Agenda

Printable Agenda

Warwick Hotel Front

The Warwick at Rittenhouse Square

Wednesday, April 3rd

Early Registration
4:00 – 5:30
(Mezzanine Foyer)
Attendee Informational Meeting
IAdCA Board Introductions – Conference Information
5:00 – 5:30
(Crystal Room)
Welcome Reception
5:30 – 6:30
(Crystal Room)
Dinner On Your Own
6:30
(Find an old or new friend or a group for dinner on your own)

THURSday, April 4th

Registration and Breakfast

7:00 – 8:15

(Mezzanine Foyer / Crystal Room)

Welcome and Opening Remarks

Cailie Currin – Currin Compliance, IAdCA President

8:15 – 8:30

(Grand Ballroom)

**General Sessions

Regulator Panel

Janet brunory, qualified health plan (qhp) rates & forms analyst – delaware;
ERICA BAILEY, ASSOCIATE COMMISSIONER OF COMPLIANCE AND ENFORCEMENT – MARYLAND;
Emily Brown, Director of Insurance Rates and Forms -Vermont;
julie fairbanks, manager – life and health market conduct – virginia;
Moderated by Fred Karlinsky – Greenberg Traurig

8:30 – 9:45

(Grand Ballroom)

Break and Vendor Visit
9:45 – 10:00
(Mezzanine Foyer)

Regulator Round Robin



ERICA BAILEY, ASSOCIATE COMMISSIONER OF COMPLIANCE AND ENFORCEMENT – MARYLAND;
EMILY BROWN, DIRECTOR OF INSURANCE RATES AND FORMS -VERMONT;
JULIE FAIRBANKS, MANAGER – LIFE AND HEALTH MARKET CONDUCT – VIRGINIA;

10:00 – 12:00

(Place – TBD)

Vendor Visit


12:00 – 12:15
(Mezzanine Foyer)

Lunch


12:15 – 1:30
(Crystal Room)

**Breakout Sessions**

Breakout Sessions #1
1:30 – 2:30

Federal Trade Commissions (FTC) Advertising Requirements

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

Walnut Room (3rd floor)

State Specific Advertising Issues and Enforcement Actions

Stephanie Pierce – Dentons

Chestnut Room (3rd Floor)

Field Generated Advertising & Lead Generation

Melissa Piekarski – Allianz Life
Chad Batterson – Athene USA

Warwick Room (2nd floor)

Cracking the code: medicare communications and marketing guidelines


TOYA WERKHEISER – CIGNA-HEALTHSPRING
Helaine fingold – epstein, becker & Green, P.C.

(Cherry Room 3rd Floor)

Break and Vendor Visit


2:30 – 2:45

Breakout Sessions #2
2:45 – 3:45

Advertising Illustrations and Hypothetical Examples

Sarah Patton – Allianz Life

Walnut Room (3rd Floor)

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

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

Chestnut Room (3rd Floor)

FINRA Variable Product Advertising

Gregory Riviello – FINRA

Warwick Room (2nd Floor)

What’s In a Title? Aligning Their Marketing with Their Credentials!

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

Cherry Room (3rd Floor)

Break and Vendor Visit


3:45 – 4:00

Breakout Sessions #3
4:00 – 5:00

Federal Trade Commissions (FTC) Advertising Requirements

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

Walnut Room (3rd Floor)

New York Reg 187 and the NAIC Model Suitability Reg Update

Cailie Currin – Currin Compliance
PETE ROCK – CURRIN COMPLIANCE

Chestnut Room (3rd Floor)

Practice, Practice, Practice – Practical Advertising Review Application

Debby Paris – First Consulting

Warwick Room (2nd Floor)

Questions, Answers & Helpful Hints on the Compact Advertising Standard

Maureen Hart Perry – IIPRC

Cherry Room (3rd Floor)

Thursday Dinners

(Meet in TBD)

Friday, April 5th

Breakfast


6:30 – 8:00
(Crystal Room)

Welcome Back

Chairs of Education and Conference Committees
8:00 – 8:05 (Grand Ballroom)

Keynote

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

(Grand ballroom)

8:05 – 9:15

Break and Vendor Visit


9:15 – 9:30
(Mezzanine Foyer)

General Session Speaker

George Nichols III – The American College

Accredited Designations and the Importance of Them

(GRAND BALLROOM)

9:30 – 10:30

Break and Vendor Visit


10:30 – 10:45
(Mezzanine Foyer)

Questions and Answers


10:45 – 11:00
(Grand Ballroom)

Closing


(Place)