AT A GLANCE

Sunday, November 1, 2009

2:00pm-5:00pm
Registration
3:00pm-5:00pm
Meet the Editors
6:30pm-9:00pm
Welcome Reception
 

Monday, November 2, 2009

6:30am-7:30am
Breakfast
7:30am-7:45am
Welcome/Introduction
7:45am-8:25am
Customers Versus Costs? Negotiating the Balance Between Service and Efficiency
8:25am-8:50am
Managing in Crisis: Adapting to Changing Enterprise Priorities
8:50am-9:30am
Controlling Your Destiny: Navigating Change From a Position of Strength
9:30am-10:00am
Taking Stock – Coping with the Crisis and Looking Ahead
10:00am-10:15am
Refreshment Break
10:15am-11:45am
Sponsor One-on-One Meetings
Noon-1:00pm
Lunch
Noon-6:00pm
Networking & Recreational Activities
7:00pm-8:00pm
Elite 8 2009 Cocktail Reception
8:00pm-11:00pm
11th Annual Elite 8 Awards Ceremony & Dinner
 

Tuesday, November 3, 2009

6:30am-7:30am
Breakfast
7:30am-8:30am
Special Interest Roundtables
8:30am-9:15am
Keynote: Meeting Consumer Expectations in the New Economy
9:15am-10:00am
Elite 8 Point/Counterpoint
10am-10:15am
Refreshment Break
10:15-11:45am
Sponsor One-on-One Meetings
Noon-1:00pm
Lunch
Noon-6:00pm
Networking & Recreational Activities
7:00pm
Closing Reception
 

Wednesday, November 4, 2009

 
Breakfast & Departures

Sunday, November 1, 2009

2:00pm-5:00pm
Registration
3:00pm-5:00pm
Meet the Editors

Stop by to meet the I&T editorial team, bring us up to date on your organization, new initiatives, and your views on the hottest topics in insurance technology. Learn about I&T content opportunities across all media channels.

6:30pm-9:00pm
Welcome Reception

Monday, November 2, 2009

6:30am-7:30am
Breakfast
7:30am-7:45am
Welcome/Introduction

Kathy Burger, Editorial Director, Insurance & Technology

7:45am-8:25am
Customers Versus Costs? Negotiating the Balance Between Service and Efficiency

Growth hasn’t gone away from insurance companies’ strategic plans, but achieving profitable growth has become a very complex endeavor. On the one hand, the means and channels of interacting with policyholders, prospects and distributors continuing to expand and differentiate, enabling an array of “high-tech/high-touch” ways for carriers to improve loyalty, retention and market share. On the other, insurers face renewed pressures to find efficiencies and reduce costs in all kinds of transactions, including claims and sales. IT is both the enabler, and in some cases the obstacle, to developing and optimizing these different ways to reach and touch customers. How do you find the right balance and achieve true ROI on these investments?

  • Building out mobile capabilities
  • Enhancing face-to-face interactions via a retail store strategy.
  • Web 2.0 – how is it transforming customer interactions?
  • Using automation to improve service and retention.

Moderator:
Nathan Conz, Senior Editor, Insurance & Technology

Speaker:
Deepak Srinivasan, Director of Systems Engineering, Esurance
Download Presentation

Phil Swift, CIO, Esurance

8:25am-8:50am
Managing in Crisis: Adapting to Changing Enterprise Priorities

The qualities that made for a good insurance CIO in 2000 may be very different on the eve of 2010. Business acumen is more important than ever, but CIOs also need unprecedented working knowledge of a growing list of technical areas than before. While attention to some technologies has waned, most of the lessons learned over the decade are cumulative. The technology environment itself has evolved, and with it the importance of the CIO to the insurance enterprise. With importance comes responsibility, and in a time of crisis, senior management looks to the CIO to provide solutions to novel problems as well as to offer strategic guidance to take advantage of emerging opportunities. Hear from an executive who has lived through the evolution about how and why he’s successfully ridden the waves of change, and what challenges he anticipates in the future.

  • Dealing with globalization – sourcing, workforce, customers, competitors.
  • Survival strategies – keeping up with change, coping with stress.
  • Changing management dynamics (CIO/CEO, CIO/CFO, etc.).
  • Forecasts for the insurance IT organization of the future.

Moderator:
Anthony O’Donnell, Executive Editor, Insurance & Technology

Speaker:
Kevin Murray, Executive Vice President and Chief Information Officer, AXA Financial, Inc.
Download Presentation

8:50am-9:30am
Controlling Your Destiny: Navigating Change From a Position of Strength

Consolidation and realignment aren’t new in the insurance industry, but the stakes are higher than ever today. Regulatory, financial and competitive considerations are likely to drive a new wave of restructuring and M&A activity in the industry, and CIOs will be squarely in the middle of these developments – charged with enabling entrance into new markets, integrating often widely disparate systems and enabling efficient and high-performing new entities. How can IT approach organizational change from a position of strength, rather than being dragged along for a ride?

  • The CIO’s role in restructuring: leader or follower?
  • Cultural and workforce issues – avoiding surprises.
  • The right way to approach “best of breed” decisions.
  • The hidden IT costs of M&As.
  • Keeping customers happy during the transition.

Moderator:
Kathy Burger, Editorial Director, Insurance & Technology

Speakers:
Russell Bostick, EVP, Technology and Operations, Conseco Services LLC
Mark Esposito, CIO, Hartford Life, The Hartford Financial Services Group, Inc.

9:30am-10:00am
Taking Stock – Coping with the Crisis and Looking Ahead

The conventional wisdom is that the insurance industry has been less directly affected by the global financial turmoil than other financial services segments, but that doesn’t mean the pressure hasn’t been on insurance IT executives to solve new problems, address new requirements and figure out new ways to support growth – all with more limited resources and budgets. Celent has been tracking how insurance IT execs have been responding to the crisis in 2009. Will the measured optimism that has characterized the industry’s response over the past few months be carried over into 2010, and how will attitudes influence IT budgets and strategies for the coming year? An insider’s view and forecast of the months ahead will be offered in this exclusive “first look.”

  • Taking advantage of the focus on IT.
  • Cost reduction – where next?
  • 2010 IT budget outlook.
  • Are CIOs up to the challenge?

Speaker:
Craig Weber, Senior Vice President, Insurance Group, Celent
Download Presentation

10:00am-10:15am
Refreshment Break
10:15am-11:45am
Sponsor One-on-One Meetings
Noon-1:00pm
Lunch
Noon-6:00pm
Networking & Recreational Activities
7:00pm-8:00pm
Elite 8 2009 Cocktail Reception
8:00pm-11:00pm
11th Annual Elite 8 Awards Ceremony & Dinner

Tuesday, November 3, 2009

6:30am-7:30am
Breakfast
7:30am-8:30am
Special Interest Roundtables

What can your organization learn from the most innovative companies? In these informal roundtable groups we will address some of the key challenges facing insurance company IT organizations by applying the principles adopted by some of the world’s most innovative businesses.

Discussion topics include:

  • Making the Business Case for Green Computing
  • Strategies for Defining and Coping with Risk
  • Getting – and Measuring – the ROI on Analytics
  • Tracking Success: What Are the Right Performance and Project Metrics?
  • Building Tomorrow’s IT Workforce – Recruitment and Retention Challenges
8:30am-9:15am
Keynote: Meeting Consumer Expectations in the New Economy

Amidst the bad economic news of 2009, J.D Power’s consumer surveys saw a dramatic upswing in overall customer satisfaction with insurance services. At a time when confidence in financial services is at a historic low, how have insurers been able to keep customers happy, and what strategies will characterize the most customer-friendly insurers as the retention imperative continues to rule? J.D. Power’s Jeremy Bowler will explore the drivers of insurers’ customer satisfaction success so far, and what they will need to do to sustain it.

  • Nine Notions of Innovation
  • Leadership through transformation
  • Risk – how can we embrace it

Speaker:
Jeremy J. Bowler, Senior Director, Insurance Practice, J.D. Power and Associates
Download Presentation

9:15am-10:00am
Elite 8 Point/Counterpoint

In this interactive session, 2009 Elite 8 executives face off in a fast-moving debate over the most controversial and challenging issues facing insurance technology executives – including the dramatic changes that have occurred in their own roles. What are the most significant issues and challenges facing insurance CIOs and other senior executives – and what are the best approaches to addressing these challenges? We’ll hear and evaluate different perspectives and then weigh in on the views and strategies that seem to be most on target as insurance companies strive to survive and succeed.

  • Management skills for the future.
  • 2010 IT budget forecasts.
  • Hot technologies to pursue – or avoid.
10am-10:15am
Refreshment Break
10:15-11:45am
Sponsor One-on-One Meetings
Noon-1:00pm
Lunch
Noon-6:00pm
Networking & Recreational Activities
7:00pm
Closing Reception
 

Wednesday, November 4, 2009

 
Breakfast & Departures



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