New Trends in Financial and Insurance Events

New Trends in Financial and Insurance Events 2

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This webinar took place on Nov. 12, 2025
 
Like most meetings and incentive industry sectors, financial and insurance events are evolving to meet changing attendee demographics and workplace mores. Our panel of industry experts will share the latest research on financial and insurance events, which formats and destinations are motivating participants now, and how companies are upping their offerings in an increasingly competitive environment.

This session will cover:

  • Findings from new Incentive Research Foundation’s study and the 2025 Incentive Travel Index
  • How companies are leveraging meetings and incentives to boost their competitive advantage
  • What appeals to the new generations of financial and insurance attendees

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SPEAKERS

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Susan Adams

Vice President, Client Strategy & Engagement, Next Level Performance

Susan Adams, vice president, client strategy and engagement at Next Level Performance, has an extensive background in travel. She leads the company’s marketing team and is responsible for employee engagement initiatives, industry outreach, the air department and contracting. Currently, she serves as immediate past chair of the board of the Incentive Research Foundation. She is also a board member of the Incentive Federation, has served on the executive committee of the board of the Incentive Marketing Association and as past president of the recognition council, among other industry roles.

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Ashley Bohnenkamp

Senior Manager, Event Solutions, ITA Group

Ashley Bohnenkamp, senior manager for the event solution line at ITA Group has extensive experience in event trends and solution design. She has been a pivotal force in crafting and implementing innovative strategies for ITA Group's clients. Her expertise in client business strategy, personalization, behavioral science, and experience design has empowered numerous clients to reach their objectives. Beyond her professional realm, Bohnenkamp is passionate about cooking, gardening, design, traveling and new cultures.

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Drew Hirsty

Director of Marketing, Penn Global

Drew Hirsty began his 40-year career at Penn Global with roles in sales, training and management, where he helped shape the company’s life, accident, and health insurance sectors. He transitioned into the firm’s marketing department, where he oversees brand stewardship and supports a network of approximately 250 insurance agents. His involvement in incentive travel and training programs has deepened his engagement with the meetings and Society for Incentive Travel Excellence communities.

MODERATOR

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Lisa Grimaldi

Editor, Incentives and Destination, Northstar Meetings Group

Lisa Grimaldi is the editor of Incentive, overseeing all content and its live and virtual events, including Incentive Live and the Global Incentive Summit, as well as the brand's annual Motivation Masters awards. She also oversees Northstar’s digital destination coverage, including destination guides and newsletters. 


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