Charles Schwab

Agenda

DAY 1: Monday, November 17
11:00 a.m.–5:00 p.m. Recordkeeping Users Forum
12:00 p.m.–9:00 p.m. Advantage Registration
12:30 p.m.–3:30 p.m. Chinatown Walking Tour
A historical, cultural and culinary experience
6:30 p.m.–8:00 p.m. Opening Reception
DAY 2: Tuesday, November 18
7:00 a.m.–8:00 a.m. Breakfast
8:00 a.m.–8:30 a.m. Welcome Comments
  • Mark Coffrini
  • Senior Vice President, Schwab Corporate & Retirement Services
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8:30 a.m.–9:30 a.m. Town Hall
  • Walt Bettinger
  • President & Chief Executive Officer, The Charles Schwab Corporation
  • Jim McCool
  • Executive Vice President, Schwab Corporate & Retirement Services
9:30 a.m.–10:00 a.m. Coffee Break in the Exhibit Hall
10:00 a.m.–11:15 a.m. Market and Political Insights
11:15 a.m.–12:00 p.m. Your Role in the Changing Dynamic of Participant Planning Download presentation
12:00 p.m.–1:30 p.m. Lunch
1:30 p.m.–2:30 p.m.
Track 1:
Grow the Business

Build Your Brand: Transform Your Business Through Marketing
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Track 2:
Operate the Business

Managing Customization in Today’s Low Margin World
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2:30 p.m.–3:15 p.m. Coffee Break in the Exhibit Hall
3:15 p.m.–4:15 p.m. Forging Partnerships Between Third Party Administrators and Retirement Advisors
  • Andrew Gorder
  • Director, Schwab Corporate & Retirement Services
  • Bernie Clarke
  • Senior Vice President, Advisor Services
  • Trish Cox
  • Chief Operating Officer, Schwab Institutional
  • Mark Coffrini
  • Senior Vice President, Schwab Corporate & Retirement Services
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4:15 p.m.–4:30 p.m. Day Two Wrap Up
6:30 p.m. An Evening at Yerba Buena
DAY 3: Wednesday, November 19
7:00 a.m.–8:00 a.m. Breakfast
8:00 a.m.–8:45 a.m. State of the Retirement Plan Industry Download presentation
8:45 a.m.–9:45 a.m. Building and Managing Extraordinary Client Relationships Download presentation
9:45 a.m.–10:00 a.m. Coffee Break
10:00 a.m.–11:00 a.m.
Track 1:
Grow the Business

An Advisor’s Vantage Point
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Track 2:
Operate the Business

How Current Legislative & Regulatory Changes Are Impacting Your Business
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11:00 a.m.–12:00 p.m. Keys to Success
12:00 p.m.–12:30 p.m. Closing Remarks
  • Mark Coffrini
  • Senior Vice President, Schwab Corporate & Retirement Services
12:30 p.m. Box Lunch
Special Guest Cal Ripken, Jr.

Keys to Success: A one-of-a-kind athlete and role model, Cal Ripken, Jr. will speak to our audience about loyalty and perseverance—qualities that lead to success in baseball, in business and in life.