Association Leadership Conference 2015
Copper Mountain Resort, June 25-27
Join us for the new and exciting 2015 Association Leadership Conference to be held at the Copper Mountain Resort, June 25-27. We will be introducing a revised format with exceptional speakers, networking opportunities, team building, training sessions, and practical takeaways for your job and association. This is a "must attend" for your board and new members. (Please see the ALC Agenda below.)
Meet Our Keynote Speakers...
Jules Gaudreau will become the NAIFA National President in October 2015. He is the President of The Gaudreau Group Inc., a large multi-line Insurance and Financial Services Agency founded in 1921, with three locations headquartered in Wilbraham, Massachusetts. He is a Chartered Financial Consultant, Certified Insurance Counselor and a Licensed Insurance Advisor. Jules works primarily in the corporate market with a focus on employee benefits, estate and business applications of life insurance, and commercial property/casualty lines. Jules is a Top of the Table member of the Million Dollar Round Table.
Bob Davies has used his considerable personal and professional experience as a leader to help people around the country become more confident and more productive. As a keynote speaker, author, trainer and coach, Bob has drawn upon the lessons he has accumulated from his roots to his successful career as a college football coach, in order to develop a system for improving lives based on clarity, focus and accountability. He holds a Bachelor’s Degree in Health from Rutgers University and a Master’s degree in Psychology from Springfield College. Bob has studied and formed systems around strategic planning, time accountability, tracking, and creating systems that enable individuals to tap into the highest level of their potential as a Master Certified Coach. Mr. Davies will be a main stage speaker at the 2015 MDRT Meeting, plus the 2015 NAIFA Conference and LILI VII Reception this year. Sponsored by CollegeInvest.
Robert Edgin uses today’s technology to make the insurance process simple and easy, with the availability of virtual meetings, online policy access, 24-hour phone and claims support. His firm provides fully-licensed professionals skilled not only in Colorado home and auto insurance, but also in life insurance, retirement planning, and business insurance. If their clients need help with more complicated insurance problems, his multi-faceted office has the knowledge and the resources to go to the next level. Find out how they operate at the ALC!
Joel Gueck Most of Joel’s career had been in the training industry, before coming to work for New York Life in 2003. He achieved Premier Executive Council and MDRT his first year as a field Agent, and achieved council status three times in the two and a half years he was an agent, before moving into management.
Currently, as Director of Development, Joel is one of the Development Managers at the Colorado General Office for New York Life. He has a passion for teaching, motivating, public speaking, and finding out what inspires those agents he now works with.
Wend is a passionate business consultant, learning and development facilitator, and writer. Wendi partners with businesses around the world to develop aligned strategies focused on key initiatives with scorecards which prove ROI in both revenue and profit. Some examples of initiatives are talent acquisition, customer engagement, leadership development, measurement and achievement of KPIs.
Kurt Reinhart and Wendi Swanson
Create Training &Consulting
Kurt is an author, consultant, trainer and teacher of managers. Create provokes, shares, enables, encourages, stimulates and influences the intention and decisions managers make in their job of getting things done through others. Think managerial and leadership development programs, workshops, speeches and curriculum. All designed around experiential learning and the answers to the questions…"what, why, how and to what extent?"
Please note that room reservations must be made directly by individual attendees. Call the Copper Mountain Resort at 1-866-837-2996,
Code: NAIFA Leadership Conference/2128.
See room rates below:
Room Type Nightly Rate
Gold One Bedroom 165
Gold Two Bedroom 211
Silver Standard Room 120
Silver One Bedroom 147
Silver Two Bedroom 188
2015 Association Leadership Conference Agenda
June 25-27, 2015
Copper Mountain Resort, CO
Thursday June 25th
10:00am-1:00pm Executive Board Meeting & Lunch
12:00-2:00pm Registration/Sponsor Setup
12:00-2:00pm Resort Arrival & Conference Check-In
2:00-3:00pm State Board Meeting
3:00-3:15pm 2015-2016 Vision & Mission / Bobo Award
3:15-6:00pm Teambuilding -Create Training & Consulting
6:00-9:00pm Team Dinners/Local Association Planning
Friday June 26th
7:00-9:00am Registration/Sponsor Setup
8:00-8:45am Breakfast with Dan Flancha - "Sales Dynamics"
8:45-9:00am Housekeeping / Agenda Review
9:00-9:15am Bob Avery- Outgoing President’s Remarks
9:15-9:30am Deborah Tanner-Incoming President’s Remarks
9:30-10:15am Jules Gaudreau, Jr., NAIFA National President-Elect
10:30-12:30pm Office of Public Affairs-Social Security Benefits
12:30-1:30pm Box Lunches with LILI Exercise
1:30-2:15pm Membership-Greg McElheny
2:15- 2:45pm Membership Breakout Groups (Mixed Locals)
2:45-3:15pm Membership Breakout Groups (Individual Locals)
3:30-3:45pm Membership Recap
3:45-5:00pm Kevin Ross-Government Relations
5:00-5:30pm Bob Ross-NAIFA Board & Chairs/Succession Planning
5:30-6:00pm Break for Reception/Dinner
6:00-7:15pm IFAPAC Fundraising Reception (Passage Point Pool)
7:30-9:30pm Dinner, Officer Investiture, LILI Grads
Joel Gueck "Train to Success"
Saturday June 27th
8:00-8:15am NAIFA National Conference-Bob Ross
8:15-8:30am College for Financial Planning – "LUTC Program"
8:30-9:15am Robert Edgin–"Social Media to Grow your Business"
9:15-10:15am Bob Davies – "Wellness"
10:30-12:00pm Bob Davies – "Leadership, Motivation, and Accountability"
12:00-12:30pm Drawings & Closing