2016 Retirement Industry Conference Agenda
Wednesday, May 4, 2016
11:00 am - 6:30 pm - REGISTRATION
4:00 pm - 5:00 pm: Concurrent Sessions
1.1 Robo-Advisors and Retirement Income Optimization — Is the Future Now? (1.2 EA Non-Core Credit Hours)
1.2 Mind the Gap: Disability Risk in a Defined Contribution World (1.2 EA Non-Core Credit Hours)
1.3 Managing for Healthcare Risks in Retirement Income Planning
1.4 Leveraging LinkedIn: What Does Your Profile Say About You?
5:30 pm - 6:30 pm - Welcome Reception With Exhibitors
Thursday, May 5, 2016
7:00 am - 5:00 pm - Registration
7:00 am - 8:00 am - Continental Breakfast
7:00 am - 8:30 am - Canadian Issues Breakfast
Sponsored by CANNEX Financial Exchanges
8:00 am - 9:00 am - General Session
Practically Radical: Transforming Your Company and Challenging Yourself
9:00 am - 10:00 am - General Session
The DOL Fiduciary Rule: Positioning for Change
10:00 am - 10:30 am - Refreshment Break With Exhibitors
10:30 am - 11:45 am: Concurrent Sessions
2.1 Understanding the Catalyst of Change in the Individual Annuity Market
2.2 Why the Retirement System Needs Portability Now! (1.5 EA Non-Core Credit Hours)
2.3 Lifestyle Continuity and Retirement: Unlocking the Middle Class Mindset
2.4 Findings From the 2015 SOA Retirement Risk Survey and Focus Groups (1.5 EA Non-Core Credit Hours)
11:45 am - 1:00 pm - Luncheon with Exhibitors
1:00 pm - 2:15 pm: Concurrent Sessions
3.1 The Latest Trends in Individual Annuity Products
3.2 What Type of Income Annuity Did Keith Richards Buy?
3.3 Defined Contribution Evolution and Trends
3.4 Predictive Analytics for Marketing and Distribution: Why Actuaries and Other Professionals Should Care
2:15 pm - 2:30 pm - Refreshment Break
2:30 pm - 3:30 pm: Concurrent Sessions
4.1 Using Data and Behavioral Psychology to Motivate Consumer Action
4.2 Annuity Policyholder Behavior Assumptions
4.3 Insights and Implications for the Digital Retirement Experience
4.4 Annuity Technology Trends for Annuity New Business — Fact or Fiction?
3:30 pm - 4:00 pm - Refreshment Break With Exhibitors
4:00 pm - 5:00 pm - General Session
The New Realities: The Three Major Shifts Today’s Leaders Can’t Afford to Ignore
Friday, May 6, 2016
7:00 am - 8:00 am - Continental Breakfast
8:00 am - 9:00 am - General Session (1.0 EA Non-Core Credit Hour)
Optimal Retirement Savings in a Leaky World
9:00 am - 9:30 am - Refreshment Break and Exhibitor Raffle
9:30 am - 10:30 am: Concurrent Sessions
5.1 How Do You Think Innovation?
5.2 Predictive Modeling and Analytics: Where the Rubber Meets the Road
5.3 Financial Literacy
5.4 Kale in the Smoothie: Challenges and Solutions in Retirement Income
10:30 am - 10:45 am - Refreshment Break
10:45 am - 11:45 am: Concurrent Sessions
6.1 Increasing Longevity: Good News or Bad News? (1.2 EA Non-Core Credit Hours)
6.2 Confronting Retirement Challenges Worlds Apart
6.3 Your Product Development Process: Cadillac or Clunker?