Agenda
View our Schedule at a Glance. All agenda times are listed in the Eastern Timezone.
Day 1 Thursday, September 21, 2023
08:00am - 08:30am
Port of Spain Foyer
Networking with Coffee
Join your fellow attendees for a pre-kickoff coffee talk!
08:30am - 12:00pm
Port of Spain Ballroom
GENERAL SESSION
Join us for our opening ceremony and kickoff to an exciting two-days.
09:00am - 09:08am
Port of Spain Ballroom
GAMA CEO & GAMA Caribbean President
Hear from our GAMA leaders about the latest member benefits and the growth of the GAMA Global brand throughout the world.
Bonnie Godsman: CEO, GAMA Global
Kino McCartney: President, GAMA Caribbean
09:10am - 09:15am
Port of Spain Ballroom
Welcome – LAMP Caribbean Chair
Hear from our GAMA Trinidad and Tobago President about what you can expect over the next two days from our host chapter and all its country has to offer.
Amery Rauseo: President, GAMA Trinidad and Tobago & LAMP Caribbean 2023 Chair
09:16am - 09:46am
Port of Spain Ballroom
Transformative Leadership: From Baker’s Daughter to Industry Trailblazer
Join us for an inspiring journey with Melissa Marie Pascal, as she shares her remarkable ascent from a humble baker's daughter to a leading figure in the insurance, investment, and financial services industry. In this dynamic talk, Melissa unveils the power of four essential pillars: mindset, health, soul set, and business set. Discover how these cornerstones, fueled by her unwavering belief system and visionary outlook, can propel anyone towards achieving their dreams. Melissa's story embodies resilience, empowerment, and the limitless potential within us all. Be prepared to be inspired, motivated, and equipped to transform your own path to leadership excellence.
Melissa Pascal: Managing Director, Pascal’s Bakery Ltd (Trinidad)
09:47am - 10:07am
Port of Spain Ballroom
Stronger Together
Financial services entities, the world over, have reaped tremendous success on their own. However, lasting and holistic success requires a multi-stakeholder, unified approach. Join Robert Trestrail, President and CEO of Sagicor Life Inc as he explores the topic of how we can be “Stronger Together.”
Robert J L Trestrail: President & Chief Executive Officer, Sagicor Life Inc
10:07am - 10:27am
Port of Spain Foyer
Coffee Break
Join your fellow attendees to discuss what interesting insights and takeaways you gained from the morning session.
10:27am - 10:47am
Port of Spain Ballroom
Let us entertain you!
Often insurance is serious business. However, let's take a break and laugh a bit about our profession. Join us for this mid-day opportunity to laugh at ourselves and our business.
Errol Fabien, Comedian – Trinidad and Tobago
10:47am - 11:47am
Port of Spain Ballroom
Executive Panel Discussion – “A View From the Top”
This panel of experts will offer our attendees insights from an executive perspective about the changing environments of product distribution, agency building, and consumer-driven environments.
Moderator: Michael Adderley – Bahamas
Panelist: Greer Quan – Chief Executive Officer – Caribbean, Pan-American Life Insurance Group
Panelist: Jason Julien – Group Deputy CEO – Business Generation, First Citizens
Panelist: Gregg Mannette – Head of Sales, Guardian Life of the Caribbean
11:51pm - 1:00pm
Port of Spain Ballroom
Lunch
After a full morning session, join us for some Trinidad and Tobago hospitality.
1:00pm - 2:00pm
BREAKOUT SESSION #1
1:00pm - 2:00pm
Rio Claro
Breakout Session #1: “MiChris PREP Process: Paving a Path to Record-Breaking Success Infused with a Generative Culture”
The MiChris PREP Process© is a method designed to develop advisors organically, transforming them from good to great and lead to exceptional levels of success. This process is deeply influenced by a Generative Culture that encourages innovative thinking, fostering growth and transformation. At LAMP Caribbean 2023 we will share: "MiChris PREP Process©: Paving a Path to Record-Breaking Success infused with a Generative Culture." *Prepare: The foundation. Our PREP Process starts with 'Prepare,' the cornerstone of achievement. Now, we enhance it by fostering a Generative Culture that sparks innovation, creativity, and collaboration. *Reinforce: Lasting habits. Integrating a Generative Culture into 'Reinforce' ensures that behaviors and habits align with a culture of ongoing improvement and empowerment. *Experience: “Experiential Learning” or Real-world learning. We immerse ourselves in real situations, turning challenges into opportunities. A Generative Culture drives this journey. *Performance Management: Guiding advisors to triumph. Infusing a Generative Culture into 'Performance Management' strengthens our commitment to advisors' success and cultivates an environment of thriving excellence."
Team MiChris
Michelle Havelock: Senior Manager of Sales Learning & Development, Guardian Group
Christopher Lawe: Senior Branch Manager, Sagicor Group Jamaica Limited
1:00pm - 2:00pm
Point Lisas
Breakout Session #1: “Make General Insurance Sexy Again”
Speaking on passion for the Insurance industry and how career Life insurance Agents can strategically structure and build formidable General Insurance portfolios.
Henrique Anderson: Manager of Agencies & Direct Sales, Sagicor General Insurance Inc.
1:00pm - 2:00pm
Point Fortin
Breakout Session #1: “Emerging Leaders”
Our industry is based on building our bench. In this session, our GAMA Global CEO will discuss the new emerging leader program and the benefits you and your emerging leaders can gain by taking part in this member benefit.
Bonnie Godsman: CEO, GAMA Global
2:00pm - 3:00pm
BREAKOUT SESSION #2
2:00pm - 3:00pm
Rio Claro
Breakout Session #2: “Building Your Agency Using Technology”
In the ever-evolving insurance landscape, leveraging technology is paramount to create a thriving, digital future-ready agency. This session unveils the transformative power of digital tools and digital agent branding to guide insurance and financial agencies towards success: *Digital Transformation: Embrace the digital shift, revolutionizing how insurance operates. *Client Acquisition: Harness online platforms for targeted outreach, amplifying client base. *Data Analytics: Personalize services through data-driven insights and predictive analytics. *Enhanced Customer Service: Elevate customer experiences with chatbots, apps, and automation. *Efficient Processing: Streamline operations using digital forms and e-signatures, leaving paperwork behind. *Insurtech Integration: Infuse innovation via AI, blockchain, and advanced underwriting. *Case Study: Learn from a real success story of tech-driven agency transformations. *Overcoming Challenges: Tackle change resistance and ensure smooth staff adaptation. *Future Trends: Stay ahead by embracing AI, IoT, and immersive technologies. *Outcome: Embrace technology's potential to create a thriving, future-ready insurance agency.
Naresh Mongroo: VP Technology Excellence and Enablement, Guardian Group
2:00pm - 3:00pm
Point Lisas
Breakout Session #2: “Passing the Torch”
Description Coming Soon...
Yasid Gilbert: General Manager – Long Term Insurance, Maritime Life (Caribbean) Limited
2:00pm - 3:00pm
Point Fortin
Breakout Session #2: “Training and Supervision”
With over four decades of experience in training and developing the minds of learners at all levels, the speaker will explore the “whole 9 yards” of training. Attendees will have an opportunity to examine various viewpoints and to identify strategies that will work to heighten the productivity of learners with a colourful, cultural and a regional and global mindset. There will be specific focus on a viable SST (Sustained Systematic Training) Plan.
Clothie M. Pennerman – Lockhart, T.C., B.Sc. (Hons,) CIAM, MFA, GFSP – Sales Training Manager, Colina Insurance Limited
3:00pm - 4:00pm
BREAKOUT SESSION #3
3:00pm - 4:00pm
Rio Claro
Breakout Session #3: “Recruiting and Selection”
The importance of recruiting and selecting quality candidates. What is the profile of a quality candidate? The importance of selection in this process. How both entities work hand in hand and play a major factor in the retention of the field force.
Dashwell E. Flowers – Bahamas
3:00pm - 4:00pm
Point Lisas
Breakout Session #3: “Passing the Torch”
Description Coming Soon...
Yasid Gilbert: General Manager – Long Term Insurance, Maritime Life (Caribbean) Limited
3:00pm - 4:00pm
Point Fortin
Breakout Session #3: “Training and Supervision”
With over four decades of experience in training and developing the minds of learners at all levels, the speaker will explore the “whole 9 yards” of training. Attendees will have an opportunity to examine various viewpoints and to identify strategies that will work to heighten the productivity of learners with a colourful, cultural and a regional and global mindset. There will be specific focus on a viable SST (Sustained Systematic Training) Plan.
Clothie M. Pennerman – Lockhart, T.C., B.Sc. (Hons,) CIAM, MFA, GFSP – Sales Training Manager, Colina Insurance Limited
Day 2 Friday, September 22, 2023
08:00am - 08:30am
Port of Spain Foyer
Networking with Coffee
Join your fellow attendees for Day 2 coffee talk!
08:30am - 11:45am
Port of Spain Ballroom
GENERAL SESSION
08:30am - 08:40am
Port of Spain Ballroom
Day 2 Kickoff
08:40am - 09:30am
Port of Spain Ballroom
The Future of Management: Young Leaders
This session is targeted to build insights for young leaders about the future of our profession. Join industry experts who recruit, develop and train the next generation of leaders to help gain perspective on the future of what being a great manager will need to look like in 2024 and beyond.
Moderator: Gail Singh FCCA, ASQ CMQ/OE, PMP, FSCP – Unit Manager, Guardian Life of the Caribbean Limited
Moderator: Patrick St. Clair – Senior Branch Manager, Sagicor Life Jamaica Ltd
Panelist: Lana Butcher – Senior Advisor, Sagicor Life Inc
Panelist: Ramona Neeley – Vice President of Home Service Sales, Family Guardian
Panelist: Camille Sinanan – Branch Manager, Sagicor Life Insurance Company Trinidad and Tobago
09:30am - 10:20am
Port of Spain Ballroom
Leading by Example – Field Leaders Panel
This panel has over a century of industry knowledge and wisdom on building culture and developing strong leadership behaviors. Join us to hear about what you should be thinking about as a field leader, as a manager and as a culture builder for your organization.
Moderator: Gay L.V. Griffith, CLU, ChFC – Vice President of Barbados Sales, Sagicor Life Inc
Panelist: Maxim Marquez – Vice President, Regional Director Agencies, Pan-American Life Insurance Group
Panelist: Wayne Alleyne, LUTCF, CLU – Agency Manager – Alleyne Agency, Sagicor Life Inc, Barbados
Panelist: Winston S. Williams, MBA, ChFC, CLU, CIAM, RFC, MFA, PMP – Chairman and CEO, Financial Advisory Services Limited
Panelist: Dale Mc Leod – Managing Director, KRAT Investments Limited / Dale McLeod’s Agency
10:20am - 10:35am
Port of Spain Foyer
Coffee Break
Join your fellow attendees to discuss what interesting insights and takeaways you gained from the morning session.
10:35am
Port of Spain Ballroom
GENERAL SESSION Continued
10:40am - 11:10am
Port of Spain Ballroom
Courageous Conversations
Join Anthony Watkins, CEO of Odyssey Consult Inc., discuss the particular challenges facing the Caribbean financial services industry and the leadership needed to meet these challenges. Anthony believes the practice of courageous conversations is the cornerstone to achieving transformational leadership and maximizing impact.
Anthony Watkins: CEO & Principal Consultant, ODYSSEY CONSULTinc Limited
11:15am - 11:45am
Port of Spain Ballroom
Tired, or uninspired? How inspirational leadership unlocks influence, increases engagement and ignites performance.
Raphael Saul is a dynamic motivational speaker, attorney and entrepeneur helping people and businesses transform their results and pioneer the future. In this session, Raphael will motivate, inspire and equip you with the mindset and tools needed to achieve your next level.
Raphael Saul – International Motivational Speaker & Business Consultant, Vanguard Consulting Inc.