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
Sponsored by Lee CPA Audit Group
Legends Lawn & Valley Promenade
05:00 PM
Reception & Dinner
Sponsored by Lee CPA Audit Group
Legends Lawn & Valley Promenade
05:00 PM
Reception & Dinner
Sponsored by Lee CPA Audit Group
Legends Lawn & Valley Promenade
DAY 2
Thursday
March 19, 2026
07:15 AM
Morning Yoga
Deb Rubin
07:15 AM
Morning Yoga
Deb Rubin
07:15 AM
Morning Yoga
Deb Rubin
08:00 AM
Breakfast
Orchid Terrace
08:00 AM
Breakfast
Orchid Terrace
08:00 AM
Breakfast
Orchid Terrace
09:00 AM
Welcome Message
Spiro Preovolos
Poinsettia 2 & 3
09:00 AM
Welcome Message
Spiro Preovolos
Poinsettia 2 & 3
09:00 AM
Welcome Message
Spiro Preovolos
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 Matt Slyter Scott Erskine
Orchid 1
10:15 AM
1A: Tech-driven M&A Success
Fred Bloodgood Andy Lovell Matt Slyter Scott Erskine
Orchid 1
10:15 AM
1A: Tech-driven M&A Success
Fred Bloodgood Andy Lovell Matt Slyter Scott Erskine
Orchid 1
10:15 AM
1B: Scaling Sales with AI
Aubrey Christ JJ McKinney Bill Riccio Travis Jack
Orchid 2
10:15 AM
1B: Scaling Sales with AI
Aubrey Christ JJ McKinney Bill Riccio Travis Jack
Orchid 2
10:15 AM
1B: Scaling Sales with AI
Aubrey Christ JJ McKinney Bill Riccio Travis Jack
Orchid 2
10:15 AM
1C: Compliance in the Digital Age
Joseph Burt Cam Sechrist Greg Jones Kevin Spaeth
Gardenia 1
10:15 AM
1C: Compliance in the Digital Age
Joseph Burt Cam Sechrist Greg Jones Kevin Spaeth
Gardenia 1
10:15 AM
1C: Compliance in the Digital Age
Joseph Burt Cam Sechrist Greg Jones Kevin Spaeth
Gardenia 1
10:15 AM
1D: The Build vs. Buy Decision
Kelsey Larson Christopher Tipper Andrew Flowers
Gardenia 2
10:15 AM
1D: The Build vs. Buy Decision
Kelsey Larson Christopher Tipper Andrew Flowers
Gardenia 2
10:15 AM
1D: The Build vs. Buy Decision
Kelsey Larson Christopher Tipper Andrew Flowers
Gardenia 2
11:05 AM
Break
11:05 AM
Break
11:05 AM
Break
11:15 AM
Breakout Sessions: Define the Roadmap
11:15 AM
Breakout Sessions: Define the Roadmap
11:15 AM
Breakout Sessions: Define the Roadmap
11:15 AM
2A: Payroll & Census
Kevin McCarthy Derek Winegard
Orchid 1
11:15 AM
2A: Payroll & Census
Kevin McCarthy Derek Winegard
Orchid 1
11:15 AM
2A: Payroll & Census
Kevin McCarthy Derek Winegard
Orchid 1
11:15 AM
2B: Sales & CRM
Naru Muraleedharan Mike Kiernan
Orchid 2
11:15 AM
2B: Sales & CRM
Naru Muraleedharan Mike Kiernan
Orchid 2
11:15 AM
2B: Sales & CRM
Naru Muraleedharan Mike Kiernan
Orchid 2
11:15 AM
2C: Joint Session with Stax.ai & PenChecks
Andrew Flowers Ron Kaplan Rob Klobukowski
Gardenia 1
11:15 AM
2C: Joint Session with Stax.ai & PenChecks
Andrew Flowers Ron Kaplan Rob Klobukowski
Gardenia 1
11:15 AM
2C: Joint Session with Stax.ai & PenChecks
Andrew Flowers Ron Kaplan Rob Klobukowski
Gardenia 1
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 Genelle Brakefield Ricky Diaz Brian Danos
Orchid 1
01:45 PM
3A: Client Communication in the Digital Age
Megan Crawford Genelle Brakefield Ricky Diaz Brian Danos
Orchid 1
01:45 PM
3A: Client Communication in the Digital Age
Megan Crawford Genelle Brakefield Ricky Diaz Brian Danos
Orchid 1
01:45 PM
3B: Cybersecurity Essentials for TPAs
Cari Massey-Sears Cam Sechrist Jordan Cross Kevin Spaeth
Orchid 2
01:45 PM
3B: Cybersecurity Essentials for TPAs
Cari Massey-Sears Cam Sechrist Jordan Cross Kevin Spaeth
Orchid 2
01:45 PM
3B: Cybersecurity Essentials for TPAs
Cari Massey-Sears Cam Sechrist Jordan Cross Kevin Spaeth
Orchid 2
01:45 PM
3C: Training Teams for Technological Transition
Joseph Burt Katherine Tipper Deb Rubin Travis Jack
Gardenia 1
01:45 PM
3C: Training Teams for Technological Transition
Joseph Burt Katherine Tipper Deb Rubin Travis Jack
Gardenia 1
01:45 PM
3C: Training Teams for Technological Transition
Joseph Burt Katherine Tipper Deb Rubin Travis Jack
Gardenia 1
01:45 PM
3D: Modernizing DB Administration
Zachary Dennis Lorraine Dorsa Andrew Flowers
Gardenia 2
01:45 PM
3D: Modernizing DB Administration
Zachary Dennis Lorraine Dorsa Andrew Flowers
Gardenia 2
01:45 PM
3D: Modernizing DB Administration
Zachary Dennis Lorraine Dorsa Andrew Flowers
Gardenia 2
02:35 PM
Break
02:35 PM
Break
02:35 PM
Break
02:50 PM
Breakout Sessions: Product Releases
02:50 PM
Breakout Sessions: Product Releases
02:50 PM
Breakout Sessions: Product Releases
02:50 PM
4A: Payroll Integrations
Andrew Hallengren
Orchid 2
02:50 PM
4A: Payroll Integrations
Andrew Hallengren
Orchid 2
02:50 PM
4A: Payroll Integrations
Andrew Hallengren
Orchid 2
02:50 PM
4B: Penchecks Trust
Gardenia 1
02:50 PM
4B: Penchecks Trust
Gardenia 1
02:50 PM
4B: Penchecks Trust
Gardenia 1
02:50 PM
4C: Stax.ai
Andrew Flowers
Gardenia 2
02:50 PM
4C: Stax.ai
Andrew Flowers
Gardenia 2
02:50 PM
4C: Stax.ai
Andrew Flowers
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 Dawn Genz Katie Boyer Kevin Spaeth
Orchid 1
03:55 PM
5A: Operational Frameworks to Accelerate Growth
Chelsea Balak Dawn Genz Katie Boyer Kevin Spaeth
Orchid 1
03:55 PM
5A: Operational Frameworks to Accelerate Growth
Chelsea Balak Dawn Genz Katie Boyer Kevin Spaeth
Orchid 1
03:55 PM
5B: Streamline MEPs and PEPs with Technology
Olivia Schwartz Carolyn Cumbee JK Nowiejski Doug Sabella
Orchid 2
03:55 PM
5B: Streamline MEPs and PEPs with Technology
Olivia Schwartz Carolyn Cumbee JK Nowiejski Doug Sabella
Orchid 2
03:55 PM
5B: Streamline MEPs and PEPs with Technology
Olivia Schwartz Carolyn Cumbee JK Nowiejski Doug Sabella
Orchid 2
03:55 PM
5C: Streamlining Audit Preparation Through Integrations
James Lee Brian Coons Todd Hallowell Travis Jack Andrew Flowers
Gardenia 1
03:55 PM
5C: Streamlining Audit Preparation Through Integrations
James Lee Brian Coons Todd Hallowell Travis Jack Andrew Flowers
Gardenia 1
03:55 PM
5C: Streamlining Audit Preparation Through Integrations
James Lee Brian Coons Todd Hallowell Travis Jack Andrew Flowers
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
Afterparty: Dueling Pianos & Bar
Poinsettia 2 & 3
07:30 PM
Afterparty: Dueling Pianos & Bar
Poinsettia 2 & 3
07:30 PM
Afterparty: 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?
