Strategic Account Management Roundtable
2017 Annual Meeting
Attracting Next Generation Talent To The Account Manager Position
May 3/4, 2017
Greenwood Village, CO
Hosted by: Empower Retirement
*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 strategic account management function.
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, TPAs, 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.
At the 2017 Annual meeting, we will expand the Future (2020) Vision of an effective account management in a next generation client service organization that the roundtable outlined at its 2016 meeting. This future vision reflects the migration to a distributed workforce enabled by technological innovation in communications.
The group will formulate a description of the account manager position designed to attract new recruits with the desired profile. We will also decide how to best leverage these documents for the business benefit of attending retirement plan service providers.
Discussion topics include attendee suggestions gathered in the registration process and in response to the meeting reminder.
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
- Mid-sized, large and jumbo plans
- Corporate, tax-exempt, higher-education, healthcare government, and Taft-Hartley market
- Defined contribution plans, defined benefit plans, TRO and TBO/HROs - with or withour payroll services
- Across distribution channels (direct, brokerage, consultant, TPA, bank, PEO, agent and others)
Deliverables
- Discussion among peers on hot topics
- Public Position Paper
- Expanded 2020 Strategic Vision of effective client service / team interactions in a next-generation client service organization
- Credits all contributors / roundtable attendees
- Position Description
- P.R. Promotion Action Plan (blog posts, social media, and news releases)
Date, Time, Venue, and Dress Code
May 3, 2017
7:00p.m. Pre-event Dinner at Chinook Tavern
May 4, 2017
8:30 a.m. to 3:30 p.m. – Sessions
Breakfast starting at 8:00 a.m.
Venue
Empower Retirement
8525 E. Orchard Road
Greenwood Village, CO 80111
Dress Code
Business Casual
Agenda
Wednesday, May 3, 2017
7:00 p.m. Pre-event Dinner at Chinook Tavern
Thursday, May 4, 2017
8:00 a.m Continental breakfast buffet
8:30 a.m. Introductions, Goals and Objectives
9:00 a.m. Review of Future Vision document – Expansion, implications, and actionable next steps: Attracting new talent
10:15 a.m. Break
10:30 a.m. Newly emerging themes and hot topics - Roundtable Discussions
12:00 p.m. Buffet Lunch
1:00 p.m. Business models and organization - Relationship to other teams (operations, client relationship management, conversion / implementation, sales,
other business units such as payroll and benefits
2:00 p.m. Business disruptors and game-changing developments
3:15 p.m. Next steps
3:30 p.m. Meeting adjourns
Pre-event Networking Dinner
Wednesday, May 3, 2017 at 7:00 p.m.
6380 S. Fiddlers Green Circle
Greenwood Village, CO 80111
720-266-6000
Hotel / Transportation
The recommended hotel is the DoubleTree by Hilton DTC
For reservations please call 1-800-327-2242 and mention you are part of the EACH Enterprise Room block to receive the special rate of $189.00 not including taxes/incidentals.
DoubleTree by Hilton DTC
7801 E. Orchard Road
Greenwood Village, CO 80111
1-800-327-2242
Register
Registration requires an invitation code. Payments by credit card, debit card, check or bank transfer
Registration deadlines and Cost Per Attendee
| Registration deadline: | Roundtable |
| On or before January 31, 2017 | $995.00 |
| After January 31, 2017 | $1,195.00 |
Cancellation Policy
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before January 31, 2017. For cancellations between February 1, 2017 and April 15, 2017, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175. No refunds for cancellations after April 15, 2017. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.
