2 1/2 Full Days of Training

Summary of Sessions – Brief Description

Schedule of Sessions – By Day

NAIC is registered with National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North, Suite 700, Nashville, TN 37219-2417.  Website www.nasba.org

2013 Presentations - Login and password required for participants.

 

 

FEES Fee includes materials, coffee breaks, continental breakfasts Wednesday - Friday, and lunch Wednesday and Thursday. Group Early Bird*/Regular State Insurance Department Staff Waived** Other Regulators (State, Federal, Int’l) $350*/400 Industry $650*/700 *Early bird registration ends April 5, 2013. **In addition to sponsoring two funded regulators, the registration fee will be waived for 23 additional staff members from each state. Other attendees will be charged $250 to partially defray the cost of food. Grant funds may be used for expenses for these additional regulators per the yearly allowance With four registrations from your organization the 5th is FREE! Registrations cannot be shared. Substitutions from the same organization are acceptable and may be accepted up to one week prior to start of event. No partial registration fees. Not transferable to other meetings or programs. Discount available for multiple registrations from the same company, see “Register by Check” below. REGISTRATION Online Registration Register by Check Registration List 5/14/13 CANCELLATION POLICY Cancellations will be assessed a $100 cancellation fee if received by May 1, 2013. The cancellation must be in writing and mailed, emailed or faxed to: NAIC–FRS Education Dept. 1100 Walnut Street, Suite 1500 Kansas City, MO 64108 Fax: 816-460-7813 email: FRSTraining@naic.org No conference refunds will be made for requests received after May 1, 2013 COMPLAINT RESOLUTION Requests for information regarding administrative policies and/or complaints should be directed to: NAIC–FRS Education Dept. 1100 Walnut Street, Suite 1500 Kansas City, MO 64108 Fax: 816-460-7813 Email: FRSTraining@naic.org NAIC is registered with NASBA as a sponsor of continuing professional education. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org. DELIVERY METHOD AND PROGRAM MATERIALS The Summit is presented as a group-live event.  All sessions utilize a combination of lecture and discussion. Participants can download a copy of session presentations by navigating to http://www.naic.org/frs_financial_summit and choosing the presentations tab. Prior to the end of the Summit, login and password will be required and provided to registered participants.  PROGRAM LEVEL AND PREREQUISITES/ADVANCE PREPARATION The Financial Summit is designed to provide a basic learning experience. No specific prerequisites and/or advance preparation for the sessions are required. A room monitor for each session is responsible for ensuring that all participants are present for entire session.  This is to be accomplished as follows: Passwords are provided during each session; participants are required to provide all passwords with the CPE request. The room monitor should perform a count of the participants present.

2013 SPEAKERS

Cy Wakeman Introduction

Sometime in the late 80’s, Cy Wakeman was promoted to her first management job. Little did they know at the time, that single decision would change leadership forever. Initially, Cy just couldn’t fall into line with traditional management practices. She kept getting hung up on the fact that much of what she was asked to do contradicted reality. That wasn’t okay with her.

So, Cy experimented with a revolutionary new approach to leadership. Instead of working to perfect the circumstances of her employees, she instead helped them learn a reality-based mindset. Through this new mindset, her employees became seemingly bulletproof to anything that might happen to them. They begin to succeed and deliver results in spite of their circumstances.

She has turned her Reality-Based Leadership philosophy into a revolution through her speaking and consulting work with organizations everywhere. Cy has been helping companies build bulletproof talent for nearly two decades and it’s her track record of success that provides the foundation and inspiration for our company.

Clients who have benefited tremendously from Cy’s work include Bayer, New York Presbyterian, National Institutes of Health, Hospira, Hallmark, Federal Reserve Bank, Weil Cornell, Verizon Wireless, U.S. Cellular, TD Ameritrade, First Data Resources, Woodmen of the World, ConAgra, Omnium Worldwide, Inc. First National Merchant Solutions, Wellmark, Wells Fargo, Cabela’s, Farm Bureau, Trinity Health Systems.

Participants in her programs consistently give rave reviews, evaluating the programs as the single most impactful training they have ever experienced. Months and years later, participants are still talking about and applying the information delivered in her presentations. On the formal educational front, Cy holds a Bachelor’s degree in Political Science with an emphasis in international relations. Her second undergraduate degree is a Bachelor in Social Work. Cy also received her Masters of Science in Health Administration with an emphasis on Organizational Development.

Today, Cy is a dynamic keynote speaker and thought leader. Her groundbreaking ideas are featured in The Wall Street Journal, The New York Times, The New York Post and SHRM.com. She regularly creates entertaining and enlightening podcasts and is a favorite expert blogger on FastCompany.com and Forbes.com. In 2010, Cy immortalized her message by publishing her grounding-breaking book, Reality Based Leadership – Ditch the Drama, Restore Sanity to the Workplace, & Turn Excuses Into Results(Jossey-Bass, 2010).

4962 S. 176th Ave.
Omaha, NE 68135

p: 402-763-8963
c: 712-251-7731
f: 402-502-7674
cy@cywakeman.com
 www.cywakeman.com

facebook: facebook.com/CyWakeman
twitter: twitter.com/CyWakeman

Featured in: Forbes, Fast Company, The Wall Street Journal and The New York Times

 

 

 

 

A short version for written programs and to introduce Jeff:

Jeff Lanza was an FBI Special Agent for over 20 years. He investigated corruption, fraud, organized crime, cyber crime, human trafficking and terrorism. He appears regularly on the Fox News Channel and has informed the public on other national programs including the Today Show, Good Morning America, Dateline and Larry King Live, among others. He is passionate about keeping people and organizations safe from risk and has presented to thousands around the globe. His clients include many  Fortune  500  companies.  His  latest  book,  “Pistols  to  Press”,  has  received critical acclaim from national media figures. Jeff loves talking to audiences the world over, but is most comfortable in his home city, where he serves as a certified Kansas City barbeque judge.

More information about Jeff:

Jeff is a professional speaker who has provided over one thousand presentations on the topics of crisis communication, ethics, identity theft, cyber-crime and more. His clients include Nationwide, Citigroup, The Young Presidents Organization, American Century, Hallmark, H & R Block, The Society of Human Resource Management, Edward Jones, Ohio National Financial, Oppenheimer, U.S. Bank, Wells Fargo and others. He developed and presented a program on identity theft prevention which was used to educate a nationwide audience of Citigroup employees. His program on the topic of Leadership Ethics has been certified for education credits across the United States. He recently provided this program as part of ethics training for a nationwide sales force for Pacific Life Insurance Company. The program was used to educate the Kansas City Chapter of the National Association of Corporate Directors.

Jeff is an FBI certified instructor who has trained numerous government agencies and corporate clients on how to handle the media tricks that the national television personalities such as Connie Chung and Chris Hansen used on him during his nearly two decades as a crisis communicator with the FBI.

In addition to his latest book, “Pistols to Press”, which has received fabulous reviews from national media personalities. Jeff has been published in The Kansas City Star, Ingram’s Magazine and on the FBI National Web site. He has written a blog for The Kansas City Star and contributes a regular column on leadership for Visionaries Magazine. He was chosen as the best speaker in the 50 year history of Kansas City’s prestigious Plaza Club.

Prior to his career as an FBI agent, Jeff was employed by Xerox Corporation as a Computer Systems Analyst. He has an undergraduate degree in Criminal Justice from the University of New Haven (Connecticut) and a Masters Degree in Business Administration from the University of Texas.

816-853-3929
E-mail: jefflanza@thelanzagroup.com
Web site: www.thelanzagroup.com

 

2013 EXHIBITORS Gold Level Silver Level Bronze Level The Financial Regulatory Services division would like to offer you the unique opportunity to be an exhibitor. Exhibitor Application Exhibitor Levels $5,000 GOLD $2,500 SILVER $1,000 BRONZE Comparison Chart There are a limited number of exhibitorships available. The BENEFITS of being an EXHIBITOR may include the following: Your own scheduled speaking session (based on Exhibitor level); Display of your company name and logo on the NAIC Financial Summit web page prior to and during the Summit; Your company name and logo displayed on main exhibitor boards; Your company name and logo published in the conference guide; Exhibitors’ display area; Conference registration (based on Exhibitor level); and Exposure for your company at the food/beverage breaks during the Financial Summit including: Continental Breakfasts Monday, Tuesday and Wednesday mornings, Lunch on Monday and Tuesday, and Coffee Service/Breaks on all days. The Summit will be two and one-half days - More opportunities to meet with attendees. The speaking session during the Summit is intended to be used for sales and marketing to industry attendees, product demonstrations, etc. We truly hope that you will utilize this opportunity to reach regulators and industry with your company’s distinctive message.

Marriott Marquis and Marina 333 West Harbor Drive San Diego, California 92101 Rate: $187/night For reservation changes or cancellations please contact the hotel directly. All room rates may be subject to taxes, fees and/or surcharges. Five percent of your hotel room rate is being rebated to the NAIC to defray meeting expenses. The NAIC reserves the right to change your reservation to the correct block, should your meeting registration not correspond with your chosen room block. Rooms cancelled within 72 hours (local time) of scheduled arrival will be charged one night's room and tax. Room reservations can only be made ONLINE using a special NAIC reservations page. Call-in reservations to the hotel will not be accepted. Once registration has been completed, you will receive a link to register at the hotel in your email conference confirmation. Reserved room block may be sold out prior to the conference. Arrival/departure date changes should be made directly with the hotel, which will be subject to a rate increase and availability after the initial reservation.