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NETWORK

COLLABORATE

WHAT YOU WILL EXPERIENCE:

1:1 Customer Journeys
World Class Service
Industry Leading Collaboration

LISTEN

LEARN

DYNAMIC SPEAKERS SHARE THEIR INSIGHTS:

Industry Innovators
se2 Strategic Leaders
Client Trailblazers

EXPLORE NEW BUSINESS RELATIONSHIPS:

Networking Events
Team Building Activities
Panel Discussions & Workshops

September 14-16, Chicago, IL

Join Us at the se2 Partnership Forum

Why Attend?

Idea Sharing & Problem Solving
Insight From Industry Leaders
Networking With Peers
Product Innovation News
Exciting & Fun Events

Rising customer expectations and regulatory pressures are forcing insurance companies to pivot to the customer and make relationships personal. Learn how the se² platform marries cutting edge technology with world-class service to help insurance companies lead customers on personal journeys aligned with their financial dreams every stage of their life.

Join the se² leadership team, strategic service providers, and customers like yourself in this 3-day, high impact forum. Interactions are the name of the game, and we look forward to seeing you at the 6th Annual se² Partnership Forum: Evolve!

se2 Partnership Forum Agenda

Monday

September 14

Wednesday

September 16

Tuesday

September 15

1:00 PM - 5:00 PM

2:30 PM - 5:30 PM

5:30 PM - 7:30 PM

Exhibitor Setup

Registration

Welcome Cocktail Reception

Registration in the Albany Conference Room

Welcome Cocktail Reception at the Pavilion at Langham

7:30 AM - 8:30 AM

8:30 AM - 8:45 AM

8:45 AM - 9:45 AM

9:45 AM - 10:45 AM

10:45 AM - 11:00 AM

11:00 AM - 12:30 PM

12:30 PM - 1:30 PM

1:30 PM - 2:00 PM

2:00 PM

Networking Breakfast

Opening Remarks

NTT: Digital Insurance

se2: Operational Effectiveness

Networking Break

se2: Technology Innovation

se2: Working Lunch and

Roundtable Workshop

Wrap Up / Adjourn

Departures

Technology Updates and Product Innovation

Working Lunch & Roundtable Workshop

7:00 AM - 8:30 AM

7:30 AM - 8:30 AM

8:30 AM - 9:30 AM

9:30 AM - 10:30 AM

10:30 AM - 11:00 AM

11:00 AM - 12:00 PM

12:00 PM - 1:00 PM

1:00 PM - 2:00 PM

2:00 PM - 2:30 PM

2:30 PM - 3:30 PM

3:30 PM - 4:15 PM

4:15 PM - 4:30 PM

6:00 PM - 6:30 PM

6:30 PM - 9:30 PM

9:30 PM - 11:00 PM

Registration

Networking Breakfast

General Session

Customer Centricity Keynote

Networking Break with Exhibitors

Concurrent Sessions

Networking Lunch with Exhibitors

General Sessions in the Devonshire Ballroom

Networking Cocktails & Dinner on the Odyssey at Navy Pier

Networking Cocktails & Dinner

Concurrent Sessions

Networking Break with Exhibitors

Distribution Panel Discussion

Economic Outlook

Wrap Up

Transportation to Navy Pier

After Hours at Navy Pier

Speakers

Industry Experts Share Their Professional Expertise

Watch for updates on other speakers at this year's se2 Partnership Forum coming soon.

Peter J. deSilva

President, Chief Operating Officer,

UMB Financial Corporation

Peter deSilva is President and Chief Operating Officer of UMB Financial Corporation, vice chairman of UMB Bank, n.a., and chairman of the board of UMB Fund Services. He joined UMB in January 2004. He was employed by Fidelity Investments from 1987 to 2004, serving as Senior Vice President of Operations and Customer Service. Peter has direct experience regarding the operations, investment services, financial performance and products of the company.

Mike Sarantopoulos

Mike Sarantopoulos is Senior Vice President of insurance for NTT DATA, a leading global IT services provider. As practice leader for the North American insurance business, Mike oversees NTT DATA’s portfolio of insurance clients and offerings, including setting the strategic direction for NTT DATA’s enablement of digital business transformation within the insurance industry. Previously, Mike was the North American practice lead for NTT DATA's Cloud Advisory Consulting Services. Mike has more than 20 years of IT and business domain experience.

Senior Vice President of Insurance

NTT DATA

Mike Walsh

Mike Walsh is the CEO of Tomorrow, a global consultancy on designing business for the 21st century. He advises leaders on how to thrive in this era of disruptive technological change. Mike’s clients include many of the global Fortune 500, and as a sought-after keynote speaker he regularly shares the stage with world leaders and business icons alike. Mike previously founded Jupiter Research in Australia, and has also held senior strategy roles at News Corporation in the Asia Pacific Region. He is currently a board member and strategic investor in the North Alliance, Scandinavia’s leading digital marketing group. Mike’s best-selling book FUTURETAINMENT, published by Phaidon was the winner of the design award by the Art Director’s Club in New York.

Chief Executive Officer

Tomorrow

Sponsors

Watch for additional sponsors coming soon. Want to become a sponsor? Contact Us Today!

PLATINUM SPONSORS

NTT DATA is a leading IT services provider and global innovation partner with 75,000 professionals based in over 40 countries. NTT DATA emphasizes long-term commitment and combines global reach and local intimacy to provide premier professional services, including consulting, application services, business process and IT outsourcing, and cloud-based solutions. NTT DATA is also an se2 partner and investor. The combined NTT DATA and se2 solution portfolio offers Life and Annuity insurance providers a tailored balance of digital, legacy, and business growth solutions. Visit www.nttdata.com/americas to learn how our consultants, projects, managed services, and outsourcing engagements deliver value for a range of businesses.

UMB Financial Corporation is a financial services holding company headquartered in Kansas City, MO, offering complete banking, asset management, health spending solutions and related financial services to commercial, institutional and personal customers nationwide. A full service financial partner, UMB equips clients with the sophisticated products of a large institution accompanied with the dedicated service and personal results of a trusted advisor. We are one of the largest back office financial services providers to the insurance and mutual fund industries, respectively, the fourth largest Corporate Trust bank in the U.S. and one of the nation’s largest issuers of Purchasing Cards. UMB Healthcare Services is a top ranked HSA administrator/custodian and issuer of FSA/ HSA/HRA medical spending debit cards. Visit www.umb.com for more benefits

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GOLD SPONSORS

ACCENTURE SOFTWARE

Accenture Software for Life and Annuity offers strategic solutions that support mission critical life and annuity products and processes. Our comprehensive solutions enable automation across the full policy lifecycle, from new business to claims/payout; and provide innovative digital and dynamic offerings for tomorrow's Insurer.

Flexible Architecture. Simplified Technology. FAST

FAST, which stands for “Flexible Architecture, Simplified Technology,” is a software provider focused on solving the challenges fraternal organizations and insurance companies face as they seek to modernize their systems environments or completely replace legacy systems. Our pre-built FAST Insurance Components dramatically reduce the time, cost, and risk associated with major systems initiatives. These components are offered individually or as packages for: Policy Administration, Distribution Management, and New Business.

ADVANTAGE TECH

Advantage Tech is an industry leader in IT staffing and was named a Top Area Information Outsourcing Firm in 2012 by the Kansas City Business Journal. In business for over 15 years, we have been passionate about delivering world-class service and value to our clients. Advantage Tech’s customized recruiting model enables us to place consultants locally and nationally. Our clients want the best candidate at the most reasonable rate within a set time frame; that’s precisely what we provide them. We go even further. Our consultant retention program gives our clients the added comfort our people will perform well and finish the project.

TRICOM TECHNICAL SERVICES

Why TriCom?

We find and bring you exceptional IT talent!

Our recruiting process discovers talent

Supporting our associates so they are able to focus on

your projects!

We provide comprehensive benefits, training, second to none Account Management, Recruiting and Back Office Support

TriCom is committed to YOUR success!

We will fix any problem to your benefit, period.

Being the best is a journey, not a destination!

MERRILL CORPORATION

Merrill Corporation is a leading technology-enabled service provider with a focus on providing complex, secure and confidential business communications for our clients. Our solutions enable our clients to create, access, control, analyze and communicate critical information for key business initiatives, such as targeted customer marketing, complex regulatory compliance and business decision making.

Life Products Solutions Group LLC

Life Products Solutions Group provides annuity, life and financial service organizations with expert software solutions, project management and comprehensive consulting services. LPS Group’s foresight and use of new technologies revolutionizes the way information is managed, processed and delivered, resulting in increased sales, faster time to market with innovative products and reduced cost expenditures. We maximize the investments made in existing systems and infrastructure and accomplish this with an overwhelming emphasis on quality, integrity and service.

VERTEX Inc., an Ebix Consulting firm

VERTEX, Inc., a 24-year veteran Life & Annuity professional services firm, is now operating under Ebix Consulting, an independent subsidiary of EBIX Inc. VERTEX provides specialized insurance business transformation services to the insurance carrier community, leveraging our insurance subject matter experts and industry partnerships to improve our client’s processing efficiencies and reduce the cost of selling insurance. We align insurance product diversity with operational and technology capabilities to satisfy aggressive sales strategies within our clients captive and external distribution channels.

Vertafore

Vertafore makes compliance simple by automating interactions between agents, carriers, and regulators. Our Sircon solutions help you manage your entire producer lifecycle, from onboarding to termination—quickly, accurately, and efficiently. Keep business moving forward: rely on Sircon to reduce paperwork, speed time to revenue, and make it easier to sell policies.