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Agenda

7:00am–7:45am

 

Continental Breakfast
Courtesy of New York Life
 

7:45am–8:00am

 

Welcome
Ted Mathas
Chairman, President and CEO, New York Life
 

8:00am–8:45am

 

General Session Speaker
Industry Overview & Regulatory Reform
Laurence Barton, PhD
President & CEO, O. Alfred Granum Chair in Management, The American College
 

8:45am–9:45am

 

2010 Liddy Leadership Lecture, Sponsored by Reinsurance Group of America
We're Bankrupt: What Must Be Done to Prevent Economic Collapse
The Honorable David M. Walker, Founder and Chief Executive Officer, Comeback America Initiative (CAI)
and former Comptroller General of the United States.
Speaker introduced by: Frederick J. Sievert, Past President, New York Life and Life Trustee, The American College
Click here to view state CE credit

 

9:45am–10:45am

 

Dynamic Changes in the Disability Income Market
Thomas Petersen, RHU,® Senior Partner, Petersen International Underwriters
Jason S. Early, Associate, CFG/New England Financial
Speakers introduced by: Christopher O. Blunt, New York Life

Click here to view state CE credit
 

10:45am–11:45am

 

You May Want to Hear This: Four Advisors Under 40 Speak Out
Panelists:  • Hunter Gimbel (Penn Mutual)
                 • Tyler Huston, CLU,® ChFC,® CASL,® CFP® (Northwestern Mutual)
                 • Monica Pedano (Morgan Stanley/Smith Barney)
                 • Eric S. Snyder (Bank of America)
Moderator: Adam Batchelor, The American College Alumni Association

Click here to view state CE credit
 

11:45am–12:15pm

 

Presentation of the 2010 American College Alumni Association Hall of Fame Award
Honoring Bud Schiff, CLU® Chief Executive Officer, NYLEX Benefits
 

12:15pm–1:15pm

 

Lunch: Special thanks to our sponsor, New York Life
 

1:15pm–2:15pm

 

2010 Engle Lecture on Economic Security
Another Economic Depression?
Stuart Varney, Financial Journalist, FOX Business Network
Speaker introduced by: Susan M. Cooper, CLU,® ChFC,® CFP,® Penn Mutual

 

2:15pm–3:15pm

 

Margaret I. Bradshaw Lecture Series
The Customer Rules!
Lisa Ford, Author of How to Give Exceptional Customer Service
Speaker introduced by: Mary Quist-Newins, CLU,® ChFC,® CFP,® The American College

Click here to view state CE credit
 

3:15pm–4:15pm

 

Succession Planning for Agency Leaders
Panelists:  • Daralee S. Barbera, CLF® (Waddell & Reed)
                 • Sal Farina, MSM, CLU,® ChFC,® CLF® (New York Life)
                 • Brian Heapps, CLU®, ChFC® (John Hancock)
                 • Gerald Herbison, MSM, CASL,® ChFC,® CFP® (The American College)
                 • Richard Liddy, CLU® (General American)
                 • Anthony T. Mazzei, Sr., MSM, CLU,® ChFC® (The Guardian)
Moderator: Art Kraus, CLU,® ChFC,® Capital Intelligence Associates, Inc.

 

4:15pm

 

Closing Remarks
Michael C. Davidson, CLU®
Vice Chairman & Chief Agency & Marketing Officer, State Farm Insurance Companies