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LIC Webinar: Operations and Innovation

Presented by Heaton Consulting

9/24/2024, 3 - 4 p.m. ET
Virtual

Overview

Highlights

LIC Strategy Execution Series
Aligning Marketing, Operations, and Products
To Create a Deliverable Value Proposition
PART 3

Operations & Innovation: Harnessing Internal Assets to Increase Revenue as the Result of Innovation and Operational Planning 
An LIC Operations Committee Webinar/Presentation
Presented by Heaton Consulting
September 24, 2024, 3-4 p.m. Eastern*

Technology and customer expectations are continually evolving. To maintain or grow market share, you will at some point be facing decisions on big operational investments. What role does the brand promises, company long-term strategy, external stakeholder feedback and customer value, among other items, weigh on these major decisions? Understand how to improve decision-making and outcomes when pursuing large operational investments.

Continuing with the theme of Strategic Execution, this webinar will cover how to execute big changes within an organization by developing a project charter. We will provide a project charter template and highlight key take-aways related to business justification, measurable objectives, resource planning, stakeholder roles and corporate governance. The use of a charter is typically used with an IT project but has broader uses and can be scaled for any transformative change.

This presentation will qualify for one Professional Development Unit for Project Management Institute.

*This webinar/presentation will be part of the 2024 LIC Operations Committee Meeting in Baltimore, September 24-25, 2024 (www.loma.org/LICOPS). If you're planning to attend the meeting your registration will automatically include this session. Participants not planning to attend the full meeting are welcome to register here to attend the webinar online. Please note that the session time may change as plans for the full meeting are completed. Questions? Contact lic@loma.org.

Who Should Attend

This webinar will be valuable for CEOs, COOs, CMOs, project management executives and other senior management of small-to-midsize life and annuity companies and fraternal organizations.

LIC Strategy Execution Series

This is the third of a three-part series presented by Heaton Consulting for LIC members, on how aligning marketing, operations, and products will create a deliverable value proposition to agents and consumers. 

Part 1: Brand Promise + Strategy Execution = Positive Outcomes
An LIC Operations/Project Management Committee Webinar, April 24, 2024
Goal:  Understand how harnessing the inter-relationships between all facets of the insurance organization will improve individual components and overall performance. View Recording

Part 2: Brand, Marketing and Sales Impact
Presented at the LIC Marketing & Distribution Virtual Meeting, July 25, 2024
Goal: Understand how customer assessments (customer preferences, segmentation, buyer personas, and prospect profiling) coordinated with corporate planning creates stronger internal alignment – enhancing performance and strengthening the brand promise with external stakeholders. View Recording

Part 3: Operations and Innovation
To be presented at the LIC Operations Committee Meeting, hosted by Baltimore Life, September 24, 2024, 3-4 pm ET
Goal: Understand how to improve decision-making and outcomes when pursuing large operational investments, and how to execute strategy with a project charter. 
Sign up for Webinar Only  |  Sign up for entire LIC Operations Committee Meeting

Presenters

Tim Heaton
Managing Member, Heaton Consulting

Tim Heaton

Managing Member, Heaton Consulting

Tim Heaton is Managing Member of Heaton Consulting, LLC. Tim is a highly accomplished leader, renowned for his proactive and results-driven approach. He has consistently guided insurance organizations to attain their revenue, profit, and business growth objectives. Tim collaborates with company leadership to drive growth through sound strategic development and execution. His career highlights include successfully leading a company through a dramatic turnaround, managing system installations and conversions, cultivating strategic partnerships, and innovative new life and health insurance products. He was responsible for corporate planning at three companies; coordinating planning, communication and execution company wide.  He also held top Actuarial officer positions and product line of business responsibilities at life and health insurance companies. 

Mark Rothwell
President, The Brand Matters

Mark Rothwell

President, The Brand Matters

Mark Rothwell is President of The Brand Matters. He is an entrepreneurial minded executive with extensive management, strategic marketing, and brand transformation experience, that has successfully inspired consumer engagement efforts with great brands across multiple industries.  He has over 25+ years of marketing leadership with Oscar Mayer, The Coca-Cola Company, Miller Brewing Company, Famous Footwear, Dean Health System, American Family Insurance and WPS Health Solutions.  Under his leadership, he helped deliver significant improvements in key brand health metrics, consumer satisfaction and overall business results (market share, revenue and profitability). 

Chris Downs
Vice President, Client Delivery, New Resources Consulting

Chris Downs

Vice President, Client Delivery, New Resources Consulting

New Resources Consulting (NRC) is a leading management and technology consulting firm with offices nationwide. NRC works with companies, large and small, to improve through technology through learning about our clients’ businesses and needs to provide the best talent and solutions. NRC’s 20+ year history has prepared them to deliver even the most complex technology solutions with services ranging from strategy to implementation to support.  Chris is responsible for 250+ team members on all delivery aspects of professional services and managed services through Practice Leaders/Directors and Managers resulting in $30M+ in revenue, including Interim CIO, Information Technology Strategic Planning, Application Road Mapping, Application Development, and Project Management Office (PMO).  Prior to joining New Resources Consulting, Chris held senior IT leadership positions with national and regional healthcare systems.

Registration

This LIC Webinar is open to all registrants. Access instructions will be provided in your registration confirmation email.

  • LIC Member: $30
  • Nonmember: $45
  • Group Discount: After two paid registrations, use code GRPCOMP for the third and additional attendees to attend for free.
  • Fraternals: AFA Member Societies registration is fully sponsored - register at the AFA Website. 

Cancellation Policy

All cancellations/substitutions and refund requests must be received in writing - please submit your request to customer.service@limra.com. A full refund is available until one day before the meeting (July 24, 2024). For cancellations received after that date, registration fees will not be refunded but substitutions are allowed.

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