Partnership Forum 2019

FutureProof : More Human, More Digital

Companies in the future will require very different strategic capabilities to win in the rapidly changing world economy. Multiple forces — many related to workforce trends — are causing disruption. Five generations will be working simultaneously, from baby boomers through Generation Z. By 2025, millennials will dominate, making up 75% of the workforce. Each generation has vastly different expectations for work, with younger generations voicing a preference for a flexible and customizable work environment. The career model as we know it is in disruption. This is further compounded by the fact that the life and annuity insurance industry finds itself at an inflection point and faced with an inevitable choice: “disrupt or be disrupted”. The convergence of consumer, technological, regulatory, and other market forces are reshaping market dynamics and creating new competitors and opportunities in the industry.

There have been remarkable advances in robotics and artificial intelligence. Robots can now perform backflips and ride bicycles, and machines empowered by artificial intelligence (AI) are able to analyze X-ray images better than expert radiologists. The insurance industry is also investing in these new areas, however, to truly exploit these investments, companies need highly skilled people and teams with hybrid skills. Acquiring and training talent for complex and hybrid skills is hard enough at an individual level, but multiplied across an organization the difficulty rises exponentially.

This explains the great focus by senior executives and boards today on the ability of companies to attract, train and retain the best talent. The quality of existing employees, of training and reskilling programs, and of millennial friendly work environments, therefore, become a critical asset for future success. Leaders must ask themselves and their teams, “Are we preparing our organization rapidly enough and in the right ways to thrive in the future?”. To explore this topic and much more, please join us in Philadelphia as we invite some of the brightest minds in this space today to delve into these topics with us at the 2019 Partnership Forum.

Building the Right Human: Machine Balance

Create new business models and products for breakthrough competitive advantage

Striving to Attract and Keep the Best and Brightest

Harness digital technologies to provide new experiences and capture new growth opportunities

Evolving Company Culture Continuously

Create an open collaborative culture that supports change and increases adaptability

2018 Partnership Forum - Chicago Highlights

Why Attend?

Partnership Forum is SE2’s annual conference where nearly 100 life and annuity insurance executives get together. Now in its 10th year, Partnership Forum will once again bring together senior business and IT leaders, industry analysts, thought leaders, and key partners for strategic discussions, innovation insights, thought provoking presentations,networking, collaboration, insights on how SE2 is transforming itself to achieve scalability, predictability and agility to power their success today and into the future.



  • Philadelphia Sightseeing Tour (optional)

  • Depart for One Liberty Observation Tower
    (Four Seasons 1st Floor Entrance)

  • Welcome Reception at One Liberty Observation Tower
    (Transportation looping every 15 minutes)

  • Depart for Four Seasons

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  • Networking Breakfast (Arch Ballroom 5th Floor)

  • Welcome and General Session Kickoff (Grand Ballroom 5th Floor)

  • Opening Keynote: Creating a Humanocracy
    Gary Hamel, One of The World’s Most Influential and Iconoclastic Business Thinker and Best-Selling Author

  • Networking Break (Grand Ballroom Foyer 5th Floor)

  • Panel Discussion: Are We Prepared for Work in The Digital Era?

  • Three Human-Centered Pillars Support: The Future Of Work
    J P Gownder, Vice President and Principal Analyst, Forrester Research

  • Product Launch

    Vinod Kachroo, Chief Information Officer SE2
    Jon Cooper, Chief Executive Officer,

  • Networking Lunch (Arch Ballroom, 5th Floor)

  • Platinum Sponsor Session

  • The High Cost of Coming and Going: Accelerating Knowledge Transfer Across Generations

    David DeLong, President Smart Workforce Strategies, Author, Consultant

  • Networking Break (Grand Ballroom Foyer)

  • Update: Political Environment and Prospective Legislations
    Andrew Friedman, Principal and Founder, The Washington Update

  • General Session Adjourns

  • Depart for One North Broad St. (Four Seasons 1st Floor Entrance)

  • Cocktail Reception and Dinner at One North Broad St.

  • Depart for Four Seasons

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  • SE2 5K Hit the Road Like “Rocky” Fun Run/Walk (Four Seasons 1st Floor Entrance)

  • Networking Breakfast (Arch Ballroom 5th Floor)

  • Future of Work and Humans (Grand Ballroom 5th Floor)
    Josh Haimes, Partner, Human Capital Consulting, Deloitte

  • Client Keynote: Organizing for Digital – Fostering a Team Culture

    Rahim Rajpar, Vice President and Head of Direct to Consumer, John Hancock

  • Networking Break (Grand Ballroom Foyer 5th Floor)

  • SE2 Update and What to Expect Going Forward
    Vinod Kachroo, Chief Information Officer, SE2
    Kevin Paulson, Chief Operating Officer, SE2

  • Closing Keynote: The New Rules of Talent Management for a Digital Era Workforce
    Peter Cappelli, George W. Taylor Professor of Management at The Wharton School, Director of Wharton’s Center for Human Resources, Research Associate at the National Bureau of Economic Research

  • Forum Concluding Remarks

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Venue Information

Beautiful location in the heart of the city


Please be advised that you will be responsible for all travel and transportation expenses that are incurred.


Philadelphia is one of America’s most historic cities – founded in 1682 – and offers so much to explore, including landmarks from the birth of the United States, world-famous art museums and a dynamic food scene.


Soaring above Center City in the skyline’s tallest tower, Four Seasons Hotel Philadelphia at Comcast Center is located atop a 60-storey landmark by architect Lord Norman Foster. Discover restaurants by Michelin-starred chef Jean-Georges Vongerichten and James Beard Award-winner Greg Vernick, and a 57th-floor spa sanctuary, including an infinity pool and fitness centre. Four Seasons Hotel Philadelphia provides an unparalleled experience.