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Prior Events

Below are links to prior LOMA of Greater New York events organized by year:

2011 Meetings 2008 Meetings 2005 Meetings
2010 Meetings 2007 Meetings 2004 Meetings
2009 Meetings 2006 Meetings 2003 Meetings


Event Photos


Event History


09/07/11 Guardian Life
The Resurgence of Whole Life

05/05/11 MetLife
Employee Benefits- A Blueprint for the New Benefits Economy

04/07/11 New York Life
Retirement Income Opportunity

03/02/11 Prudential
Leadership Lessons from Around the Globe
First General Meeting Minutes (80k-pdf)

10/15/10 Grand Hyatt New York
Recipes for Career Success
Felipe Botero, FLMI, AIRC, Vice President Technology & Operations, MetLife
Michael Gordon, Senior Vice President Agency Life Operations, New York Life
Elizabeth Moore, Vice President Talent Management, Guardian Life
Carl Pollock, Vice President Human Resources, Prudential

9/22/10 New York Life
The Financial Crisis and the Life Industry: Challenges, Opportunities & Lessons Learned
Mark W. Pfaff; Executive Vice President In Charge of U.S. Life Insurance & Agency

6/30/10 Guardian
National Healthcare Reform: Current Status of Federal Proposals and Effects on State Initiatives
Ulysses Lee, Counsel Government Relations & Privacy Officer

4/11/10 Met Life
The Right People, The Right Talent: Fitting The Needs Of People In The Ever Changing Organizational Culture
Kathleen Henkel, Executive Vice President Human Resources

3/23/10 Prudential
Ain't No Stopping' Them Now: How Gen Y Will Influence Our Growth
Joan Cleveland, Vice President, Business Development, Prudential
Maurice Kuykendoll, PMA, Business Development, Prudential

10/16/09 Grand Hyatt New York
Learning 2.0: New Approaches to Learning for Improved Business Results
Katherine C. Milligan, FLMI, ACS, ALHC, VP, Education and Training, LOMA

6/24/09 Guardian
Legislative Challenges to the Life Insurance Business:
Perception, Reality, and What We can Do about It
John R. Hurley, VP, Government Relations, Guardian

5/21/09 New York Life
Insurance Industry Legislative and Regulatory Landscape: State and Federal Issues
George Nichols III, SVP, Office of Governmental Affairs ,New York Life

3/18/09 Prudential
CDO's, TARP, and Bears, Oh My!: The Market Crisis and the Insurance Industry
Peter Sayre, SVP & Controller, Prudential

10/24/08 Battery Gardens Restaurant
Trends in the Insurance Industry
Jeffrey T. Hasty, SVP, LOMA

9/11/08 Guardian
The Impact of Guaranteed Withdrawal Products on Variable Annuity Sales
D. Bradley Stonecipher, EVP, Investment Sales
Peachtree Planning Corporation

5/29/08 Prudential
Genetic Testing: Who's in Your Genes?
Paula Romano, VP, Underwriting & Claims, Prudential
Riva Kinstlick, VPV, Government Affairs, Prudential
Roberta Meyers, VP & Associate General Counsel, ACLI

4/02/08 New York Life
Leading Throughout Your Career – Attributes and Behaviors that Matter
Frank M. Boccio, EVP & Chief Administrative Officer, NYL

3/06/08 METLIFE
Strategies for Success – Shareholders, Customers and Employees
Todd B. Katz, SVP, Group Products, METLIFE
11/28/2007 AXA Equitable
Speed Networking Workshop
Michael Ferik, FSA, Senior Vice President, Life Insurance Mkt & Product Development
Tracey Gray-Walker, Vice President, Business Development & Opportunities

11/16/2007 World Yacht Cabaret
Changing Demographics of the Workplace
Julie Gebauer, Managing Director, Towers Perrin

9/28/2007 Guardian
Women's Market Programs - Keys To Success
Katherine Readinger, Second Vice President of Marketing, Technology & Product Services
Diana Acevedo, Manager - Target Marketing Program

6/14/2007 Prudential
The Perils of Investor-Owned Life Insurance
James J. Avery, President, Individual Life Insurance

5/17/2007 New York Life
Unleashing The Power of Diversity
Katherine O'Brien, Vice President & Chief Diversity Officer

3/20/2007 MetLife
How Frontline Managers Motivate Employees
Grace E. M. Cowan, Senior Vice President, Institutional Business

11/17/2006 Midtown Executive Club
Why Should Companies Take Work/Life Balancing Seriously?
Daniel Purushotham, Adjunct Faculty Member, Central Connecticut State University School of Business

9/21/2006 Guardian
The Changing Role of the Life Insurance Professional
David Allen, Senior Vice President, Individual Markets

6/23/2006 Prudential
Boomer Trends, Retirement and Life Insurance: Connection or Coincidence?
Mark Hug, Vice President & Chief Marketing Officer
Maria Umbach, Vice President, Marketing

5/4/2006 New York Life
International Life Insurance: An Emerging Market Approach
Joseph A. Gilmour, CEO International

3/9/2006 MetLife
Retirement Crisis and The Need For Income Annuities
Maria Morris, Executive Vice President, Employee Sales
Aaron Fried, Vice President & Actuary, Employee Purchased Product Group

11/11/2005 World Yacht Cabaret
VARIABLE ANNUITIES
ARI LINDER, PRESIDENT, ACE TEMPEST LIFE REINSURANCE

9/8/2005 Mutual of America
IMPORTANCE OF TRAINING AND LEADERSHIP DEVELOPMENT
LYNN NADLER, SENIOR VICE PRESIDENT

5/24/2005 PRUDENTIAL FINANCIAL
EMBEDDED VALUE, A NEW WAY TO MEASURE PROFITABILITY
HELEN GALT, COMPANY ACTUARY

4/7/2005 NEW YORK LIFE
RETIREMENT INCOME, A CHANGING MARKET
THEODORE MATHAS, EXECUTIVE VICE PRESIDENT AND CO-HEAD OF LIFE AND ANNUITY

11/12/2004 WARWICK HOTEL
TIPS FOR IMPROVING ACCURACY
EVELYN MARETH, PRESIDENT, THE ACCURACY COMPANY

10/21/2004 AXA FINANCIAL
INDUSTRY OUTLOOK
STAN TULIN, VICE CHAIRMAN & CFO, AXA FINANCIAL JOINT MEETING WITH IASA METRO NY/NJ CHAPTER

9/14/2004 MUTUAL OF AMERICA
A MODEL FOR MANAGING ASSETS
RICHARD J. CIECKA, PRESIDENT AND CEO, MUTUAL OF AMERICA CAPITAL MANAGEMENT CORPORATION

5/25/2004 PRUDENTIAL FINANCIAL LIFE INSURANCE FRAUD: DON'T WAIT TILL CLAIM TIME TO KNOW YOUR CUSTOMERS
KENT SLUYTER, VP, RISK MANAGEMENT, PRUDENTIAL FINANCIAL

4/7/2004 NEW YORK LIFE
2004 A RAPIDLY CHANGING LANDSCAPE
FREDERICK J. SIEVERT, PRESIDENT, NEW YORK LIFE

11/14/03 RIHGA ROYAL HOTEL
2003 RATING TRENDS & WHAT'S DRIVING THE TRENDS
EDWARD EASOP, A. M. BEST,
BILL RABEL, SENIOR VICE PRESIDENT, LOMA

9/18/03 NEW YORK LIFE
PLANNING FOR RETIREMENT: 2003 CONSIDERATIONS
PATRICIA S. FAVREAU, NEW YORK LIFE
KEVIN P. O'FEE, NEW YORK LIFE

5/15/03 PRUDENTIAL FINANCIAL
CUSTOMER RELATIONSHIP MANAGEMENT: A BUSINESS & TECHNOLOGY PARTNERSHIP
ANDREA CSASZAR, PRUDENTIAL FINANCIAL

3/27/03 ST. JOHN'S UNIVERSITY
2003 LEGISLATIVE CHANGES AFFECTING THE ACCOUNTING INDUSTRY & THEIR IMPACT ON THE INSURANCE INDUSTRY
LINDA DOUGHERTY, TIAA-CREF

11/8/02 INAMORATA YACHT
REINSURANCE IN 2002'S ENVIRONMENT
JEREMY STARR, GUARDIAN
CO-HOST: AXA CORPORATE SOLUTIONS

9/23/02 ST. JOHN'S UNIVERSITY
EDUCATION & CAREER FORUM
BILL RABEL, SENIOR VICE PRESIDENT, LOMA
BILL KEATING, ST. JOHN'S
MARY JO BRANCIFORTE, NEW YORK LIFE
JOHN GRIBBON. MONY
EARL HARRY, GUARDIAN
VELORA MEDLEY, NEW YORK LIFE
NAOMI OPPMANN, TIAA-CREF
MARTY BROPHY, PRUDENTIAL FINANCIAL

7/27/02 BRONX ZOO EDUCATIONAL & SOCIAL OUTING
INSURING THE BRONX ZOO
JOHN HOARE

5/2/02 PRUDENTIAL FINANCIAL
RISK MANAGEMENT
KIERAN QUINN STEVEN JOUBERT

3/2/02 NEW YORK LIFE
INFORMATION SECURITY: ISSUES FOR 2002 IN THE INSURANCE INDUSTRY
STEVEN ATTIAS

11/2/01 TAVERNONTHEGREEN
2001 PENSION REFORM J.
STEWART BORROW, METLIFE

8/10/01 HAYDEN PLANETARIUM
SPACE SHOW

6/20/01 PRUDENTIAL
REORGANIZATIONS
MICHAEL SHAPIRO

5/16/01 HARRY'S HANOVER
WOMEN INITIATIVES AXA & GUARDIAN
MARY McELRATH-JONES

4/5/01 NEW YORK LIFE
STATE REG/LEG ISSUES
KAREN KLINKMAN

11/3/00 INAMORATA YACHT
TRENDS IN DISTRIBUTION
ELAINE TUMICKI, LIMRA

6/27/00 TRATTORIA ALBA
LIVING TRUSTS
SJ KALSA, KALSA LAW FIRM

3/9/00 NEW YORK LIFE
INSURANCE IN GLOBAL ARENA
CATHERINE DWYER, NEW YORK LIFE

11/9/99 MARRIOTT
FINACIAL ETHICS & PROFESSIONALISM
BILL RABEL, LOMA

10/5/99 GUARDIAN
AGENCY RATINGS
PETER HUTCHINGS, GUARDIAN

5/25/99 SAL ANTHONY'S
WEALTH -- GETTING IT/PROTECTING IT
MICHAEL TERRETI, COLLEGE OF INSURANCE

3/4/99 NEW YORK LIFE
FUTURE OF SOCIAL SECURITY
BRUCE SCHOBEL, NEW YORK LIFE

11/13/98 RIVERANDA YACHT
DEMUTUALIZATION
HELEN GALT, PRUDENTIAL

10/19/98 COLLEGE OF INSURANCE
STATE OF INSURANCE INDUSTRY
TOM DONALDSON, LOMA

6/11/98 TIAA-CREF
ROTH IRA TAX ISSUES
DIANE OAKLEY, TIAA-CREF

3/23/98 SAL ANTHONY'S
EFFECTIVE LISTENING TECHNIQUES
GENE VIESTA, DALE CARNEGIE

2/12/98 NEW YORK LIFE
NEW YORK REGULATION 60
MEL FELDMAN, NEW YORK LIFE

11/4/97 MARRIOTT MARQUIS
AMERICAN COUNCIL OF LIFE INSURANCE

5/8/97 GUARDIAN
MUTUAL COMPANY GAAP

4/15/97 TIAA-CREF
TECHNOLOGY IN MANAGING CHANGE

11/7/96 MARRIOTT MARQUIS
NY STATE INSURANCE DEPARTMENT

9/18/96 NEW YORK LIFE
HOW TO LAUNCH A NEW BRAND

6/13/96 SWISS RE AMERICA
VIATICAL SETTLEMENTS

3/12/96 GUARDIAN
INVESTMENT STRATEGIES & PRACTICES

2/22/96 TIAA-CREF
FINANCIAL SERVICES ON THE INTERNET

11/3/95 CRUISE SHIP
SOCIAL SECURITY

6/22/95 EQUITABLE
AGENT WORKSTATIONS

5/21/95 CENTRAL PARK
AIDS WALK NEW YORK

3/7/95 NEW YORK LIFE
MANAGED CARE: PAST, PRESENT, AND FUTURE

1/10/95 TIAA-CREF
HOW NEW CONGRESS WILL EFFECT LIFE INSURANCE INDUSTRY

11/4/94 CRUISE SHIP
IMPROVING YOUR COMMUNICATION SKILLS

9/22/94 GUARDIAN
LIFE INSURANCE SALES ILLUSTRATIONS, DISCLOSURE, & MARKET CONDUCT

5/22/94 CENTRAL PARK
AIDS WALK NEW YORK

5/12/94 IBM

CUSTOMER SERVICE/MASS CUSTOMIZATION

3/24/94 NORTH AM RE
HEALTH CARE REFORM

10/26/93 MARRIOTT MARQUIS
ACHIEVING YOUR GOALS

7/2/93 SHEA STADIUM
METS VS GIANTS GAME & PICNIC

5/20/93 EQUITABLE
DEMUTUALIZATION

5/2/93 CENTRAL PARK
AIDS WALK NEW YORK

3/25/93 NEW YORK LIFE
RISK-BASED CAPITAL

1/21/93 DELOITTE & TOUCHE
REENGINEERING

10/29/92 UN PLAZA PARK HYATT HOTEL
AM BEST: RATING AGENCIES

9/15/92 PRUDENTIAL
HEALTH CARE IN THE '90S

4/30/92 NORTH AM RE
QUALITY SERVICE

2/6/92 METROPOLITAN
SYSTEMS QUALITY MANAGEMENT

11/8/91 CRUISE SHIP
LOMA SPEAKER: CONTINUING LIFE LONG LEARNING

9/6/91 SHEA STADIUM
METS VS BRAVES GAME, PICNIC AND CHARITY EVENT

6/6/91 TIAA-CREF
US COMMERCIAL REAL ESTATE MARKET

4/22/91 GUARDIAN
NY INSURANCE LAW SECTION 4228: COMPENSATION

1/31/91 NEW YORK LIFE
LEGISLATIVE & REGULATORY UPDATE: KEY TRENDS

11/16/90 CRUISE SHIP
CAREERS IN THE INSURANCE INDUSTRY

5/31/90 METROPOLITAN
WHAT MAY THE 90'S HOLD IN STORE

4/5/90 PRUDENTIAL
LIVING BENEFITS: ADDING A NEW DIMENSION

1/25/90 NORTH AM RE
GROUP BENEFITS/CHALLENGES IN THE 90'S

10/19/89 VISTA HOTEL
FINANCIAL PLANNING FOR INDIVIDUAL & FAMILY

8/19/89 SHEA STADIUM
METS VS DODGERS GAME, PICNIC AND CHARITY EVENT

5/18/89 D, H & S
NEW DEVELOPMENTS IN PERSONAL INCOME TAXES

4/4/89 METROPOLITAN
COLLEGE OF INSURANCE: EDUCATION & INSURANCE

1/26/89 NEW YORK LIFE
QUALITY CUSTOMER SERVICE

10/20/88 VISTA HOTEL
DALE CARNEGIE MINI WORKSHOP

5/19/88 NORTH AM RE
EXPERT SYSTEMS

3/10/88 GUARDIAN
CURRENT & FUTURE LIFE PRODUCT ENVIRONMENT

1/21/88 TIAA-CREF
COMMON STOCK ROLE IN SAVING FOR RETIREMENT

10/22/87 VISTA HOTEL
AIDS AND OTHER INDUSTRY ISSUES

5/21/87 PRUDENTIAL
LIFE INSURANCE PRODUCTS IN CHANGING ENVIRONMENT

3/12/87 EQUITABLE

HUMAN RESOURCE MANAGEMENT

1/22/87
RESCHEDULED DUE TO SNOW STORM

10/23/86 VISTA HOTEL
SOCIAL RESPONSIBILITY

5/28/86 METROPOLITAN
FINANCIAL SERVICES STRATEGY

3/20/86 MUTUAL BENEFIT
ARTIFICIAL INTELLIGENCE

1/23/86 NEW YORK LIFE
TAX REFORM ACT OF 1985

10/22/85 VISTA HOTEL
CONSUMER-DRIVEN OPERATIONS PLANNING

5/23/85 D, H & S

SYSTEMS DEVELOPMENT FROM USER PERSPECTIVE

3/21/85 NORTH AM RE
TAX REFORM AND THE LIFE INSURANCE INDUSTRY

1/24/85 TIAA

EXPERT SYSTEMS

10/11/84 PENTA HOTEL
HEALTH CARE COST CONTAINMENT

5/17/84 PRUDENTIAL
INSTITUTIONAL INVESTMENT OPPORTUNITIES

3/15/84 GUARDIAN

MARKETING STRATEGIES

1/26/84 NEW YORK LIFE
PRODUCTIVITY IMPROVEMENT

10/27/83 STATLER HOTEL
HUMAN RESOURCE TRENDS

5/19/83 PRU BACHE

FINANCIAL DIVERSIFICATION

3/24/83 MUTUAL BENEFIT
IMPACT OF TEFRA ON LIFE INSURANCE INDUSTRY

1/13/83 MONY

LONG RANGE PLANNING

10/28/82 STATLER HOTEL
WHAT IS NEW IN THE LIFE INSURANCE INDUSTRY

5/20/82 METROPOLITAN
PERSONAL COMPUTERS IN LIFE INSURANCE INDUSTRY

3/25/82 EQUITABLE
ORGANIZING A MONEY MARKET FUND

1/82 HOME LIFE
HIGHLIGHTS OF 1981 TAX CUT

10/29/81 WARWICK HOTEL
CHANGING FACE OF LIFE INSURANCE COMPANIES

5/28/81 NORTH AM RE
LEGAL DEVELOPMENTS IN THE '80S

3/26/81 TIAA/CREF
IMPROVING PRODUCTIVITY

1/81 NEW YORK LIFE
CAREER ADVANCEMENT

10/16/80 WARWICK HOTEL
NEW PRODUCTS

5/29/80 PRUDENTIAL
STRESS

3/26/80 EQUITABLE
FIELD TERMINALS

1/80 METROPOLITAN
IMPACT OF ECONOMY ON LIFE INSURANCE INDUSTRY

5/79 MONY
EFT BENEFITS TO LIFE INSURANCE INDUSTRY

3/79 TIAA
PERSONNEL FORMS

1/79 GUARDIAN
OFFICE AUTOMATION

5/78 EQUITABLE
PRIVACY

3/78 NEW YORK LIFE
ERO/AA

1/78 HOME LIFE
NATIONAL HEALTH

5/77 PRUDENTIAL
STATE REGULATION

3/77 METROPOLITAN
IRS SECTION 79

1/77 TIAA/CREF
DISCRIMINATION

5/76 MONY
ERISA ON GROUP PENSIONS

3/76 GUARDIAN
CONSUMER ATTITUDES

1/76 EQUITABLE
LEGISLATION COMPLIANCE

10/75 NEW YORK LIFE
COMMUNICATIONS

3/75 METROPOLITAN
LIFE ADVERTISEMENT

1/75 PRUDENTIAL
PROPERTY & CASUALTY

10/74 HOME LIFE
PENSIONS

3/74 MONY
AGENCY SYSTEM

1/74 GUARDIAN
JOB ENRICHMENT

11/73 EQUITABLE
HMO'S

10/73 TIAA
PRIVACY & CREDIT INFORMATION

3/73 NORTH AM RE
SAVINGS PLANS

1/73 NEW YORK LIFE
VARIABLE LIFE

10/72 METROPOLITAN
SITE SELECTION

12/2/69 TIAA/CREF
ECONOMIC ENVIRONMENT

Events

Prior Events