Agenda
The Online 401(k) 2007 User Conference Agenda
At The Online 401(k)’s User Conference you can learn how your company can grow by including a 401(k) in your services platform, identify strategic partnership opportunities and network with key players in the 401(k) industry.
Our agenda features a variety of topics to help you build your business.
To see full event descriptions, download a PDF version of the User Conference Agenda.
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Wednesday, June 13th |
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Time |
Event |
Description |
5:00 PM |
Cocktail hour and Registration opens |
|
5:30 PM |
City tour, The Online 401(k) office tour and wine tasting event |
Meet in Hotel Nikko Lobby |
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Thursday, June 14th |
|
Time |
Event |
Description |
7:30 AM |
Registration opens – Networking Breakfast |
|
9:00 AM |
Welcome & Introduction |
|
9:15 AM |
Sponsor Session: MPAY |
|
9:30 AM |
General Session |
The opportunity in the current 401(k) market and what it means to you |
10:15 AM |
Break, Sponsor Exhibits open |
|
10:30 AM |
Payroll Sponsor Session: Cachet Banq |
|
10:35 AM |
Workshop 1: Payroll Track |
Playing with the "Big Boys": Staying competitive through an integrated solution |
10:30 AM |
Advisor Sponsor Session: TD Ameritrade |
|
10:35 AM |
Workshop 1: Advisor Track |
Build your practice using 401(k) |
11:30 AM |
Networking Lunch |
|
1:00 PM |
Payroll Sponsor Session: Adaptasoft |
|
1:05 PM |
Workshop 2: Payroll Track |
Generating leads: How you can use our resources to grow your business! |
1:00 PM |
Advisor Sponsor Session: Federated |
|
1:05 PM |
Workshop 2: Advisor Track |
401(k) solutions for owner–only businesses |
2:00 PM |
Payroll Sponsor Session: Swipeclock |
|
2:05 PM |
Workshop 3: Payroll Track |
How to make the most of your partnership |
2:00 PM |
Workshop 3: Advisor Track |
Ensuring the perfect sale: |
3:00 PM |
Break, Sponsor Exhibits open |
|
3:15 PM |
Sponsor Session: Charles Schwab |
|
3:30 PM |
General Session |
Find a new referral source: |
4:45 PM |
Day 1 sessions end |
|
5:30 PM |
Networking Reception and Dinner at Guaymas Restaurant |
Meet in Hotel Nikko Lobby |
|
Friday, June 15th |
|
Time |
Event |
Description |
8:00 AM |
Networking Breakfast |
|
9:00 AM |
Sponsor Session: Execupay |
|
9:10 AM |
General Session |
How to use technology effectively to generate leads |
10:15 AM |
Break, Sponsor Exhibits open |
|
10:30 AM |
General Session |
Behind the scenes at The Online 401(k) |
11:45 AM |
Networking Lunch |
|
1:00 PM |
General Session |
Closing remarks, recognition, what’s next? |
2:30 PM |
Conference Adjourns |
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