Industry Leaders To Participate in COSS Conference

Milwaukee, Wisconsin– COSS President and CEO John Lundsten announced that several authorities in the financial services industry will participate in the company’s annual Conference at the Green Valley Ranch in Las Vegas, September 8 and 9. Lloyd Chumbley, Assistant Vice President of Standards for The Association for Cooperative Operations Research and Development (ACORD) will speak about ACORD’s current marketplace initiatives.

Louis Horkan, founding Editor of Variable Product Specialist, now Boomer Market Advisor, and John Sullivan, Editor of Boomer Market Advisor, will participate in a panel discussion focusing on opportunities and challenges facing the financial services industry in the rapidly expanding market of wealth distribution planning.

Douglas Friedman, J.D., CLU, will discuss recent federal regulations and their impact on the advanced markets. Mr. Friedman is a recognized authority on regulation and compliance, and serves as national counsel to several insurers.

The Conference’s keynote speaker is Dr. Clayton Christensen, Cizik Professor of Business Administration at the Harvard Business School and author of the prizewinning business book, The Innovator’s Dilemma. He will discuss “The Innovator’s Solution” in the world of financial services, with emphasis on technological innovation.

The two-day Conference will have 24 sessions—presentations, workshops, discussion groups, and labs—organized into three tracks for Technology, Marketing, and Product Implementation professionals.

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