iJoin MasterClass 2023

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September 20 – 22, 2023

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W Hotel, Scottsdale AZ

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7277 E Camelback Rd,
Scottsdale, AZ 85251

Day 1 Agenda

Day 2 Agenda

Presentations

Survey

Agenda

Wednesday, September 20

Time	Title	Speaker
6:30pm	Dinner: Kona Grill	7014 E Camelback Road Scottsdale, AZ 85251

MasterClass Day One

Thursday, September 21

Time	Title	Speaker
7:00am – 8:00am	Breakfast
8:00am	MasterClass General Session Begins
8:00am – 8:30am	Introductions and Agenda Overview	Chip Moore, SVP Client Success
8:30am – 9:15am	The Power to Personalize	Steve McCoy, CEO
9:15am – 9:45am	Workplace Investment Personalization at Scale	Ben Thomason, SVP Revenue
9:45am – 10:30am	Market Trends, a Plan Advisors Perspective	Jeff Cullen, CEO, Strategic Retirement Partners
10:30am – 10:45am	Break
Breakout Sessions — Sales & Operations
Operations Track
10:45am – 12:00pm	Managed Accounts: Setup Managed Accounts: Fees Auto Enroll & Auto Increase	Jeremy Gioia, SVP Technology
Sales Track
10:45am – 12:00pm	Un-commoditizing the Commodity 6 Products Current Marketplace Appealing to ERISA Advisors	Ben Thomason, SVP Revenue Niles Monica, Director of Intermediary Distribution
12:00pm – 1:00pm	Group Lunch
Breakout Sessions — Strategic Partners
Operations Track: New Plan Onboarding: Contracts, Implementation, Support
1:00pm – 1:45pm	Franklin Templeton	Brad Sykes, Head of Product Kevin Murphy, SVP, Head of Workplace Retirement Distribution Jessica Wilson, VP, Senior Retirement Strategist
1:45pm – 2:30pm	LeafHouse	Chad Brown, COO Kara Brookbank, Transitions and Operations Coordinator
2:30pm – 3:15pm	iGPS/PIMCO	Philip Chao, CEO of iGPS Jamie Bentley, EVP, National Retirement Sales Manager, PIMCO Barry M. Lawrence, CFA®, CAIA®, Account Manager, Key Accounts, PIMCO
10:30am – 10:45am	Break
3:30pm – 4:15pm	PenChecks	Cristina Stanton, Relationship Management Director Steve Wagoner, VP of Institutional & Strategic Partnerships
Sales Track: Product Positioning, Value Proposition, Onboarding Requirements
1:00pm – 1:45pm	LeafHouse	Chad Brown, COO Kara Brookbank, Transitions and Operations Coordinator
1:45pm – 2:30pm	Franklin Templeton	Kevin Murphy, SVP, Head of Workplace Retirement Distribution Jessica Wilson, VP, Senior Retirement Strategist Brad Sykes, Head of Product
2:30pm – 3:15pm	PenChecks	Steve Wagoner, VP of Institutional & Strategic Partnerships Cristina Stanton, Relationship Management Director
3:15pm – 3:30pm	Break
3:30pm – 4:15pm	iGPS/PIMCO	Philip Chao, CEO of IGPS Jamie Bentley, EVP, National Retirement Sales Manager, PIMCO Barry M. Lawrence, CFA®, CAIA®, Account Manager, Key Accounts, PIMCO
General Session
4:15pm – 5:30pm	Allianz and IPX	Joe Hendrickson, VP, Strategy & Relationship Management Troy Sande, Senior Director, New Markets Jessica Drake, Head of Operations James Olson, Managing Director FPS Group and IPX
6:30pm	Dinner: Olive & Ivey	7135 E Camelback Rd #195, Scottsdale, AZ 85251

MasterClass Day Two

Friday, September 22

Time	Title	Speaker
7:00am – 8:00am	Breakfast
8:00am	MasterClass General Session Begins
8:00am – 8:45am	iJoin RoadMap	Jeremy Gioia, SVP Technology
8:45am – 9:15am	ACT: How and Why	Chip Moore, SVP Client Success
9:15am – 9:30am	Break
Breakout Sessions — Sales & Operations
Operations Track
9:30am – 11:30am	Misc. Topics: ACT setup and campaigns Annuity Setup User Setup & Maintenance A.I. & iJoin Admin Best Practices	Jeremy Gioia, SVP Technology
Sales Track
9:30am – 10:30am	Sales and Distribution: Connecting iJoin, Partners, Recordkeeping Sales and Advisors Pipeline visibility at wholesaler level How to best help you Large and/or strategically sensitive opportunities Use Cases	Ben Thomason, SVP Revenue Niles Monica, Director of Intermediary Distribution
10:30am – 11:30am	Open Forum Topic Du Jour TDF and MAP Positioning Retirement & Wealth Voluntary Rollover Plan-Linked Emergency Savings Accounts	iJoin Leadership
12:00pm – 1:00pm	Group Lunch
General Session
11:30 – 12:30	Grab Bag Lunch Feedback Thank You
Session Concludes