2008 Annual Meeting Bios J. Christopher Burke, FLMI President, AMA Insurance Agency, Inc. Chris Burke is president of AMA Insurance Agency, Inc., a subsidiary of the American Medical Association in Chicago, Illinois. Chris has extensive leadership and management experience in the areas of business-to-business and consumer marketing and sales of life, health, disability, Medicare supplement and annuity products. He previously was senior vice president of marketing with Forethought Financial Services, Inc., where over his career there he had many responsibilities including: insurance company operations, strategic marketing, corporate communications, and sales and marketing for both the insurance and banking organizations. He was also an executive management team member, a board member of six Forethought subsidiaries, and a board member of Forethought Federal Savings Bank. Burke received a Bachelor of Science in Management degree from the University of Indianapolis and has achieved the Fellow, Life Management Institute (FLMI) professional insurance designation. Chris.burke@amainsure.com Chris Bodden President -Executive Creative Director, Bodden Partners Chris Bodden's career in Advertising, Direct Marketing and Event Management spans over 20 years. During that period, his agency has created and driven unique marketing programs for some of America's leading organizations, including the National Education Association, GE Capital, IBM, JP Morgan Chase, Prudential Insurance, Bank of America and Minnesota Life to name a few. Chris is proud of his long-standing relationship as the primary agency and marketing partner of NEA Member Benefits, one of the most successful affinity marketing programs in the U.S. The recipient of several advertising industry awards for Print, Broadcast, Direct Marketing and Corporate Events, Chris is responsible for the creative and strategic vision of Bodden Partners. An Art Director by training, Chris is an honors graduate of the renowned Parsons School of Design, and is active in the advertising industry. He is a voting member of the American Association of Advertising Agencies as well as the Direct Marketing Association. cbodden@getcp.com This could change in January!! Steve Kakos Account Director, closerlook Steve Kakos is an Account Director for closerlook. He is responsible for developing new business and growing client relationships. Steve has over 10 years of experience selling and delivering professional services. Prior to joining closerlook, he co-founded Sales Divine, an innovative national sales consultancy. Steve began his career with PeopleSolutions, where he played a key role in helping the firm achieve Inc. 500 recognition as one of the nation’s fastest growing private companies. His client list includes leading organizations such as BlueCross BlueShield, AIG American General, The Hartford, the American Medical Association Insurance Agency and the Texas Medical Association Insurance Trust. Steve has also served as a frequent author and contributor in national media including; Computerworld, Forbes Special Interest Publications, The Dallas Business Journal, The Fort-Worth Star Telegram and Strategies: The Journal of the Legal Marketing Association. He is a Summa Cum Laude graduate of the University of Texas at Dallas. skakos@closerlook.com Steve Levy Vice President, Marketing, NEA Member Benefits For more than three decades, Steve's marketing career has been hallmarked by a capacity to develop innovative strategic solutions for ad agencies and client companies alike. His 16 years on the agency side included account management positions at some of the world's most respected direct marketing organizations, where he worked on a broad range of blue chip accounts, including American Express Green Card (Ogilvy & Mather), Manufacturers Hanover Trust (Dancer, Fitzgerald, Sample), American Express Gold Card (McCann -Erickson) and AT&T (Y&R/Stone & Adler). Since joining NEA Member Benefits as Vice President of Marketing in 1990, Steve has led the development and management of what is now broadly regarded as the pre-eminent affinity marketing program in the United States, whose Insurance, Financial and Investment products and services have generated member-participation levels unmatched in the Association marketplace. slevy@neamb.com Kelly McDonald President, McDonald Marketing Kelly McDonald is a marketing and advertising expert with more than 20 years of ad agency experience, on both the General Market and Latino sides of the business. She worked in top positions for several global ad agencies before making the move to Latino advertising and marketing. Working with clients such as Toyota, Nissan, Subaru, BlueCross BlueShield, Kimberly-Clark, Bank One, Nationwide Insurance and Budweiser, Kelly has helped clients grow business by targeting U.S. Latinos strategically and creatively. McDonald Marketing is a full-service marketing and communications firm, specializing in market segmentation and multicultural marketing. Kelly was named #1 on the list of “26 Hot Speakers for 2006” by Successful Meetings Magazine. Kelly@mcdonaldmarketing.com Allen Nance President, Mansell Group Mr. Nance founded Mansell Group in 1999. Mansell Group is a leading provider of technology enabled marketing and provides a full range of managed solutions including email marketing programs, inbound email customer support, database management, and customer intelligence. Mansell Group is a member of the prestigious Inc. 500 representing the 500 fastest growing companies in America. Mansell Group’s clients include AirTran Airways, Universal Instruments, Sony Music, Moen Faucets, National Education Association, AARP, March of Dimes, Payless Shoes, American Cancer Society and over a hundred other category leading companies. In 2004, Mr. Nance was recognized by Georgia Trend magazine as one of the state’s “40 Rising Business Leaders under 40”. In 2005, Mr. Nance co-authored Inside the Minds: Technology Enabled Marketing a prerequisite for survival, published by Aspatore Books. Mr. Nance received his B.S. and M.S. from Georgia Institute of Technology. 404-995-8605 amn@mansellgroup.com Anita Potter Assistant Vice President-Product Research, LIMRA International Anita Potter oversees the research conducted in LIMRA’s Group and LTCI Product Research unit. In this capacity, she is responsible for much of the marketing and distribution research LIMRA provides to its U.S. and Canadian Group and LTCI members. Potter also develops and conducts marketing studies and one-time industry surveys based on the interest indicators of LIMRA’s various constituencies. She has authored numerous articles on marketing issues related to employee benefits and the long-term care marketplace and has been a frequent speaker at industry conferences and company meetings. She serves as a liaison between LIMRA and its members through various marketing and research committees. Potter earned her bachelor’s degree from Florida State University and her master’s degree from the University of Hartford. apotter@limra.com John W. Prentice President, Prentice Consulting John W. Prentice is President of Prentice Consulting, Inc. where he works with small and middlemarrke companies in strategy development, project management, continuous improvement (Kaizen and Six Sigma), and mergers & acquisitions. Formerly he was Executive Director for Hillenbrand Industries, a global Fortune 1000 company. That role included serving as an internal consultant to the firm’s corporate staffs, leading teams in strategic decision-making, and work in Europe. Mr. Prentice also was a member of the Board of Directors, and President and Chief Executive Officer, of Forethought Federal Savings Bank. He was a member of the original team of executives who formed Forecorp (now Forethought Financial Services, Inc.), Forethought Life Insurance Company, and The Forethought Group and who grew Forethought Life Insurance Company from start-up to $600 million in annual sales. In a prior position as Senior Vice President of Forethought Financial Services, Inc., he was responsible for marketing insurance to a large market segment throughout the United States. In addition, for nearly 10 years he supervised market research efforts. He has studied under a Toyota sensei and has practiced Kaizen in numerous companies in the United States and Japan. He has also held management positions in corporate strategy and product planning with Ford Motor Company. He holds an engineering degree from Purdue University, an MBA from Indiana University, and holds FLMI, CLU and ChFC designations. He has received an Echo Leader Award from the Direct Marketing Association and was awarded a United States patent for his design of an all-new and creative marketing tool. www.prenticeconsulting.com john@prenticeconsulting.com Billy Riggs Magician/Motivator Billy Riggs is a Certified Speaking Professional is not simply an entertainer, speaker and magician…. he skillfully weaves humor, audience participation and world-class illusions into a high motivational program. Renowned as the world’s first and only disillusionist, he presents grand illusions while shattering the illusionary thinking that hinders personal growth, performance and success. He as entertained, motivated—and adjusted attitudes—for more than a million people on five continents. He will perform on PBS this Fall—watch for “The Attitude Dude!” www.theattitudedude.com