Agenda/CPE Info
Perhaps no other event is better equipped to help you manage and grow your TPA firm. Here’s what past attendees had to say:
“I liked everything about this conference! Each and every session was relevant to my business. And the sharing of ideas and information during the roundtable discussions was incredibly enlightening.”
“This was, by far, the best conference I have EVER attended. I so enjoyed talking freely to other women who understood doing business in the pension world. This allowed me to see how our practice compared to others – what we're doing right and what needs to be improved.”
“It’s been years since I’ve come away from a conference feeling like I had gained so much. I found all of the topics worthwhile. The size of the conference made it easy to meet most everyone and the openness and frankness of the attendees was special. I left with loads of ideas.”
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Below is a brief agenda at-a-glance. Once available, please download the full conference brochure for more detailed information.
MONDAY, JUNE 11
6:00 p.m. – 7:00 p.m.
Informal Mixer
9:00 p.m.–10:30 p.m.
Glow-in-the-Dark Night Putting (Optional with Additional Fee)
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TUESDAY, JUNE 12
8:00 a.m.–8:30 a.m.
Continental Breakfast
8:30 a.m. – 8:45 a.m.
Welcome
Kyla Keck, CPC, QPA, QKA, Retirement Plan Consultants, Inc., Knoxville, TN, ASPPA General Conferences Co-chair
Katrina Moody, QKA, Retirement Plan Administrators, LLC, Atlanta, GA, Conference Co-chair
Lynn M. Young, MSPA, Coble Pension Group, LLC, Scottsdale, AZ, Conference Co-chair
8:45 a.m. – 10:00 a.m.
General Session 1: Hundred Percenters: Leadership That Achieves Greatness
Mark Murphy, Chairman & CEO, Leadership IQ, Atlanta, GA
10:00 a.m.–10: 30 a.m.
Beverage Break
10:30 a.m.–11:45 p.m.
ROUNDTABLE DISCUSSION 1
12:00 p.m.–1:45 p.m.
Lunch and Keynote Speaker: Business Development
Steve Beecham
2:00 p.m.–3:15 p.m.
General Session 2: Master The Networking Role
Pete Machalek, Co-founder and Partner, SagePresence, St. Paul, MN
3:15 p.m.–3:45 p.m.
Beverage Break
3:45 p.m.–5:00 p.m.
ROUNDTABLE DISCUSSION 2
5:00 p.m.–6:00 p.m.
Reception with Sponsors
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WEDNESDAY, JUNE 13
8:00 a.m.–8:30 a.m.
Continental Breakfast
8:30 a.m.–9:45 a.m.
General Session 3: Mentoring: Creating a Successful Corporate Culture
Peg C. Neuhauser, PCN Associates, San Diego, CA
9:45 a.m.–10:15 a.m.
Beverage Break
10:15 a.m.–11:30 a.m.
ROUNDTABLE DISCUSSION 3
11:45 a.m.–1:30 p.m.
Open Lunch
1:45 p.m.–3:00 p.m.
General Session 4: On the Road to Greater Profits: Learning the Controls of a TPA Firm
Renée J. Conner, QPA, QKA, PensionPro Software, LLC, Renée J. Conner Consulting, Harrisburg, PA
3:00 p.m.–3:30 p.m.
Beverage Break
3:30 p.m.–4:45 p.m.
ROUNDTABLE DISCUSSION 4
5:30 p.m. – 9:30 p.m.
Reception at the Bechtler Museum of Art
Transportation will be provided for attendees from the Ballantyne to the reception area. The reception will last from approximately 6:00 – 7:30 p.m., at which time attendees are welcome to enjoy dinner in a nearby restaurant before boarding the shuttle back to the hotel at 9:30 p.m.
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THURSDAY, JUNE 14
8:00 a.m.–8:30 a.m.
Continental Breakfast
8:30 a.m. – 9:45 a.m.
General Session 5: Ethics for the TPA Business Owner
Ilene H. Ferenczy, Esq., CPC, The Law Offices of Ilene H. Ferenczy, LLC, Atlanta, GA
9:45 a.m.–10:00 a.m.
Beverage Break
10:00 a.m.–11:15 a.m.
ROUNDTABLE DISCUSSION 5: Roundtable Remix
11:15 a.m.–11:30 a.m.
Closing Remarks
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Disclaimer
The statements and materials presented at the Women Business Leaders Forum are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA does not assume any responsibility for the contents of the statements and materials presented.
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CONTINUING EDUCATION INFORMATION
The Women Business Leaders Forum offers up to15 hours of ASPPA continuing education credit, including 1.5 CPEs that qualify for ASPPA and ERPA Ethics.