March 22
9:00 am
202603220900
- 9:00 am
- - 5:00 pm
- Davidson C
8:00 am – 9:00 am | Registration
8:30 am – 9:30 am | Breakfast
9:30 am – 10:00 am | Opening Main Session
- Program Host:
Otis Hamilton, President, GAMA Jamaica - Speakers:
Bonnie Godsman, President & CEO, GAMA Global
Amery Rauseo, President, GAMA Caribbean
10:00 am – 10:45 am | Keynote Speaker
- Leading in the next decade The Caribbean Managers Global Advantage
- Host:
Antonio Lockhart, President, GAMA Bahamas - Speaker:
Winston Williams, Past President, GAMA Trinidad and Tobago
- Host:
10:45 am – 11:00 am | BREAK
11:00 am – 12:00 pm | Caribbean Exchange of Ideas Session
- Panel – How to attract and retain High Performers
- Host:
Kino McCartney, Past President, GAMA Caribbean - Speakers:
Dashwell Flowers, Past President, GAMA Bahamas
Amery Rauseo, President, GAMA Caribbean
Patrick Sinclair, Branch Manager, Sagicor Jamaica
- Host:
12:30 pm – 1:30 pm | Mix & Mingle Lunch
1:30 pm – 2:15 pm | Breakout Session 1
- Recruiting when everyone knows everyone
- Host:
Nina Cruickshank, Assistant Secretary/Treasurer, GAMA Trinidad and Tobago - Speaker:
Delano Rauseo, Agency Manager, Sagicor
- Host:
2:15 pm – 3:00 pm | Breakout Session 2
- From Agent to Leader fixing the promotion gap
- Host:
Shazahra Archer, President, GAMA Trinidad and Tobago - Speaker:
Gregg Mannette, VP Sales, Guardian Life
- Host:
March 22
12:30 pm
202603221230
- 12:30 pm
- - 6:30 pm
- Davidson Registration
March 22
1:00 pm
202603221300
- 1:00 pm
- - 5:00 pm
- Davidson 1&2
- Breakout Session
- Identify the leading indicators of high performance.
- Apply a process to promote lasting change.
- Use best practices to create an environment where people:
- Feel a strong sense of loyalty and commitment to the agency or firm.
- Are focused on activities that generate the best outcomes.
- Actively contribute to the organization’s success.
- Are committed to achieving results.
- Develop a business plan to build a high-performance culture.
March 22
1:30 pm
202603221330
- 1:30 pm
- - 6:30 pm
- Davidson Lobby
March 22
3:00 pm
202603221500
- 3:00 pm
- - 4:30 pm
- Davidson D
- Breakout Session
- Personal Development
a dynamic, 90-minute small-group experience designed to accelerate clarity, confidence, and results. This highly interactive session brings together professional business coaches and leaders to sharpen vision, mission, goals, and values while strengthening the business practices that drive real growth. Participants will have the opportunity to share their most urgent business challenges in a confidential setting, as expert DPC coaches facilitate collaborative, practical solutions that are realistic and immediately executable. Focused on the critical areas impacting women as leaders, business owners, and as one of the most powerful growth markets in our industry, this session welcomes both women and men who are ready to examine opportunity, leadership, and marketplace impact through a fresh and transformative lens.
Dr. Jim Petersen
CEO & Founding Principal
Diversified Professional Coaching
Dr. Daralee Barbera
Co-Principal and President
Diversified Professional Coaching
Thomasina Skipper
President & Owner
Diversified Professional Coaching
Doris Dunn
Certified Professional Business Coach
Diversified Professional Coaching
Betsy Nealson
Certified Professional Business Coach DPC
Diversified Professional Coaching
March 22
4:30 pm
202603221630
- 4:30 pm
- - 5:00 pm
- Davidson 1&2
- Networking
March 22
4:30 pm
202603221630
March 22
5:00 pm
202603221700
- 5:00 pm
- - 6:30 pm
- Davidson Lobby - Expo Row
- Networking
March 22
6:30 pm
202603221830
- 6:30 pm
- - 10:30 pm
- Davidson Ballroom AB
- Award Ceremony
Bring your dancing shoes and best attire as we celebrate in style tonight!
*Black tie optional.
March 22
6:30 pm
202603221830
- 6:30 pm
- - 9:30 pm
- Meal
March 23
7:00 am
202603230700
- 7:00 am
- - 5:00 pm
- Davidson Registration
March 23
7:00 am
202603230700
- 7:00 am
- - 5:00 pm
- Davidson Lobby
March 23
7:30 am
202603230730
March 23
7:30 am
202603230730
- 7:30 am
- - 8:30 am
- Davidson C
- Breakout Session
- Personal Development, Practice Management
Most advisors do not deliberately choose their market. They inherit it. This often leads to commoditization, price pressure, and clients who undervalue the work. This keynote challenges firms to make the strategic shift upmarket by clarifying their positioning, elevating their value, and aligning strategy, messaging, and experience to attract higher-quality clients. Attendees will leave with a clear understanding of what it truly means to move upmarket and the practical steps required to start that transition.
March 23
7:30 am
202603230730
- 7:30 am
- - 8:30 am
- Davidson 1/2/3
- Breakout Session
- Advisor Development, Culture
But as these tools become embedded in recruiting, coaching, and accountability, a more strategic question emerges: how do leaders use AI to expand their impact without diluting the human capabilities that drive performance?
In this breakout, leaders will explore where AI meaningfully strengthens execution and where intentional human practice remains essential. Participants will examine how to avoid passive reliance and instead design an ecosystem where tools accelerate — rather than replace — leadership development. Through practical insight and peer dialogue, this session equips leaders to scale performance in an AI-driven world while deepening the expertise that sets great leaders apart.
March 23
7:30 am
202603230730
- 7:30 am
- - 8:30 am
- Davidson D
- Breakout Session
- Personal Development, Practice Management
high-value, human-to-human selling. The session frames AI as an enabler, not a replacement, demonstrating how top performers leverage data, personalization, and intelligent tools to move faster and engage prospects more effectively. Through practical examples and live demos, attendees will learn how AI can be applied immediately across the sales process, from prospecting to objection handling. Designed for both AI newcomers and experienced users, the session empowers leaders to adopt AI responsibly while strengthening the human connections that drive sales success.
March 23
8:30 am
202603230830
- 8:30 am
- - 9:00 am
- Davidson Lobby
- Networking
March 23
9:00 am
202603230900
- 9:00 am
- - 9:40 am
- Davidson Ballroom AB
- Main Stage Event
Welcome to LAMP 2026 with Marc Cadin and Nick Cecere
March 23
9:40 am
202603230940
- 9:40 am
- - 10:30 am
- Davidson Ballroom AB
- Main Stage Event
Reflections from the Board Chair with Chip Van Dusen
Leading Changing Businesses: Strengthening the Foundation with Anthony Spatichia and Paul Tortorella
The pace of disruption is accelerating—and with it, new opportunities to lead. From M&A and evolving firm valuations to technology breakthroughs and workforce transformation, the rules of competition are being rewritten. Join your peers to uncover the leadership traits that set successful firms apart today, and hear real-world tactics you can apply tomorrow.
March 23
10:30 am
202603231030
- 10:30 am
- - 11:00 am
- Davidson Lobby
- Networking
March 23
11:00 am
202603231100
- 11:00 am
- - 11:45 am
- Breakout Session
- Recruiting
Most leaders know what they want from recruiting. Few know how to implement it.
In this session, Sam Philbrook breaks down the science of recruiting, specifically how high-performing firms build talent through systems, structure, and tactical execution. Drawing on his military background, Sam shares how recruiting functions as an operating system, not a guessing game.
This is recruiting, engineered for scale.
March 23
11:00 am
202603231100
- 11:00 am
- - 11:45 am
- Breakout Session
- Practice Management
An inside look at the key decisions and leadership investments that drove firm growth. Learn how data and benchmarking informed leadership development, recruiting, and solution strategy—and take away one or two practical ideas you can adapt in your own firm.
March 23
11:00 am
202603231100
- 11:00 am
- - 11:45 am
- Breakout Session
- Advisor Development, Personal Development
they’re design problems. When expectations live in conversations instead of systems, coaching becomes inconsistent and performance depends on personality.
March 23
11:00 am
202603231100
- 11:00 am
- - 11:45 am
- Breakout Session
- Culture, Recruiting
In this interactive panel, current students exploring careers in financial services share what resonates with them in recruiting messages, agency culture, and leadership. Moderated by an experienced leader, this session prioritizes open conversation and audience Q&A to help firms better align how they recruit, lead, and build environments that appeal to the next generation.
March 23
11:00 am
202603231100
- 11:00 am
- - 11:45 am
- Davidson Chamber 4
- Breakout Session
Each session centers on a specific topic and is guided by three targeted questions. The goal is not presentation — it is shared learning.
The genius at LAMP isn’t only on the stage, it’s in the room. Come ready to actively participate and grow from the expertise, tested practices, and hard-earned lessons from your fellow attendees.
No slides. No panels. Just active conversation and actionable insight.
In this Discussion Session you will discuss –
- Sourcing – What’s actually producing quality candidates
- Messaging – What messaging is resonating
- Selection – And how firms are improving selection discipline
March 23
12:00 pm
202603231200
- 12:00 pm
- - 1:30 pm
- Ryman Hall B1
- Meal
March 23
12:15 pm
202603231215
- 12:15 pm
- - 1:30 pm
- Davidson C
- Breakout Session
- Culture, Personal Development
Progress slows, execution feels harder than it should, and the same issues resurface year after year. In this session, participants are introduced to the concept of immunity to change, a well-researched framework that explains why individuals, teams, and organizations resist change even when the desire for improvement is genuine.
Drawing on decades of mindset and culture work with leadership teams, including extensive experience inside financial services firms, this session explores how hidden commitments and long-held beliefs quietly shape behavior, decision-making, and results. Participants will learn to distinguish between technical challenges and adaptive challenges, understand why most change efforts fail to address what actually limits progress, and see how leading organizations create the clarity needed to move forward with intention.
The session provides leaders with a practical lens for seeing their organization more clearly, not to prescribe solutions, but to surface what is really happening beneath the surface so smarter decisions about next steps can be made. This belief-centered, systems-aware approach reflects the work of The Pacific Institute and the mindset foundations used by organizations that have successfully transformed culture, alignment, and performance.
March 23
12:15 pm
202603231215
- 12:15 pm
- - 1:30 pm
- Davidson D
- Breakout Session
- Advisor Development, Recruiting
This session introduces a breakthrough in recruitment: AI video clones that sound and feel exactly like the leader, achieving 7x higher engagement than traditional content. Most importantly, we address the industry’s biggest hurdle—compliance—by demonstrating how “human-in-the-loop” systems ensure every message is regulation-safe. Attendees will learn how to deploy a digital version of their leadership that works 24/7 to solve the 100K advisor gap while maintaining total brand security.
March 23
1:45 pm
202603231345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Personal Development
They lead. They sell. They grow. In this breakout, join two front-line leaders as they share the small, repeatable things they do each day that keep them super-productive. You’ll leave with steal-able ideas you can try out before you even leave the room.
March 23
1:45 pm
202603231345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Recruiting
Recruiting for dual-role advisors requires more than tweaking a job post. In this hands-on workshop, you’ll walk step by step through the recruiting and selection process—from sourcing to final decision—and identify where changes are needed to attract and select talent capable of doing both life insurance and AUM. You’ll leave with clear ideas you can apply to your own recruiting process.
March 23
1:45 pm
202603231345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Advisor Development
Advisor niching speeds trust, sharpens focus, and creates stronger conversations with the right clients. In this session, we’ll explore why niching works and what firms must have in place to successfully recruit and support niche-focused advisors. You’ll learn the key attributes leaders need, the systems and support that matter most, and how agencies can help advisors build sustainable businesses beyond the warm market—while creating stronger, more scalable firms in the process.
March 23
1:45 pm
202603231345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Personal Development
We’ll break down what holds leaders and teams back from executing. More importantly, you’ll explore practical systems that create focus and keep performance on track – even through the inevitable whirlwinds. Leave with a clearer path from goal-setting to goal-achievement.
March 23
1:45 pm
202603231345
- 1:45 pm
- - 2:30 pm
- Davidson Chamber 4
- Breakout Session
Each session centers on a specific topic and is guided by three targeted questions. The goal is not presentation — it is shared learning.
The genius at LAMP isn’t only on the stage, it’s in the room. Come ready to actively participate and grow from the expertise, tested practices, and hard-earned lessons from your fellow attendees.
No slides. No panels. Just active conversation and actionable insight.
In this Discussion Session you will discuss –
- How are your firm’s values reinforced in tangible ways?
- Where do stated values break down under pressure?
- If a new hire observed your firm for 90 days, what values would they actually experience?
March 23
2:30 pm
202603231430
- 2:30 pm
- - 3:00 pm
- Davidson Lobby
- Networking
March 23
3:00 pm
202603231500
- 3:00 pm
- - 3:30 pm
- Davidson Ballroom AB
- Main Stage Event
The Octopus Organization with Jonathan Brill
Panel: Tools for Supporting the Octopus Organization, led by Jonathan Brill, with panelists Steven Latow and Kelvin Johnson
March 23
4:00 pm
202603231600
- 4:00 pm
- - 4:30 pm
- Davidson Ballroom AB
- Main Stage Event
March 23
7:30 pm
202603231930
- 7:30 pm
- - 10:00 pm
- Davidson Ballroom AB
- Award Ceremony
This special occasion will honor the outstanding achievements of our peers, and your presence will make it even more memorable.
Attire: Black tie optional
*Please be aware that this event is a paid gathering. To secure your spot, simply visit the Finseca Member registration page and select the “Celebration of Excellence Dinner” ticket.
March 23
9:30 pm
202603232130
- 9:30 pm
- - 11:30 pm
- Fuse Sports Bar
- Networking
– all LoTTers (under 40 OR first 5 years in the business) are invited to join us for a reception. Come meet and greet your fellow leaders who are on the same journey!
March 24
7:00 am
202603240700
- 7:00 am
- - 5:00 pm
- Davidson Registration
March 24
7:30 am
202603240730
- 7:30 am
- - 8:30 am
- Davidson 1/2/3
- Breakout Session
- Practice Management, Recruiting
We recently completed a study with 600 Childfree people and found that less than 20% had a will in place, and only 14.6% had a long-term care policy. We will dive into how you can leverage this huge opportunity to support Childfree people with your products, services, and a partnership with Childfree Trust®.
March 24
7:30 am
202603240730
- 7:30 am
- - 8:30 am
- Davidson D
- Breakout Session
- Advisor Development, Culture
March 24
7:30 am
202603240730
- 7:30 am
- - 8:30 am
- Davidson C
- Breakout Session
- Advisor Development, Practice Management
a way to grow revenue, differentiate in agent recruiting and retention, and deliver more comprehensive client value. This session breaks down how innovative firms are using estate planning today without adding massive overhead or compliance headaches. You’ll see implementation models for organizations of different sizes, watch a live demonstration of white-labeled technology that makes estate planning scalable across your entire network, and leave with a practical roadmap for evaluating if and how this fits your business.
March 24
9:00 am
202603240900
- 9:00 am
- - 9:15 am
- Davidson Ballroom AB
- Main Stage Event
Welcome back and Opportunities Ahead with Bonnie Godsman and Maggie Seidel
March 24
9:15 am
202603240915
- 9:15 am
- - 9:40 am
- Davidson Ballroom AB
- Main Stage Event
March 24
9:40 am
202603240940
- 9:40 am
- - 10:30 am
- Davidson Ballroom AB
He discusses how risk-taking, a unique perspective, and relentless hustle propelled him to success as a rapper, runner, and entrepreneur. Attendees will learn actionable strategies to embrace bold moves and develop their own paths to achieve big goals, inspiring them to take charge of their journeys.
March 24
10:30 am
202603241030
- 10:30 am
- - 11:00 am
- Davidson Lobby
- Networking
March 24
11:00 am
202603241100
- 11:00 am
- - 11:45 am
- Breakout Session
- Advisor Development, Recruiting
As the profession evolves, so must the way we lead, recruit, and develop talent. In this keynote, experienced leaders come together to explore how leadership has changed, and what today’s field leaders must do differently to succeed. From transferring hard-earned wisdom to adapting mindset, language, and systems for a new generation, this session delivers both perspective and practical tools to help leaders move from managing producers to developing strong, sustainable business owners.
March 24
11:00 am
202603241100
- 11:00 am
- - 11:45 am
- Breakout Session
- Culture
Great culture doesn’t happen by chance. Join Brian Roberts and Kara Perry to learn how they build a culture that feels the same no matter where you work. They’ll show the mindsets that guide their teams and the simple tools, routines, and programs that anyone can copy. You’ll leave with clear ideas you can use to bring your teams together.
March 24
11:00 am
202603241100
- 11:00 am
- - 11:45 am
- Breakout Session
This session walks through a practical model for teaching holistic financial planning, including how advisors are trained to price and deliver fee-based services. You’ll leave with a clear, repeatable framework you can use to build or refine your firm’s advisor training program.
March 24
12:00 pm
202603241200
- 12:00 pm
- - 1:30 pm
- Ryman Hall B1
March 24
12:15 pm
202603241215
- 12:15 pm
- - 1:30 pm
- Davidson C
- Breakout Session
- Advisor Development, Personal Development
Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Osaic, Kestra Financial, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
March 24
12:15 pm
202603241215
- 12:15 pm
- - 1:30 pm
- Davidson D
- Breakout Session
- Advisor Development
March 24
1:45 pm
202603241345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Practice Management
This session offers a focused, practical look at how the 199A small business deduction can support advisor and firm expansion. Learn what leaders need to know, how 199A impacts firm economics, and how it can be used to help advisors reinvest, scale their practices, and accelerate long-term growth. Led by Finseca’s Jen Fox, with insights from peer leaders.
March 24
1:45 pm
202603241345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Recruiting
Great advisors don’t all start the same way. This session walks through the full recruiting journey for non-traditional candidates, from sourcing to selection to early support. You’ll start making the changes in your process needed to set these recruits—and their clients—up for long-term success during the session.
March 24
1:45 pm
202603241345
- 1:45 pm
- - 2:30 pm
- Breakout Session
- Recruiting
In this session, you’ll learn a proven, repeatable system to quadruple your advisor talent pipeline while dramatically improving Gen Z retention. Walk away with a clear, actionable playbook you can implement immediately to attract, develop, and keep next-generation advisors.
March 24
2:30 pm
202603241430
- 2:30 pm
- - 3:00 pm
- Davidson Lobby
- Networking
March 24
3:00 pm
202603241500
- 3:00 pm
- - 3:50 pm
- Davidson Ballroom AB
- Main Stage Event
Welcome to the Closing General Session with Tracey Ullom
The Lecture is Over: The Power of the Conversations in an Overwhelmed AI World With Debra Jasper
The client conversations of tomorrow are coming faster than you think. Is your team ready? This session uncovers the biggest trends set to shape those interactions — from demographic disruption to evolving economic pressures — and makes them real through immersive future-client simulations. A rapid-fire close will challenge you to translate what you’ve heard into action across recruiting, training, and practice management.
March 24
3:50 pm
202603241550
- 3:50 pm
- - 4:20 pm
- Davidson Ballroom AB
