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2024 WI Power Summit and Advocacy Day (Desktop Wallpaper)



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April 16-17, 2024
The Madison Concourse Hotel - Madison, Wisconsin

W Dayton Street, Madison, WI 53703

Sign up now for NAIFA-Wisconsin's Power Summit & Advocacy Day coming to you April 16-17th at The Madison Concourse Hotel! We can't wait to see you.

$150.00 Members | $175.00 Non-Members

Room reservations may be made by calling the Madison Concourse Hotel at 800-356-8293. Please identify as part of NAIFA-Wisconsin Power Summit & Advocacy Day for discounted room rates. The room block is good through midnight March 17, 2024.

Andy Neary

The Insurance Agent Sales Playbook: The 3-Step Process to go from Unknown to Unstoppable

Andy Neary

Andy Neary is a former professional baseball player turned insurance advisor and business coach. As an undersized pitcher for the Milwaukee Brewers organization, Andy saw, firsthand, what it took to excel at the sport's highest level. Lacking the ideal measurements for a pitcher, Andy leveraged unshakeable drive and discipline, and a set of consistent daily habits to become a professional athlete.

Erik Vandermause

Activating Technology for Value in Insurance - Using AI to Simplify Your Firm's Ability to Grow, Remove Bottlenecks, and Build Scale

Erik Vandermause

Erik Vandermause is the vice president of applied intelligence at M3 Insurance. In this role, he is responsible for the overall direction, strategy, and performance of M3's data, analytics, digital, and CRM capabilities. M3.ai combines these capabilities with human ingenuity to deliver new levels of value for its current and future clients, employees, and partners.

John Grande

Is Income Tax the New Death Tax?

John J. Grande, MSFS, AEP, ChFC, CLU
Adjunct Instructor in Finance | University of Wisconsin

John Grande has had an esteemed career of practical regional, and national experience in Wealth Management with US Bank as well as a government appointment as the Administrator of Banking for the Wisconsin Department of Financial Services. Mr. Grande's roles have led him to a bevy of valuable opportunities and insights, often shedding a light on the variety of intersections for an aspiring professional in the field of Financial Services. John is an Adjunct Instructor in Finance at the Wisconsin School of Business at the University of Wisconsin - Madison.


Is Income Tax the New Death Tax?

Anne M. Mank, CFP, CPA
Director of Financial Planning | Savant

Anne has been involved in the financial services industry since 1997 with extensive experience in wealth management, accounting, and finance. Prior to joining Savant, she was director of wealth coaching and a wealth advisor at a registered investment advisory firm in Wisconsin. Anne co-hosted the weekly radio show, Money Sense, and was a contributing author of the book, Brilliant Breakthroughs for the Small Business Owner, Vol. 4. Before becoming an advisor and financial planner/coach, she held various corporate positions including compliance, corporate controller, director of accounting, and senior auditor.

Anne earned a bachelor of science degree in accounting from Cardinal Stritch University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), and a Certified Integrative Holistic Coach.

George Ermert

George Ermert | Schreiber GR Group
NAIFA-Wisconsin Public Affairs Advisor

George Ermert is a lobbyist and shareholder for Schreiber GR Group. In his role, he assists the firm's clients with lobbying, policy research and analysis, media relations, and political strategy. George has worked with several political campaigns, including races for the U.S. Senate, Wisconsin Governor, Wisconsin Attorney General, and the Wisconsin Legislature. He has been instrumental in helping organizations develop strong and effective grassroots lobbying plans to achieve their goals.

Michael Hedge

Michael Hedge
NAIFA Senior Director, Government Relations

Michael Hedge serves on the NAIFA Government Relations team as the Senior Director of Federal Government Relations. His primary focus centers on financial services, representing NAIFA before the House Financial Services Committee, the Senate Banking Committee, the Senate Special Committee on Aging, and federal regulators.

Hedge got his start in DC on the staffs of former Ohio Congressmen, John Kasich and David Hobson. He conducted his graduate studies at Georgetown University for social and public policy and completed his bachelor's degree in history from the Catholic University of America, both located in Washington, D.C.

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