client rel 2017

Client Relationship Management Roundtable

2017 Semi Annual Meeting

2017 – A year of uncertainty or opportunity for relationship managers?

May 2 & 3, 2017
Greenwood Village, Colorado

Hosted by: Empower Retirement

Register On-line

*Registration requires an invitation code

Request Invitation Code

Current Context

It is said the only constant is change. In 2017, we are certainly seeing this come to light. Will you and your relationship management team be paralyzed by the uncertainty, exhausted from managing change, or inspired by the opportunity?

For a robust dialogue on how to think about and react to the changing environment, don’t miss out on the semi-annual meeting of the Client Relationship Management Roundtable. This is the best attended of all the EACH Enterprise roundtables, with all major retirement plan recordkeepers in regular attendance.  Insights will be broken up based on market segments, providing focused, relevant dialogue on how to thrive and differentiate amid the changes.

Meeting Objective

Forum for Chief Client Relationship Management Officers of retirement plan firms to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations and other topics of interest to attendees. Informal discussions are organized around topics suggested in the registration process. There are no minutes of this meeting.

Audience

Attendance is by invitation only. The invitation is extended to heads of client relationship management of retirement plan service providers operating in the following markets:

Date, Time and Location

May 2, 2017

7:00p.m. -  Pre-event Networking Dinner

Shanahan’s Steakhouse Denver
5085 South Syracuse St.
Denver, CO 80237
303-770-7300


May 3, 2017

8:00 a.m. - Breakfast

8:30 a.m. to 3:30 p.m. – Sessions

Venue

Empower Retirement - Conference Center
8525 E. Orchard Road, B2T3
Conference Room A & B
Greenwood Village, CO  80111

Dress Code

Casual Dress for pre-event
Business Casual Dress Code for meetings

Hot Topics

Political and Regulatory Hot Spots

Business Environment and Strategic Issues

Classic Relationship Management

New Rules of Engagement

Other Topics Suggested by attendees

Agenda

Wednesday May 3, 2017

8:00 a.m.     Continental breakfast buffet

8:30 a.m.     Welcome and Introductions – Empower Retirement

9:00 a.m.     Hot Topics:  The Fiduciary Rule, the Business Environment, and Innovation   

10:00 a.m.   Break

10:30 a.m.   Moderated breakout sessions – Client Development Case Studies

12:00 p.m.   Buffet Lunch

12:30 p.m.   Moderated breakout sessions – Talent, Training and Designations

2:00 p.m.     Break

2:15 p.m.

Report Out and Dialog: Beefing up Public Relations activity and enhancing industry image:  Retirement Advisor Council, TPA Action Roundtable, and other industry initiatives

3:00 p.m.     Wrap Up and Next Steps

3:30 p.m.     Meeting adjourns

Event Networking Dinner

Shanahan’s Steakhouse Denver
5085 South Syracuse St.
Denver, CO 80237
303-770-7300

SHANAHAN'S STEAKHOUSE DENVER
Shanahan’s is the modern interpretation of the classic Denver steakhouse.  While steakhouses have reinvented American cuisine Shanahan’s redefines the next generation of steak house by raising the bar with USDA quality prime meats, specialty bone-in cuts and a vast selection of fresh seafood. This ultra chic version of the steakhouse offers the best in upscale dining experiences with a sprawling bar, towering indoor/outdoor fireplace and an unparalleled wine display.

Hotel / Transportation

A block of rooms has been reserved at the DoubleTree by Hilton DTC in Greenwood Village, CO. The cost is $189.00 per night not including taxes and incidentals (payment due at checkout time.)

For reservations please call the hotel directly at 1-800-327-2242 by April 11, 2017 and reference that you are part of the EACH Enterprise, LLC group rate in order to get the special rate.

DoubleTree by Hilton DTC
7801 East Orchard Rd.
Greenwood Village, CO 80111
1–800–327–2242

Transportation provided between hotel, pre-event dinner, and meeting site.

Register

Register On-line

*Registration requires an invitation code

Request Invitation Code

Registration deadline: Roundtable
On or before February 28, 2017 $995
After February 28, 2017 $1225

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before February 28, 2017.  For cancellations between March 1, 2017 and April 19, 2017, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after April 19, 2017.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.