| 8:30 |
Continental Breakfast |
| 9:00 |
Opening Remarks – “The Challenge” |
| 9:15 |
Plenary Session: Presenting the Overall Initiative |
| 10:20 |
Coffee Break |
| 10:30 |
Group Session: Quantification of the Benefits side of the Business Case - Identify the Benefits to each group of interested stakeholders:
- Advisors
- Distributors
- Carriers
- Vendors
|
| 12:00 |
Plenary Session: Presentation and Discussion of major benefits to each Stakeholder group |
| 12:30 |
Lunch Break |
| 1:00 |
Group Session:
- Change for the Advisor – Advisor experience, sales process and adoption rates
- Cost side factors – what will this take?
- Benefit factors - what will we gain?
|
| 2:00 |
Plenary Session: Presentation and discussion of the results of each group |
| 2:45 |
Coffee Break |
| 3:00 |
Plenary Session: Development of proposed interim Task Force to lead decision process going forward
- Structure
- Slate of proposed names
- Schedule of when things should happen
|
| 3:30 |
Plenary Session: Discussion of Next Steps for Task Force |
| 4:00 |
Wrap Up |
|
|
