2019 Client Forum Baltimore Maryland Harbor

September 16th -18th in Baltimore, Maryland, Inner Harbor

Royal Sonesta Harbor Court Baltimore


Registration for the 2019 Client Forum is closed.


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Andesa will host its 9th Client Forum on September 16th through 18th in Inner Harbor, MD.  This conference is an opportunity for our Clients’ mid- to senior-level executives to learn the latest industry and technology news in the life insurance and annuity market, while networking with their industry peers and interacting with our EVENT SPONSORS.  Reach over 70 delegates from nearly two-dozen of Andesa’s clients with your products or services by taking advantage of this sponsorship opportunity.

New to the 2019 Client Forum:  Bring a Friend, ask us for details.



Jim Osterhaus

 Jim is a clinical psychologist and consultant with extensive experience helping organizations move through change, conflict, and reorganization.

Jim Osterhaus

His main area of interest of late has been systems and relational network thinking developed from years practicing as a psychologist in Northern Virginia. He’s over thirty years of clinical experience having worked with families, couples, and individuals both in private practice and in public mental health.  He also directed two counseling centers, one in Northern Virginia, the other in Northern California. He’s facilitated groups and taught seminars in numerous settings including financial institutions, publishing firms, associations, national and local government, and the U.S military. He’s authored fifteen books, the last of which, Gettysburg and Leadership, looks at leadership principles as these emerged in the greatest battle ever fought in America. He holds a Ph.D. in Counseling Psychology from American University. He’s had the privilege of teaching on the graduate level in Uganda, Canada, Australia, England, Austria, and the Czech Republic. He’s  also taught at the University of San Francisco, American University, Denver Seminary, Bethel Seminary and Trinity Episcopal School for Ministry.    He was a founding partner of TAG Consulting.



Shawn Burcham

Shawn Burcham is the Founder & CEO of Pro Food Systems, Inc. (PFSbrands) which he and his wife Julie started out of their home in 1998

PFSbrands has grown to 130+ employee-owners across 18 states and is now 100% employee-owned. The company has over 1,300 branded foodservice locations across 39 states and they are best known for their Champs Chicken franchise brand which was started in 1999. The company now offers BluTaco as a franchise brand and Cooper’s Express as a license program. They also create private label food programs for many of their customers. PFSbrands works predominately with supermarkets and convenience stores across the country. 

Shawn is passionate about helping others become more successful in work and in life.  He believes in taking care of employees and providing them with opportunities where they can excel.  He has a non-entitlement mentality and straight-talk approach.  He believes that all leaders need to CARE, HAVE FUN, and HOLD PEOPLE ACCOUNTABLE TO HIGH EXPECTATIONS.  Shawn is a true entrepreneur that has taken the risks necessary to lead a company to double-digit growth for 20+ years.  


Robert Waks


Bob has spent the past 25 years in various sales, sales management and training positions.  He holds extensive knowledge within the information and Direct Marketing industries having spent 10 years with The Dun & Bradstreet Corporation.  Bob started in the early 80’s as a sales representative and later rose to manage the Pittsburgh, Los Angeles & Boston sales offices.  Throughout his career with D & B, Bob was heavily involved in sales force effectiveness and on improving sales skills competency.

In 1993, Bob left the corporate environment to start The Training Center (A sales training & Consulting Firm).  As the President of The Training Center for Sales & Business Development, Bob is frequently asked to speak with CEO’s and Business Development teams on various Business development topics.  He has helped many companies, salespeople, sales support individuals & Underwriters to significantly increase their revenue and income levels.  “ Our best success comes from salespeople who are absolutely committed to improving their own success and have the desire to absolutely grow their income”.  Although an accomplished speaker and trainer, Bob’s real success with clients comes from ongoing, reinforcement, interactive, participatory training.  His business development programs have assisted hundreds of firms to capture market share by defining and executing realistic programs.

Bob lives in Lafayette Hill, PA with his wife and 3 children.  He has his undergraduate degree from Rider University in Marketing with an MBA from Pepperdine University.

Bob can be reached at Robert.Waks@sandler.com



Nanette Abuhoff Jacobson


Global Investment Strategist, and Multi-Asset Strategist

As a global investment strategist, Nanette shares her views on market trends and opportunities with subadvisory clients as well as their sales organizations and major broker-dealers and distributors. As a multi-asset strategist, she consults with clients on strategic portfolio issues and works with investment teams across the firm to develop relevant investment solutions.

Prior to her current role, Nanette was the director of Fixed Income Product Management, where she was responsible for ensuring the integrity of the firm’s US and global fixed income approaches and driving business success in terms of business strategy, new product development, and retention of existing clients. She also played a key leadership role in deepening the firm’s reputation as a fixed income thought leader globally. She joined Wellington Management in 2005 as a fixed income investment director for US fixed income products.

Before joining the firm in 2005, Nanette was a managing director at JPMorgan in the Investment Bank. She was an investor client manager for pension funds in North America (2003 – 2005) and was the senior US fixed income strategist (1989 – 2003). She also worked in the Financial Strategies Group at Security Pacific National Bank, where she developed software to value complex financial instruments (1986 – 1989) after working as a programmer for Interactive Data Corporation and IBM (1983 – 1986).

Nanette received her BA in computer science from Barnard College, Columbia University (1983).


Chris Morton


Executive Vice President, Government Affairs & Business Strategy Association for Advanced Life Underwriting (AALU) Washington, DC

Chris Morton, Executive Vice President, Government Affairs & Business Strategy, at AALU, acts as a principal liaison to Congress on behalf of the nation’s top life insurance producers and distribution partners, managing all policy development, political engagement, and advocacy strategy for the Association in Washington, DC.  A seasoned Washington professional with over 25 years of experience in the financial services and tax policy arena at the Federal level, Mr. Morton has demonstrated success in numerous legislative and regulatory affairs leadership roles. 

Prior to joining AALU, he was a senior analyst and advisor in the Business Strategy Group at Fannie Mae.  In this role, Mr. Morton was responsible for providing leadership and strategic direction to the Company’s senior executives on a broad array of public policy challenges affecting the Company’s business and markets.   Mr. Morton also served as a policy advisor and senior member of the management team at the Federal Housing Finance Board, an agency responsible for supervising the Federal Home Loan Bank System, a government-sponsored cooperative of 12 regional wholesale financial institutions with $1 trillion in assets and over 8,000 members nationwide. 

Mr. Morton’s career includes time as Director of Legislative and Regulatory Affairs for a national association of 700 housing and community development finance organizations throughout the United States.  He also acted as an advisor to the Under Secretary for Economic Affairs at the United States Department of Commerce, and Legislative Director for former Illinois Congresswoman Cardiss Collins.  Mr. Morton began his career in Washington as a member of former Senate Finance Committee Chairman Max Baucus’ staff.

A native of Chicago, Mr. Morton received a Master’s degree in Public Policy from the University of Chicago, where he was editor of the Chicago Policy Review.  He graduated with honors from Northwestern University, where he received his B.A. in Political Science.


Chris Shalbert and Roy Peterson


Chris, our Chief Implementation Officer, responsible for implementing all technology initiatives that align with client requests and opportunities, along with Roy Peterson our Chief Technology Officer responsible for driving Andesa’s technology strategy will be preparing a presentation for an update on Andesa!  









Our Sponsors: 








Check this page for all updates, links, speakers, and current information PRE and POST Client Forum.


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