BPAS 2025 Regional Partner Conference Agenda
| 8:30 AM – 9:00 AM | Check in / Breakfast |
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| 9:00 AM – 9:50 AM |
Looking Ahead: The BPAS Vision for What’s Next Paul will share his forward-looking perspective on the future of retirement and benefit solutions — and how BPAS is charting the course ahead. Don’t miss the opportunity to hear directly from our CEO about the innovations and strategies that will shape the next chapter for our partners and clients. Speakers: Paul Neveu, Chief Executive Officer (CEO), BPAS |
| 10:00 AM – 10:50 AM |
Legislative Updates Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® Brad Campbell, a top ERISA attorney, will provide an update on key events, legislation, and regulatory trends in the retirement plan space. This session is ideal for those looking for a focused overview on current issues and their impact. Speakers: Paul Neveu, Chief Executive Officer (CEO), BPAS Brad Campbell, Partner, Faegre Drinker Biddle & Reath |
| 10:50 AM – 11:00 AM | Break |
| 11:00 AM – 12:00 PM |
Scaling Smarter: Proactively Managing Infrastructure for Sustainable Growth Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® This session will focus on understanding capacity in your business and proactively managing your infrastructure to continually drive growth and efficiency. Too many organizations wait too long to build the infrastructure to support their growth and cause themselves to plateau needlessly. There are key ratios that provide you proactive indications enabling you to drive continual growth and efficiency in your organization. Speakers: Bill Rambo, Senior Coach & Director, BPAS Tate Kerst, CFP® CEPA®, Senior Coach & Practice Director, BPAS |
| 12:00 PM – 1:00 PM | Lunch |
| 1:00 PM – 1:50 PM |
Modern Advisors: Navigating Innovation and Industry Expectations Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® Join us for a dynamic panel discussion with leading financial advisors as we explore the evolution of the financial advisory marketplace. We'll dive into how the role of the advisor is changing in response to emerging technologies, particularly the integration of AI into client service and operational workflows. The conversation will also highlight how advisors are rethinking employee education and development strategies to keep pace with these changes, and what advisors are prioritizing today to stay competitive and deliver value in an increasingly complex landscape. Expect candid insights into what’s top of mind for advisors today—and how they’re preparing for the demands of tomorrow. Moderators: Donna Kramer, CFP®, Regional Sales Director, BPAS Workplace Retirement Plans [New York] Christopher Noyes, CRPS®, Regional Sales Director, BPAS Workplace Retirement Plans [Boston] |
| 1:50 PM – 2:40 PM |
Reframing Retirement - Retirement Planning Beyond Money Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® A fulfilling retirement goes beyond financial security. It’s about well-being, purpose and feeling prepared. Build trust with clients by helping them define what makes retirement rewarding while proactively addressing potential challenges including larger medical expenses, assisted living costs and cognitive decline. Speaker: Michael Graci, Senior Financial Wellness Consultant and National Speaker, BlackRock Business Consulting |
| 2:40 PM – 3:00 PM | Break |
| Breakout Sessions | |
| 3:00 PM – 3:50 PM |
Finding the Right Retirement Plan Solution for Your Clients Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® There are many different qualified and non-qualified retirement plan options for sponsors to consider when designing a retirement program for their organization. In this session, we’ll provide information for you to help your clients determine which type of retirement plan(s) are right for them, and how partnering with BPAS will provide you and your clients with the service and solutions they need for their retirement program. Speakers: Kevin J. Wade, EA, MAAA, Vice President, Consulting, BPAS Actuarial & Pension Services Ron Stair, SVP, National Practice Leader, BPAS Creative Plan Design Services |
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Elevate Your Practice With Effective Education Strategies Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® Today’s retirement plan sponsors face a dual challenge: employees who are not saving enough for retirement and widespread financial stress driven by everyday financial pressures. Research shows that financial stress can significantly reduce productivity, increase absenteeism, and negatively affect a company’s bottom line. At the same time, organizations across numerous industries continue to struggle with attracting and retaining top talent. How can retirement plan advisors play a meaningful role in improving retirement readiness, easing financial stress, and helping plan sponsors stand out through enhanced retirement plans and education services? Join our breakout session to discover practical strategies that benefit both participants and plan sponsors—boosting employee well-being while supporting talent retention and recruitment goals. Speaker: Bradley Bonno, VP, Large Plan & Education Services, BPAS Plan Administration & Recordkeeping Services |
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| 4:00 PM – 4:50 PM |
Learning to Speak the Language of Wealthcare Approved for 1 hour of CE credit for AIF®, AIFA®, PPC®, CFP®, CIMA®, CPWA®, CIMC®, and RMA® Build a resilient practice as retirement planning and benefits consulting merge. This session is an introduction to the rapidly combining world of healthcare and retirement benefits, with a focus on practical guidance to advisors on how to navigate it to their advantage. Speaker: Ryan Tiernan, Institutional Retirement Strategic Growth Counselor, Capital Group | American Funds |
| 5:00 PM – 6:00 PM | Reception |