Strategic Account Management Roundtable

2015 Annual Meeting

Future Vision for the Organization in a Distributed Workforce Environment

May 5/6, 2015
Chicopee, MA

Hosted by: MassMutual Financial Group

Register* On-line

*Registration requires an invitation code

Meeting Objective

Forum for Strategic Account Management Officers at retirement plan service provider firms to exchange views and opinions about the general direction of the business and the account management function in particular.

Peer discussions focus on future trends in the industry, strategic management of accounts to meet company objectives (relationships with plan sponsors, their consultants, advisors, client relationship managers, and operational units.)  Key topics attendees bring up in the registration process are discussed in depth to expose the full range of industry practices and service models.

Strategic session outlines a vision of effective client service/team interactions in a next generation client service organization with a distributed workforce enabled by technological innovation in communications.

Deliverable

The strategic vision will be documented in a report to give industry leaders the ability to drive the business forward.  The report will be based on the consensus of senior managers developed at the meeting.

Who Attends

Attendance is by invitation.  The invitation is extended to members of the senior management teams responsible for Strategic Account Management at major retirement plan service providers in the following markets:

• Large and jumbo plans, small and mid-sized plans 
• Corporate, government, not-for-profit, higher-education and Taft-Hartley markets
• Defined contribution plans, defined benefit plans, TRO and TBO/HRO
• Across distribution channels (direct, brokerage, consultant, TPA, bank, PEO, agent and others)

Date, Time, Venue, Dress Code

May 5, 2015—7:30 p.m.—Pre-event Networking  dinner at The Eastside Grill
May 6, 2015 - 8:30 a.m. to 3:30 p.m. – Sessions
Breakfast starting at 8:00 a.m.

Venue

MassMutual Hotel and Conference Center
350 Memorial Drive
Chicopee, MA  01020

Dress Code

Business Casual dress code.

Agenda

Tuesday, May 5, 2015
7:30 p.m.     Pre-event Networking Dinner at The Eastside Grill

Wednesday May 6, 2015
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Introductions
9:00 a.m.     Emerging trends and hot topics
10:15 a.m.   Break
10:30 a.m.   Scope, Staffing, Organization

12:00 p.m.   Cold Buffet Lunch
1:15 p.m.     Moderated Strategy Session, Kevin Chorniak

• • Vision of effective client service/team interaction in a next generation client service organization (Session open to Client Relationship Management Roundtable attendees)

3:15 p.m.     Next Steps
3:30 p.m.     Meeting adjourns

Optional Web conference Series - July/August 2015

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

This series of 4 Web conferences moderated by Professor Steven Rogelberg of UNC - Charlotte will help client relationship managers and account managers effectively lead plan committee meetings to promote effectiveness, engagement, and innovation.  The objective is definitely not to present 5 things to do differently, it is about establishing better practices and a different mindset to meetings so that value/ROI is better assured.

Webconferences will take place on EACH Enterprise's online learning and group discussion platform hosted by omNovia.

Firms that take advantage of this option may send two attendees to the inaugural series of this webconference series.

Full Description (Hyperlink)

Client Service Model Research Initiative

This initiative will outline a futuristic vision for the strategic account management function for the retirement plan industry based on their experience.  This will reflect on the experience of firms that have already implemented a distributed client management workforce in other industries.  Recommendations will expand on the outline developed during the strategy session at the Roundtable.  Sponsoring firms will receive a recorded one hour web conference presentation/discussion of the futuristic vision and study results with research principals, and a presentation slide deck documenting the vision established for the business.  The research will be conducted by Spring International (www.springitl.com), with input and feedback from EACH Enterprise and participating firms.

Full Description (Hyperlink)

Pre-event Networking Dinner

“The Eastside Grill voted Best Restaurant and Best Restaurant for Seafood.”  Valley Advocate

The Eastside Grill
19 Strong Avenue
Northampton, MA  01060

Hotel / Transportation

A block of rooms has been reserved at the MassMutual Hotel and Conference Center in Chicopee, MA.  The cost is $115.00 per night not including taxes and incidentals (payment due at checkout time.)  For reservations please check the appropriate box when you register.

MassMutual Hotel and Conference Center
350 Memorial Drive
Chicopee, MA  01020

Rental cars are recommended for transportation between Bradley International Airport and MassMutual Hotel and Conference Center.

Meeting Highlights

• Discussion among peers on hot topics
• Two-hour strategy session moderated by Kevin Chorniak, former COO of Fifth Third Bank
• Report outlining a strategic vision of effective client service / team interactions in a next generation client service organization to support senior management decisions

Register

Register* On-line

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

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before March 31, 2015.  For cancellations between  April 1, 2015 and April 23, 2015, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after  April 23, 2015.

In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.