Preliminary Agenda 
as of February 16, 2017

Sunday, March 19, 2017

1:30 pm – 7:30 pm                             Registration                                      

2:00 pm – 5:00 pm                             IRI Broker-Dealer Roundtable (By Invitation Only)

2:00 pm – 5:00 pm                             IRI Advisor Council – (By Invitation Only)

5:30 pm – 6:00 pm                             First-Time Attendee and New Member Reception

6:00 pm – 7:00 pm                             Welcome Reception                        

Monday, March 20, 2017

7:00 am – 6:30 pm                             Registration                                      

7:00 am – 8:30 am                             IRI Asset Managers Committee – (By Invitation Only

7:00 am – 8:30 am                             IRI Research Committee – (By Invitation Only

7:00 am – 8:30 am                             IRI Public Relations Committee Meeting – (By Invitation Only)

7:30 am – 8:30 am                             Networking Breakfast

8:30 am – 10:00 am                           Opening Remarks and General Session

                                                        Once In a Generation – The Future of Tax Reform
                                                        
Kenneth J. Kies, Managing Director, Federal Policy Group, LLC

10:00 am – 11:00 am                         Breakout Sessions

Lessons Learned from the DOL Fiduciary Rule: Understanding the Catalyst of Change and What’s on the Horizon?


The DOL Fiduciary Rule disrupted the financial industry and there is still uncertainty surrounding the rule’s implementation. What lessons can we learn from the DOL?  What steps can we take to ensure that we can prepare our industry for future disruptions? Hear from industry leaders charged with transforming marketing and distribution models at their organizations to adapt to one of the greatest business disruptors our industry has faced. Listen to top industry thought-leaders discuss lessons learned, what trends they foresee on the horizon, and what strategies they are putting in place to be nimble in a disruptive market in the future.

What’s Driving your Product Innovation Development Process?

Ever wonder what improvements could be made to your product development process? Think your time to market is best in class? Come hear from a panel of thought-leaders who will share strategies, trends, and benchmarking for what they’ve done to drive their product innovation development process. This diverse panel will explore a range of retirement income products. Determine for yourself if your organization’s process is well-oiled or in need of a tune up.

Technology Trends and Insights: The Digital Retirement Experience

With the proliferation of the digital transformation in financial services, companies and consumers expect the Internet to be the main touch point for all aspects of retirement planning such as research, planning, enrollment, changing investments, and withdrawing funds. Often, consumers struggle online because the digital retirement experience does not provide what is truly needed.

This session will outline areas to focus on and what key pitfalls to avoid when designing the digital retirement experience. Attendees will gain a clearer understanding of the digital transformation opportunities in the retirement plan industry and separate the facts from the fiction. Top technology minds in the industry will share insights on how to use software to re-balance portfolios, manage sequence of return risk, enhance compliance, and analyze investment products and strategies.

11:00 am – 11:30 am                         Networking Break

11:30 am – 12:30 pm                         Breakout Sessions (Repeated from 10:00 am)

Lessons Learned from the DOL Fiduciary Rule: Understanding the Catalyst of Change and What’s on the Horizon?

The DOL Fiduciary Rule disrupted the financial industry and there is still uncertainty surrounding the rule’s implementation. What lessons can we learn from the DOL?  What steps can we take to ensure that we can prepare our industry for future disruptions? Hear from industry leaders charged with transforming marketing and distribution models at their organizations to adapt to one of the greatest business disruptors our industry has faced. Listen to top industry thought-leaders discuss lessons learned, what trends they foresee on the horizon, and what strategies they are putting in place to be nimble in a disruptive market in the future.

What’s Driving your Product Innovation Development Process

Ever wonder what improvements could be made to your product development process? Think your time to market is best in class? Come hear from a panel of thought-leaders who will share strategies, trends, and benchmarking for what they’ve done to drive their product innovation development process. This diverse panel will explore a range of retirement income products. Determine for yourself if your organization’s process is well-oiled or in need of a tune up.

Technology Trends and Insights: The Digital Retirement Experience

With the proliferation of the digital transformation in financial services, companies and consumers expect the Internet to be the main touch point for all aspects of retirement planning such as research, planning, enrollment, changing investments, and withdrawing funds. Often, consumers struggle online because the digital retirement experience does not provide what is truly needed.

This session will outline areas to focus on and what key pitfalls to avoid when designing the digital retirement experience. Attendees will gain a clearer understanding of the digital transformation opportunities in the retirement plan industry and separate the facts from the fiction. Top technology minds in the industry will share insights on how to use software to rebalance portfolios, manage sequence of return risk, enhance compliance, and analyze investment products and strategies.

12:30 pm – 2:00 pm                         Buffet Lunch

2:30 pm – 3:30 pm                           General Session

Geopolitical RisksIn the wake of the global economic downturn, risks and opportunities for global markets are coming from unexpected directions. Power has shifted away from the US, new regulations could further change the game, and emerging states are not always the riskiest bets. Meanwhile, state capitalism is on the rise, as public wealth, public investment, and public ownership makes a stunning comeback. Mr. Kajiwara, will explain how blending political and economic risk analysis leads to savvier investment decisions--seizing valuable opportunities around the globe while avoiding danger zones. He will also discuss where the global economic crisis is most likely to generate new market-moving political risks, and how market players and investment decision-makers can profit from these events and trends

Kevin Kajiwara, Co-President, Teneo Intelligence

3:30 pm – 4:00 pm                             Networking Break                                                 

4:00 pm – 5:00 pm                             General Session

Triggers: Becoming the Person that We Want to Be. What keeps us from becoming the person that we want to be?  Why are our New Year’s resolutions forgotten by February?  Why is employee engagement near an all-time low?  Dr. Marshall Goldsmith is a world authority in helping successful leaders achieve positive, lasting change in behavior: for themselves, their people and their teams. Dr. Goldsmith will describe his breakthrough work and show how a disciplined change process can not only impact individuals and teams, but also an entire organization.

Marshall Goldsmith, Author and Leadership Development and Executive Coach

5:00 pm – 6:00 pm                             Networking Reception

Tuesday, March 21, 2017

7:00 am – 12:30 pm                           Registration

7:00 am – 8:30 am                             IRI Retirement Income Committee - (By Invitation Only)

7:00 am – 8:30 am                             IRI Member Services Committee Meeting -  (By Invitation Only)

7:00 am – 8:30 am                             Networking Breakfast                                                          

8:30 am – 10:00 am                           Welcome Remarks and General Session

                                                        State of the Industry

                                                        IRI Marketing Innovation Award Presentation

10:00 am – 10:30 am                         Networking Break

10:30 am – 11:30 am                         General Session

The One Percenters: Who are the One Percenters? They are a business’ most loyal, most engaged customers. This core group of customers, in general, makes up about one percent of a customer base. In online forums and social media sites, the One Percenters self-identify. These are the customers who create content, fan art, and organize other customers to collaborate online. One percent is a very small part of the customer base, yet they have enormous influence in helping the business grow and recruiting new customers, online and offline.

Jackie Huba, Author and Customer Loyalty Expert

11:45 am – 12:00 pm                         Closing Remarks

12:00 pm – 1:30 pm                           IRI Executive Committee - (By Invitation Only)

3:00 pm – 5:00 pm                             IRI Board of Directors Meeting - (By Invitation Only)

**Click Here to download Printable Schedule.
Please note - All sessions and times are subject to change

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