Partnership Forum 2018

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Digital Insurance: A New Mindset

It is now well-accepted that digital transformation is here to stay and that it affects every aspect of the life insurance industry. From automated self-driving cars to personalized medicine to therapy chatbots, the possibilities and the opportunities are unlimited. Things that were only possible in science fiction are now a reality.

What has also become clear is that organizations that are successful in digital transformation display a focus on a digital mindset. But what does this mean? And how can organizations change their mindset? This year’s SE2 Partnership Forum explores this very theme and seeks to answer questions like:

  • What can leaders do to encourage, foster and spread a digital mindset in their organization?
  • Changing culture is hard and takes years, yet companies in a digital age no longer have the luxury of time – so how can leaders build a sense of urgency and drive a faster mindset change in their organizations?
  • Beyond leadership commitment to digital transformation, what else can leaders do to instigate a mindset change?


Create new business models and products for breakthrough competitive advantage


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

Digital Mindset

Create an open collaborative culture that supports change and increases adaptability

9th Annual Partnership Forum

Why Attend?

Partnership Forum is SE2’s annual conference where nearly 100 life and annuity insurance executives get together. Now in its 9th 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.



  • Depart for 360 Chicago from Langham (1st Floor Lobby By Elevators)

  • Welcome Reception at 360 Chicago

  • Depart for Langham Chicago

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  • Networking Breakfast (Cambridge 3rd Floor)

  • Welcome and General Session Kickoff (Devonshire 3rd Floor)

    Mike Kiley, Chief Executive Officer, Security Benefit Corporation

    Gautam Thakkar, Chief Executive Officer, SE2

  • Opening Keynote: The Next 20 Years

    Dr. MichioKaku, Theoretical Physicist, Professor, Futurist and New York Times Best-Selling Author

  • Networking Break (Cambridge Foyer 3rd Floor)

  • Digital Insurance 2.0: Technologies of the Future

    Moderator: Vinod Kachroo, Chief Information Officer, SE2

    Jon Cooper, Chief Executive Officer,

    Dave Dorans, Chief Executive Officer, Clareto

    Jim Mallon, SE2 Board Member and President, LiveAmerica

    Tom Scales, Head, Americas, Life and Health, Celent

    Mitch Wein, Vice President of Research and Consulting, Novarica

  • Client Keynote: Driving Customer-Centric Growth

    Paula Nelson, President and Managing Director, Retirement, Global Atlantic

  • SE2 Product Launch

    Vinod Kachroo, Chief Information Officer, SE2

  • Networking Lunch (Cambridge 3rd Floor)

  • Digital Transformation:

    Where Companies Go Wrong and What To Do About It

    Peter Bendor Samuel, Founder and Chief Executive Officer, Everest Group

  • Life Insurance Under the Influence

    Shefi Ben-Hutta, Founder, Coverager

  • Networking Break (Cambridge Foyer 3rd Floor)

  • Update: Political Environment and Prospective Legislations

    Andrew Friedman, Principal and Founder, The Washington Update

  • General Session Adjourns

  • Depart for Adler Planetarium (1st Floor Lobby By Elevators)

  • Cocktail Reception and Dinner at Adler Planetarium

  • Depart for Langham

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  • SE2 5K Fun Run/Walk (1st Floor Lobby By Elevators)

  • Networking Breakfast (Cambridge 3rd Floor)

  • Coordinated Attack: Fighting Back Against Cyber Security Threats (Devonshire 3rd Floor)

    Chris Tarbell and Hector Monsegur, Cyber Security Experts

  • Fireside Chat: Shift to Digital

    Manish Bhatt, Managing Principal, Hawthorne Advisors

    Christopher Hessenius, Head of Product Development and Pricing for Direct to Consumer Life Insurance Business, John Hancock

  • Networking Break (Cambridge Foyer 3rd Floor)

  • SE2 Digital Transformation Journey Update

    Vinod Kachroo, Chief Information Officer, SE2

    Kevin Paulson, Chief Operating Officer, SE2

  • Closing Keynote: The Lessons of Steve Jobs

    Guy Kawasaki, American Marketing Specialist, Author, and Silicon Valley Venture Capitalist

  • 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.


Situated in downtown Chicago, the Langham Chicago is mere minutes from the Loop, Grant Park, Magnificent Mile, Millennium Park and Navy Pier.


Ranked #1 US hotel on Trip Advisor. The perfect blend of convenience and luxurious comfort within walking distance of Chicago’s retail hub, Magnificent Mile and major attractions.