Executive Summit & Annual Business Meeting - Invitation Only
The Executive Summit is the premiere event for peer-to-peer education for fraternal leaders to discuss high-level topics and strategies to increase growth and fund even more social good. The brand new Royal Sonesta is convenient to Capitol Hill and will provide easy access to legislators during our fly-in event. All fraternal society CEOs are invited to attend the Executive Summit and are encouraged to bring senior staff members to make the most of the education and to help with meetings on the Hill.
Executive Summit Sessions:
Servant Leadership in the Fraternal Sector: Two Top CEOs Focused on Members and Communities
Election Outlook with DC Strategist Doug Sosnik
Economic and Financial Forecasting with Mizuho Securities Chief Economist Steven Ricchiuto
Distribution Realities for Fraternals: Growing Through People, Products & Technology
AI in the Life Insurance Industry
DATES
September 16-18, 2024
LOCATION
Royal Sonesta
Washington D.C. Capitol Hill
20 Massachusetts Ave. NW
Washington, D.C. 20001
SOLD OUT – Contact info@fraternalalliance.org for alternatives.
EVENT OVERVIEW
(developing, subject to change)
Monday, September 16
1:30 – 4:00 p.m. | Alliance Board Meeting (Closed Session)
3:00 – 6:45 p.m. | Registration Open
4:00 – 5:00 p.m. | CEO Buzz Session – Optional Activity for Fraternal CEOs
Connect with your fraternal CEO peers* to jumpstart your Executive Summit experience. Discussion topics will include sector financial health and summary results of the 2024 Compensation Survey. Refreshments will be served at this informal event. *The top executive from each society is invited to attend the CEO Buzz Session which precedes the opening reception.
6:00 – 7:00 p.m. | Welcome Reception
Welcome Reception
Join us for the kick-off of the 2024 Executive Summit at our reception in The Sapphire Room and Terrace.
Dinner on Own
Tuesday, September 17
7:00 – 8:00 a.m. | Networking Breakfast
8:00 – 8:30 a.m. | Welcoming Remarks and Fraternal Highlights
8:35 a.m. | Servant Leadership in the Fraternal Sector: Two Top CEOs Focused on Members and Communities
Join the CEOs of Thrivent and Knights of Columbus for an enlightening discussion on what it means to be a servant leader. Discover how this approach shapes strategic decisions, enhances talent acquisition, and strengthens the fraternal model, all by focusing on members and communities. Gain valuable lessons that can be applied across the fraternal sector.
Presented by Terry Rasmussen, President & CEO, Thrivent
Patrick Kelly, Supreme Knight, CEO & Chair of the Board, Knights of Columbus
Moderated by Allison Koppel, CEO, American Fraternal Alliance
9:35 a.m. | Break
9:45 a.m. | Election Outlook with DC Strategist
A leading D.C. political insider offers an in-depth analysis of the 2024 election. This session will explore potential outcomes and implications for the fraternal sector, providing you with the knowledge needed to navigate the political shifts that could impact your organization.
Presented by Doug Sosnik, Senior Advisor, Brunswick Group
10:45 a.m. | Break
11:00 a.m. | Economic and Financial Forecast
Dive into the current economic environment with Mizuho's chief economist. Explore key issues such as inflation and deflation and their potential effects on the industry. Learn what to expect in the coming months and how to navigate the economic shifts.
Presented by Steven Ricchiuto, Managing Director, Chief Economist, Mizuho Securities USA LLC
12:00 – 1:00 p.m. | Lunch and Congressional Visit Preparation
1:05 p.m. | Shuttle Leaves Hotel for Capitol Hill
1:30 – 5:30 p.m. | Congressional Visits & Hill Reception
5:30 – 6:30 p.m. | Reception and Congressional Visit De-Briefing
Dinner on Own
Wednesday, September 18
7:30 – 8:30 a.m. | Networking Breakfast
8:35 – 8:45 a.m. | Annual Business Meeting
9:00 a.m. | Distribution Realities for Fraternals: Growing Through People, Products & Technology
Navigate the evolving world of distribution in the fraternal sector. This panel of distribution innovators will focus on opportunities for growth by leveraging the right people, products, and technology to enhance your society’s reach and impact in a competitive market.
Presented by Tyler Lawrence, Regional Director, Pacific/Midwest, WoodmenLife
Lesley Mann, Chief Marketing and Distribution Officer, GBU Life
Martha Turner Osborne, Chief Marketing and Innovation Officer, Teachers Life
10:00 a.m. | Break
10:15 – 11:15 a.m. | AI in the Life Insurance Industry
Discover how artificial intelligence can transform the life insurance industry. This interactive discussion with the co-founders of InsurTech NY will provide actionable observations on how to get started and ways to equip your society with the tools to leverage AI effectively now and in the future.
Presented by David Gritz, Co-Founder & Managing Director, InsurTech NY
Tony Lew, Co-Founder & Managing Director, InsurTech NY
Moderated by Paul Mlodzik, CEO, PM Consulting Inc.
11:20 a.m. | Closing Remarks and Adjournment
Thank You to Our Sponsors
Platinum Sponsor
Titanium Sponsor
Gold Sponsors
Check Out These Top DC Picks, Courtesy of Our Gold Sponsor, Gallagher Re!
REGISTRATION RATES
Fraternal Member Staff/Board: $850
Vendor (Associate Member) - Sponsor: $850
Complimentary Sponsor or VIP: $0
Non-sponsoring Associate members are not eligible to attend.
SPECIAL OFFER: Fraternal member societies should utilize the stipend code sent by the Alliance for Executive Summit. Each society is eligible for TWO $500 stipends towards two registrations for a total discount of $1,000. These Board-approved stipends will increase networking and collaboration – be sure to plan on attending and using this significant member benefit! Ask your society’s CEO if you are eligible to use one of the available stipends. Please click here for more information and contact info@fraternalalliance.org with any questions.
Cancellations on or Before August 16, 2024
For cancellation requests received in writing on or before August 16, 2024, event registrations can be transferred to another individual at no cost or refunded less a $25 cancellation fee.
Cancellations on or After August 17, 2024
Cancellation requests received in writing on or after August 17, 2024, the Alliance will not refund registration fees. Guest registration fees will be refunded less a $25 cancellation fee.
What happens to my registration if American Fraternal Alliance cancels the event?
Attendees will be notified in writing within 48 hours of formal decision of cancellation. If the Alliance cancels an in-person event, attendees can convert their registrations to virtual, if applicable, and receive a refund of the difference between registration fees. Attendees can also choose to receive a full refund of registration fees. Optional activity and guest registrations will be automatically refunded.
The Alliance will provide specific instructions for cancelling hotel rooms at the official event hotel. Additional travel arrangements must be cancelled by individuals.
If you have any questions, please email info@fraternalalliance.org or contact the office at (630) 522-6322.
HOTEL INFORMATION
Newly opened, be among the first to experience The Royal Sonesta Washington, DC Capitol Hill. Stay steps away from DC’s most significant landmarks, including the White House, the DC Monuments, and the Smithsonian. The host hotel is SOLD OUT. The nearby Hilton has been contracted for additional rooms. Please contact info@fraternalalliance.org.
Royal Sonesta Washington D.C. Capitol Hill - SOLD OUT
20 Massachusetts Ave. NW
Washington, D.C. 20001
Alliance Group Rate: $339-$354 per night plus tax. Room rates vary based on view (Atrium Gallery, DC Landmark or Capital, Monumental DC Landmark).
Please email info@fraternalalliance.org for hotel information.
CANCELLATIONS & TRANSFERS
All cancellations must be submitted in writing to info@fraternalalliance.org.
The following cancellation rules apply to event registrations only. Please see sponsor agreements for applicable rules regarding these items.
