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Agenda

401kWire's Thought Leadership Series
CEOs' Summit 2009: Reaching Advisors

December 7-8, 2009
PGA National Resort & Spa / Palm Beach Gardens, FL

As of October 12, 2009. Agenda subject to change.


Monday, December 7
6:00 p.m. - 9:00 p.m.
Awards Dinner Hosted by 401kExchange
6:00 p.m. - 7:00 p.m.
Reception with Sponsors
7:00 p.m. - 9:00 p.m.
Awards Dinner
  • Welcome -- Fred Barstein
  • The 401kWire's 300 Most Influential Advisors in Defined Contribution - Presented by Neil Anderson
  • DCP Top DC Recordkeeper Awards - Presented by Warren Cormier
9:00 p.m. on
After Parties with Sponsors

 

Tuesday, December 8
7:00 a.m. - 8:00 p.m.
Conference Registration & Breakfast
8:00 a.m. - 9:15 a.m.
Facilitated Discussion
  • Warren Cormier, Founder, Boston Research Group
9:15 a.m. - 9:45 a.m.
Coffee Break
9:45 a.m. - 10:45 a.m.
Facilitated Discussion
  • Shlomo Benartzi, UCLA Anderson School of Management
10:45 a.m. - 11:00 a.m.
Refreshment Break
11:00 a.m. - 12:15 p.m.
Advisor Reaction Panel
  • TBA
  • TBA
  • TBA
  • TBA
  • TBA
12:15 p.m. - 1:45 p.m.
Informal Networking Luncheon
Summit Adjourns

Agenda is subject to change

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