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Dinner Meeting - LOMA
Society of Twin Cities
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Speaker:
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"Succeeding
in a Challenging Environment" with Jon Stenberg, Executive Vice
President and General Manager, RiverSource Insurance
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Date:
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Tuesday,
October 8, 2013
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Location:
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Securian
Financial Group
400 Robert S N
St Paul MN 55101
Parking in 401 Bldg for $2 ($1 bills or quarters preferred)
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Cost:
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Members
- $25
Non-members - $35
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Charity:
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Ready
for Success
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Program:
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5:30 |
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Registration & Social Hour |
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6:00
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Networking
activity
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6:45
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Business
Meeting
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7:00
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Keynote
Speaker
Jon Stenberg, Exec. Vice President & General Manager
RiverSource Insurance
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7:45
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Recognition
Ceremony
New Designees: Ask your manager to join you!
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Buffet:
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Pasta
Bar with chicken, Italian sausage & sauce
Caesar salad & bread sticks
Chef’s vegetables
Assorted desserts
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“Succeeding in a Challenging Environment” – Jon Stenberg, RiverSource
Insurance
Jon is responsible for leading strategy, product development,
sales and marketing, service, and operations for the full line of
RiverSource® insurance products.
Jon
joined Ameriprise Financial in January 2011 with more than 20 years of
experience in the insurance and financial services industry. Prior to joining Ameriprise, he was with
New York Life, where he was senior vice president and head of Retail
Insurance, responsible for product development within the company’s core life
business. Jon also held key leadership
and sales positions at UBS, Lincoln Financial and Aetna. He is a U.S. Army veteran.
The 2013 Scholarship Committee is pleased to
announce that this year’s recipient of the LOMA Society’s $500 scholarship is
Ahna Hoffman. Ahna is majoring in
Economics at Century College. She is
the daughter of Renee Hoffman, FLMI, ACS, AIAA, AIRC at Catholic United
Financial. The scholarship will be
presented at the Fall Recognition Dinner.
Save When You Attend a 2014 Meeting or Seminar
Society members pay half price to attend a meeting or seminar in
2014 when they bring a new member guest who has paid full meeting or seminar
price. What a better perk when you
share the experience of a LOMA meeting or seminar!
Outstanding Society Awards
The Board is thrilled to announce that the LOMA Society of the Twin
Cities has won the following Outstanding Society Awards this year:
·
Communication and Public Relations
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Community Service
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Membership
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Special Achievement
The national LOMA organization extends its congratulations to all of
the Twin Cities Society members!
Congratulations to the new LOMA designees!
AAPA
Angie Kivi, Securian
Sara Fulmek, Securian
Gauri Multani, TATA Consultancy Services
Trisha Schilling, Catholic United Financial
Genevieve Parriott, Allianz Life Insurance
Cjrostoam Ajgrem-Williams, Allianz Life Insurance
ACS
Ken Deason, Federated Life Insurance
Gleen Moen, Ferderated Life Insurance
Bonnie Coughlin, Federated Life Insurance
Eric Proehl, Federated Life Insurance
Shelly Prieve, Federated Life Insurance
Lisa Aus, Federated Life Insurance
Lynnae Byers, Federated Life Insurance
Kelly Maalis, Federated Life Insurance
Margaret Hanson, Federated Life Insurance
Corrine Mahlman, Federated Life Insurance
Stacy Nelson, Federated Life Insurance
Jeffrey Trager, Federated Life Insurance
Pamela Saia, Prudential Financial
Peggy Polden, Prudential Financial
Blair Kohlbry, Prudential Financial
Jennifer Nollan, RGA Reinsurance
Bradley Wolff, ING ReliaStar Life Insurance
Benjamin Hesse, Assurant Health
Sarah Wiysel, Allianz Life Insurance
Karen Ullen, Allianz Life Insurance
Owen Carlander, Allianz Life Insurance
Brandon Reinke, Securian
Sharon Larson, Securian
Anna Brandel, Securian
Kelly Minten, Catholic United Financial
AFSI
Michael Horan, State Farm
Mark Madson, State Farm
AIAA
Glenn, Moen, Federated Life Insurance
Michaela Voor Vart, Legal & General
Renee Hoffman, Catholic United Financial
AIAF
Michele Dungworth, Allianz Life Insurance
Amy Wienke, Independent
Lisa Balagot
AIRC
Renee Hoffman, Catholic United Financial
Emily Pernu, ING ReliaStar Life Insurance
Kim Odens, Securian
Erica Coan, Federated Life Insurance
ALMI
Kelly Brown, ING ReliaStar Life Insurance
Duane Pfaff, ING ReliaStar Life Insurance
Nagananda Muthukuru, TATA Consultancy Services
Srihari Attuluri, TATA Consultancy Services
Rohan Pandit, TATA Consultancy Services
Dinesh Kundanam, TATA Consultancy Services
Patrick Piepkorn, Securian
Sarah Cable, Securian
Katy Gilley, Securian
James Dougherty, Securian
Katherine Kim, Securian
Sheri Banitt, Securian
Robert Large, Securian
Rebecca Stenlund, Securian
Neil Ballis, Securian
Kelsey Swanson, Securian
Kelly Rollinger, Securian
Dhanik Dharmapa, CGI Information Systems & Management Consultants
Eric Canter, RGA Reinsurance
Ann Phelps, Thrivent Financial for Lutherans
Vicki Doberstein, Thrivent Financial for Lutherans
Sara Wacek, Thrivent Financial for Lutherans
Jim Calubavan, Country Financial
Kathleen Mary Maikozak, Guardian Life Insurance
Nicole Muller, Allianz Life Insurance
David Moore, Allianz Life Insurance
Chor Vang, Allianz Life Insurance
Eric Proehl, Federated Life Insurance
Jaclyn Natzel, Federated Life Insurance
Erica Coan, Federated Life Insurance
Blaire Kohlbry, Prudential Financial
Cindy Novotny, Prudential Financial
Sara Enright, Prudential Financial
Wesley Bradshaw, State Farm
Aimee Rassier, State Farm
Jessica Johnshoy, Direct Response Insurance Administrative
Services
ARA
Glenn Moen, Federated Life Insurance
Renee Hoffman, Catholic United Financial
FFSI
Christina Bellamy, Securian
Kristen Gemmill, Securian
Paula Yager, Securian
Michael Horan, State Farm
Veneta Bebrevska-Nedelcheva, Allianz Life Insurance
FLMI
Pamela Anson, ING ReliaStar Life Insurance
Bradley Wolff, ING ReliaStar Life Insurance
Hugh Dunaway, ING ReliaStar Life Insurance
Jenny Fischer, ING ReliaStar Life Insurance
Srinivas Denduluri, TATA Consultancy Services
Venkata Siva Srinivas Rachapudi, TATA Consultancy Servides
Jodie Salisbury, Federated Life Insurance
Glenn Moen, Federated Life Insurance
Nichole Crawford, Federated Life Insurance
Brian Haggerty, Federated Life Insurance
Patrick Piepkorn, Securian
Laura Oien, Securian
Jeffrey McGinley, Securian
William Gould, Securian
Jared Asay, Securian
Kelly Rollinger, Securian
Hank Stewart, Allianz Life Insurance
Michele Doungworth, Allianz Life Insurance
Christopher Manea, Ameriprise Financial
Amy Olin, State Farm
Wesley Bradshaw, State Farm
Marc Davis, State Farm
Cindy Novotny, Prudential Financial
PCS
Michaela Voor Vart, Legal & General America
Beth Eberback, Mutual of America Life Insurance
Tyler Buchardt, Federated Life Insurance
Heather Brown, Federated Life Insurance
Anthony Lindsay, Federated Life Insurance
Jeffrey Trager, Federated Life Insurance
Angela Olson, Securian
UND
Krista Tossey, Securian
Catherine Cook, First Colony Life Insurance
Rheanon Harlan, Thrivent Financial for Lutherans
LOMA Society of the Twin Cities Officers and Board Nominees
The Nominating Committee of the LOMA Society of the Twin Cities
recommends the following slate of officers, board members and society
committee representative for 2014 be placed in nomination for election at our
next membership meeting on October 8, 2013.
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Co-Presidents:
Vice
President:
Secretary:
Treasurer
and Past President:
Society
Committee Representative:
Membership
Committee Chair:
Communications
Chair:
Program
Committee Chair:
Member
at Large:
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Dixie
Carroll and Barb Prinz (both from Ameriprise Financial)
Robin
Hollicky (Prudential)
Tyler
Akerlind (Securian Trust Company)
Julie
Printz (Thrivent Financial)
Michaela
VoorVart (Legal & General America)
LuAnn
Maxfield (Prudential)
Barb
Prinz (Ameriprise Financial)
Dawn
Miller (Prudential)
Carol
Ullery (Blue Cross and Blue Shield of Minnesota)
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Twin Cities Society dues of $10 are payable for the period
from September 2013 through August 2014.
If your company has not submitted payment, please submit to:
Claudia Wiebold, Twin Cities LOMA Society Treasurer
Securian Financial Group
400 Robert St N
St Paul MN 55101
LOMA Society of the Twin Cities Holds Spring Seminar
The LOMA
Society of the Twin Cities of Minneapolis and St. Paul held its Spring
Seminar on May 7, 2013 at Catholic United Financial. The seminar began with a breakfast buffet
and a brief business meeting followed by three presentations.
The first
presentation was titled, “Toastmasters Impact on Careers – 3
Perspectives.” Three speakers, Greg
Barth, Kyle Elbert, and Teri Erhardt, shared their experiences with
Toastmasters. They commented that
Toastmasters is best known for helping its members develop public speaking
skills, an important ability since it may not matter how much someone knows
about a topic if they can’t communicate effectively.
The
speakers went on to describe how Toastmasters can impart many other skills
including listening skills, presentation skills, including the technical the
aspects of a presentation, meeting skills, and leadership skills. Toastmasters also teaches how to keep an
audience engaged. They concluded by
describing how Toastmasters has helped them in both their professional and
personal lives.
The second
speaker was Tom Larson from Thrivent Financial for Lutherans who spoke on,
“How Financial Planners Can Help Kids and Parents Prepare to Fund College and
Avoid Costly Mistakes.” He stated
there is often very little planning for college funding, although paying for
a college education is among the most significant investments that is made,
along with purchasing a house and retirement funding.
Tom spoke
about how to build a “strong college strategy” that should focus on three
things: admissions, academics, and financial aid. He pointed out that a school that appears
to be more costly may actually cost less because increased financial aid may
be available. He said a financial
planner can help develop a plan for funding a college education. The plan will also help families protect
other financial goals. Tom also noted that
it is very important to understand the impact of student loans. A rule of thumb is not to borrow more than
the expected first year annual salary.
The third
speaker was Kristin Ferguson, Quantitative Risk Manager at the Securian
Financial Group. Her talk was titled,
“Topics in Life Insurance: Risk Management.”
She spoke about the various risks a life insurance company faces
including mortality, equity, interest rate, credit, policyholder behavior,
and operational risk.
Kristin
discussed how the market crash of 2008 brought the important of risk
management into sharper focus. She
noted it is important to work risk management into product development rather
than after the fact and that funds must be managed for volatility. Kristin concluded by stressing the
importance of managing risk appropriately and how a company must continually
reevaluate the risk management tools it has in place.
Finally, at
each meeting the LOMA Society selects a charity to which members may
contribute. The Spring Seminar featured
the Catholic United Foundation. Bob
Heuermann, the foundation’s executive director, described, “Catholic United
Response,” a program the foundation developed to provide disaster relief in
the region. He spoke about several
recent disasters and how response teams were quickly mobilized to provide
assistance. Society members
contributed generously to the Catholic United Foundation in support of their
efforts.
LOMA Twin Cities Board Members
Julie Printz, President
FLMI
Thrivent Financial for Lutherans
(612) 844-8372
julie.printz@thrivent.com
Dixie Carroll, Past President
FLMI, AIRC, ACS
Ameriprise Financial Inc.
(612) 678-4177
dixie.carroll@ampf.com
Rolf T Anderson, Vice President and Scholarship Chair
FLMI, FFSI, ACS, AIRC
212 West 36th St.
Minneapolis, MN 55408
612-824-7807
roanders6@aol.com
Claudia Wiebold, Secretary &
Program Committee Chair
FLMI/M, ACS
Securian Financial Group
(651) 665-3032
claudia.wiebold@securian.com
Leah Reckin-Mahoney, Treasurer
FLMI, PCS
Securian Financial Group
(651) 665-3669
leah.reckin-mahoney@securian.com
Barb Prinz, Communication Chair
FLMI, AIRC, ACS
Ameriprise Financial Inc.
(612) 678-7259
barbara.x.prinz@ampf.com
LuAnn
Maxfield, Membership Committee Chair
FLMI, ACS, FALU, CLU
Hartford Life
(763) 255-7390
luann.maxfield@hartfordlife.com
Michaela Voor Vart, Society Committee
Representative
MBA, FALU, FLMI, ACS, ARA
Legal & General (Banner Life)
(651) 407-3158
mvoorvart@lgamerica.com
Robin Holicky, Member at Large
Hartford Life
robin.holiky@hartfordlife.com
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