The 411 in the 312
Sharing information, ideas, and conversation in Chicagoland
2024 Annual Meeting of the Conversion Implementation Team Leader Roundtable
This event will be started in
| Hotel Chicago Downtown, Autograph Collection, Steeterville Room (General Session Space), 333 North Dearborn Street Chicago, IL 60654 | |
| Tuesday, 21 May 2024 08:00Wednesday, 22 May 2024 11:30 | |
| +1 312-245-0333 |
THE 411 IN THE 312
Data Management - Client Facing Conversion - Payroll Integration
Sharing information, ideas, and conversation in Chicagoland
VENUE - AGENDA - EVENT DINNER - DRESS CODE - HOTEL - COST
VENUE
Hotel Chicago Downtown, Autograph Collection
Steeterville Room (General Session Space)
333 North Dearborn Street
Chicago, IL 60654
312-245-0333
AGENDA
Tuesday May 21, 2024
| 8:00 a.m. | Continental breakfast buffet |
| 8:30 a.m. | OPENING AND WELCOME Conference Chair/Co-chairs: |
| 8:45 a.m. | GENERAL SESSION: THE MEMORY SWITCH |
| Memory. It is more than just about finding your keys. It is a critical component of meaningful relationships, successful business processes and effective performance management. But how can we improve our memory skills? Matthew Goerke is the creator of the Memory Switch Program. It this session, he will share the new advances in memory technology and engage attendees on how these methods are in powerful tools to help people achieve both business and personal goals. | |
| Speaker: Matthew Goerke | |
| Location: Streeterville | |
| 9:45 a.m. | Break |
| 10:00 a.m. | BREAKOUT SESSIONS – THE 411 EXCHANGE |
| BREAKOUT 1 | Conversion Communication Strategies / Philosophy |
| Track: Client-facing Conversion Teams | |
| Description: How do we roll out/communicate transition details to participants. We will discuss the impact of market segment, compliance, responsibilities, expectation, information transfer, service model. What is considered standard? | |
| Moderator: To be announced. | |
| Location: River North | |
| BREAKOUT 2 | Deep Data Dive |
| Track: Data Management Teams | |
| Description: Discussion of test data file review process- who is involved in the analysis? How detailed is the analysis? How are pending transactions and exceptions handled? Where are the pitfalls? | |
| Moderator: To be announced. | |
| Location: River West | |
| BREAKOUT 3 | Data Elements: Review of the Coalition for Payroll Excellence Standards |
| Track: Payroll Teams | |
| Description: Next steps in coalescing of the Coalition for Payroll Excellence includes identifying the standards and best practices that drive successful payroll file activity. | |
| Moderator: To be announced. | |
| Location: Rogers Park | |
| 11:05 a.m. | BREAKOUT SESSIONS – 411 EXCHANGE |
| BREAKOUT 4 | Post-conversion surveys |
| Track: Client-facing Conversion Teams | |
| Description: Post-conversion surveys are critical to evaluating both the internal processes and the degree of success achieved in meeting the new client’s expectations. We will discuss the best practices of conducting the surveys and the most efficient way to share the gathered information. | |
| Moderator: To be announced | |
| Location: River North | |
| BREAKOUT 5 | GATHERING DATA TO SUPPORT SECURE 2.0 FEATURES |
| Track: Data Management Teams | |
| SECURE 2.) is ubiquitous. We will discuss not only gathering data to support mandatory SECURE 2.0 features but establishing data specifications prospectively for optional SECURE 2.0 features that our firms are planning to roll out in the not-too-distant future is a fun intellectual exercise. Moderated Peer Discussion Roundtable |
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| Moderator: To be announced | |
| Location: River West | |
| 12:05 p.m. | Lunch |
| 1:05 p.m. | ROUNDTABLE PEER DISCUSSION |
| Description: Peer discussion on hot topics suggested in the registration process | |
| Location: Streeterville | |
| 2:15 p.m. | Transition |
| 2:20 p.m. | BREAKOUT SESSIONS – 411 EXCHANGE |
| BREAKOUT 6 | Shadow recordkeeping of Stable Value products |
| Track: Client-facing Conversion Teams | |
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Description: We will discuss both the inbound and outbound perspectives, including vetting solutions offered; Who assists in this effort (inbound); How much is discovered during RFP/sales process; Post liquidation methods (unallocated accounts vs. ppt level reporting); Who’s responsibility is it to cover/discuss this topic/what’s the role of the recordkeeper, legal, the client. |
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| Moderator: To be announced | |
| Location: River North | |
| BREAKOUT 7 | THE VERBAL ARMS RACE IN SALES PRESENTATIONS |
| Track: Payroll Teams | |
| Damned if you do, and damned if you don’t. In the absence of a team member at the finalist presentation, clients may be offered payroll integration without a clear understanding of client needs or expectations. On the other hand, participation in every finalist presentation is impossible and not a good use of staff time or travel expenses. We will discuss ways to impact client expectations in the sales process even when in-person participation is impossible. | |
| Speaker: To be announced | |
| Location: Rogers Park | |
| 3:25 p.m. | Break |
| 3:45 p.m. | BREAKOUT SESSIONS – 411 EXCHANGE |
| BREAKOUT 8 | SECURE 2.0 |
| Track: Client-facing Conversion Teams | |
| Where are we now, dealing with components that can’t be added to a document for another year. | |
| Moderator: To be announced | |
| Location: River North | |
| BREAKOUT 9 | DATA MAPPING SOFTWARE TOOLS |
| Track: Data Management Teams | |
| Data mapping software tools come in a range of flavors, for users with varying degrees of coding proficiency. Some systems are homegrown, others rely on tools developed by third parties. A panel of practitioners will discuss pros and cons of each category of tools. | |
| Moderator: To be announced | |
| Location: River West | |
| 5:00 p.m. | Adjourn for the day. |
| 6:00 p.m. | Dinner at Tortoise Supper Club |
Wednesday May 22, 2024
| 8:00 a.m. | Continental breakfast buffet |
| 8:30 a.m. | GENERAL SESSION - CONSULTANT PANEL |
| Consultant views on quality in service provider transitions. | |
| Moderator: To be announced | |
| Panelists TBA. | |
| Location: Streeterville | |
| 9:45 a.m. | Break |
| 10:00 a.m. | BREAKOUT SESSIONS – THE 411 EXCHANGE |
| BREAKOUT 10 | CONVERSION IN THE SALES PROCESS |
| Track: Client-facing Consultant Teams | |
| Description: Participation in the RFP process and in finals presentations is a hotly debated topic. We will discuss the challenges facing the Implementation and Conversion teams and approaches to mitigate the stress while still presenting this critical information in the finals experience. | |
| Moderator: To be announced. | |
| Location: River North | |
| BREAKOUT 11 | PLAN SPONSOR VIEWS ON PAYROLL INTEGRATION |
| Track: Payroll Teams | |
| At this session, we will review results of a survey of 200 plan sponsors regarding the level of payroll integration at their firm and discuss discrepancies between perceptions and reality to identify areas where the industry needs to set realistic expectations. | |
| Presenter / moderator: Eric Henon | |
| Location: Rogers Park | |
| 11:05 a.m. | GENERAL SESSION – PERSPECTIVES INITIATIVE |
| At this session we will advance Version 2 of PERSPECTIVES on Retirement Plan Conversions including: | |
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| Moderator(s): Eric Henon and Mary Kay Leydon | |
| 12:00 p.m. | CLOSING GENERAL SESSION – WRAP UP |
| Speaker: Conference Chair/Co-chairs | |
| Location: Streeterville | |
| 12:15 p.m. | Adjourn and Lunch boxes |
Event Networking Dinner
May 21, 2024, at 6:30 p.m
Tortoise Supper Club
The Red Room
350 North State Street
Chicago, IL 60654
(312) 755-1700
DRESS CODE
Casual Dress for pre-event networking dinner
Business Casual Dress Code for meetings
HOTEL
Hotel Chicago Downtown, Autograph Collection
333 North Dearborn Street
Chicago, IL 60654
312-245-0333
Small block of rooms at the room rate of $299.00 not including taxes and incidentals. Please make room reservations by May 7, 2024 to receive the special room block rate. To make your reservations, please click here
Cost
Members of the Conversion / Implementation Team Leader Roundtable (3 registrations per member company – complementary)
Additional member registrations - $550.00
Non-members of the Retirement Plan Services Roundtable attending the in-person meeting cost is $1,900.00.
