PIMA 2022 Winter Insights Conference Brochure

Naples, FL

2022 Winter Insights Conference January 27-30, 2022 pimainsights.org

Early Bird & Hotel Deadline Ends December 21

Winter Insights is the premier conference for in-person networking with leaders in the sponsored benefits market. Between networking events, we will hold a variety of educational and keynote sessions aimed at keeping you apprised of the latest trends and topics. If you want to build connections that will positively impact your business, register today. pimainsights.org

Hotel Deadline Ends December 21

Join us at the

2022 PIMA Winter Insights Conference I am excited to invite you to our in-person 2022 PIMA Winter Insights Conference—a premier event that offers 10+ hours of education and 15+ hours of networking and business development opportunities. Our speaker lineup includes sessions that address trends impacting our industry, including building affinity partnerships; what we can learn from insurtech companies; creating and leveraging effective communications; and the latest laws for cyber and privacy.

Join insurance and financial services leaders in Naples, Florida January 27-30 at the beautiful Naples Grande Beach Resort for an all-inclusive experience filled with community and learning.

Chris Burke PIMA President

Monica Spencer VSP Vision Care

2022 Meeting Chairs

Jennifer Toal driasi

Jim Wiley Insurance Science DM

Executives Who Attend PIMA Insights

Area President • CFO • Chairman • CMO • Co-Founder • COO • Corporate Vice President • Executive Vice President • Founder • Group Vice President • Head of Affinity Market • Head of Marketing • Head of Strategic Development • Managing Director • Managing Partner • National Vice President • Partner President • Principal • Senior Vice President • Vice President

Many Ways to Engage PIMA gives you opportunities to engage with a community of peers to help grow your business.

• Networking Events – Connect with old and new PIMA friends, clients and business partners to enhance current business relationships and develop new ones.

• Advisory Forums – Join a group of peers who are in roles and organizations similar to yours. Share best practices and discuss challenges and solutions with collective expertise. (Members Only) • Networking Meeting App – Set up appointments with attendees ahead of time and stay connected before, during, and after the Conference.

Naples Grande Beach Resort Naples Grande Beach Resort is one of the most exciting resorts in Florida and promises to be the region’s most sought after destination for all beachside escapes.

Set on 23 waterfront acres, the resort is a sanctuary of beachfront sophistication complemented by spectacular ocean views and a portfolio of world-class amenities, including a luxurious spa, an 18-hole championship golf course, 15 tournament grade tennis courts, as well as a beautiful beach and a vibrant swimming pool deck at the heart of the resort experience.

Opening Keynote

Cake & Arrow

Growing Business through Human-Centered Insights Cake & Arrow kicks off day one of Winter Insights with an interactive session addressing the changing dynamic between employers and employees, and the attitudes and expectations around work and employee benefits. Founder Josh Levine and his team will share research on the evolving nature of work and relationships, and how insurance companies can proactively respond to these shifting dynamics while driving customer centricity in their own digital transformation.

Closing Keynote

Colette Carlson The Connected Leader

Human behavior keynote speaker and author Colette Carlson will close out our conference with a session focused on creating effective connections, and leveraging them for greater success. Effective leaders recognize the need to authentically connect on a human level, whether virtually or in-person, to create influence and impact. Connected leaders model courageous behaviors that create a culture of clarity, transparency, inclusion, and accountability, even in the most challenging times. In this engaging, uplifting, and research-based program, attendees will master their ability to communicate and connect on deeper levels, creating an environment where people thrive.

Other sessions include:

Insurtech Companies—How They Quickly Became Leaders in Our Industry The Trends and Challenges to Marketing to Associations • Affinity Partnerships—How Do You Create and Sustain Them?

• Privacy and Cybersecurity: What Happened in 2021 and What’s Ahead?

• PIMA Poolside Networking • Poolside Networking • •

To see the full program lineup visit pimainsights.org