Making Plan Committee Meetings Truly Work – Workshopping Real Problems with Real Solutions

Attendance limited to the first 25 registrants

Objective and Benefit

This initiative will help client relationship managers, account managers, and retirement plan investment advisors effectively lead plan committee meetings to promote effectiveness, engagement, and innovation. The objective is definitely not to present five things to do differently -- it is about establishing better practices and a different mindset to meetings to enhance value / ROI.

Who Should Attend

Individuals who habitually lead plan committee meetings, present at committee meetings, or interact with plan committees:

Recordkeeping Service Providers

Client Relationship Managers
Account Executives
Account Managers

Investment Managers

Client Portfolio Managers
Client Relationship Managers

Advisory Firms

Retirement Practice Leaders
Retirement Plan Advisors
Client Relationship Managers

Cost

$985 per attendee

When

September 23, 2015

Survey of registered attendees to support curriculum development

September 29, October 6, 13, and 20, 2015
Four 30-minute webconferences at 2:00 p.m. Eastern

Where

EACH Enterprise Online Interactive Learning Center at https://each.omnovia.com

Process

September 23, 2015

Survey of registered attendees to learn more about your meetings, what is working well and what is not working so well. This allows us to tailor the content to your needs.

September and October 2015

Four 30-minute web conferences at 2:00 p.m. Eastern / 1:00 p.m. Central / 12:00 p.m Mountain / 11:00 a.m. Pacific

Tuesday September 29
Tuesday October 6
Tuesday October 13
Tuesday October 20

Each webconference will be dynamic and diverse sharing evidence-based best practices, discussing applicability of meeting science, learning from each other, and most importantly taking on key challenges identified by attendees. Solutions will be customized for the group. Attendees will address real problems with tailored solutions.

Support

Professor Rogelberg will provide two hours of drop-in office time to address personal meeting problems. Attendees can phone or email Professor Rogelberg to work on tricky situations and to receive one-on-one coaching to address these situations.

Faculty

Dr. Steven G. Rogelberg is Chancellor's Professor and Director of Organizational Science at the University of North Carolina at Charlotte. Dr. Rogelberg is recognized nationally as an expert on team effectiveness, innovation, leadership, and employee engagement. His work on meetings has been profiled in outlets such as the Wall Street Journal, Financial Times, NPR, National Geographic, London Guardian, and CBS News.

Background

Feeling stuck on the quarterly one-hour review treadmill? Unable to show benefits for all the time you spend preparing for or presenting at committee meetings? Frustrated by the slow motion of the retirement readiness needle and the lack of committee responsiveness?

Poorly run meetings take a negative toll on client engagement. The initiative combines a survey of attendees who habitually conduct plan committee meetings with a series of interactive webconferences where professor Rogelberg addresses the most vexing problems identified in the survey.

This initiative is based on Rogelberg's research on meetings which has been profiled in some of our top media outlets in the world from the Financial Times, to the Wall Street Journal to National Public Radio. This evidence based approach sets the stage for a highly interactive discussion of a strategic approach in running meetings.

The methodology goes far beyond the banal instruction to provide an agenda, incorporates servant leadership notions into the conversation. Professor Rogelberg discusses unconventional out-of-the-box meeting approaches that foster committee creativity, innovation, and experimentation. These techniques help bring in original ideas and energize the group. Ultimately, this series of webconferences brings a sharp and strategic light to meeting activity. The goal is to promote effectiveness, client engagement, and innovation by leveraging and leading meetings.

What Past Attendees Have to Say

"Steven really understands the struggles of meeting dynamics and offers some really interesting suggestions for success."
Senior Relationship Manager - $5 million to $50 million market

"I particularly like:1. Review of common best practices for setting agendas, preparation for meetings. 2. Strategies for engaging others.3. Research that Dr. Rogelberg shared on behaviors of meeting members and how to leverage that."
Vice President - Senior Relationship Manager- Fortune 100 companies.

"It gave me some great ideas on how to make my meetings more effective. I'll also be making some suggestions to the advisors that I work with since most meetings are a joint effort."
Senior Relationship Manager - $15 million to $150 million market

"I love the idea of structured agendas and I thought today's session was quite pertinent to our industry and the meetings we have with our clients and internally."
Vice President – Senior Relationship Manager - $10 million to $400 million market