ASPPA's Business Managers & Owners Council (BMOC) is no longer active. It consisted of ASPPA members who were owners or senior managers of Pension Administration and/or Actuarial Services firms. Below are some of the materials that were related to BMOC.
BMOC Conference Materials
Click here to download a zip file of all conference presentation materials.
Click here to download the conference attendee list.
Click here to download the roundtable discussion questions.
Click here to download the roundtable group assignments.
Session 1: The Good, The Bad and The Ugly of Remote Employees
Amanda Iverson, COO, Pinnacle Plan Design, PC
Julie Lattimer, President and COO, The Nolan Company
Adam C. Pozek, ERPA, QPA, QPFC, Partner, DWC ERISA Consultants, LLC
Remote Employee Presentation
Washington Update
Craig P. Hoffman, Esq., APM, General Counsel, American Retirement Association
Washington Update Presentation
Session 2: Mapping the Marketplace DNA: What is Driving Profit in TPA practices?
Rod Bertino, Principal, Business Health
Mapping the Marketplace Presentation
Session 3: Contented Cows Give Better Milk – Your People…Your Profit
Richard Hadden, CSP
Contented Cows Handout
Session 4: Why Cyber Security Is A Strategic Issue
Phyllis Newhouse, CEO, Xtreme Solutions, Inc.
Cyber Security Presentation
Business Executives and Managers Conference Outlines
Click here to download a zip file of all conference presentation materials.
Click here to download the conference attendee list.
Click here to download the roundtable discussion questions.
Click here to download the roundtable group assignments.
Marc Emmer, President, Optimize Inc.
Craig P. Hoffman, Esq., APM, General Counsel/Director of Regulatory Affairs, ASPPA
Kevin Kruse, New York Times Best-Selling Author
Ilene H. Ferenczy, Esq., CPC, APA, Managing Partner, Ferenczy Benefits Law Center LLP
Bob Slattery, Core Sales Force Development