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2023 Annual State Conference

and Day at the Capitol


February 21 - 23, 2023


Welcome to the NAIFA-Texas hub for all information related to the 2023 Annual State Conference and Day at the Capitol! From here you will have access to event registration, the event agenda, speaker information, and more. Be sure to check back as we will be updating this information frequently. 



Day at the Capitol

Meet with Legislators to discuss issues that affect insurance and financial services



Educational Sessions

Earn CE credit and engage with top talents in our industry



Networking Opportunities

Join NAIFA-Texas members from around the state to form connections, seek advice, and socialize!


Thank you to our sponsors for their ongoing support

NAIFA-TX 2023 Conference Sponsor Poster (1)-1

For more information regarding sponsorship opportunities, please CLICK HERE.
Contact Renae Davies at exec@naifa.texas.org or 512-716-8800 to discuss. 


Registration Costs
NAIFA Member: $250.00
For a limited time save $125 with promo code: TEXCON23
NAIFA Member Relative: $250.00
For a limited time save $125 with promo code: TEXCON23
NAIFA-Texas Past President: $100.00
Join NAIFA Rate (New Members ONLY): $425.00
Includes access to the conference and a 13-month membership to NAIFA
Register Here

DoubleTree Suites by Hilton Austin

303 West 15th Street

Austin, Texas 78701


Room Rate: $269 per night

To make a reservation, please call

512-478-7000 or click here







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Welcome to NAIFA Texas Conference 2023. I am Rodney Mogen, the conference chair, and wanted to Welcome you to Austin in 2023.

This conference is our joint Conference and Legislative day. We will be providing some great content and also training and meetings with our legislators about our client’s financial concerns and legislation to assist them in achieving their goals.

Below are some FAQ’s to help you decide further to participate at our conference. We are looking to have 150 members plus participate and cover all our state Legislators. Whether this is your first time or your fiftieth we want you to be part of this great conference.


What is the conference theme?

  • “Advocating for our clients and ourselves”

Why did you pick Austin?

  • Every other year, our Legislature meets, so to best advocate for our clients we combine our state conference and advocacy together to best maximize everyone’s time

Why did you pick the dates you did?

  • The conference Committee looked at several dates and we had several factors we had to address; those factors included:
    • When Legislators have committee assignments
    • Event dates in Austin
      • Starting in March Austin hosts South by Southwest, 1st round of NCAA Women’s and Men’s Tournaments for basketball, several business conventions, and some really large legislative days for Texas Lawyers, West Texas, and other large groups
      • Also, Houston Rodeo starts Feb 28th, and Austin Rodeo March 21st
      • Spring break in different parts of the state start March 3rd and continue through the end of the month
  • Thus, the only viable dates were either before Presidents Day or after. Since we know many of you would like to take a small trip, we decided against before Presidents Day, and starting on a Tuesday.

Why are the speakers spread out?

  • Because legislators either go home or have committee meetings on Thursday and based on us starting on a Tuesday instead of on Presidents Day, we had to put the legislative day on Wednesday, and the rest of the conference on Thursday so we can also accommodate an in-Person LILI class.

Why the DoubleTree Hotel?

  • Several Reasons:
    • It is literally across the street from the Capitol so we can walk over for our meetings (3–5-minute walk) and we can have legislators come over for the reception easily as well.
    • Only four hotels within a very close distance of the Capitol that could accommodate our organization that had dates we were looking at.
    • Although the discounted room rate is 269, this was the cheapest room rate we could find in the entire city and be close to the capitol.

Conference Agenda

8:30 a.m. - 2:30 p.m.  |  Final 2022-2023 NAIFA-Texas LILI Class

The NAIFA Leadership in Life Institute is a six-month in-person program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out the best in themselves and apply what is learned across every aspect of their lives.

11:00 a.m. - 1:00 p.m.  |  NAIFA-Texas Board Meeting

This meeting is exclusive to the 2023 NAIFA-Texas Board of Directors

12:00 p.m. - 2:30 p.m.  | Registration & Exhibitor Visits

1:30 p.m. - 2:30 p.m.  |  NAIFA-Texas Past Presidents Reception

This reception is exclusive to NAIFA-Texas Past Presidents

2:30 p.m. - 2:45 p.m.  |  Welcome from 2023 NAIFA-Texas President, Rodney Mogen, DBA, MBA, CRPC, AAMS, CAM

2:45 p.m. - 3:15 p.m.  |  NAIFA National President, Bryon Holz

Induction of the 2023 NAIFA-Texas Board of Directors

3:15 p.m. - 4:15 p.m.  |  Funding & Preparing for College Education by AnnMarie Hatfield

Additional details coming soon

4:15 p.m. - 4:30 p.m.  |  Refreshment Break

Exhibitor Visits

4:30 p.m. - 5:15 p.m.  |  Life of Significance by Joe Jordan

This session is sponsored by Fairway Independent Mortgage Corporation. Additional details coming soon.

5:15 p.m. - 5:30 p.m.  |  Refreshment Break

Exhibitor Visits

5:30 p.m. - 7:00 p.m. |  Welcome Reception

Special thanks to our Reception Sponsors, Four Oaks and Illinois Mutual

7:00 p.m. - 8:00 p.m. |  2022-2023 Leadership in Life Institute (LILI) Graduation

8:00 p.m.  |  Dinner on Your Own


8:00 a.m. - 8:30 a.m.  |  Breakfast

Exhibitor Visits

8:30 a.m. - 8:45 a.m.  |  Morning Welcome & Recap from 2023 NAIFA-Texas President, Rodney Mogen, DBA, MBA, CRPC, AAMS, CAM

8:45 a.m. - 9:30 a.m.  |  Identifying Fraud with Body Language by Traci Brown

Additional details coming soon

9:30 a.m. - 10:30 a.m.  | Texas Department of Insurance (TDI) and Legislative Briefing

10:30 a.m. - 5:00 p.m.  |  Capitol Building Visits with Legislators

Attendees are responsible for their own lunches

5:00 p.m. - 5:30 p.m.  |  Break

5:30 p.m. - 6:30 p.m.  |  IFAPAC Reception

6:30 p.m. - 7:30 p.m. |  Texas Leaders Round Table (TLRT) Event

This session is exclusive to TLRT members only. Additional details coming soon.


8:00 a.m. - 8:30 a.m.  |  Breakfast

Exhibitor Visits

8:30 a.m. - 8:45 a.m.  |  Morning Welcome from NAIFA-Texas Immediate Past President, Andra Grava, CLU, RHU

8:45 a.m. - 9:45 a.m.  |  Living a Balanced Life as an Advisor by Dr. Travis Parry

Additional details coming soon

9:45 a.m. - 10:45 a.m.  | Leadership by Holly Hoffman

10:45 a.m. - 11:00 a.m.  |  Refreshment Break

Exhibitor Visits

11:00 a.m. - 11:30 a.m.  |  NAIFA-Texas Annual Business Meeting

NAIFA-Texas Members are highly encouraged to attend and participate in this meeting. 

11:30 a.m. - 12:30 p.m. |  Awards Luncheon

Join us as we recognize recipients of the NAIFA-Texas Lifetime Achievement Award, Young Advisor Team (YAT) Leader of the Year Award, Local Leader of the Year Award, and the Bruce Murray Tall Texan Award. 

12:30 p.m.  | Closing Remarks