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2017 Annual Meeting & Planning Conference Program

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2017 Annual Meeting & Planning Conference Program Life Insurance Council LICONY of New York Protecting Families, Building Communities 2017 Annual Meeting & Planning Conference October 2 - 4, 2017 The Otesaga Hotel, Cooperstown, New York Program Business Casual Attire for All Events MONDAY, OCTOBER 2 Noon–5:00 p.m. – Registration 6:00-7:00 p.m. – Welcome Reception Outside Grand Ballroom Veranda Sponsored by Welcoming Gifts Sponsored by: Insulated Tumblers 7:00-9:00 p.m. – Networking Dinner Vented Umbrellas Main Dining Room Technology Gift Bag Sponsored by Titleist Golf Balls Welcoming Remarks: Wall Street Journal and State Senator James L. Seward New York Times Newspapers Cooler Tote Bags Remarks from the Superintendent: NYS DFS Superintendent Maria T. Vullo Pens and Notepads Featured Sp eaker: 12:00-2:00 p.m. – Board Meeting Former MLB Player and Manager (Board members and LICONY staff only) Bobby Valentine Oak Room Speaker Sponsored by 2:00-3:00 p.m. – LICONY/Producers Leadership Meeting Iroquois Room Autographed Baseballs Sponsored by 3:00–3:30 p.m. – Annual Meeting of the Membership (LICONY members only) Grand Ballroom 9:00-10:00 p.m. – Ice Cream and Italian 3:30-5:00 p.m. – Legislative & Regulatory Pastry Social Committee Meeting Hawkeye Grill (LICONY members only) Sponsored by Grand Ballroom TUESDAY, OCTOBER 3 7:00-8:30 a.m. – Buffet Breakfast 10:15-10:30 a.m. – Refreshment Break Main Dining Room Union Security Sponsored by Life Insurance Company 8:30-Noon – Registration of New York Outside Grand Ballroom 10:30-11:45 a.m. – Cybersecurity Regulations, New York and Beyond 8:45-9:00 a.m. – Welcoming Remarks Grand Ballroom Grand Ballroom Panelists: LICONY President and CEO, Mary A. Griffin The Honorable Raymond G. Farmer, LICONY Board Chair, Sheila K. Davidson Director, South Carolina Department of Insurance and Chair, NAIC 9:00-10:15 a.m. – New York State Insurance Cybersecurity Working Group Legislative Perspectives Grand Ballroom Rich Mahler, VP, Finance & Panelists: Administration, Revolutionary The Honorable James L. Seward, Chair, Security NYS Senate Committee on Insurance Alexander Sand, Associate, Eversheds The Honorable Kevin A. Cahill, Chair, Sutherland NYS Assembly Committee on Insurance Jeffrey P. Taft, Partner, Mayer Brown The Honorable Neil D. Breslin, Ranking Minority Member, NYS Senate Committee on Insurance Moderator: Eric Dinallo , Partner, Debevoise & The Honorable William A. Barclay, Plimpton LLP Ranking Minority Member, NYS 1.0 CLE General/Professional Practice Hour Assembly Committee on Insurance pending approval Moderator: Steven Greenberg, Founder and Principal, Greenberg Public Relations 1.0 CLE General/Professional Practice Hour pending approval TUESDAY, OCTOBER 3 12:00 Noon-1:15 p.m. – Leaders Luncheon 2:30-2:45 p.m. – Refreshment Break Main Dining Room Grand Ballroom Sponsored by Sponsored by Remarks: The Honorable John J. Flanagan, 2:45-3:45 p.m. – The New York State Majority Leader, New York State Senate Department of Financial Services Life Bureau Panel Grand Ballroom The Honorable Carl E. Heastie, Speaker, New York State Assembly Panelists: William Carmello, Jr., Chief Life Actuary 1:30-2:30 p.m. – Economic Development Opportunities for the Laura Evangelista, Deputy Insurance Industry Superintendent f or Insurance Grand Ballroom Lisa Fernez, Assistant Deputy Panelists: Superintendent & Chief, Life Bureau Vincent Esposito, Regional Director, ESD Finger Lakes Regional Office Mark McLeod, Deputy Chief, Life Bureau Andrew Kennedy, Preside nt & CEO, James Regalbuto, Deputy Center for Economic Growth Superintendent for Life Rob Simpson, President & CEO, Moderator: CenterState CEO David J. Walsh, President & CEO, Amalgamated Life Insurance Company Moderator: Robert Bellafiore, Founder/President, 1.0 CLE General/Professional Practice Hour Stanhope Partners pending approval TUESDAY, OCTOBER 3 6:00-7:00 p.m. – Reception 8:30-9:30 p.m. – Featured Speaker Veranda Featured Speaker: Sponsored by Richard ‘Goose’ Gossage, ® MLB Hall of Fame Class of 2008 Speaker Sponsored by 7:00-8:30 p.m. – Lobster Bake Dinner Main Dining Room Autographed Baseballs Sponsored by Sponsored by WEDNESDAY, OCTOBER 4 7:00-8:15 a.m. – Buffet Breakfast 8:30-10:30 a.m. – Lobbying and Ethics Main Dining Room Compliance in New York State Kingfisher Room 8:30 a.m. – 18 Holes of Golf with Goose Gossage Leatherstocking Golf Course Presenter: Mark F. Glaser, Greenberg Traurig, LLP Sponsored by 2.0 CLE Hours pending approval Conference Adjournment A Special Thanks to our Sponsors Featured Speaker Bobby Valentine ® Tuesday Night Reception Featured Speaker Richard ‘Goose’ Gossage Leaders Luncheon Ice Cream andd ItalianI li PastryP t Social Conference Program Lobster Bake Dinner Lobbying and Ethics Compliance Seminar Networking Dinner Insulated Tumblers Welcome Reception Life Insurance Council of A Special Thanks to our Sponsors New York LICONY Protecting Families, Building Communities Vented Umbrellas L Technology Gift Bag Autographed Bobby Valentine Baseballs Titleist Golf Balls Autographed Goose Gossage Baseballs Wall Street Journal and New York Times Newspapers Union Security Life Insurance Company of New York Tuesday Morning Refreshments Coolerl ToteT Bags Tuesday Afternoon Refreshments Pens & Note Pads Biographies Assemblyman William A. Barclay Senator Neil D. Breslin Ranking Minority Member, Ranking Minority Member, Standing Committee on Insurance Standing Committee on Insurance, New York State Senate New York State Assembly Neil David Breslin, Democrat, is currently serving his tenth term as New York State Will Barclay was first elected as a member of the New York State Assembly on Senator. He represents the 44th District, which consists of parts of Albany County and November 5, 2002. He currently represents the 120th Assembly District, which includes parts of Rensselaer County. the Oswego County towns of Albion, Amboy, Boylston, Constantia, Granby, Hastings, Mexico, New Haven, Orwell, Palermo, Parish, Redfield, Richland, Sandy Creek, Schroeppel, Neil has been a community leader for many years. His involvement in civic and social Scriba, Volney, West Monroe and Williamstown; the cities of Oswego and Fulton; the areas in Albany includes 15 years as a board member of Arbor House, a residence facility Onondaga County town of Lysander; and the Jefferson County town of Ellisburg. for women in need. He also served as president of Arbor House for a period of seven years. Neil has been the attorney for St. Anne's Institute in Albany and has done work for In 2004, Mr. Barclay was recognized as one of Oswego County Business magazine’s Forty Hospitality House, the International Center and Hope House, a drug treatment facility. under 40, an honor given to Oswego County leaders under the age of 40. Mr. Barclay was Further, Neil was Vice President of the Interfaith Partnership for the Homeless from 1994 also awarded the 2007 Martin Rose Economic Developer Merit Award for his commitment to 1998. to the economic development process by helping to facilitate the attraction and retention of businesses in Oswego County. Neil currently serves as the President of the National Conference of Insurance Legislators (NCOIL) and is the former Chair of the State/Federal Relations Committee. He is also In January 2012, Mr. Barclay was named Deputy Minority Leader, the leadership post he currently a member of the Legislative Ethics Commission. In recognition of his dedication currently holds. Prior to this position, Mr. Barclay served as Assistant Minority Leader, and commitment, Senator Breslin has received awards from numerous organizations. In Chair of the Minority Joint Conference Committee and Vice Chair of the Minority Program 2009, he was the recipient of the Pathways of Hope Award given by the Clearview Center, Committee, a leadership position that he was appointed to in the beginning of his second the Advocacy Award given by the International Center of the Capital Region, the term in the Assembly. In addition, Mr. Barclay formerly served as Chair of the Minority Community Service Award from Centro Civico Hispanoamericano; and was honored by Conference’s Hunting and Fishing Task Force and currently serves as a member of the the Capital District Area Labor Federation for years of service to the labor movement and Assembly Minority Task Force on Manufacturing and the Assembly Minority Task Force working families. He was also the recipient of the 2012 “Voice of Progress Award” given on Small Business. Since 2006, Mr. Barclay has served as Chair of the Assembly minority by the RFK Democratic Club and in 2013, he received the “Person of the Year Award” conference campaign committee. In addition, Mr. Barclay holds the position of Ranking given by the Troy Youth Association. Most recently, in 2014 he received the Distinguished Minority Member on the Assembly Insurance Committee. Leadership Award given by the Autism Society of the Greater Capital Region. Mr. Barclay is a graduate of St. Lawrence University and Syracuse University College of Standing Committee Assignments: Insurance-Ranking Minority Member; Banks; Law. After graduating from law school, he served as a law clerk for Roger J. Miner, a judge Education; Finance; Higher Education; Judiciary; Rules. of the United States Court of Appeals, Second Circuit, in Albany and New York City. Standing Committee Assignments: Insurance (Ranking Minority Member); Energy; Judiciary; Rules; Ways and Means. Robert Bellafiore Founder/President, Stanhope Partners Bob Bellafiore has spent the last three decades in and around New York State government and politics. Bob began as
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