|7:30 a.m. - 8:20 a.m.||SPONSOR WORKSHOP|
|Sponsored Workshop 10: Fidelity Investments
Analyzing and Predicting the Markers of Wellness
Meghan Murphy; Director, Thought Leadership, Fidelity Investments
|7:30 a.m. – 8:30 a.m.||Breakfast|
|8:30 a.m. – 9:35 a.m.||CONCURRENT WORKSHOPS|
|Workshop 14: Bench 'Pressed': Effective Plan Benchmarking
Yogi Berra once famously commented that “If you don’t know where you’re going, you might not get there.” Similarly, without benchmarks – the right benchmarks – the best laid plans can go astray. How you can identify the “right” benchmarks – and monitor them effectively and efficiently.
Facilitator: Ryan Mullen, Senior Managing Director, MFS Investment Management
Tim Irvin, Consultant, Cammack Retirement Group
Ellen Lander, Principal and Founder, Renaissance Benefit Advisors Group
Jon Upham, Principal and President, Sageview Advisory
|Workshop 15: Myth Illogical – Debunking the Fiduciary Liability Myth
Fiduciary liability is a real thing. But like any risk in life or business, it can be managed - and, properly managed, it can actually be less expensive, and more effective than struggling to avoid fiduciary status.
Facilitator: Lisa Kottler, Senior Vice President, Retirement, NFP
David Levine, Principal, Groom Law Group,Chartered
Jason Roberts, Founder & CEO, Pension Resource Institute
Karen Scheffler, Senior ERISA Legal Counsel, AB
|Workshop 16: Roll Call – The Pros & (New) Pitfalls of Navigating Participant Rollovers
Whether rollovers have long been part of your practice, or you're just now thinking about adding them to the mix, thanks to the fiduciary regulation, retirement plan advisors now have a whole new set of issues and concerns to address, albeit in a field that could now be much less crowded. What you need to know, and what you need to do (or avoid doing) to navigate the "new" rollover waters.
Facilitator: Amy Glynn, Managing Partner, GRP Advisor Alliance
Grant Arends, President, intellicents inc
Michael Hadley, Partner, Davis & Harman LLP
Alicia Malcolm, Account Vice President, UBS Financial Services
|9:45 a.m. – 11:00 a.m.||
General Session 4: Closing Keynote – The First 100 Days
When organizations like Hyatt Hotels, NASA, Deloitte, the World Bank, and Zappos need to boost their customers' experience, they call on Joey Coleman for assistance. For over a decade, Joey has helped organizations retain their best customers and turn them into raving fans via his entertaining and actionable keynotes, workshops, and consulting projects. His First 100 Days methodology helps fuel successful customer experience endeavors at companies and organizations around the world.
As a recognized expert in customer experience design and an award-winning speaker at national and international conferences, Joey specializes in creating unique, attention-grabbing customer experiences. He works with companies ranging from small VC-funded start-ups, to large Fortune 500s, with hundreds of mid-size businesses in between. Joey, who developed his narrative skills as a criminal defense trial attorney, advised and counseled Fortune 500 companies as a business consultant, and honed his communications and messaging skills at the White House, is a keynote speaker at the 2017 NAPA 401(k) Summit.
|11:00 a.m.||Summit Adjourns
|12:00 p.m. – 4:00 p.m.||CPFA Cram Session #2
ADVISORS ONLY: Earn NAPA’s Certified Plan Fiduciary Advisor (CPFA) credential while at the Summit and at no cost for the training OR the exam! Participate in this intensive review session and then take the CPFA exam onsite (two exam sessions available).
Preregistration required, please choose to participate in this event during your conference registration process. Sorry, no onsite registration for this event is available.
* Agenda is subject to change.