SUNDAY, MARCH 18, 2012
12:00 p.m. – 12:45 p.m. Box Lunches in the Exhibit Hall

1:00 p.m. – 1:15 p.m. Welcome: Bill Feldmaier and Todd Lacey

1:15 p.m. – 2:15 p.m. General Session 1:  Keynote Address
James Carville is a liberal iconoclast who scopes the political landscape with his signature energy and humor. Mary Matalin’s pull-no-punches discussion is informed by a career spent as a political strategist to the most powerful conservative leaders. Come listen to this “point-counterpoint” discussion as they discuss the current political outlook.

2:30 p.m. – 3:30 p.m. Peer-to-Peer Networking Sessions

4:10 p.m. – 5:00 p.m. General Session 2: Trends Panel and Leadership Award

5:00 p.m. – 6:15 p.m. Networking Reception in the Exhibit Hall


MONDAY, MARCH 19, 2012
7:00 a.m. – 8:30 a.m. Breakfast in the Exhibit Hall

7:30 a.m. – 8:20 a.m. Exhibitor Workshops

8:30 a.m. – 8:45 a.m. Welcome and Introductions 
Robert Richter, ASPPA President

8:45 a.m. -9:45 a.m. General Session 3: From the Hill to the SUMMIT
Brian H. Graff, Esq., APM, ASPPA, Arlington, VA

9:55 a.m. – 10:45 a.m. Concurrent Workshops
Workshop 1: Power Plays to Bring Your Practice to the Next Level
Workshop 2: Plan Design: "The Lost Art of Differentiation"
Workshop 3: Cultivating Business in Niche Markets
Workshop 4: Investment Monitoring for Chaotic Markets
Wholesaler Workshop 1: Be a True Partner, Not Just Another Checkbook

11:15 a.m. – 12:05 p.m. Concurrent Workshops
Workshop 5: Hot Rod – Building a Branding Kit for Your Retirement Practice
Workshop 6: Shock & Awe: Preparing for DOL Investigations
Workshop 7: How Much Is A Free Lunch? Digesting Fee Disclosure Regulations (repeated as Workshop 24) 
Workshop 8: Optimizing Social Media – Join the “Click” (repeated as Workshop 23) 
                                                                    
12:05 p.m. – 1:15 p.m. Lunch in the Exhibit Hall

1:15 p.m. – 2:15 p.m. General Session 4: Aztecs Predict World Will End in 2012 – What Does Dr. Bob Predict for the Financial Markets?
Dr. Bob Froelich, Executive Vice President and Chief Investment Strategist for Wealth Management, The Hartford
 
2:30 p.m. – 3:20 p.m. Concurrent Workshops
Workshop 9: The Final Word - Winning Finals Presentations with Words that Work
Workshop 10: Target Date Funds - Generation 2
Workshop 11: Pulling Teeth - The Challenge of Improving Participant Outcomes
Workshop 12: Different Flavors of ERISA Fiduciaries - Digging Deeper into Discretionary Investment Management

4:00 p.m. – 4:50 p.m. Concurrent Workshops
Workshop 13: The Perfect Touch - Best Practices in Client Relationship Management  
Workshop 14: How Multiple Employer Plans Could Shape the Future
Workshop 15: Retirement Readiness - More than Just a Calculation                                  
Workshop 16: Valuating a Retirement Plan Practice - Buying, Selling or Transitioning?
Wholesaler Workshop 2: Marco!...Polo! – Building Better Partnerships Between Internal and External Sales

5:00 p.m. – 6:00 p.m. Networking Reception in the Exhibit Hall


TUESDAY, MARCH 20, 2012
7:30 a.m. – 8:00 a.m. Continental Breakfast

8:00 a.m. – 8:50 a.m. Concurrent Workshops
Workshop 17: Helping Achieve Dreams without Creating Nightmares
Workshop 18: Stable Value Funds - What You Need to Know But No One Would Tell You
Workshop 19: Tips and Trade Secrets for Transitioning Your Business for Retirement Income Planning
Workshop 20: Legislative and Legal Update - A Look at Future Legislation and Guidance

9:05 a.m. – 9:55 a.m. 
Workshop 21: Cross Selling Wealth Management - A How To Guide
Workshop 22: Stable Value Funds
Workshop 23: Optimizing Social Media – Join the “Click”
Workshop 24: How Much Is A Free Lunch? Digesting Fee Disclosure Regulations 

10:10 a.m. – 11:00 a.m. 
Peer-to-Peer Networking Sessions

12:00 p.m. Conference Adjourns
________________________________________________________________________________

CONTINUING EDUCATION INFORMATION

ASPPA Members
The ASPPA 401(k) SUMMIT 2012 offers up to 13.8 hours of ASPPA CPE credits, with Ethics/Professionalism credits available.
**Please note that in order to receive ASPPA CPE credits, attendees MUST fill out the small CPE forms found in your conference booklet. CPE credits will be awarded per the number of sessions you attend and will automatically be applied to your membership record.

Other Types of Continuing Education Approval
For other types of continuing education credit, including CLE, CFP or state insurance credit, please contact the conferences staff at conferences@asppa.org at least 45 days prior to the conference to submit your request for approval. We will apply for advance approval of the program if the application process and filing fees are not prohibitive.

Please check back periodically for updates. We will post pending and approved credit information as it becomes available.