Agenda

Wednesday, April 3rd

Early Registration
(Place – TBD)
Attendee Informational Meeting
IAdCA Board Introductions – Conference Information
(Place – TBD)
Welcome Reception
(Place – TBD)
Dinner On Your Own
(Find an old or new friend or a group for dinner on your own)

Thursday, April 4th

Registration and Breakfast


(Place – TBD)

**General Sessions**

Welcome and Opening Remarks

Cailie Currin – Currin Compliance, IAdCA President


(Place – TBD)

Regulator Panel


Erica Bailey, Associate Commissioner of Compliance and Enforcement – Maryland
Frank Pyle, Director of Consumer Protection – Delaware
Emily Brown, Director of Insurance Rates and Forms -Vermont
TBD
Moderated by Fred Karlinsky – Greenberg Traurig


(Place – TBD)

Break and Vendor Visit


(Place – TBD)

Regulator Round Robin


Erica Bailey, Associate Commissioner of Compliance and Enforcement – Maryland
Frank Pyle, Director of Consumer Protection – Delaware
Emily Brown, Director of Insurance Rates and Forms -Vermont
TBD

(Place – TBD)

Vendor Visit


(Place – TBD)

Lunch


(Place – TBD)

**Breakout Sessions**

Breakout Sessions #1

State Specific Advertising Issues and Enforcement Actions

Stephanie Pierce – Dentons

(Place – TBD)

FINRA Variable Product Advertising

Gregory Riviello – FINRA
(Place – TBD)

Field Generated Advertising & Lead Generation

Melissa Piekarski – Allianz Life
Chad Batterson – Athene USA
(Place – TBD)

Intellectual Property Concerns


TBD
(Place – TBD)

Break and Vendor Visit


(Place – TBD)

Breakout Sessions #2

Advertising Illustrations and Hypothetical Examples

Sarah Patton – Allianz Life

(Place – TBD)

Responsible Marketing to Seniors and Vulnerable Adults; Senior Protection and the Senior Safe Act

Cynthia Borelli – Bressler Amery & Ross, P.C.

(Place – TBD)

Medicare Advantage Plan
Marketing Changes and Challenges


Toya Werkheiser – HealthSpring
Helaine Fingold – Epstein, Becker & Green, P.C.

(Place – TBD)

Differences in Advertising for Agents, Registered Reps and Investment Advisor Reps

Heidi Gabel – TruChoice Financial Group
Maureen James – Summit Compliance Group

(Place – TBD)

Break and Vendor Visit


(Place – TBD)

Breakout Sessions #3

Federal Trade Commissions (FTC) Advertising Requirements

Alysa Hutnick – Kelley, Drye & Warren LLP
Lauri Mazzuchetti – Kelley, Drye & Warren LLP

(Place – TBD)

Interstate Insurance Product Regulation Commission (IIPRC) Filing Standards

Maureen Hart Perry – IIPRC

(Place – TBD)

Hands-On Advertising Review

Debby Paris – First Consulting

(Place – TBD)

New York Reg 187 and the NAIC Model Suitability Reg Update


Cailie Currin – Currin Compliance

Pete Rock – Currin Compliance

(Place – TBD)

Thursday Dinners

(Meet in TBD)

Friday, April 5th

Breakfast

(Place)

Welcome Back

Chairs of Education and Conference Committees
(Place)

Keynote

Amanda Hite – Co-Founder and CEO BTC Revolutions
The Social Revolution – Changing the Marketplace, Workplace & the World

(Place – TBD)

Break and Vendor Visit


(Place)

General Session Speaker

George Nichols III – The American College

Accredited Designations and the Importance of Them

(Place)

Break and Vendor Visit


(Place)

Questions and Answers


(Place)

Closing


(Place)