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Register Now!

If you would like to receive our marketing materials about the 2009 Financial Inforum, please e-mail us at financial@loma.org.  Information on the 2009 event will be available later this year.

Quick Reference
Continuing Professional Education Credit
For More Information

Who Should Attend?
The Financial Inforum is designed for high-ranking financial executives in the insurance and financial services industries. CEOs and presidents; CFOs, treasurers, controllers and investment officers; as well as senior strategic planning, marketing and operations officers will be able to participate fully and contribute to the success of the event.

Program Overview
This 2-1/2 day conference brings together more than 150 high-ranking financial executives from the insurance and financial services industry and will help you save time and work smarter by offering new ideas and strategies to improve your company’s bottom line. Attend informative, relevant educational sessions and network with industry leaders and peers.

2009 Inforum

Hyatt Regency Scottsdale Resort & Spa at Gainey Ranch
May 17-20, 2009

Registration Fees
By April 24

LOMA Member: $1,195
LIMRA (but not a LOMA) member: $1,490
Nonmember: $1,
790

 

After April 24
LOMA Member: $1,295
LIMRA (but not a LOMA) member: $1,590
Nonmember: $1,
890

 

 

Thank You to Our 2008 Sponsors!

Bank of America
Tuesday Refreshment Breaks

 

 

The Bank of New York Mellon
Monday Refreshment Breaks
Monday Hospitality
Longest Putt Golf Contest

 

 

BMO Capital Markets
Financial Inforum Golf Classic
Longest Drive Golf Contest

 

 

Citi Global Transaction Services
Sunday Evening Reception

 

 

Deutsche Bank
Monday Continental Breakfast

 

 

 

 

JPMorgan Chase
Tuesday Continental Breakfast

 

 

KPMG
Onsite Programs

 

 

National City Bank
Tuesday Cocktail Reception 

 

 

Northern Trust
Financial Inforum Golf Classic

 

 

PNC
Conference Bags
Closest to the Pin Golf Contest

 

 

Wachovia
Closest to the Pin Golf Contest
Wall Street Journals

 

 

Wells Fargo Bank, NA
Straightest Drive Golf Contest

 

2007 Attending Companies

5 Star Life Insurance Company

MetLife

A.M. Best

MIB Group, Inc.

ADMS

Modern Woodmen of America

AEGON USA

Morgan Stanley

AEGON USA Investment Management, LLC

National City Bank

Allianz Life

National Life Group

Allianz Life Insurance Co. of N.A.

New York Life

Allstate Financial

New York Life Insurance Company

Ameriprise Financial

Northern Trust

Assurant, Inc.

Northern Trust Company

Aviva Capital Management

Northwestern Mutual

Babson Capital Managment LLC

Northwestern Mutual Life

Bank of New York

OneAmerica Financial Partners Inc.

BearingPoint

Pacific Life Insurance Company

BMO Capital Markets

Parson Consulting

Brown Brothers Harriman

Phoenix

Brown Brothers Harriman & Co.

Phoenix Life

Citigroup

Phoenix Life Ins. Cos.

Computer Sciences Corporation

PNC

Country Insurance and Financial Services

PNC Financial

Deloitte

PNC Financial Services Group

Deloitte Consulting

Principal Financial Group

Deloitte Consulting LLP

SBLI USA Mutual Life

Deutsche Bank

Scotia Capital

Farmers New World Life

Securian

Fitch Ratings

Standard & Poor's

Full Extension LLC

State Farm Insurance Companies

Genpact

State Street

Genworth Financial

Sun Life Financial

Great West Life &Annuity Ins Co

The Bank of New York

Guardian Life

The Hartford

ING

The Hartford Investment Management Company

ING Americas

The Jacobson Group

JP Morgan

The Phoenix companies, Inc.

JPMorgan Chase

Thrivent Financial for Lutherans

JPMorgan Chase Bank, N.A.

TIAA-CREF

Liberty Mutual Ins. Co.

Towers Perrin

Life of the South

TPI, Inc

Lincoln Financial Group

Tuck School of Business at Dartmouth

LOMA

U S Financial LIfe

LRN

Vector Insurance Services

Manulife Financial

Wachovia

MassMutual Life Insurance

Wells Fargo Bank

Mellon Financial Corp.

Western & Southern Life Insurance Company

Mellon Financial Corporation

WHITTMANhart

Refund Policy

All cancellations and refund requests must 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 three business days before the meeting start date. No refunds will be granted if the request is received within three 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.

Continuing Professional Education Credit

CPE:  Earn up to 15 CPE credit hours.

Intermediate level. No prerequisites or advance preparation required.
Instructional delivery method includes lecture. In accordance with the standards of the National Registry of the CPE Sponsors CPE credits are based on a 50-minute hour.

LOMA is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN   37219-2417. Web site: www.nasba.org.  For more information regarding administrative policies such as complaints and refunds, please contact our offices at 770-984-6440.

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For More Information
Contact financial@loma.org
770-984-6438 (phone)
770-984-6418 (fax)
        

Back to LOMA Meetings
 

Advertise with us...Your Financial Services Customers are here.
Download LOMA's 2008 Products and Services Catalog here


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