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THURSDAY, JUNE 14TH

9:00 am
Welcome & Introduction
Chad Parks, President and CEO
Rob Sipprell, Director, Client Relationships, Charles Schwab

9:30 am
The opportunity in the current 401(k) market and what it means to you
Chad Parks, President & CEO

10:35 am
Workshop 1: Payroll Track
Playing with the "Big Boys": Staying competitive through an integrated solution
Tom Zgainer, VP of Sales & Business Development
Mary Hughes, Senior Regional Sales Director

10:35 am

Workshop 1: Advisor Track
Build your practice using 401(k)
Marc Fowler, VP National Sales & Distribution
Greg Munson, Senior VP Sales & Business Development

1:05 pm
Workshop 2: Payroll Track
Generating leads: How you can use our resources to grow your business!
Janin Kompor, Director of Marketing
Liset Rivera, Channel Marketing Specialist

1:05 pm

Workshop 2: Advisor Track
401(k) solutions for owner–only businesses
Joanna Hawkins, Product Development Manager
Kevin Camia, Client Support Representative

2:05 pm
Workshop 3: Payroll Track
How to make the most of your partnership
Do Kim, Regional Sales Director
Andrew Meadows, Partnership Manager

2:00 pm

Workshop 3: Advisor Track
Ensuring the perfect sale: Your operational resources at The Online 401(k)

Marc Fowler, VP National Sales & Distribution
Jacqueline Besse, Executive Director of Client & Partner Relations
Erica Rohlfing, Partnership Specialist, Advisor Channel

3:30 pm
Find a new referral source: Networking session for payroll and advisors
Chad Parks, President and CEO
Tom Zgainer, VP of Sales & Business Development

FRIDAY, JUNE 15TH

9:10 am
How to use technology effectively to generate leads
Lance Loveday, CEO, Closed Loop Marketing
Janin Kompor, Director of Marketing

10:30 am

Behind the scenes at The Online 401(k)
Veronica Sagastume, Chief Operating Officer
Andrew Meadows, Partnership Manager

1:00 pm
Closing remarks, recognition, what’s next?
Chad Parks, President & CEO