How to Create Smart Financial Services and Insurance Meetings

Presenter: Caryn Taylor Lucia, VP of Corporate Events at SEI Investments; Sherri Lindenberg, Senior Vice President, Crump; Karyn Evans, Manager, Sponsorships, Meetings & Events at Allianz

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Meetings and events in the financial services and insurance industry generate billions of dollars in economic impact in the U.S. each year, which means the professionals who plan those meetings are usually responsible for larger budgets and meeting volumes.

However, there are compliance considerations, regulations and business objectives that govern those meetings, along with an ever-present need to deliver an engaging event that exceeds participant objectives.

Join this webinar to hear perspectives from industry veterans Koleen Roach of Securian Financial Group, Caryn Taylor Lucia of SEI and Karyn Evans of Allianz for creating smart meetings that engage attendees and support the objectives of internal clients at financial services and insurance companies.

  • Learn how to use what makes meetings within the financial services and insurance industry unique to enhance your meetings
  • Review the essentials for successful meetings that support internal client goals and company objectives
  • Discover resources for best practice sharing and new, innovative ideas and how to use them to engaged your attendees
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