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Upcoming Insurance Events

The Jacobson Group sponsors, exhibits and attends a number of insurance industry conferences and forums throughout the country. Additionally, our executive management team is frequently asked to speak at many of these events. If you are interested in having a Jacobson representative speak at your event, please submit a request to our marketing communications department.


Aug 3-Aug 5, 2022

LOMA Supplemental Health, DI & LTC Conference

The Jacobson Group is excited to attend Life Office Management Association’s Supplemental Health, Disability Income and Long-Term Care Conference August 3-5, 2022, in Washington, D.C. Assistant Vice President Taylor Dever will present “Recruitment and Retention: How Changing Expectations are Shaping the Future of Work.” We hope you join Taylor for a discussion on how long-term remote and hybrid work environments, blurring lines between personal and professional lives, a rise in retirements, and Generation Z’s entrance into the workforce are reshaping the future of work.


Aug 7-Aug 9, 2022

Emerging Leaders Conference

The Jacobson Group is proud to be a Bronze Sponsor of the Emerging Leaders Conference in Denver, Colo. We are proud to share that Winnie Li, senior account manager for contingent workforce solutions, has been named to the 2022 Emerging Leaders class. Winnie and Judy Busby, senior vice president, will be attending the event. Judy will be presenting "Building Your Personal Brand and the Power of Emotional Intelligence" to kick off Tuesday's sessions. In this interactive session, she will encourage the Emerging Leaders Class to create an impactful personal brand that highlights their natural talents and skills, while growing emotional intelligence, to positively impact their careers. 


Aug 11-Aug 13, 2022

IABA Annual Meeting

The Jacobson Group is a proud sponsor of the IABA Annual Meeting in New Orleans. Karen Lopez, client advisor, will be representing the firm at the event.


Aug 24-Aug 26, 2022

SOA Life Meeting

The Jacobson Group is a proud Corporate Sponsor of the Society of Actuaries Life Meeting August 24-26, 2022, in Chicago. Our assistant vice presidents, Taylor Dever and Chad Record, are also excited to be presenting at the event. Chad is co-presenting a session titled “Effectively Retaining Actuarial Talent in the Hybrid Environment,” providing actionable take-aways to help actuarial leaders prioritize retention and increase employee engagement. Taylor will be moderating a panel titled “Retaining Future Leaders Through Strategic Professional Development.” This discussion will focus on the role professional development plays in retention and ways to effectively support employee growth and advancement to build long-term loyalty. If you are attending the meeting this summer, join us for these dynamic sessions.


Sep 7 2022

LIMRA "Redefining Recruitment and Retention Amid 'the Great Alignment'" Webinar

The Jacobson Group is honored to be speaking at the Life Insurance and Market Research Association (LIMRA) “Redefining Recruitment and Retention Amid ‘the Great Realignment’” Webinar on September 7. Judy Busby, senior vice president of corporate strategy and executive search, and Jack Walsh, managing director, will be co-presenters for the session. The webinar will utilize Jacobson’s recent Semi-Annual U.S. Insurance Outlook Study results to explore the current state of the labor market, “the Great Realignment” of talent, and how organizations can be intentional and future-focused in their talent strategies. We hope you attend this insightful session! 


Sep 11-Sep 14, 2022

WSIA Marketplace Annual

The Jacobson Group is excited to attend the WSIA Marketplace Annual in San Diego, California. Representing the firm at this event will be Brett Carter, managing director.


Sep 12-Sep 14, 2022

2022 Midwest IASA Fall Golf Outing and Conference

Joanna Kruzel, client development manager for The Jacobson Group, is speaking at the 2022 Midwest Insurance Accounting and Systems Association Fall Golf Outing and Conference in Council Bluffs, Iowa. Joanna will be presenting "Recruiting for Skills Not Experience," sharing best practices for expanding candidate pools by being more inclusive in hiring practices to reach a broader talent pool of diverse individuals. If you are attending the conference, we hope you are able to join us for this important discussion!


Sep 13-Sep 14, 2022

Lockton Re MPL Leadership Conference

The Jacobson Group is honored to be speaking at the Lockton Re MPL Leadership Conference September 13-14, 2022, in Boston. Managing Director Brett Carter will present “MPL Talent, Diversity, Equity and Inclusion.” This riveting session will explore techniques for ensuring inclusive and equitable talent strategies in the current state of the MPL labor market and share best practices for prioritizing DEI within your organization’s culture. Don’t miss it!


Sep 22-Sep 23, 2022

WAHP Annual Meeting

The Jacobson Group is proud to be a Bronze Level Sponsor of the Wisconsin Association of Health Plans (WAHP) Annual Meeting. Vice President of Health Sandy Zupancic is also excited to be speaking at the WAHP Annual Meeting September 22-23, 2022, in Green Lake, Wis. Sandy will be a panelist during the “Hiring and Retaining Talent in a Competitive Labor Market” session, which explores how health plans can expertly navigate today’s competitive labor market. We hope you can attend  this valuable discussion!


Oct 10-Oct 14, 2022

HPA DEI and Member Experience Value Visit

The Jacobson Group is proud to be a sponsor at the Health Plan Alliance (HPA) DEI and Member Experience Value Visit October 10-14, 2022, in Chicago. We are excited to share that Judy Busby, senior vice president of corporate strategy and executive search, and Alicia Morris, vice president of temporary staffing, will co-present at the event on October 12. Judy and Alicia’s interactive presentation, “The DEI Journey: Talent Acquisition and Retention Strategies,” will explore common challenges inherent in DEI programs and offer best practices for diverse and equitable talent acquisition strategies and considerations for building an inclusive corporate culture.


Oct 23-Oct 26, 2022

2022 SOA ImpACT Conference

The Jacobson Group is a proud Corporate Sponsor of the Society of Actuaries and is excited to be sponsoring and exhibiting at the 2022 SOA ImpACT Conference in Orlando. Representing the firm at this event will be Abbe Sodikoff, senior vice president; Jack Walsh, managing director; Taylor Dever, assistant vice president; Chad Record, assistant vice president; and Ryan Jacobson, recruiting manager. We are also honored to be part of the esteemed group of speakers at this event.

On Tuesday, October 25, Abbe will be  presenting “DEI: Making a Lasting Impact.” This thought-provoking presentation will discuss communicating the value of diversity, equity and inclusion, while clearly connecting it to organizations’ specific business goals, creating a work environment that embraces interdependence and intersectionality. Chad will also be presenting Tuesday, moderating the session “A Culture of Change: Engaging the Human Component of Modernization Effects.” The panel will  delve into how leaders can take an empathetic approach to modernization that eases concerns and cultivates a productive and engaged actuarial team. Finally, on Wednesday, October 26, Jack  will be moderating the panel "Leading and Retaining in the Virtual Environment." This invigorating discussion will highlight how actuarial leaders are successfully shifting their management approach in the hybrid workplace to be more intentional about culture, development and retention efforts.

Hope you are able to sit in on our sessions or stop by our booth.


Nov 2-Nov 4, 2022

Connected Claims USA Summit

The Jacobson Group is excited to attend the Connected Claims USA Summit in Chicago, Illinois. Representing the firm at this event will be Karen Lopez, client advisor.

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