Retirement Company CEO Roundtable

DESTINATION 2025

Strategic Issues: Technology Disruptors, Retirement Sector Financials, Distribution of the Future, Industry Ecosystem

February 21, 2018 in Dresher, PARTPic

Hosted by: Ascensus

Register* On-line

*Registration requires an invitation code

Request Invitation Code

Meeting Objective

At this roundtable, Chief Executives of Retirement Plan Product and Service Providers will discuss strategic issues facing their firms and the industry in the next 3 – 7 years. These informal discussions are organized around topics suggested in the registration process. There are no minutes of this meeting.


INVITATION LIST - BACKGROUND - PREPARE - DATE / TIME / VENUE
TOPICS DISCUSSED - AGENDA - PRE-EVENT DINNER - AREA HOTELS - REGISTER- COST


Invitation List

Attendance is by invitation only. The invitation is extended to Business Unit Heads of top-40 retirement plan product and service providers.  No substitute.

Background

Prepare

The in-person foundational meeting will be preceded by two one-hour conference calls where CEOs exchange views on shared interests and industry priorities

Date, Time, Venue, Dress Code

February 20, 2018 starting at 7 p.m.

Pre-event networking dinner: 

William Penn Inn
1017 Dekalb Pike
Ambler, PA  19002 
215-699-9272
ZAGAT ratings

February 21, 2018
8:00 a.m. - Continental breaksfast
8:30 a.m. - 3:00 p.m. - Sessions

Venue
Ascensus
Boardroom
200 Dryden Road
Dresher, PA 19025

Dress Code
Business casual

Discussion Topics

Distribution of the future
Retirement sector financials
Technology – balancing security, functionality, and ease of access
Industry ecosystem 
Agile Organization – Benefits and implementation
Other topics sugested by registered business unit heads 

Agenda

8:00 a.m      Continental breakfast buffet

8:30 a.m.      Welcome, purpose, goals and objectives, introductions and hot topics

8:45 a.m.      Roundtable discussions - Sector financials

9:45 a.m.      Break

10:00 a.m.    Emerging disruptor technologies
                       Guest Speaker - Ian Sheridan, Principal & Co-founder, Vestigo Ventures 

11:00 a.m.    Roundtable discussions - Hot topics - technology

12:00 p.m.    Luncheon

1:00 p.m.      Roundtable discussions - Distribution of the Future

2:00 p.m.     Roundtable discussions – Industry ecosystem and hot topics

2:30 p.m.      Action plan and next steps

3:00 p.m.      Adjourn

Pre-Event Networking Dinner

February 20, 2018 at 7 p.m.

William Penn Inn
1017 Dekalb Pike
Ambler, PA  19002 
215-699-9272 

Area Hotels

William Penn Inn
1017 Dekalb Pike
Ambler, PA  19002
215-699-9272 

Normandy Farm Hotel
1401 Morris Road
Blue Bell, PA  19422
215-616-8500

Residence Inn
3 Walnut Grove Drive
Horsham, PA  19044
215-443-7330

 

Register

Register* On-line

Registration requires an invitation code.

Request Invitation Code

Payments by credit card, debit card, check or bank transfer.

Cost

Registration Deadline and Cost Per Attendee

Registration deadline: Registration Fee
On or before December 31, 2017 $3500
After December 31, 2017 $4250

Cancellation Policy

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before January 15, 2018. For cancellations between January 15, 2018 and January 31, 2018, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175. No refunds for cancellations after January 31, 2018. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.