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Internal Sales Desk Management Roundtable

2016 Annual Meeting

September 21/22, 2016
Owings Mills, MD

Hosted by T. Rowe Price

Register* On-line

*Registration requires an invitation code.

You want more wins.  To increase your wins with the same resources – staff and technology – at your disposal today, the only way is to increase your win/loss ratio. A bigger pipeline would be nice to have.  Everyone at your company has an opinion on how you should do your job, but the only people who really understand your job are your peers at other firms. The problem is that you never have the opportunity to talk to them.   You do now…

Meeting Objective

Forum for internal sales desk managers of retirement plan firms to address shared issues, major challenges and opportunities for enhancement, emerging industry trends 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.


Attendance is by invitation only. The invitation is extended to heads of internal sales desks of retirement plan service providers operating in the following markets:

  • Corporate, government, Taft-Hartley and not-for-profit markets
  • Across distribution channels (consultant, adviser, brokerage, TPA, bank, direct, agent and others)
  • Large and jumbo plans
  • Micro, small and mid-sized plans

Date, Time, Venue, Dress Code

September 22, 2016 - 8:30 a.m. to 3:30 p.m. – Sessions
Continental breakfast starting at 8:00 a.m.


T. Rowe Price
Building 1, Cafe
4555 Painters Mill Road
Owings Mills, MD 21117

Dress Code

Business Casual

Hot Topics

  • Pipeline management
  • Next-step stat maintenance
  • Management reporting
  • Intelligence gathering
  • Proposal and RFP review coordination
  • Reference client management
  • Prospect triage
  • Sales team composition and preparedness
  • SalesForce and contact management system update
  • Wholesaler support and advocacy
  • Coordination with pricing and product teams
  • Technology issue resolution
  • Mobile technology
  • Executive Presentation Maintenance
  • Event planning support
  • Sponsored event support
  • Advisor and consultant happiness
  • Internal cheerleading
  • Celebrating victories
  • Learning from mishaps
  • Other topics suggested by attendees


Wednesday, September 21, 2016

7:30 p.m. Pre-event Networking Dinner

Artful Gourmet Bistro
9433 Common Brook Road
Owings Mills, Maryland  21117

Thursday, September 22, 2016

8:00 a.m.    Continental breakfast buffet
8:30 a.m.    Welcome and Introductions
9:00 a.m.    Roles and responsibilities
10:00 a.m.  Break
10:30 a.m.  Sales process, pipeline management and next-steps metrics
12:00 p.m.  Buffet Lunch
1:00 p.m.    Technology: Salesforce, contact management systems, demos and mobile devices
2:00 p.m.    Break
2:15 p.m.    Support for the function (staff, resources, motivation and supervision)
3:15 p.m.    Next steps
3:30 p.m.    Meeting adjourns

Hotel / Transportation

The recommended hotel is the Hyatt Place Baltimore/Owings Mills. For reservations please call 1-888-233-1234 and mention you are part of the EACH Enterprise, LLC Room block to receive the special rate of $154.00 not including taxes/incidentals.  Transportation will be provided between the hotel, meeting site and pre-event networking dinner.

Hyatt Place Baltimore/Owings Mills
4730 Painters Mill Road
Owings Mills, MD 21117


Register* On-line

*Registration requires an invitation code.

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

 Registration deadlines: Roundtable 
 On or before May 31, 2016       $950.00
 After May 31, 2016  $1,175.00

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before July 31, 2016.  For cancellations between August 1, 2016 and August 31, 2016, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after August 31, 2016.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.

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East Windsor CT 06088