Join the Top Innovators in
Carlsbad, CA on Mar 18-20, 2026
Event Schedule
DAY 1
Wednesday
March 18, 2026
03:00 PM
Check-in & Registration
Poinsettia Foyer
03:00 PM
Check-in & Registration
Poinsettia Foyer
03:00 PM
Check-in & Registration
Poinsettia Foyer
05:00 PM
Reception & Dinner
Legends Lawn & Valley Promenade
05:00 PM
Reception & Dinner
Legends Lawn & Valley Promenade
05:00 PM
Reception & Dinner
Legends Lawn & Valley Promenade
07:00 PM
Glow-In-The-Dark Golf
Driving Range
07:00 PM
Glow-In-The-Dark Golf
Driving Range
07:00 PM
Glow-In-The-Dark Golf
Driving Range
DAY 2
Thursday
March 19, 2026
08:00 AM
Breakfast
Orchid Terrace
08:00 AM
Breakfast
Orchid Terrace
08:00 AM
Breakfast
Orchid Terrace
09:00 AM
Welcome Message
Naru Muraleedharan Scott Okrasinski
Poinsettia 2 & 3
09:00 AM
Welcome Message
Naru Muraleedharan Scott Okrasinski
Poinsettia 2 & 3
09:00 AM
Welcome Message
Naru Muraleedharan Scott Okrasinski
Poinsettia 2 & 3
09:15 AM
Survival of the Smartest: The TPA Tech Revolution Has Begun
Naru Muraleedharan
Poinsettia 2 & 3
09:15 AM
Survival of the Smartest: The TPA Tech Revolution Has Begun
Naru Muraleedharan
Poinsettia 2 & 3
09:15 AM
Survival of the Smartest: The TPA Tech Revolution Has Begun
Naru Muraleedharan
Poinsettia 2 & 3
10:00 AM
Break
10:00 AM
Break
10:00 AM
Break
10:15 AM
Breakout Sessions: Navigating the TPA Tech Landscape
10:15 AM
Breakout Sessions: Navigating the TPA Tech Landscape
10:15 AM
Breakout Sessions: Navigating the TPA Tech Landscape
10:15 AM
1A: Tech-driven M&A Success
Fred Bloodgood Andy Lovell
Orchid 1
10:15 AM
1A: Tech-driven M&A Success
Fred Bloodgood Andy Lovell
Orchid 1
10:15 AM
1A: Tech-driven M&A Success
Fred Bloodgood Andy Lovell
Orchid 1
10:15 AM
1B: Scaling Sales with AI
Petros Koumantaros Aubrey Christ
Orchid 2
10:15 AM
1B: Scaling Sales with AI
Petros Koumantaros Aubrey Christ
Orchid 2
10:15 AM
1B: Scaling Sales with AI
Petros Koumantaros Aubrey Christ
Orchid 2
10:15 AM
1C: Compliance in the Digital Age
Joseph Burt Cam Sechrist
Gardenia 1
10:15 AM
1C: Compliance in the Digital Age
Joseph Burt Cam Sechrist
Gardenia 1
10:15 AM
1C: Compliance in the Digital Age
Joseph Burt Cam Sechrist
Gardenia 1
10:15 AM
1D: The Build vs. Buy Decision
Kelsey Larson Christopher Tipper
Gardenia 2
10:15 AM
1D: The Build vs. Buy Decision
Kelsey Larson Christopher Tipper
Gardenia 2
10:15 AM
1D: The Build vs. Buy Decision
Kelsey Larson Christopher Tipper
Gardenia 2
11:05 AM
Break
11:05 AM
Break
11:05 AM
Break
11:15 AM
Breakout Sessions: Product Releases
11:15 AM
Breakout Sessions: Product Releases
11:15 AM
Breakout Sessions: Product Releases
11:15 AM
2A: Payroll Integrations
Orchid 2
11:15 AM
2A: Payroll Integrations
Orchid 2
11:15 AM
2A: Payroll Integrations
Orchid 2
11:15 AM
2B: Penchecks Trust
Gardenia 1
11:15 AM
2B: Penchecks Trust
Gardenia 1
11:15 AM
2B: Penchecks Trust
Gardenia 1
11:15 AM
2C: Stax.ai
Andrew Flowers
Gardenia 2
11:15 AM
2C: Stax.ai
Andrew Flowers
Gardenia 2
11:15 AM
2C: Stax.ai
Andrew Flowers
Gardenia 2
12:05 PM
Lunch Keynote: The Ethical Algorithm: Balancing Innovation with Integrity
Ilene Ferenczy
Poinsettia 2 & 3
12:05 PM
Lunch Keynote: The Ethical Algorithm: Balancing Innovation with Integrity
Ilene Ferenczy
Poinsettia 2 & 3
12:05 PM
Lunch Keynote: The Ethical Algorithm: Balancing Innovation with Integrity
Ilene Ferenczy
Poinsettia 2 & 3
01:30 PM
Break
01:30 PM
Break
01:30 PM
Break
01:45 PM
Breakout Sessions: Taking the Next Step
01:45 PM
Breakout Sessions: Taking the Next Step
01:45 PM
Breakout Sessions: Taking the Next Step
01:45 PM
3A: Client Communication in the Digital Age
Megan Crawford Mickie Murphy
Orchid 1
01:45 PM
3A: Client Communication in the Digital Age
Megan Crawford Mickie Murphy
Orchid 1
01:45 PM
3A: Client Communication in the Digital Age
Megan Crawford Mickie Murphy
Orchid 1
01:45 PM
3B: Cybersecurity Essentials for TPAs
Cari Massey-Sears Cam Sechrist
Orchid 2
01:45 PM
3B: Cybersecurity Essentials for TPAs
Cari Massey-Sears Cam Sechrist
Orchid 2
01:45 PM
3B: Cybersecurity Essentials for TPAs
Cari Massey-Sears Cam Sechrist
Orchid 2
01:45 PM
3C: Training Teams for Technological Transition
Joseph Burt Katherine Tipper
Gardenia 1
01:45 PM
3C: Training Teams for Technological Transition
Joseph Burt Katherine Tipper
Gardenia 1
01:45 PM
3C: Training Teams for Technological Transition
Joseph Burt Katherine Tipper
Gardenia 1
01:45 PM
3D: Modernizing DB Administration
Zachary Dennis Lorraine Dorsa
Gardenia 2
01:45 PM
3D: Modernizing DB Administration
Zachary Dennis Lorraine Dorsa
Gardenia 2
01:45 PM
3D: Modernizing DB Administration
Zachary Dennis Lorraine Dorsa
Gardenia 2
02:35 PM
Break
02:35 PM
Break
02:35 PM
Break
02:50 PM
Breakout Sessions: Define the Roadmap
02:50 PM
Breakout Sessions: Define the Roadmap
02:50 PM
Breakout Sessions: Define the Roadmap
02:50 PM
4A: Payroll & Census
Orchid 1
02:50 PM
4A: Payroll & Census
Orchid 1
02:50 PM
4A: Payroll & Census
Orchid 1
02:50 PM
4B: Sales & CRM
Orchid 2
02:50 PM
4B: Sales & CRM
Orchid 2
02:50 PM
4B: Sales & CRM
Orchid 2
02:50 PM
4C: Distributions, Terminations, Rollovers
Gardenia 1
02:50 PM
4C: Distributions, Terminations, Rollovers
Gardenia 1
02:50 PM
4C: Distributions, Terminations, Rollovers
Gardenia 1
02:50 PM
4D: Vendor Integrations
Gardenia 2
02:50 PM
4D: Vendor Integrations
Gardenia 2
02:50 PM
4D: Vendor Integrations
Gardenia 2
03:40 PM
Break
03:40 PM
Break
03:40 PM
Break
03:55 PM
Breakout Sessions: Frameworks and Tools
03:55 PM
Breakout Sessions: Frameworks and Tools
03:55 PM
Breakout Sessions: Frameworks and Tools
03:55 PM
5A: Operational Frameworks to Accelerate Growth
Chelsea Balak
Orchid 1
03:55 PM
5A: Operational Frameworks to Accelerate Growth
Chelsea Balak
Orchid 1
03:55 PM
5A: Operational Frameworks to Accelerate Growth
Chelsea Balak
Orchid 1
03:55 PM
5B: Streamline MEPs and PEPs with Technology
Olivia Schwartz
Orchid 2
03:55 PM
5B: Streamline MEPs and PEPs with Technology
Olivia Schwartz
Orchid 2
03:55 PM
5B: Streamline MEPs and PEPs with Technology
Olivia Schwartz
Orchid 2
03:55 PM
5C: TBD
Gardenia 1
03:55 PM
5C: TBD
Gardenia 1
03:55 PM
5C: TBD
Gardenia 1
03:55 PM
5D: TBD
Gardenia 2
03:55 PM
5D: TBD
Gardenia 2
03:55 PM
5D: TBD
Gardenia 2
04:45 PM
Break
04:45 PM
Break
04:45 PM
Break
06:00 PM
Reception & Dinner @ Exhibit Hall
Poinsettia 1 & Foyer
06:00 PM
Reception & Dinner @ Exhibit Hall
Poinsettia 1 & Foyer
06:00 PM
Reception & Dinner @ Exhibit Hall
Poinsettia 1 & Foyer
07:30 PM
Dueling Pianos & Bar
Poinsettia 2 & 3
07:30 PM
Dueling Pianos & Bar
Poinsettia 2 & 3
07:30 PM
Dueling Pianos & Bar
Poinsettia 2 & 3
DAY 3
Friday
March 20, 2026
08:30 AM
Breakfast
Orchid Terrace
08:30 AM
Breakfast
Orchid Terrace
08:30 AM
Breakfast
Orchid Terrace
09:00 AM
Conference Recap & Closing
Poinsettia 2 & 3
09:00 AM
Conference Recap & Closing
Poinsettia 2 & 3
09:00 AM
Conference Recap & Closing
Poinsettia 2 & 3
10:00 AM
Break
10:00 AM
Break
10:00 AM
Break
11:30 AM
Golf – South Course
12:00PM Tee Time
11:30 AM
Golf – South Course
12:00PM Tee Time
11:30 AM
Golf – South Course
12:00PM Tee Time
Frequently Asked Questions
Who should attend?
Retirement plan consultants (TPAs), recordkeepers, technology providers, and industry professionals interested in workflow automation and the future of retirement plan administration.
How do I register?
What’s included with my registration?
Are there hotel accommodations at the venue?
Which airports are nearby?
Can I bring a guest?
Who should attend?
Retirement plan consultants (TPAs), recordkeepers, technology providers, and industry professionals interested in workflow automation and the future of retirement plan administration.
How do I register?
What’s included with my registration?
Are there hotel accommodations at the venue?
Which airports are nearby?
Can I bring a guest?
Who should attend?
Retirement plan consultants (TPAs), recordkeepers, technology providers, and industry professionals interested in workflow automation and the future of retirement plan administration.
How do I register?
What’s included with my registration?
Are there hotel accommodations at the venue?
Which airports are nearby?
Can I bring a guest?
