Sunday, April 15

11:30 a.m. – 7 p.m. Registration
Third Floor
11:30 a.m. – 12:45 p.m. Lunch
Exhibit Hall
1 – 1:10 p.m. Welcome
Karl F. Dean Grand Ballroom
1:10 – 2 p.m. From the Hill to the SUMMIT
Karl F. Dean Grand Ballroom
2:15 – 3:10 p.m. BREAKOUT SESSIONS

HSA “Mets” – Integrating HSAs Into your practice

Checking Account – Dealing with DOL/IRS Audits

Influence “Sure” – Leveraging COIs to Grow Your Business

Pension Penchants – Cash balance

3:15 – 3:45 p.m.

REFRESHMENT BREAK

Cookies & Milk Bar

Exhibit Hall

3:45 – 4:40 p.m.

BREAKOUT SESSIONS

“Small” Stuff – Secrets of Profitably Working with Small Plans

Source “Spots” – Is 3(38) Worth It?

Building “Blocks” – part 1

“Trap” Doors – Avoiding Problem Practices w/SEC, FINRA, Compliance

5 – 7 p.m.

WELCOME RECEPTION

Exhibit Hall

7 – 11 p.m.

SUMMIT AFTER DARK

Wildhorse Saloon

Monday, April 16

7:15 – 8:15 a.m. Breakfast & Sponsor Workshops
8:30 – 9:45 a.m.

General Session

Keynote #1

Karl F. Dean Grand Ballroom

10 – 10:50 a.m.

BREAKOUT SESSIONS

Social “Security” – Winning Compliance-Friendly Social Media Strategies

Profit “Abilities” – Building a Better Bottom Line

“Pipe” Dreams – Keeping Your Business Pipeline Full

“Evolving” Doers – The Evolution of Target-Date Funds

Ethics “Cull” – Ethics Best Practices for Your Best Practice

10:50 – 11:20 a.m.

REFRESHMENT BREAK

Bars Bar

Exhibit Hall

11:20 –12:30 p.m.

Peer-to-Peer Sessions

Karl F. Dean Grand Ballroom

12:30 – 1:15 p.m.

LUNCH

Soup, Salad, & Baked Potato Lunch

Exhibit Hall

1:15 – 2:05 p.m.

BREAKOUT SESSIONS

How to Attract and Retain the Best New Talent in a Diverse America

“End” Decent Proposals – Advisor RFP Insight

Non-Qualified Success – New Ways to Connect with the C-Suite

Tipping “Points” – A Tipping Point for CITs?

Robo “Tics” – Embracing Robo Advice

2:10 – 3 p.m.

BREAKOUT SESSIONS

Suit “Cases” – Lessons from 401(k) Litigation

Stable, Valued – Stable Value Strategies in a Rising Interest Environment

“Better” Pills – Focusing on the Right Things

Committeed Relationships – How to Build, Run & Maintain

Effective Plan Committees

3:00 – 3:30 p.m.

REFRESHMENT BREAK

Smoothie Bar

Exhibit Hall

3:35 – 5 p.m.

GENERAL SESSION

Plan Sponsor Panel

Karl F. Dean Grand Ballroom

5 – 7 p.m.

COCKTAIL RECEPTION

Exhibit Hall

7 – 9 p.m. Dinner on own
9 p.m. – 12 a.m.

SUMMIT AFTER DARK

On Broadway

Tuesday, April 17

7 – 8:30 a.m.

Breakfast & Sponsor Workshops

TBD All

8:45 – 9:35 a.m.

BREAKOUT SESSIONS

Stage Coach – Maintaining, Building, Growing – Part 2

ROI Story – Financial Wellness: What’s In it For You?                                                     

9:45 – 11 a.m.

GENERAL SESSION

Keynote

Karl F. Dean Grand Ballroom