Moments of Magic
Sit back and be entertained, amazed and motivated as Shep Hyken presents "Moments of Magic." In this high-energy presentation Shep mixes entertainment (humor and magic) with information. You will learn ten specific strategies that will help you succeed in life and in business. Topics include how to build stronger relationships, be exceptional, communication techniques and more. Get ready to laugh and learn!
10:30am
Excursions
Included with your registration fee for attendees, registered guests and kids.
Lunch is on your own during excursions. Choose one:
City Tour -- San Diego Land & Sea
10:45am – 4:45pm
Note: option to return departing Balboa Park (last stop) at 3pm, 4:30pm or 4:45pm.
You will begin your adventure by sightseeing San Diego's historical Gaslamp Quarter. This historic heart of downtown San Diego is the 16½ block Gaslamp Quarter, an urban, Victorian dining and entertainment district that captures the lively spirit of a bygone era. Next, discover the sparkling side of San Diego on a cruise of one of the world's greatest natural harbors. The captain steers in for a closer look at the activity surrounding our beautiful natural harbor as professional guides narrate. Highlights may include the San Diego skyline, Coronado Bridge,
and Ballast Point. After touring the highlights of our lovely city on the bay, see the highlights of “America's Finest City" by land: We’ll visit Old Town, the first commercial, political and social center of San Diego for more than half a century and the birthplace of California's first mission. Last on this tour, you'll see Balboa Park, considered one of the most beautiful, diversified and culturally enriching parks in North America. Balboa Park is home to an amazing museum complex which is unique because of its centralized arrangement and cultural diversity.
Coronado and La Jolla
11:00am – 5:00pm
Note: option to return departing La Jolla at 3:00pm, 4:45pm and 5:00pm.
Take a special tour of Coronado, one of California's most charming coastal resort towns, and learn how it grew from a shrub filled peninsula into one of the most fabled playgrounds of its time. Following the tour and time permitting, you will enjoy free time to wander the shops and beaches of this lovely island city. From there, we are headed to La Jolla, known to many as "The Jewel by the Sea," La Jolla boasts rocky cliffs, sandy coves, beautiful beaches, palm trees and brilliant flowers. It is also home to numerous boutiques, galleries and artists’ studios. Feel free to peruse the various shops or have a wonderful lunch at one of La Jolla’s many fine restaurants.
Birch Aquarium
11:45am – 3:45pm
Choose this tour and you will enjoy an afternoon of adventure at the Birch Aquarium at Scripps. This 11,000 square foot aquarium is home to fish from the waters of the Pacific Northwest all the way to the Sea of Cortez, a "kelp forest" with a host a marine life, a wonderful outdoor tide pool, computer terminals to research the animals on view, and a spectacular view of the La Jolla shoreline, inhabited by numerous local sea animals. You can explore the largest oceanographic exhibit in the US at the museum and educational center in the facility. The museum features a seismographic table, a simulated deep-sea ridge, and hands-on learning stations on topics such as seawater recycling, and global warming and earthquakes. The tour concludes with free time to explore the shops, cafes and art galleries, and spectacular views of the La Jolla shores area.
Note: no trips to Tijuana. While Tijuana has been a tourist destination in previous years, we currently consider it too dangerous and are not offering a tour to this area. We further discourage LOMA
conference attendees from visiting Tijuana at this time.
7:00pm
Conferment Banquet
This gala event features great food, lively dancing, and memorable entertainment. New designees for all LOMA programs are the focus of the evening and are honored collectively during the Conferment Ceremony. Special awards are given for outstanding achievements. Dress is coat and tie for men; cocktail attire for women.
Children’s Party
Coincides with Conferment Banquet at 7 p.m.
The children’s party includes dinner and takes place on site at the Manchester Grand Hyatt. Professional leaders are certified in CPR and first-aid and offer secure check-in/check-out procedures. Games and activities offered are age-appropriate for children between 6-14 years of age.
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Registration
Fee
Register
Before August 27, 2008:
|
LOMA Members |
US $680 |
|
LIMRA (not LOMA) Members |
US $800 |
|
Non-Members
|
US $920 |
| Educational
Representatives |
US $385 |
| LOMA Society Officers |
US $475 |
| Guest |
US $250 |
| Child |
US $80 (per child) |
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Register
After August 27, 2008:
|
|
LOMA Members |
US $730 |
|
LIMRA (not LOMA) Members |
US $850 |
|
Non-Members
|
US $970 |
| Educational
Representatives |
US $385 |
| LOMA Society Officers |
US $475 |
| Guest |
US $250 |
| Child |
US $80 (per child) |
Registration
Fees include:
* Admission to all general sessions, concurrent sessions, welcome
reception, two continental breakfasts, excursion on Tuesday, and the conferment banquet.
*
Guest registration fees includes admission to all conference events
listed above. LOMA policy allows the purchase of one guest
registration per full paid registration. Guest cannot be a new
designee.
*
Children’s fee (ages 6 – 14) includes welcome reception,
child-friendly breakfast on Monday and Tuesday, excursion ticket on Tuesday
with parent and children’s party with dinner on Tuesday evening
during the conferment banquet.
Due
to liability restrictions, we cannot accept children under the age of
six to participate in any of the events.
Refund
Policy
LOMA requires all
cancellations or refund requests be received in writing. These
requests carry a $75.00 U.S. administrative charge. Full refunds minus the administrative fee will
be granted on written requests received no later than 3 business days
before the meeting start date. No refunds will be granted if the
request is received within 3 business days of the meeting. If for any
reason a meeting is cancelled, LOMA will refund the total registration
fee. However, LOMA will not be responsible for any travel, hotel
accommodations or other costs incurred.
Hotel
Information
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Manchester
Grand Hyatt San Diego
On San Diego Bay
One Market
Place
San Diego, CA 92101
Reservations: 619-232-1234 or 1-800-233-1234
Hotel
reservations
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| The rate
for the LOMA Annual Conference and Conferment is $230.00 per
night, single or double, plus tax.
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Conferment
Eligibility
To be eligible for conferment, students must complete a LOMA
designation by August 27 of that year. For example, to be conferred at
the 2008 Annual Conference & Conferment, students must complete
a LOMA designation by August 27, 2008.
Attire
The dress code for the seminar is business casual. Attire for the
banquet is coat and tie for men; cocktail attire for women.
Future
Annual Conferences
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LOMA's
Annual Conference & Conferment
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San Diego,
California — September 21-23, 2008
— Manchester Hyatt Orlando,
Florida — September 13-15, 2009 — Hyatt Regency Grand Cypress Las
Vegas, Nevada
— September 12-14, 2010
— The Mirage
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For
More Information
LOMA Meetings
Tel: 1-800-275-5662, ext. 5. / 770-984-3714
Fax: 770-984-6419
E-mail: meetings@loma.org
2007 Conference
attendees - thank you for attending the 2007 LOMA Annual
Conference and Conferment. Click
here to view the pictures from the Conference!
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