1st Annual iJoin MasterClass
We hope you’ll join us for this important event on
September 20 – 22, 2023 in sunny Scottsdale, Arizona.
Attendee List
Event Agenda
Venue
Event Logistics
Survey
Date
September 20-22,
2023
Location
W Hotel
Scottsdale
Address
7277 E Camelback Rd, Scottsdale, AZ 85251
As a trusted iJoin partner, you know that iJoin enables you to create a superior participant experience and savings path. Taken holistically, the iJoin solution has a number of integrated capabilities – that when fully leveraged – enable you to better serve your clients.
The purpose of this exclusive, invitation-only MasterClass day-and-a-half event is to train you to efficiently utilize all the functionality available in iJoin based on your firm’s specific deployment of the solution. We’ll cover everything you need to know: developing and managing ACT campaigns, managed accounts, lifetime income, EXPLORE capabilities, and more.
Our goal for the event is to provide you with:
Expert understanding of the entire iJoin solution to optimize your utilization and better support your partners and drive success.
The ability to fine-tune your offering and value proposition for advisors and effectively position them to drive improved results.
Complete transparency and insight to the iJoin product roadmap and an opportunity to provide product development input.
Create a peer group of power users who facilitate mutual growth and success.
Attendee List
Name |
Company |
Title |
| Brett Eisberg | Ameritas | Director, Product Management |
| David Rogers | Ameritas | Vice President Retirement Plan Sales |
| Rob Woytassek, RPA, AIF | Alerus | SVP, Director of Retirement and Benefits |
| Mark Alley | Alerus | National Market President |
| Jessica Drake | Allianz | Sr. Operations Manager |
| Joe Hendrickson, CFP | Allianz | VP, Strategy & Relationship Management |
| Troy Sande, PMP | Allianz | Senior Director, New Markets |
| John Pearson | American TCS | Sr. Product Support Analyst |
| Jay Palmer | AmericanTCS | SVP – Institutional Sales Consultant |
| Kevin Murphy | Franklin Templeton | SVP, Head of Workplace Retirement Distribution |
| Brad Sykes | Franklin Templeton | Head of Product |
| Jessica Wilson | Franklin Templeton | VP, Senior Retirement Strategist |
| Philip Chao | IGPS & PIMCO | CEO |
| Jeremy Gioia | iJoin | SVP, Technology |
| Steve McCoy | iJoin | CEO |
| Niles Monica | iJoin | Head of Intermediary Distribution |
| Chip Moore | iJoin | SVP, Client Success |
| Benjamin Thomason, JD | iJoin | SVP, Revenue |
| James Olson | IPX Retirement | Managing Director |
| Marta Bagley | KTRADE | Conversion Specialist |
| Allison Motz | KTRADE | Conversion Specialist |
| Kara Brookbank | LeafHouse | Transitions & Operations Coordinator |
| Chad Brown | LeafHouse | COO |
| Rob Taft | NWPS | Consultant |
| Kelly Amato | NWPS | Vice President, Head of Sales |
| Cristina Stanton | PenChecks Trust | Relationship Management Director |
| Steve Wagoner | PenChecks Trust | VP of Institutional & Strategic Partnerships |
| Barry Lawrence, CFA®, CAIA® | PIMCO | Key Account Manager |
| Jamie Bentley, CFA | PIMCO | EVP, National Retirement Sales Manager |
| Jerry Cicalese, CPC, AIFA®, CPFA, TGPC | Sentinel Group | SVP, Strategic Partnerships |
| Brandy Moore, QPA, QKA | Sentinel Group | Customer Experience Project Manager |
| Jeff Cullen, MBA | Strategic Retirement Partners | CEO |
| Melissa Kirk | TCG Administrators | VP, Operations |
| Chris Jamail, CFP | TCG Services | EVP & Chief Marketing Officer |
| Todd Levy, AIFA, QKA | TRPC | Managing Director, RIA Division |
EVENT AGENDA*
Wed. 9/20
Plan to fly into Phoenix (PHX) by mid-afternoon. Our group will convene at the W Hotel Scottsdale (see Lodging below).
-
- Evening — Dinner Networking Event (details to be provided prior to the event)
Thurs. 9/21
We will have a full-day of learning in store for you at the W Hotel conference facilities. Breakfast and lunch will be provided.
-
- We will conduct combined and dual tracks for both sales and operations leaders.
- Evening — Dinner Networking Event (details to be provided prior to the event)
Fri. 9/22
We will conclude the MasterClass training with a half-day morning session. Breakfast will be provided.
-
- We will conduct combined and dual tracks for both sales and operations leaders.
- Plan your departure from Phoenix airport for 2pm or later
View the full event schedule
MASTERCLASS EVENT LOGISTICS
W Hotel Scottsdale
The iJoin MasterClass event will be held at the luxurious W Hotel Scottsdale located in the heart of the Old Town Entertainment District. iJoin will cover the cost of your room for two (2) nights. You will be responsible for providing a credit card to cover any incidental expenses.
The W Hotel is not ready to accept our group reservations at this time. We will notify you when reservations are open.
Flights*
Plan your trip to fly directly into Phoenix Sky Harbor International Airport (PHX).
Ground Transportation*
The W Scottsdale is a short 20-25 minute drive from the airport and is very well served with taxis or Uber/Lyft.
*Flights and ground transportation are at your firm’s expense.
Dinner Networking Events
In addition to the learning opportunity, we will host two dinner events which will allow you to network with your peers at other firms. This will give you time to forge relationships that can help your utilization of iJoin going forward.
Other
Plan on business casual for the MasterClass sessions and dinner events.
We will provide further details as the event gets closer.
If you have any questions about the event, please contact Chip Moore, iJoin SVP Client Success at: [email protected].