Agenda

Please note that all items in this agenda are subject to change, and will be updated regularly. Check back often!


Wednesday, March 20, 2019
1:30 pm - 6:00 pm Registration
2:00 pm - 5:00 pm

Committee Meetings (invitation only)

  • IRI Broker-Dealer Roundtable
  • IRI Advisor Council
5:30 pm - 7:00 pm

Welcome Reception

  • Sponsorship Opportunities
  • Live Music
  • Games
  • Fun food/beverage

Thursday, March 21, 2019
7:30 am - 5:30 pm Registration
7:30 am - 9:00 am

Committee Meetings (invitation only)

  • IRI Asset Managers Committee
  • IRI Retirement Research Committee
  • IRI Public Relations Committee
8:00 am - 8:45 am Networking Breakfast
8:45 am - 9:00 am Opening Address by IRI CEO Wayne Chopus
9:00 am - 10:00 am Opening Keynote
10:00 am - 10:45 am General Session 1

Asking for Trouble:  Innovation, Communication and Reinvention
Dustin Garis,  Former Chief Troublemaker, Proctor & Gamble
(Global Brand Innovation Leader)

10:45 am - 11:15 am Break
11:15 am -12:00 pm General Session 2

Reaching a Multicultural Society

12:00 pm - 1:30 pm Networking Lunch
1:45 pm - 2:45 pm

General Session 3

A series of three, 20-minute sessions where marketing and sales leaders in the industry share the latest 'great ideas' and case studies from within and outside the industry.

2:45 pm - 3:45 pm

Breakout Sessions 1

  • Multicultural Lab Session
  • Crisis Management Lab Session
  • FA Module Session
3:45 pm - 4:45 pm

Breakout Sessions 2

  • Consumer Insights: Behavioral Finance
  • Asset Manager Breakout
  • FA Module Session
4:45 pm - 5:00 pm Break
5:00 pm - 5:45 pm General Session 4

Selling the Value Proposition:  Fixed vs. Variable Annuities

6:00 pm - 8:00 pm

GLOW Reception

Featuring glow in the dark golf, fun games and so much more!


Friday, March 22, 2019
7:30 am - 11:45 am Registration
7:30 am - 9:00 am

Committee Meetings (invitation only)

  • IRI Member Services Committee
8:00 am - 9:00 am Networking Breakfast
9:00 am - 9:45 am General Session 5

Getting to Yes!  How to Create a Win-Win for the Marketing AND Compliance Teams

9:45 am - 10:30 am General Session 6

Social Media Best Practices:  Great Content = Great Followers
Crystal Washington, Marketing Strategist and Social Media Consultant

10:30 am - 10:45 am Break
10:45 am -11:45 am General Session 7

Technology:  What Disruptors Lurk Around the Corner?