Conversion / Implementation Team Leader Roundtable

2020 Annual Meeting

TAKE HEART: THE PROCESS IS ALWAYS RIGHT —

September 23/24/25, 2020


Register On-line

*Registration requires an invitation code

Request Invitation Code

And Spring Arose
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CURRENT CONTEXT - SUGGESTED TOPICS - MEETING OBJECTIVES - AUDIENCE
FORMAT - DRESS CODE
- AGENDACOST - REGISTER

Great job again. It's very valuable to get together with other recordkeepers to share ideas and learn from them. Keep it up!

This is a great conference that I really benefit a lot from! Great job and looking forward to our future meetings!

I like the structure of the meeting. I find the conversations helpful.

Great conference – I enjoyed and learned from discussions.

CURRENT CONTEXT

More reasons to review the implementation process end-to-end from sales to service in 2020.

A buttoned-down service provider transition process drives competitive success.

MEETING OBJECTIVES

Forum for Conversion / Transition / Implementation team leaders of retirement plan firms to exchange ideas and practices, with the goal of enhancing the effectiveness of business processes and team management. This meeting will include peer discussions, peer collaboration sessions, panel discussion breakouts, and general session speakers. Sessions and topics discussed are decided with input and feedback from the steering committee. There are no minutes of this meeting.

SUGGESTED TOPICS

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:

FORMAT

The agenda will be shaped by a steering committee of firms habitually represented at the roundtable

DRESS CODE

Business Casual

AGENDA

Monday, September 20, 2021

8:00 a.m. Continental Breakfast
8:30 a.m. Opening and welcome
  WHEN THE MOVIE HAS AN ALTERNATE ENDING
  General Session
  Discussion of strategies to adapt to change on the fly.
 
Presenter/Speaker: Change Management Consulting Firm Speaker to be announced
2:00 p.m. Break and Contest #1
3:00 p.m. Breakout Sessions
  Breakout Session #1 - Setting the stage for successful delivery in the sales process
  Moderator: Rosa Mees - Empower - Retirement
 
Panelists: Matt Grandonico – Prudential
Seth Marsters – The Standard
Corey Gallifant - Empower- Retirement
Dennis Beaudet - John Hancock
Corey Vegas - Empower Retirement
  THIS SESSION HAS BEEN CANCELLED:
Breakout Session #2 -
Contracts and service agreements
  Moderator: Eric Henon
Roundtable discussion
  Breakout Session #3 - Project management and collaboration tools and apps
  Moderator: Amanda Janas - T. Rowe Price
4:00 p.m. Break
5:00 p.m. Social Hour - Performer - Emceed game of Trivial Pursuit
  Co-Emcees:
Chris Schurawel - Franklin Templeton Investments
MKay Leydon - EACH Enterprise

Thursday, September 24, 2020

10:00 a.m. General Session: Consultant Perspectives on Service Provider Transitions
  Moderator: Steve Stillman - Empower - Retirement
 
Panelists: Lynette Jeffrey - Aon
Jim Modelski - DiMeo Schneider
Mike Webb - Cammack Retirement
11:00 a.m. Break
11:30 a.m. Scheduled individual or group meetings
12:30 p.m. Break and Contest #2
1:00 p.m. Breakout Sessions
  Breakout Session #5 - Converting plans to and from fully-automated solution providers
  Inviting providers of fully automated solutions including Guideline, Human Interest, Ubiquity, Vestwell, and others
  Roundtable discussion
  Moderator: Patrick Deak - Capital Group - Home of the American Funds
 
Panelists: Amy Ouelette - Vestwell
Nicolle Willson - Guideline
  THIS SESSION HAS BEEN CANCELLED:
Breakout Session #6 -
Process outsourcing, near-and off-shoring
  Peer discussion
  Moderator: Joan O'Leary - John Hancock - Retirement Plan Service
  THIS SESSION HAS BEEN CANCELLED:
Breakout Session #7 -
Project management and collaboration tools and apps
  Peer discussion
  Moderator: David Hall - Nationwide
  Breakout Session #8 - Plan Terminations
  Peer discussions
  Moderator: Elizabeth Martin - Empower-Retirement
2:00 p.m. Break
3:00 p.m. Breakout Sessions - Collaboration / Committee Work
  Breakout Session #9 - Data Elements in Standard Deconversion Files
  Committee Report and Discussion
  Moderator: Jake Kunze - T. Rowe Price
 
Committee
Members:
Kathy Busa - AIG Retirement
Michael Douglas - Empower - Retirement
Jake Kunze - T. Rowe Price
Nancy Pieper - OneAmerica
Dan Steffen - Prudential Retirement
Mark Weiss - The Vanguard Group
  Breakout Session #10 - Standard transition fact-finding questionnaire
  Committee Report and Discussion
  Moderator: Chris Walters - Securian Financial
 
Committee
Members:
David Hall - Nationwide
Todd Roser - Transamerica
Jennifer Settles - Capital Group - Home of the American Funds
Chris Walters - Securian
  Breakout Session #11 - Coalition for Payroll Excellence Report
  Committee Report and Discussion
  Moderator: Kathy Busa – AIG Retirement
4:00 p.m. Adjourn for the day - Launch of Contest #3

Friday, September 25, 2020

10:00 a.m. Current and Pending Legislation and Regulation - Implications of on Service Provider Transitions
  Speaker: Michael Kreps, Groom Law Firm
11:00 a.m. Break
12:00 p.m. General Session: The next frontier in efficiency gains: Digital onboarding and applications of AI in new business implementation
  Moderator: Cynthia Metcalf - VOYA Financial
 
Panelists: Sumit Malhotra - Unqork
Andy Ambrose - Docusign
1:00 p.m. Next Steps and Results of Contests #3
1:15 p.m. Adjourn

REGISTER

Register On-line

*Registration requires an invitation code

Request Invitation Code

COST

Registration deadline:
On or before January 31, 2020 $1490
Between January 31, 2020 and March 15, 2020 $1790
After March 15, 2020 $1990

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before February 29, 2020.  For cancellations between March 1, 2020 and March 31, 2020, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after March 31, 2020.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.