Partnership Forum 2017

Future-Proof: From Here to Digital

Digital disruption is shifting all aspects of the insurance value chain, forever altering the insurance marketplace. Insurers can no longer hold off.

The competitive pressures are enormous, and organizations that embrace digital will be the winners going forward. Digital enables new insurance players to rapidly try, instantly market and scale new products and quickly eliminate those that don’t work.

By embracing digital transformation, life and annuity insurers will be able to future-proof their organizations. Digital insurance will allow carriers to redefine their essential value proposition from simple indemnification of loss to one of education, enablement, risk mitigation and continuous value, keeping them relevant and competitive in a rapidly-changing marketplace.

Become analytics driven

Analytics drives core business functions and cuts functional silos to personalize and tailor customer journeys

Increase customer-centricity

Digital technologies enable a seamless omni-channel customer experience

Re-imagine processes

Streamline business processes to increase business agility and reduce operating costs and errors

Manage cyber risks

State of the art programs achieve cyber resilience across the extended ecosystem

8th Annual Partnership Forum

Why Attend?

Partnership Forum is SE2’s annual customer conference where nearly a 100 life and annuity insurance executives get together. Now in its 8th 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.



Experience The SE2 Partnership Forum

Sunday, September 17

12:00 – 06:00 PM

Registration in Library (off main lobby)

02:00 – 06:30 PM

Trip to National Museum of African American History and Culture (optional for early arrivers)

The hottest ticket in Washington, D.C. is the Smithsonian’s National Museum of African American History and Culture, where thousands of tickets are snapped up each month within minutes of being released, a full eight months after the museum opened. Tickets to this venue are in high demand and SE2 has a limited number of timed entry passes for 3:00PM available.

06:30 – 09:30 PM

Welcome Reception at the Anderson House

A remarkable mansion located in the heart of “Embassy Row” with extensive Italian marble, decorative moldings and 18 carat-gold gilding as well as fine European and Asian art collected over Ambassador Anderson’s long diplomatic career. Guests will tour the house and enjoy cocktails and appetizers in the elegant ballroom which extends out on the patio in the garden.

Monday, September 18

07:00 AM

Registration in Library (off main lobby)

08:00 AM

Welcome and General Session Kickoff

08:30 AM

Opening Keynote: Road to Digital Mastery-
What Got You Here Will Not Get You There
George Westerman, Research Scientist with the MIT
Sloan Initiative on the Digital Economy

10:00 AM

Networking Break

10:30 AM

Panel Discussion: Becoming a Digital Insurer

Moderator: Vinod Kachroo, Chief Information Officer, SE2


Manish Bhatt, Managing Principal, Hawthorne Advisors
Bassam Chaptini, Chief Analytics Officer, Unqork

Chris Eberly, Vice President Research and Consulting, Novarica

Carlos Sierra, Chief Operations Officer, Kuvare Holdings

Phil Walker, Chief Executive Officer, iptiQ Americas

11:15 AM

Client Keynote: Technology & Digital Platforms for the Advice Channels
Bill Lowe, President, Sammons Retirement Solutions

12:00 PM

Product Launch of New SE2 Offering
Vinod Kachroo, Chief Information Officer, SE2

12:15 PM

Networking Lunch

01:00 PM

An Overview of the Political Environment, Prospective Legislation, and
Strategies for Investment and Retirement Planning
Andrew Friedman, Principal and Founder, The Washington Update

02:00 PM

Contagious Innovation: Understanding the Changing Nature of Work
Doug Reeder, Office of the CTO, NTT DATA Services

02:45 PM

Client Keynote: Transition to a Digital Service Model: A Perspective
Nick von Moltke, President and Chief Operating
Officer, Global Atlantic

03:30 PM

General Session Adjourns

04:15 PM

Board Motor Coaches to Capitol Hill

04:45 PM

An Exclusive Private Tour of the United States Capitol


Since 1793, when George Washington dedicated its cornerstone, the world has looked toward our Capitol and its leaders. Here, imposing government structures are set amid weathered bronze statues and manicured lawns.

Guests will enjoy an after-hours tour of the United States Capitol including Statuary Hall and the Rotunda.

06:30 PM

Rooftop Dinner Overlooking the United States Capitol


Guests will enjoy dinner on The Roof Terrace which offers panoramic views of the United States Capitol building, Reflecting Pool to the National Mall and Washington Monuments.

09:30 PM

Depart for Ritz- Carlton

Tuesday, September 19

07:30 AM

Networking Breakfast

08:30 AM

SE2 Update: Technology, Business Operations and Transformation

09:30 AM

Cyber Security in the Age of Digital
Dr. Chase Cunningham, Principal Analyst, Forrester
Nathan Girard, Chief Security Officer, SE2

10:15 AM

Closing Keynote: Creating Possibilities Through Data
Andreas Weigend, Online Innovator and Former
Chief Scientist of

11:30 PM

Forum Concludes

Venue Information

Beautiful location in the heart of the city


We invite you to visit to learn more about the metropolis of D.C. through vivid photography, curated lists of weekly events and happenings, intriguing interviews and more. Read More


Please be advised that you will be responsible for all travel and transportation expenses that are incurred. Below we have included some helpful information regarding transportation to The Ritz-Carlton, Washington, D.C. Read More


The Ritz-Carlton, Washington, D.C. is one of the most ideally situated hotels with a location near Dupont Circle and within walking distance of the city's iconic attractions. Read More