Preliminary Agenda

(Subject to Change)

Explanation of ASCEND’s Unique Programming

In keeping with ASCEND’s mountaineering theme (from the idea in Nelson & Scott’s book, DO or DIE: Reinventing Your Benefits Agency for Post-Reform Success, that agency reinvention is akin to summiting a daunting mountain such as Mt. Everest), ASCEND programming sessions are based on & named after mountaineering concepts:

Base Camp:  You gather with your fellow attendees in General Session to get energized & prepared to climb.

Climbing Sessions:  You climb higher toward the summit with assistance from our highly skilled & experienced Guides (Expert Faculty) who provide you with business-building & growth strategies, tools, and implementation workshops.

Reconnaissance Sessions:  You discover alternate routes (strategies, technology, techniques) to the summit through meaningful discussions as you rotate through the three stations:

•  Mastermind Collaboration (expertly facilitated peer-to-peer discussions)

•  Expert Roundtables (Strategy presentations and Q&A with top subject-matter experts)

•  Solution Pavilion (discussions with our sponsoring resource providers)

DAY ONE

THURSDAY, JANUARY 26

11:00 – 1:00  REGISTRATION

1:00                BASE CAMP    Opening General Session

Welcome & Orientationspacer-clearspacer-clearNelson L. Griswold
spacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearScott Cantrell

Keynote Presentation:  Nelson Griswold

KEYS TO ORGANIC GROWTH
Three Traits of a NextGeneration
Benefits Firm

BREAK

General Session      Innovation Panel

spacer-clearPanelists:  Richard Pfadenhauer, Paylogix

Ijaz Anwar, PayActiv

Steve Pappadakes, Visyt

BREAK

General Session      Innovator Interview

Rick Perryman, Trendshift

FIDUCIARY-LEVEL TRANSPARENCY
Harnessing Data for Cost Containment
and Fiduciary Compliance

BREAK

General Session      Keynote Presentation:  Tony Rubleski

LEADING IN A TIME OF CHANGE
Leadership Lessons from Legendary
Trailblazers Who Beat the Odds and
Influenced Millions

6:45spacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearAdjourn

7:00 – 9:00spacer-clearspacer-clearWELCOME RECEPTION (Sponsored by Refer.com)

Dinner on Your Own

DAY THREE

SATURDAY, JANUARY 28

7:00 – 7:45spacer-clearBREAKFAST & NETWORKING

8:00             spacer-clearOpening

General Session      Presentation:  Bill Whitley

MAGNETIC STORIES
The Message, Questions & Insights
that Attract and Engage Clients

BREAK

Reconnaissance Session #4

BREAK

General Session      Innovator Interview:

Dave O’Brien, Zywave

STAYING AHEAD OF THE CURVE
Leveraging Innovation, Data &
Technology to Win Business

NETWORKING LUNCHEON

Reconnaissance Session #5

BREAK

Reconnaissance Session #6

BREAK

General Session      Implementation Workshop

6:00             spacer-clearAdjourn

6:30 – 7:30spacer-clearAgency Growth Mastermind Partnership
spacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearspacer-clearRECEPTION (By Invitation)

7:30             spacer-clearGALA AWARDS BANQUET

DAY TWO

FRIDAY, JANUARY 27

7:00 – 7:45spacer-clearBREAKFAST & NETWORKING

8:00             spacer-clearOpening

General Session      Innovation Panel

spacer-clearPanelists:  Eric Rentsch, Code SixFour

George Reese, Employee Navigator

Bob Gearhart, DCW Group

BREAK

General Session      Presentation:  Scott Cantrell

CRACKING THE PROSPECTING CODE
Designing & Building a Client Attraction
Machine for a NextGeneration Benefits Firm

BREAK

General Session        Innovator Interview

Mike Schroeder, Roundstone

BENEFITS CAPTIVES:  IT’S A CONTROL THING
How Captives Facilitate Risk Mitigation and
Cost Containment

General Session        Mastermind Panel

NETWORKING LUNCHEON

Reconnaissance Session #1

BREAK

Reconnaissance Session #2

BREAK

Reconnaissance Session #3

6:00             spacer-clearAdjourn

6:30 – 7:30spacer-clearVIP RECEPTION (VIP & Elite VIP Registrants)

Dinner on Your Own

DAY FOUR

SUNDAY, JANUARY 29

8:00 – 8:45spacer-clearBREAKFAST & NETWORKING

9:00             spacer-clearAgency Growth Workshop

Advisory Selling
A Consultative Sales System for a
NextGeneration Benefits Agency

Nelson Griswold & Scott Cantrell

Final Charges

12:00spacer-clearspacer-clearspacer-clearspacer-clearAdjourn