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2019BMC Sessions
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General Sessions

 Peer Interaction Sessions 

 

General Sessions

Click on the names below to view speaker information.

Ethical Leadership
Corey Ciocchetti, Associate Professor of Business Ethics and Legal Studies, Daniels College of Business at the University of Denver

 

Corey’s most popular keynote on ethics encourages audiences to chase the truly important things in life such as a solid character, strong personal relationships and a sense of contentment. These “real rabbits” are compared and contrasted to more fleeting worldly success such as excessive wealth, popularity, and prestige. Audience members leave with a better sense of what it takes to make ethical decisions, develop integrity, set priorities, gain a big-picture perspective, and chase an authentic life. By the end, Corey promises that this will be one of the most powerful and motivational speeches you have ever heard.

Cyber Security
Paul Perry, CISM, CITP, CPA, FHFMA, Member, Risk and Controls Practice Leader, Warren Averett

 

Paul will explore how business owners can help prepare and train staff to protect the company, their customers and themselves against cyber security threats and fraud. We will discuss items from proper tone at the top of the organization to security awareness training and risk assessments to help companies prepare and mitigate their risk against these threats.

Creating the Consultant Culture
Michelle Golden River, CPF, President, Fore LLC

 

As professional-service firms’ core services face increasing commoditization in today’s competitive landscape, wise businesses pursue differentiation in a variety of ways. Whether it’s through offering ancillary services, solving deeper problems, or enriching your value proposition through strategic partnerships, a consultative mindset is often at the core of strategic growth and distinction.

But what exactly is the mindset of the consultant compared to other service providers? What makes a consultant effective? And how do we shift our teams to be more consultative? This interactive session begins with exploring the tenets of the consultative mindset and then working together to apply the concepts in our pension administration space. Join us to discover:

  • What “consultant” really means and what distinguishes the best ones
  • Three different types of consultant, and some pros and cons of each
  • Different types of buyers and how to discover drives each of their “deeper needs”
  • Why you’d benefit from specializing in “situations” versus services
  • Some new ways in which you might deliver richer positive impact for clients
  • How to spark innovation within a professional service firm

Letting Go With Grace: Delegation Isn’t Easy
Michelle Golden River, CPF, President, Fore LLC

 

Delegating sounds easy, so why is it so difficult? The ability of a business to grow is directly proportionate to its effectiveness at leveraging people and delegating work to others. Many of us—perhaps because we’ve been “burned” before—are cautious. We’re wary of errors or shortcomings when we invite others into our client relationships and tasks. It’s not just you. Many managers and C-suite execs are plagued with an inability to truly “let go.” Entrusting others with responsibility as well as authority are huge emotional challenges that can actually involve humans’ “fight or flight” instincts.

How do we overcome this and get the most out of our people, truly empowering them to grow? How do we shape up-and-comers with the skills to advance the business? How can we get past control needs and let go of certain work and certain business relationships? In this session, you'll:

  • Discover the real obstacles to delegation
  • Learn the Four Distinctions of Trust and how to repair and regain trust that's been damaged
  • Find out how to get "delegatees" to help you feel more comfortable with entrusting work to them
  • Be able to determine whether lack of delegation is the true problem, or if you actually have the wrong people
  • See how the autonomy you grant today impacts tomorrow

My Name Is Alison Cohen and I Fix Broken Plans
Alison Cohen, CPC, J.D., Partner, Ferenczy Benefits Law Center

 

Broken plans are a part of our life. As third-party administrators, we cannot control what occurs at the Plan Sponsor’s office. We can educate, remind, support, and provide many tools for the Plan Sponsor, but we can’t make them use any of it. What can we control? Our own administration and operations. Nothing is more frustrating to a TPA owner than to find out that their own team caused the failure. We will talk about the types of failures that occur ‘in-house’ and how they can be avoided. We will also talk about what steps to take when failures are discovered to minimize your financial liability and protect your relationship.

Employment Law – Top 10 Mistakes
Nonnie Shivers, Attorney at Law at Ogletree, Deakins, Nash Smoak & Stewart

 

While we don't delight in other employer's misfortune, those schadenfreude moments involving employer and employee missteps allow us to learn from the mistakes and teachable moments experienced by other employers. This session will identify and explore the top 10 mistakes made by employers, including failing to document performance issues and failing to stay up-to-date on local and state law developments (such as new paid sick leave laws and harassment policy/training requirements) and the solutions with each of the 10 mistakes to keep your legal spend under control by being proactive.

State of Employment
Claudia St. John, SPHR, SHRM-SCP, President of Affinity HR Group, LLC

 

As we launch a new year and prepare for 2019, knowing the likely employment trends is critical to helping businesses plan for the future. This session presents the most recent employment trends and looks forward to predict the challenges and opportunities presented to businesses in 2019 such as the likely pressure on wage growth, trends in recruiting and retaining employees, and anticipated legislative and regulatory initiatives at the federal, state and local levels and how to respond to them. This session, presented by Claudia St. John, is designed to be informative and brief – just enough to get your thoughts flowing on how to prepare for the new year ahead!

  TPA Panel Discussion
Facilitated by Claudia St. John, SPHR, SHRM-SCP, President, Affinity HR Group, LLC
Our skillful and engaging moderator will prompt discussion by a small panel of your peers, who will share their best practices within their respective firms. These experienced and successful TPA panelists represent different parts of the country, each with a different focus. This 90 minute session will allow you to hear their successes, concerns, and challenges. There will be time to ask questions, share your thoughts, and stimulate conversation amongst your peers.

 
Peer Interaction Sessions

Best Practices for TPA (Client Related)

This session will be a great opportunity to work with peers on some of the most critical aspects of your client management processes. 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.

 

Marketing & Sales

This session is a BMC classic! Discuss your organization’s marketing and sales strategies, including tips for growing your company's revenue with simple, powerful, low and no-cost marketing techniques. Share how you receive sales support from strategic partners, sales employees’ experiences, sales compensation plans and how you generate leads. Find out what is working for other TPAs and how you can increase your sales.

 

Practice Management (Non-Client Related)

We all know the challenges of working ON our business versus working IN our business, yet we can all agree this is an important leadership role. This is a great opportunity to collaborate with your peers on growth opportunities for your firm and for your employees. What services have you decided to add or discontinue, and why? What new tools or processes do you need to add or change? Let's spend some focused time working ON your business, and collaborate on best practices. Find out what others are doing that bring value and efficiency to their practice, and come away with tips you can put to use immediately.

 

Cyber Security
This session is intended to share real experiences with cyber education, attacks, and establishing standards of operation. Discussion will include the importance of training your staff to serve as your firewall, educating staff on the importance of protecting all personal information, and sharing real work experience with targeted attacks. Attend and share your questions, experiences, and best practices.

 

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/technical assistance you engage in 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 and discuss metrics used in valuing your business and how others have performed the valuation.

 

Employment Best Practices
With constant changes in the retirement space, when was the last time you took a moment to review your employment practices? Let’s be honest, employment practices take a back seat to other concerns like staying up to date on ERISA or focusing on growth and day to day tasks. At this session, we will share the best practices in all aspects regarding your employees. We will spend time focusing on concerns in the hiring process and the most successful ways to find the right employees; discuss how you and your managers address employee concerns. We will also look at the best way to handle employee terminations. Leave this session with new knowledge and understanding the best practices that can immediately be implemented into your business.

 


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