January 28, 2010
The Ritz Carlton
New Orleans, Louisiana

The NAILBA Executive Forum is an invitation-only NAILBA original program specifically targeted to NAILBA agency principals and senior-level executives. The 2010 NAILBA Executive Forum will bring together agency principals and NAILBA volunteer leaders from around the country for leadership training, personal development, and senior-level networking.  This years’ program is dedicated to proving the latest information and updates on the financial markets, trends in brokerage, and essential leadership training to help your business thrive!

Watch your e-mail for your exclusive invitation for this not-to-be-missed event!

After attending the Executive Forum, participants will understand:

•             What they need to be aware of that may have a severe impact on their agency
•             Any issues/challenges on the 3-5 year horizon that might drastically devalue their business
•             The changes needed to continue to grow their businesses for the next 3-5 years
•             The IMPORTANCE of planning 1-3 years out, rather than quarterly
•             The SERIOUS nature of changes in business potential in this volatile environment

Agenda (as of November 1, 2009 – subject to change)

8:00 a.m. – 9:00 a.m.
Breakfast

9:00 a.m. – 10:00 a.m. 
2010 and Beyond: Financial Services Industry Outlook
Presented by Peter Ricchiuti

2009 was an exceptional year in the financial services industry.  What will 2010 bring?  And what will it mean for the Financial Services Industry?  Peter Ricchiuti, Tulane University Professor and finance industry expert, will share with us what the financial markets are telling us for 2010, and more.

Peter Ricchiuti is the business school professor you wish you had back in college. He teaches courses on the financial markets at Tulane University’s A.B. Freeman School of Business and has twice been named the school’s top professor.  Peter started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana.  In 1993 he founded Tulane’s highly acclaimed BURKENROAD REPORTS stock research program.  He has been featured on CNN and CNBC as well as in The New York Times, BARRON’S, The Washington Post and The Wall Street Journal. Peter has presented to a wide variety of audiences including insurance industry groups such as MDRT, Valmark Securities, LifeMark, and others.

10:00 a.m. – 10:30 a.m. 
Break

10:30 a.m. – 12:00 p.m.
The State of the Industry – Panel Presentation
Facilitated by Gene Koster

A panel of Carrier and BGA representatives will participate in a facilitated discussion on the specific issues being faced by BGA’s and outlooks for carriers in 2010 and beyond.  The panel will address issues/opportunities they see now, and 1-3 years out.

12:00 p.m. – 1:00 p.m.
Lunch    

1:00 p.m. – 5:00 p.m.                            
It’s All About Leadership
Presented by The Ritz Carlton Leadership Center

Now that the attendees have heard what’s coming in the next 1-3 years, and identified some strengths and weaknesses, they will learn the 12 key benchmarks for an organizational leader, and be able to apply these benchmarks to their own businesses to meet the challenges of the next 1-3 years.  This program is designed for any manager wishing to improve his or her leadership skills. Not enough leaders realize that first and foremost they must paint a very compelling picture of how every employee in an organization positively impacts the company’s strategic plan. Too often, only very senior leaders have seen the strategic plan in order to execute it to provide outstanding service and financial results.  All employees wish to be led by a winning leader, someone who is dynamic, competent, fair, and authentic.