BMC Business Management Conference. Register by December 14, 2013 and save!

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1 2014 BMC The only conference focused on the business aspects of running your TPA firm NATIONAL INSTITUTE of PENSION ADMINISTRATORS 2014 Business Management Conference January 11-13, 2014 Sanctuary on Camelback Mountain Scottsdale, Arizona Register by December 14, 2013 and save!

2 2014BMC Agenda Saturday, January 11 11:00 a.m. 1:00 p.m. Registration 1:00 p.m. 1:15 p.m. Opening Comments & Welcome 1:15 p.m. 2:45 p.m. The Focused Business: How to Triumph Over Small Business Chaos Part I Dave Crenshaw, President, Invaluable Inc. 2:45 p.m. 3:00 p.m. 3:00 p.m. 4:30 p.m. The Focused Business: How to Triumph Over Small Business Chaos Part II Dave Crenshaw, President, Invaluable Inc. 4:30 p.m. 4:45 p.m. 4:45 p.m. 6:15 p.m. Peer Interaction Session #1 7:00 p.m. 10:00 p.m. Reception/Dinner (for attendees and registered guests only) Sunday, January 12 8:00 a.m. 8:30 a.m. Continental fast (for attendees and registered guests only) 8:30 a.m. 10:00 a.m. Industry Update: Affordable Care Act John M. Peterson, JD, CPA, Attorney, Kaufman & Canoles, PC 10:00 a.m. 10:15 a.m. 10:15 a.m. 11:45 a.m. Peer Interaction Session #2 11:45 a.m. 12:45 p.m. Lunch 12:45 p.m. 2:00 p.m. Spotlight Session #1 - Buying & Selling a TPA Firm Megan Lightman, Founder and CEO, The Davis Consulting Group, Inc. 12:45 p.m. 2:00 p.m. Spotlight Session #2 - Employee Engagement Paul Marciano, President, Whiteboard, LLC 2:00 p.m. 2:15 p.m. 2:15 p.m. 3:30 p.m. Spotlight Session #1 - Buying & Selling a TPA Firm (continued) Megan Lightman, Founder and CEO, The Davis Consulting Group, Inc. 2:15 p.m. 3:30 p.m. Spotlight Session #2 - Employee Engagement (continued) Paul Marciano, President, Whiteboard, LLC 3:30 p.m. 3:45 p.m. 3:45 p.m. 5:15 p.m. Peer Interaction Session #3 6:30 p.m. 9:30 p.m. Reception/Dinner (for attendees and registered guests only) Monday, January 13 8:00 a.m. 8:30 a.m. Continental fast (for attendees and registered guests only) 8:30 a.m. 10:00 a.m. KNOW MORE! Part I Sam Richter, Founder and CEO, SBR Worldwide/Know More! 10:00 a.m. 10:15 a.m. 10:15 a.m. 11:45 a.m. KNOW MORE! Part II Sam Richter, Founder and CEO, SBR Worldwide/Know More! 11:45 a.m. 2014BMC Closing & Box Lunch For the latest BMC session information, visit Schedule subject to change. Business casual attire is encouraged for all events.

3 General Sessions The Focused Business: How to Triumph Over Small Business Chaos Dave Crenshaw, President, Invaluable Inc. If you own or work in a small business, you re at massive risk. Within five years of business operation, more than half of all businesses fail. By year ten, more than 65% are cut. Why is this? And, more importantly, how can YOU break the cycle? In this highly original take on entrepreneurship, bestselling author, speaker, and business coach Dave Crenshaw confronts chaos, the prime culprit of small business failure. He then arms you with the superhero utility belt you need, to defeat chaos and build a focused business. The focused business helps business owners and their key employees develop an action plan to overcome the seven agents of chaos, stay focused and maximize profit. Industry Update: Affordable Care Act John M. Peterson, JD, CPA, Attorney, Kaufman & Canoles, PC Health care reform will impose extensive new compliance responsibilities on all business health plan sponsors and presents an opportunity for retirement plan professionals to expand their service line and gain access to new clients. In this session, John will provide an overview of the major new compliance obligations with a focus on the similarities to functions retirement plan TPAs are already performing. As business owners, the ACA provides a new opportunity to serve as a professional resource for clients and to consider whether new lines of business, professional partnerships or new engagements are available to you in the health plan environment. KNOW MORE! Sam Richter, Founder and CEO, SBR Worldwide/Know More! When you Know More! about prospects and clients you ensure relevancy with every sales call, every meeting, every time. With relevancy, you connect on a personal level, make the other person feel important, and achieve permission to ask meaningful, value-based questions. Most important, when you Know More! and show that you can solve real problems, you win and keep more business. Discover how to use the impersonal Web to personalize your business relationships. Spotlight Sessions New in 2014! NIPA is pleased to offer a new addition to our schedule that provides more options for your educational experience: Spotlight Sessions. Sessions will run concurrently, and will consist of an introductory session where you ll have an opportunity to engage with our speakers and your peers in a small group setting. A second session will then allow for a more in-depth discussion on the concepts and ideas raised during the introduction. By offering a choice of topics, we hope to enhance your ability to focus on concepts that will immediately impact your business, as well as to provide a more interactive experience at the BMC. Spotlight Session #1 - Buying & Selling a TPA Firm Megan Lightman, Founder and CEO, The Davis Consulting Group, Inc. Megan Davis Lightman will work with a select panel of seasoned NIPA members to explore the successes and lessons learned when buying and selling TPA firms. Join them as they examine the exhilaration of great decisions and the revelations about what they wish they knew well in advance of executing their transactions. Spotlight Session #2 - Employee Engagement Paul Marciano, President, Whiteboard, LLC Despite more than 40 years of research demonstrating the deleterious impact of traditional reward and recognition programs on employee motivation and productivity, organizations persist in spending their resources developing and administering such programs. In contrast to traditional carrot and stick approaches to employee motivation, the RESPECT Model impacts the culture of an organization and leads to enduring increases in employee engagement and productivity. Attendees will learn how to inspire, motivate and engage their employees to deliver their best work with specific, concrete strategies that will lead to immediate increases in employee performance.

4 Peer Interaction Sessions The 2014BMC features a series of Peer Interaction Sessions, which are informal, yet structured forums to share first-person accounts of professional success stories, best practices and tips for how to manage challenges faced throughout the industry. Marketing Discuss your organization s marketing and sales strategies. Share how you receive sales support from strategic partners, sales employees experiences, sales compensation plans and how you generate leads. Discuss data mining from 5500s and learn about a virtual sales force and cross-selling. TPA Best Practices Discuss what to include in your service agreements, how to prepare a fully documented business plan, and how to track key performance indicators. Share best practices for charging client administration fees and how often you increase the TPA administration fees. Additionally, discuss how you keep your employees motivated and hear suggestions on how to maintain a superior level of service with a client. Please note: There will be a special session for TPA firms with 10 or fewer employees. Hiring, Training and Retention of Employees Discuss practical solutions for a wide range of employment matters, including how to handle employee issues confidently, ensuring compliance with wage and hour laws, creating effective compensation structures, hiring/firing, managing employee benefits, and more. Technology and Social Media Can old dogs learn new tricks? Discuss and compare with your peers how you and your colleagues use social media, implement software training techniques and factors that play a role in your company s sales and communications. This session also allows for discussion of common technology issues all TPAs face today, including websites, success stories and funny anecdotes. PPA Restatement Full plan restatement for legislation and regulations from the final 415 regulations through WRERA are right around the corner. Share how your firm handles the restatement of plan documents. Do you rely on an outside document vendor to restate all of your documents? Do you tackle the restatement with internal staff members? Do you bring in additional staff during the restatement period? Learn how others charge for the restatement process and make this profitable. Managing Remote Employees Is a physical office necessary? Does technology allow us to dispense with paying rent? Explore the options of part time, full time, direct, leased, and other remote employees. Share your experiences and gain insight into supervision, review, quality control, security, company culture, team cohesion, and other issues involved in engaging long distance, out of office employees. Internal Succession Planning Share your business goals with industry professionals and seek input from your peers on the benefits of selling your business to an outside entity or to your employees. Discuss the legal and technical assistance you engage to help in succession planning, timing of your goals and what your next steps should be once your business is sold. Talk with your peers about metrics used in valuing your business and how others have performed the valuation. Creating and Managing a Sales Force Have you ever stopped and considered a new approach to motivating your sales force? How many times have you thought, There has to be a better way!? Are you a one-man army, operating as the President, CFO and VP of Marketing all at once? If so come and join us for some creative thinking where we will discuss ideas, strategies and solutions that are sure to make you or your sales team more efficient marketers as well as powerful closers. At the peer interaction groups, you sit down with other business owners and talk about specific topics, from marketing to best practices. It is a really good resource to share ideas. Theresa Conti, APR, QKA, Sunwest Pensions

5 Position yourself for success by joining more than 100 of the nation s top TPA business owners at the 2014 Business Management Conference. NIPA s 2014BMC will provide insight into the evolution and lifecycle of successful firms. Featuring high-impact keynotes and peer-to-peer knowledge exchange, this one-of-a-kind event is an open forum for TPA business owners to examine the latest industry developments and challenges affecting your business and day-to-day work. Why Attend? Features Key general sessions that address your unique needs as a TPA business owner Running a focused business and overcoming chaos Tips for buying and selling a TPA firm How to motivate and engage your employees Developing personal relationships to drive sales Updates on legislative and regulatory guidelines Targeted peer interaction sessions for sharing best practices and ideas that you can apply to your business immediately An elite community of pension administration business owners and executives Exclusive networking opportunities Benefits Improve bottom line results by implementing lessons learned in innovative educational sessions Increase qualified business leads by networking and building relationships with industry partners Earn NIPA and ERPA continuing professional education CPE credits Enjoy the benefits of NIPA membership through June 30, 2014 with your registration NIPA S BMC now offers up to 12 ERPA CPE credits in addition to the 12 NIPA CPE credits that have always been available! The BMC has changed my practice for the better in numerous ways. It is the most relevant business conference I attend each year. Bob Blair, APR, AIF, CEO, Retirement Alliance, Inc. General Information For the purposes of registering for the BMC, NIPA s definition of a TPA firm is as follows: A Third Party Pension Administration firm is any firm that does business through record keepers and/or advisors. If a firm markets or sells part or all of its services to TPAs, it is not considered a TPA, but a provider for the purposes of attending the BMC. Registration To register, visit Attendees who register on or before December 14 will receive $100 off the regular registration rate. Accommodations The deadline to take advantage of the special hotel rate is December 3, To reserve housing at the Sanctuary on Camelback Mountain, you must first register for the 2014BMC. Once your registration and payment have been processed, you will receive a housing code that will allow you to make reservations online or over the phone. The hotel room rate is $330 per night for single/double occupancy in a Mountain Vista Casita. Sanctuary on Camelback Mountain 5700 E. McDonald Drive Paradise Valley, AZ Phone: Web:

6 National Institute of Pension Administrators 330 North Wabash Ave, Suite 2000 Chicago, IL Phone: NIPA Fax: Website: BMC Sponsors (as of October 10, 2013) NIPA would like to express its gratitude to the following 2014 Business Management Conference sponsors. Major Sponsors: Contributing Sponsors: Scan the QR code to the left with your smart phone to hear first-hand the value TPA business owners receive from the BMC. Visit to register and access the latest conference information. First Class U.S. Postage PAID Carol Stream, IL Permit No. 475