Strategic Account Management Roundtable

2019 Annual Meeting

How Data, Oversight, Monitoring, and Robotics are Changing the Form and Function of Strategic Account Management

May 1/2, 2019
Owings Mills, MD

Hosted by: T. Rowe Price

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Meeting Objective

The Strategic Account Management Roundtable is a forum for Strategic Account Management Officers at retirement plan service provider firms to exchange views and opinions about the general direction of the business and the strategic account management function.

Peer discussions focus on future trends in the industry, strategic management of accounts to meet company objectives (relationships with plan sponsors, their consultants, advisors, client relationship managers, TPAs, and operational units). Key topics attendees bring up in the registration process are discussed in depth to expose the full range of industry practices and service models.

At the 2019 Annual meeting, we will look deeply into the effect that AI and robotics are having on the Account Manager role through the production of a video entitled: "What am I going to do now?" We will also discuss use cases for this content and identify appropriate deployment strategies. 

We plan to explore not only the impact of robotics and AI on the account manager, but also the shift in the role itself - triggered by an increased demand to view the function as an end-to-end process driven by data, fraud protection, metric driven outcomes and robotics.

Topics for discussion at peer roundtable sessions consist of attendee suggestions gathered in the weeks leading up to the meeting.

Who Attends

Attendance is by invitation. The invitation is extended to members of the senior management teams responsible for Strategic Account Management at major retirement plan service providers in the following markets:

  • Large and jumbo plans, small and mid-sized plans
  • Corporate, tax-exempt, higher-education, healthcare government, MEP, and Taft-Hartley market
  • Defined contribution plans, defined benefit plans, TRO and TBO/BPO - with or without payroll services
  • Across distribution channels (direct, brokerage, consultant, TPA, bank, PEO, agent and others)


  • Edited video from The Draw Shop
  • Action plan to roll out the video to members of account management teams

Date and Time

May 1, 2019
6:30p.m. Pre-event Dinner at Linwoods  

May 2, 2019
8:30 a.m. to 3:30 p.m. – Sessions

Breakfast starting at 8:00 a.m.


T. Rowe Price Corporate Campus
4435 Painters Mill Road – Building 6 Café
Owings Mills, MD 21117

Dress Code

Business Casual


Wednesday, May 1, 2019
6:30 p.m. Pre-event Dinner at Linwoods

Thursday, May 2, 2019
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Introductions, Goals and Objectives 
9:00 a.m.     Video Edit Session – Review and provide feedback for the video "What am I going to do now?" on what's next for Strategic Account Management.  Session will also include ideas for best use and roll out of the video
10:15 a.m.   Break
10:30 a.m.   Emerging themes and hot topics – Roundtable Discussions
11:15 a.m.   Shifts in the role – Evolution from a "postion" to a "process" and the impact on staffing, career path, and client relationships – Roundtable Discussions

12:00 p.m.   Buffet Luncheon

1:00 p.m.     Training and knowledge development – Shift from experience to skill-based programs – Roundtable Discussions
2:00 p.m.     Data oversight, AI, and robotics - what are the cutting- and bleeding-edge innovations driving change in strategic account management - A guided conversation
3:00 p.m.     Take-aways and next steps
3:30 p.m.     Meeting adjourns

Pre-event Networking Dinner

Wednesday, May 1, 2019 at 6:30 p.m.

25 Crossroads Drive
Owings Mills, MD 21117


Hyatt Place Baltimore/Owings Mills

4730 Painters Mill Road
Owings Mills, MD 21117

You can also reserve a guest room by calling the hotel at 410-998-3630. 



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