Conversion / Implementation Team Leader Roundtable

2022 Annual Meeting

FROM LETTER OF INTENT TO TRANSFER DATE THE LONGEST WAY ROUND IS SOMETIMES THE SHORTEST WAY HOME

June 5, 6 & 7, 2022
Nashville, TN

 REGISTER HERE

MEETING OBJECTIVE - AUDIENCE - VENUE - AGENDA - DRESS CODE - PRE-EVENT - HOTEL - REGISTER

MEETING OBJECTIVE

Forum for Conversion / Transition / Implementation team leaders of retirement plan firms to exchange ideas and practices, with the ultimate goal of enhancing the effectiveness of business processes and team management. This meeting will include peer discussions, breakout sessions, and research presentations. Questions discussed are those suggested by attendees in the registration process. There are no minutes of this meeting.

AUDIENCE

Attendance is by invitation only. The invitation is extended to New Business Conversion / Transition / Implementation team leads at retirement plan service providers (data analysis, and conversion consultants). Invitation is extended to firms operating in the following markets:

VENUE

Loews Vanderbilt Hotel
2100 West End Avenue
Nashville, TN  37203 

Please click here for hotel reservations; ($249 not including taxes/incidentals).  Group block closes May 16th.

AGENDA

All times below are in Central Time

Sunday June 5, 2022

5:30 p.m.    Meet in hotel lobby

6:00 p.m.    Pre-event dinner at The Stillery Nashville

8:00 p.m.    Pre-event: Nashville Pedal Tour

Monday June 6, 2022

8:00 a.m. Continental breakfast buffet
8:30 a.m. Opening and welcome
8:45 a.m. SURPRISE! Creating Extraordinary Results in Unpredictable Circumstances
 
Keynote Speaker: Dan Lier 
  |t's easy to walk tall and create results when things are going well. What happens when things aren't going so well? Dan will share proven strategies to create results in unpredictable circumstances and turn around stagnant results into positive momentum and excitement.
  Location: Ocean Way
9:45 a.m. Break
10:00 a.m. Plan Advisor Views on service provider transitions  
 
  Moderator: Eric Henon, EACH Enterprise, LLC
  Panelists: James M. Aid, AIF®, AID Wealth Solutions Group
                 Steven W. Glasgow, CFA, CIMA, AIF, Janney Montgomery and Scott
                 Jeanne J. Sutton, CFPA®, CPFA, MBA, Strategic Retirement Partners
  Location: Ocean Way
11:00 a.m. Transition
11:05 a.m. Breakout Sessions – Strategic Issues and Hot Topics
  Breakout Session #2 - Pooled Approaches (Small Plans Track)
 

Moderated Discussion
Moderator: Eric Henon, EACH Enterprise, LLC
Panelists: Terrance Power, The Platinum 401(k) 
                 Tommy Wilbur, Tag Resources

  Location: Ocean Way
  Breakout Session #3 - Success metrics and performance enhancement (Client-facing and Plan Sponsor Training Track)
  Moderated Peer Discussion Roundtable
Moderator: Chris D. Walters, Securian Financial
  Location: Sound Emporium A
   
12:05 p.m. Lunch Break
1:05 p.m. GENERAL SESSION– Recruiting Conversion / Implementation Team Members During The Great Resignation
 

Moderator: Eric Henon, EACH Enteprise
Speaker:     Paige Breedlove Fletcher, Robert Half

  Location: Ocean Way
2:15 p.m. Transition
2:20 p.m. Breakout Sessions on Strategic Issues and Hot Topics
  Breakout 5 – Software Services for Payroll Feeds (Data Track / Small Plans Track)
  Speaker: Danny Cook, Pay(k)onnect
  Location: Ocean Way
  Breakout 6 – Tasks, Workloads, Caseloads (Client-facing and Plan Sponsor Training Track)
  Moderator: Elizabeth Martin, Empower-Retirement
  Location: Sound Emporium A
3:25 p.m. Break
3:45 p.m. Breakout Sessions - Moderated Roundtable Discussions
  Breakout 8 – TPA Views on Service Provider Transitions and Plan Implementation (Small Plans Track)
 

Moderator: Eric Henon, EACH Enterprise, LLC
Panelists: Cindy Tresco, Onboarding Director - FuturePlan by Ascensus                 

  Location: Ocean Way
  Breakout 9 – Handoff to the Service Team (Client-facing and Plan Sponsor Training Track)
  Moderator: David Hall, Nationwide
  Location: Sound Emporium A
5:00 p.m. Adjourn for the day
6:00 p.m. Dinner at  Amerigo Italian Restaurant

Tuesday June 7, 2022

8:00 a.m. Continental breakfast buffet
8:30 a.m. Breakout Sessions - Moderated Roundtable Discussions
  Breakout 10 – Ongoing Payroll Feeds EDI: APIs vs. Flat File Exchanges (Data Management Track)
  Guest speaker: Danny Cook, Pay(k)onnect
  Location: Ocean Way
  Breakout 12 – BEFORE the letter of intent – Sales process (Client-facing and Plan Sponsor Training Track)
  Moderator: Mike Aufrecht, Principal Financial Group
  Location: Sound Emporium A
   
9:45 a.m. Refreshment Break
10:00 a.m. Survey says: Company Experiences With Data Gathering at Conversion and in Ongoing Service
  General Session
  Presenter/speaker: Eric Henon, EACH Enterprise, LLC
  Location: Ocean Way
11:00 a.m. ACTION!
  At this session, we will discuss major take-aways from the meeting and action items for consideration by participating firms, and by the Roundtable as an organized group
  Moderator: Eric Henon, EACH Enterprise, LLC
  Location: Ocean Way
11:30 a.m. Lunch boxes
12:00 p.m. Adjourn
   

PRE-EVENT

5:30 p.m.    Meet in hotel lobby

6:00 p.m.    Pre-event dinner at The Stillery Nashville

8:00 p.m.    Pre-event: Nashville Pedal Tour

Cost for the Pedal Tour and reception is $150

DRESS CODE

Casual for the pre-event, Business Casual for meetings and event dinner

HOTEL

We have a block of rooms at the Loews Vanderbilt Hotel.  For reservations please click here ; ($249 not including taxes/incidentals).  Group block closes May 6th.

Mention you are part of the Conversion Implementation Team Leader Roundtable for the room block rate of $249 not including taxes/incidentals.

Loews Vanderbilt Hotel
2100 West End Avenue
Nashville, TN  37203

REGISTER

Registration requires an invitation code.  Payments by credit card, debit card, check or bank transfer.

REGISTER HERE

Registration Costs

Conversion Implementation Team Leader Roundtable Members: 2 complimentary registrations per member company - additional registrations $450 each

Non-Members: $1,900 per attendee

Additional cost of $150.00 for the pre-event.

Cancellation Policy

No refunds for cancellations.