Background

Agenda

Agenda may change prior to the conference. Updates will be posted in the schedule below.
  • Monday, April 29
    2:00 p.m.
    Registration Opens
    Great Lakes Ballroom Foyer
    3:00 p.m. ‑ 4:30 p.m.
    Pre-conference Volunteer Activity
    Optional
    Location to come
    5:30 p.m.
    New Attendee Welcome Reception
    Location to come
    6:00 p.m.
    Welcome Reception in the Resource Center
    Great Lakes Ballroom A-C
    7:00 p.m.
    Welcome Dinner Event
    Grand Horizon Ballroom D-G
    8:00 p.m.
    Registration Closes
  • Tuesday, April 30
    6:30 a.m.
    Group Run/Walk
    Optional
    Meet in Hotel Lobby
    Morning Yoga
    Optional
    Meet in Hotel Lobby
    7:30 a.m.
    Registration Opens
    Great Lakes Ballroom Foyer
     
    Resource Center Opens
    Great Lakes Ballroom A-C
    7:30 a.m. ‑ 8:30 a.m.
    Breakfast
    Grand Horizon Ballroom D-G
    8:30 a.m. ‑ 9:00 a.m.
    Welcome & Opening Remarks
    Great Lakes Ballroom D-G
    Stephen Ulian
    Head of Institutional Retirement & Benefit Services Sales & Relationship Management
    Bank of America Merrill Lynch
    9:00 a.m. ‑ 9:45 a.m.
    Featured Speaker
    Great Lakes Ballroom D-G
    Lorna Sabbia
    Head of Retirement & Personal Wealth Solutions
    Bank of America Merrill Lynch
    9:45 a.m. ‑ 10:15 a.m.
    Break
    Food & Beverages in Resource Center
    10:15 a.m. ‑ 11:15 a.m.
    Washington Insiders: The Landscape of Employee Benefits
    Great Lakes Ballroom D-G
    Moderator:
    Laura Grogan-O'Mara
    Director, Issues Specialist, Retirement Policy and Planning, Retirement Services
    Bank of America Merrill Lynch
    11:15 a.m. ‑ 12:15 p.m.
    Innovation in Today's Marketplace
    Great Lakes Ballroom D-G
    Stephen Ulian
    Head of Institutional Retirement & Benefit Services Sales & Relationship Management
    Bank of America Merrill Lynch
    12:15 p.m. ‑ 1:30 p.m.
    Lunch
    Grand Horizon Ballroom D-G
    1:30 p.m. ‑ 2:30 p.m.
    Workshop Session I
    Level 3
    • A Fresh Perspective on Asset Allocation Products in Your Defined Contribution (DC) Menu
    • Big Data, Big Results: Using Analytics to Maximize Your HSA Strategy
    • Brain Health: Check-Up From the Neck Up
    • Employee Stock Purchase Plans: Trends and Best Practices
    • Turning Disruption Into Inspiration
    • Up Close and Personal: The Financial Consultation Experience
    2:30 p.m. ‑ 2:45 p.m.
    Session Change
    2:45 p.m. ‑ 3:45 p.m.
    Workshop Session II
    Level 3
    • A Fresh Perspective on Asset Allocation Products in Your Defined Contribution (DC) Menu
    • Considerations in Structuring Your HSA Investment Menu
    • Employee Engagement Strategies That Work
    • News You Can Use: Key Trends in Global Equity Compensation
    • Plan Design Strategies for a Multigenerational Workforce
    • The Future at Work: Artificial Intelligence Is Here
    5:00 p.m. ‑ 5:30 p.m.
    Resource Center Open for Private Meetings
    Great Lakes Ballroom A-C
    5:30 p.m.
    Networking Reception in Resource Center
    Great Lakes Ballroom A-C
    6:30 p.m.
    Depart for Offsite Dinner at the Shedd Aquarium
    Shuttle leaves from Marriott Marquis Main Entrance

  • Wednesday, May 1
    6:30 a.m.
    Group Run/Walk
    Optional
    Meet in Hotel Lobby
    Morning Yoga
    Optional
    Meet in Hotel Lobby
    7:30 a.m.
    Hospitality Desk Opens
    Great Lakes Ballroom Foyer
    Resource Center Opens
    Great Lakes Ballroom A-C
    7:30 a.m. ‑ 8:30 a.m.
    Breakfast
    Grand Horizon Ballroom D-G
    8:30 a.m. ‑ 8:45 a.m.
    Opening Remarks
    Great Lakes Ballroom D-G
    Tami Cunningham
    Head of Institutional Client Relationship Management
    Bank of America Merrill Lynch
    8:45 a.m. ‑ 10:00 a.m.
    Economic & Investment Outlook: Panel Discussion
    Great Lakes Ballroom D-G
    Guest Moderator:
    Ron Insana
    CNBC & MSNBC Contributor
    10:00 a.m. ‑ 10:30 a.m.
    Break
    Food & Beverages in Resource Center
    10:30 a.m. ‑ 11:30 a.m.
    The Power to Make a Difference: Innovative Approaches to Benefits and Rewards
    Great Lakes Ballroom D-G
    Moderator:
    April Stephens
    Director, Client Relationship Management
    Bank of America Merrill Lynch
    11:30 a.m. ‑ 12:45 p.m.
    Lunch
    Grand Horizon Ballroom D-G
    12:45 p.m. ‑ 1:45 p.m.
    Workshop Session III
    Level 3
    • Designing a Defined Contribution (DC) Investment Menu for the Modern Workplace
    • Global Gurus: Learn From the Masters
    • Legislative and Regulatory Updates
    • Strategies to Drive HSA Enrollment and Improve Utilization
    • The ROI of D&I
    • Tick Tock: Do Hourly Wage Earners Take a Different Approach to Their Financial Goals?
    1:45 p.m. ‑ 2:00 p.m.
    Session Change
    2:00 p.m. ‑ 3:00 p.m.
    Workshop Session IV
    Level 3
    • Any Person, Any Stage, Any Budget: The ABCs of HSAs
    • Cyber Security: How to Keep Your Data Safe
    • Designing a Defined Contribution (DC) Investment Menu for the Modern Workplace
    • Equity Programs Need Not Stand Alone: Build Them Into Your Financial Wellness Program
    • Rx for Health Care Costs in Retirement
    • Tips for Managing Your Defined Contribution (DC) Plans in a Fast-Paced Environment
    3:00 p.m. ‑ 3:30 p.m.
    Break
    Food & Beverages in Resource Center
    3:30 p.m. ‑ 4:30 p.m.
    Featured Speaker
    Great Lakes Ballroom D-G
    Amy Cuddy
    Social Psychologist and Bestselling Author of Presence: Bringing Your Boldest Self to Your Biggest Challenges
    5:00 p.m. ‑ 5:30 p.m.
    Resource Center Open for Private Meetings
    Great Lakes Ballroom A-C
    5:30 p.m.
    Networking Reception in Resource Center
    Great Lakes Ballroom A-C
    6:30 p.m.
    Dinner
    Grand Horizon Ballroom D-G
  • Thursday, May 2
    6:30 a.m.
    Group Run/Walk
    Optional
    Meet in Hotel Lobby
    7:00 a.m.
    Luggage Storage Available
    Great Lakes Ballroom Foyer
    7:30 a.m.
    Hospitality Desk Opens
    Great Lakes Ballroom Foyer
    Resource Center Opens
    Great Lakes Ballroom A-C
    7:30 a.m. ‑ 8:30 a.m.
    Breakfast
    Grand Horizon Ballroom D-G
    8:30 a.m. ‑ 8:45 a.m.
    Opening Remarks
    Great Lakes Ballroom D-G
    Tami Cunningham
    Head of Institutional Client Relationship Management
    Bank of America Merrill Lynch
    8:45 a.m. ‑ 9:45 a.m.
    Helping Employees Navigate Life Stages
    Great Lakes Ballroom D-G
    Moderator:
    Surya Kolluri
    Managing Director, Channel Strategy & Development Manager, RPWS Office of Thought Leadership
    Bank of America Merrill Lynch
    9:45 a.m. ‑ 10:00 a.m.
    Break
    Food & Beverages in Resource Center
    10:00 a.m. ‑ 11:00 a.m.
    Keynote Speaker
    Great Lakes Ballroom D-G
    Bert Jacobs
    Chief Executive Optimist and co-founder of The Life is Good Company
    11:00 a.m. ‑ 11:15 a.m.
    Closing Remarks
    Great Lakes Ballroom D-G
    Stephen Ulian
    Head of Institutional Retirement & Benefit Services Sales & Relationship Management
    Bank of America Merrill Lynch
    11:45 a.m. / 1:00 p.m.
    Shuttle Departures to Midway and O'Hare Airports
    Shuttles leave from Marriott Marquis Main Entrance

Thank you to our conference sponsors

American Century Investments

American Funds

BlackRock

Eaton Vance

Federated Investors

Invesco

John Hancock Investments

Lord Abbett

MFS

Morningstar

Natixis Investment Managers

PIMCO

T. Rowe Price

Bank of America Merrill Lynch, Retirement & Benefit Plan Services