Background

Agenda

Please view the conference agenda below or download as a PDF.
  • 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
    Grand Horizon Ballroom A
    5:30 p.m.
    New Attendee Welcome Reception in the Resource Center
    Great Lakes Ballroom
    6:00 p.m.
    Welcome Reception in the Resource Center
    Great Lakes Ballroom
    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
    Level 33
    7:30 a.m.
    Registration Opens
    Great Lakes Ballroom Foyer
     
    Resource Center Opens
    Great Lakes Ballroom
    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
    Stephen Ulian
    Head of Institutional Retirement & Benefit Services Sales & Relationship Management
    Bank of America
    9:00 a.m. ‑ 9:45 a.m.
    Featured Speaker
    Great Lakes Ballroom
    Lorna Sabbia
    Head of Retirement & Personal Wealth Solutions
    Bank of America
    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
    Moderator:
    Laura Grogan-O'Mara
    Director, Issues Specialist, Retirement Policy and Planning, Retirement Services
    Bank of America
    11:15 a.m. ‑ 12:15 p.m.
    Innovation in Today's Marketplace
    Great Lakes Ballroom
    Stephen Ulian
    Head of Institutional Retirement & Benefit Services Sales & Relationship Management
    Bank of America
    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
    Glessner House A
    • Big Data, Big Results: Using Analytics to Maximize Your HSA Strategy
    George Pullman
    • Brain Health: Check-Up From the Neck Up
    Henry Clarke
    • Employee Stock Purchase Plans: Trends and Best Practices
    Glessner House B
    • Turning Disruption Into Inspiration
    Daniel Burnham B
    • Up Close and Personal: The Financial Consultation Experience
    Daniel Burnham A
    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
    Glessner House A
    • Considerations in Structuring Your HSA Investment Menu
    Daniel Burnham B
    • Employee Engagement Strategies That Work
    Glessner House B
    • News You Can Use: Key Trends in Global Equity Compensation
    Daniel Burnham A
    • Plan Design Strategies for a Multigenerational Workforce
    George Pullman
    • The Future at Work: Artificial Intelligence Is Here
    Henry Clarke
    5:00 p.m. ‑ 5:30 p.m.
    Resource Center Open for Private Meetings
    Great Lakes Ballroom
    5:30 p.m.
    Networking Reception in the Resource Center
    Great Lakes Ballroom
    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
    7:30 a.m.
    Hospitality Desk Opens
    Great Lakes Ballroom Foyer
    Resource Center Opens
    Great Lakes Ballroom
    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
    Tami Cunningham
    Head of Institutional Client Relationship Management
    Bank of America
    8:45 a.m. ‑ 10:00 a.m.
    Economic & Investment Outlook: Panel Discussion
    Great Lakes Ballroom
    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
    Moderator:
    April Stephens
    Director, Client Relationship Management
    Bank of America
    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
    Glessner House A
    • Global Gurus: Learn From the Masters
    Glessner House B
    • Legislative and Regulatory Updates
    Henry Clarke
    • Strategies to Drive HSA Enrollment and Improve Utilization
    Daniel Burnham A
    • The ROI of D&I
    Daniel Burnham B
    • Tick Tock: Do Hourly Wage Earners Take a Different Approach to Their Financial Goals?
    George Pullman
    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
    George Pullman
    • Cyber Security: How to Keep Your Data Safe
    Glessner House B
    • Designing a Defined Contribution (DC) Investment Menu for the Modern Workplace
    Glessner House A
    • Equity Programs Need Not Stand Alone: Build Them Into Your Financial Wellness Program
    Henry Clarke
    • Rx for Health Care Costs in Retirement
    Daniel Burnham A
    • Tips for Managing Your Defined Contribution (DC) Plans in a Fast-Paced Environment
    Daniel Burnham B
    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
    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
    5:30 p.m.
    Networking Reception in the Resource Center
    Great Lakes Ballroom
    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
    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
    Tami Cunningham
    Head of Institutional Client Relationship Management
    Bank of America
    8:45 a.m. ‑ 9:45 a.m.
    Helping Employees Navigate Life Stages
    Great Lakes Ballroom
    Moderator:
    Surya Kolluri
    Managing Director, Channel Strategy & Development Manager, RPWS Office of Thought Leadership
    Bank of America
    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
    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
    Stephen Ulian
    Head of Institutional Retirement & Benefit Services Sales & Relationship Management
    Bank of America
    11:45 a.m.
    12:15 p.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