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PRMA Summit Speakers include an inspiring lineup of thought leaders and industry experts. Keynote speakers Alison Levine, a history-making polar explorer, and Andy Bailey, a visionary on becoming boundless, will challenge and motivate attendees to think bigger. Alongside them, PRMA Summit Speakers will lead sessions on the most pressing issues and opportunities in high net worth insurance today. Registration for the Summit opens on July 14.

Alison Levine

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Keynote Speaker

Alison Levine

Leadership Expert, Polar Explorer and Mountaineer

Alison Levine has made a career out of breaking boundaries and inspiring others to achieve more than they ever thought possible. A history-making polar explorer and mountaineer, she served as team captain of the first American Women’s Everest Expedition, climbed the highest peak on each continent, and skied to both the North and South Poles—a feat known as the Adventure Grand Slam— which only twenty people in the world have achieved.

In January 2008, she made history as the first American to complete a 600-mile traverse across west Antarctica to the South Pole following the route of legendary explorer Reinhold Messner. Levine completed this arduous journey on skis while hauling 150 pounds of her gear and supplies in a sled harnessed to her waist. She made history again in 2016 when she completed two first ascents: Hall Peak in Antarctica and Khang Karpo in Nepal. Her success in extreme environments is noteworthy given she has had three heart surgeries and suffers from Raynaud’s disease, which causes the arteries that feed her fingers and toes to collapse in cold weather—leaving her at extreme risk for frostbite.

In addition to climbing mountains, Levine has also spent time climbing the corporate ladder. She had a successful career in the pharmaceutical and medical device industries during which she worked for Allergan and for Carl Zeiss Medical, and also for a semiconductor-based medical laser company, Iridex, in Silicon Valley.

She held positions in sales, marketing, and also did business development in Southeast Asia and lived in Singapore during that time. After earning her MBA, she transitioned to finance and worked in various positions for Goldman Sachs. She left Wall Street in 2003 to serve as Deputy Finance Director for Arnold Schwarzenegger in his successful bid to become governor of California.

Feature Speaker

Andy Bailey

Andy Bailey can cut through organizational BS faster than a hot knife through butter, showing organizations, the logjams thwarting their success and coaching them past the excuses we all use to avoid doing what needs to be done. He doesn’t ask for what’s easy, only what’s possible, and with his assistance the possible often expands to include the formerly impossible, as organizations learn that one step at a time gets you a long way when you step up to the challenge every day. After all, as he tells his clients, 100% annual growth is only 2% growth every week. It’s not easy. But certainly possible.

Andy learned to build great organizations by building his own great businesses, starting in college, then growing into an Inc. 500 multi-million-dollar national company then successfully selling and exiting. He founded Petra Coach to pass on to other entrepreneurs, business owners and leaders the principles and practices he used to build his successful enterprises – all rooted in the John D. Rockefeller methodology. To date, Andy has been on the sell-side of 28 transactions with a median sale value in the nine figures and spent well more than 2,000 days facilitating teams to discover the path to greater performance.  

His most recent venture, Boundless.me, marries concepts from his work scaling organizations and applies them to the individual in their personal lives. His program helps adults, couples, families and kids design their futures and achieve them through documented multi-step plans, discipline and accountability.  

Keynote

Boundless

In this 60-minute engagement, Andy introduces participants to the concepts of becoming Boundless, and takes them through foundational exercises, such as, ‘Where does distraction come from? How do you maximize your focus to create additional productivity? And what is your current state – Your Now?’ to set the stage to develop the skills they’ll need in creating their actionable personal Boundless plan. The audience will leave with their own Boundless Guide which they can use to follow the steps toward living a full boundless life.

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Speakers

Dana Acabbo

Dana Acabbo

Sabrina Ali

Sabrina Ali

Melissa Apostle

Melissa Apostle

Tara Bolding

Tara Bolding

Ross Bowie

Ross Bowie

Jordan Bryan

Jordan Bryan

Kim Dandrea

Kim Dandrea

Diane Delaney

Diane Delaney

Peter A. DiGiovanni

Peter A. DiGiovanni

Nicole DiPetrillo

Nicole DiPetrillo

Laura Garcell

Laura Garcell

David Herbert

David Herbert

Colin Harper

Colin Harper

Lindsay Holden

Lindsay Holden

Spencer Houldin

Spencer Houldin

Julie Ivy

Julie Ivy

Veronica Jimenez

Veronica Jimenez

Beth Johnson

Beth Johnson

Trenton Johnson

Trenton Johnson

Bryant Kolle

Bryant Kolle

Martin Leitch

Martin Leitch

Tom Little

Tom Little

Christen Losey

Christen Losey

Sarah Mashek

Sarah Mashek

Scott A. McCollum, Sr.

Scott A. McCollum, Sr.

Raymond Monteith

Raymond Monteith

Rolando Orama

Rolando Orama

Donald A. Poster, Jr.

Donald A. Poster, Jr.

Stephen G. Poux

Stephen G. Poux

Alex Rosenfeld

Alex Rosenfeld

Dorothy Sarna

Dorothy Sarna

Bradley Sawyer

Bradley Sawyer

Melissa Scheffler

Melissa Scheffler

Scott Schuler

Scott Schuler

Scott Teller

Scott Teller

Brian Thompson

Brian Thompson

Ashleigh Trent

Ashleigh Trent

Alister Watt

Alister Watt

Kim McDonald-Weybright

Kim McDonald-Weybright

Nathan B. Wittasek

Nathan B. Wittasek