IRI_GLRC_HORZ

Preliminary Agenda as of May 17, 2017

Download the PDF here

Sunday June 11

5:30pm - 6:30pm

Welcome Reception


Monday June 12

8:00am-9:30am

Breakfast – Sponsored by Jackson National Life


8:30am-8:45am

Welcome Remarks   +

J. Lee Covington II
Senior Vice President and General Counsel
Insured Retirement Institute (IRI)

Andrew J. Bowden
Senior Vice President and General Counsel
Jackson National Life Insurance Company
Co-Chairman
IRI GLRC 2017 Planning Committee


8:45am-9:15am

A View from the Top    +


9:15am-10:00am

Federal Securities Regulation in 2017 and Beyond   +


10:00am-11:00am

[DOL Fiduciary Rule / Lifetime Income Initiatives]   +


11:00am-11:30am

Break


11:30am-12:30pm

Breakout Sessions   +


12:30pm-2:00pm

Lunch


2:00pm-3:00pm

Breakout Sessions   +


3:00pm-4:15pm

[Litigation Panel]   +


4:15pm-4:45pm

A View from Capitol Hill: Regulatory Reform   +


4:45pm-5:15pm

A View from Capitol Hill: Tax Reform   +


5:15pm-5:20pm

Closing Remarks   +


5:30pm-6:30pm

Networking ReceptionSponsored by Dechert LLP


Tuesday June 13

8:00am-9:30am

Breakfast – Sponsored by Donnelley Financial Services


8:45am–9:00am

Welcome Remarks   +


9:00am–9:30am

Retirement Security and Other Regulatory Priorities: The Latest from the NAIC   +


9:30am–10:00am

A View from NASAA: Emerging Issues in State Securities Regulation   +


10:00am-11:00am

Exploring the Latest Federal Regulatory Trends Affecting Variable Products and Underlying Funds   +


11:00am-11:30am

Break


11:30am–12:30pm

Breakout Sessions   +


12:30pm-2:00pm

Lunch Break


2:00pm-3:00pm

Current SEC and FINRA Examination Priorities and Recent Enforcement Developments   +


3:00pm-4:00pm

Trends in Political Giving and Strategic Corporate Fundraising   +


4:00pm-4:15pm

Closing Remarks   +


Wednesday June 14

9:00 am–4:00 pm

Retirement Plans Forum

Co-sponsored by Eversheds Sutherland and Groom Law Group

Building on the high-level discussions of the DOL fiduciary rule during the main conference, the Retirement Plans Forum will take a deeper dive on the issues and challenges IRI members will face as they prepare for life under the new rule. The Forum will also include discussions regarding recent litigation and enforcement activity, as well as efforts to expand retirement savers' access to and use of lifetime income solutions. The Retirement Plans Forum will be co-led by Mark Smith from Eversheds Sutherland and Tom Roberts from Groom Law Group.


9:00 am–4:00 pm

Cybersecurity Forum

Sponsored by Locke Lord LLP

Cyber security threats have taken a top spot in enterprise risk management discussions. Legal and compliance professionals must be familiar with the threats and the various issues related to mitigatings and responding to them. This forum will provide legal department and compliance professionals in attendance with an in-depth overview of the current cyber risk environment, the numerous state and federal regulations being enacted across the country, and share insight into how you and your company can prepare for, and respond to, a serious future incident.