WiRC is designed to address the challenges and opportunities of women in the industry, both personally and professionally. This event — which features keynote speakers, as well as intimate roundtables and workshops — is designed to inspire women in the retirement services industry to seek their highest level of personal and professional growth.
The Women in Retirement Conference (WiRC) is the only conference of its kind, with content built by women advisors and TPAs for women. WiRC brings together business owners and managers in the retirement plan service industry to focus on four key areas: leadership, marketing, practice management and personal growth.
WiRC participants can network with professionals across the retirement industry to help build and grow their businesses. Industry partners participate in all conference sessions, present “Big Ideas,” and engage in discussions alongside attendees.
Registration & Welcome Reception
Never Have You Ever… experienced a reception like this!
Join us and meet your co-WiRCers in a memorable meet and greet. Reconnect with colleagues and friends, and make new contacts. Hosted by the WiRC Steering Committee.
WiRCing Welcome Dinner
Manic Monday (80s Night) at the W Lobby Bar
It’s time to phone home and talk amongst yourselves; Monday’s just got a little more manic as we take it back to the totally righteous 80s. Whether you’re a yuppie, a motorhead, a valley girl, a Heather or a Veronica, a wastoid, or a dweeb, join us as we sling cocktails to the max and relive this radical era.
Breakfast & Conference Opening
WiRCshop 1: Power of Energy Management, Part I
Bobi Seredich, Inspirational speaker, author, leadership coach and trainer, specializing in emotional intelligence and corporate culture
Discover how managing your four energy sources — physical, mental, emotional and spiritual — can increase your engagement and energy in work and life. Instead of focusing on managing time, learn to manage energy! Focusing on what is wrong instead of what is right undermines our ability to perform and connect with others. This is an opportunity to take responsibility for our energy and the impact we have on others, as you learn:
- Time is finite. Energy is not.
- The four sources of energy and how they are interconnected.
- How emotional energy plays an important role in our physical, mental and spiritual energy.
- The importance of sustainability, security, self-expression and significance.
- The common energy draining habits and behaviors that will increase your energy.
Sponsors at WiRC — BIG Ideas
Refreshments in Sponsor Lounge
Connecting and Collaborating – Power of Energy Management
NetWiRCing Lunch – Retirement Preparedness of Women Business Owners and Leaders
WiRCshop 2: Her Place at the Table: Creating Conditions for Career Success
Carol Frohlinger, President of Negotiating Women, Inc., Co-author of “Her Place at the Table” and “Nice Girls Just Don’t Get It”
Research suggests that women are excellent at negotiating for others. They are not as good at negotiating for themselves. Yet, it is clear that, regardless of how you define career success, you must proactively advocate for what you want in order to realize your aspirations.
- Distinguishing the difference between “Big N” (formal) and “little n” (informal) negotiations
- Understanding the role gender plays: The “Tiara Syndrome”— why delivering great results is not enough
- Avoiding dangerous “drive-by negotiations” that produce unintended consequences
- Identifying ways women commonly get in their own way and what to do about it
- Pinpointing the strengths women bring to negotiation and harnessing that power to get better outcomes
- Using a proven method to plan effectively and efficiently for negotiation
- Responding to challenges — what to do when things go wrong despite good preparation
Book Signing with Carol Frohlinger
Carol Frohlinger, President of Negotiating Women, Inc., Co-author of “Her Place at the Table” and “Nice Girls Just Don’t Get It”
Connecting and Collaborating – Her Place at the Table
Sponsors at WiRC – BIG Ideas
Refreshments in Sponsor Lounge
WiRCshop 3: The 3 Gs of Being a Female Leader; Grit, Grace & Gratitude
Jania Stout, Co-Founder and Practice Leader of Fiduciary Plan Advisors; and NAPA President 2019
What a great time to be a female leader! We’ll explore tapping into three core areas that will help you continue to thrive as a woman in the retirement industry. Having grit is important to persevere in an industry where women are the minority. However, it’s not just about grit. There are other important factors we must recognize to continue to be fulfilled and successful. Jania will share research about women in leadership and her thoughts about what the future will bring, and provide:
- Steps to take to recognize your strengths as a woman;
- Daily rituals you can use to continue to be the leader you know you are or can be;
- Tips to help you find your happy place and be proud about it!
Separate Purchase Required
Group Dinner on the Town (6 PM)
$36.95 per person (plus tax and gratuity, $49.22 total)
Second City Performance (8 PM)
$33.50 per ticket (seating limited)
Come see where it all began! “The Best of The Second City” features some of the funniest sketches, songs and improvisations from its fifty-eight year history. From the touring company that launched the careers of Tina Fey, Stephen Colbert, Steve Carell and more, comes the next generation of the comedy world’s best and brightest performing hilarious sketch comedy and The Second City’s trademark improvisation.
Sunrise WiRCout (W Bootcamp)
Time to rise and shine with a signature W workout to start your day.
Breakfast and Welcome Day 2
WiRCshop 4: What Keeps You Up at Night in the Retirement Industry?
Did you know that the number of women in American Retirement Association leadership is at an all-time high? Hear how they’ve ascended in leadership, what keeps them up at night, how they started in the industry, and how they stay relevant and set themselves apart.
American Retirement Association Women in Leadership Roundtable
- Kristine Coffey, NTSA President (January 2019-2020)
- Marjorie Mann, PSCA 1st Vice Chairperson
- Miriam G. Matrangola, ASPPA President-Elect
- Lauren Okum, ACOPA President-Elect
- Jania Stout, NAPA President (March 2019-2020)
Sponsors at WiRC – BIG Ideas
Refreshments & Break in Sponsor Lounge
11 AM–12:30 PM
WiRCshop 5: The Ritz-Carlton Culture Model, Service Excellence Culture Part 1
Dig into the psychology of service and learn the how and why of the processes that power The Ritz-Carlton Gold Standard. Attendees will learn:
- The Ritz-Carlton Culture: Through this in-depth review, you will learn about The Credo, Motto, The Three Steps of Service, The Employee Promise, and the 12 Service Values of The Ritz-Carlton.
- The Ritz-Carlton Key Process, known as “The Systems Behind the Smiles”: One cannot extend legendary service without having robust systems and processes in place. You will hear about the selection process at The Ritz-Carlton and how we onboard talent and reward and recognize our associates.
- Employee and Customer Engagement: The foundation of driving customer engagement is having engaged employees. You will be introduced to the three levels of employee engagement and shown techniques that will enable you to personalize your service and create emotional connections.
- The Importance of Empowerment: Empowering your employees is an imperative component of legendary service. You will learn about The Ritz-Carlton Empowerment Guidelines, including how these reduce problem resolution costs and create consistently exceptional service.
WiRCshop 5: The Ritz-Carlton Culture Model, Service Excellence Culture Part 2
Alexandra Valentin is an international speaker, who advises organizations on culture transformation and is fluent in English and Spanish. She has over 21 years of experience with The Ritz-Carlton, and during her career, she has served in Food & Beverage as well as in Quality. Most recently, Alexandra completed The High Impact Leadership Program, an Executive Leadership Development Program, Center for Leadership at Florida International University. She has shared the culture of The Ritz-Carlton with thousands of people around the world.
Wisdom at WiRC – Putting It All Together
|Tuesday, June 25, 2019||9–10:30 AM||WiRCshop 1: Power of Energy Management, Part I||1|
|Tuesday, June 25, 2019||12–1 PM||NetWiRCing Lunch – Retirement Preparedness of Women Business Owners and Leaders||1|
|Tuesday, June 25, 2019||1–1:50 PM||WiRCshop 2: Her Place at the Table – Creating Conditions for Career Success||1.2|
|Tuesday, June 25, 2019||2:10–3 PM||Connecting and Collaborating – Her Place at the Table||1|
|Tuesday, June 25, 2019||3:45–4:35 PM||WiRCshop 3: The 3 Gs of Being a Female Leader; Grit, Grace & Gratitude||1|
|Wednesday, June 26, 2019||9–10:15 AM||WiRCshop 4: What Keeps You Up at Night in the Retirement Industry?||1.5|
|Wednesday, June 26, 2019||11 AM–12:30 PM||WiRCshop 5: The Ritz-Carlton Culture Model, Service Excellence Culture, Part 1||1.8|
|Wednesday, June 26, 2019||1:30–3:00 PM||WiRCshop 5: The Ritz-Carlton Culture Model, Service Excellence Culture, Part 2||1.8|
W Chicago — City Center
Room rate: $259 per night
Hotel cut-off date: June 2, 2019, 5 PM (CST)
172 West Adams Street
Chicago, IL 60603-3604
The W Chicago — City Center is located on the Loop in downtown Chicago. Millennium Park, the Willis Tower, Grant Part and the Art Institute of Chicago are moments away. It is one of the only W properties in a historic building. The property features a restaurant, the Midland Social Club, named after the building’s original use as a private gentlemen’s club back in the day. Midland Social club is located on property and is open for breakfast and lunch.
Janine Moore has over 25 years of experience in financial services. She co-founded Peak Financial Group in 2002 and served as Principal until the HUB International acquisition in 2019. Prior to Peak, she served the retirement planning needs of clients with MassMutual Life Insurance Company and Nationwide Insurance. In addition, Janine also proudly served her country as a Staff Sergeant with the Ohio Air National Guard where she was honored with the Air Force Achievement Medal. Among her many awards, her team is part of NAPA’s Top DC Advisors and she has received recognition as a Financial Times Top 401 Retirement Advisor and NAPA Top Women Advisor All Star and Captain. Janine has led and contributed to a number of professional and non-profit organizations committed to improving the lives of others and promoting women in business. She is the current Co-Chair for ARA’s upcoming Women in Retirement Conference.
Janine has a BA degree in Journalism and Public Relations from The Ohio State University. She holds FINRA Series 6, 7, 26, 63 and 66 registrations through LPL Financial. In addition, she is an Accredited Investment Fiduciary® (AIF®) and also holds Certified Plan Fiduciary Advisor (CPFA) and Certified Fund Specialist (CFS) designations.
Janine’s faith and family are her first priority, and she is very intentional about spending meaningful time with them. She and her husband, John, have two millennial sons and enjoy keeping up with their active pursuits. To exercise her creativity, Janine appreciates writing, photography, event planning, dancing to Zumba/Refit and singing in her church choir.
Shannon formed TriStar Pension Consulting in 1999. Throughout her more than 25 years in the industry, Shannon has achieved multiple awards and accolades, and is recognized as a proven leader in the retirement plan industry.
Shannon has been a credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) since 1996. She is also a credentialed member of the National Institute of Pension Administrators (NIPA). Shannon’s professional credentials include: ERPA (Enrolled Retirement Plan Agent), QPA (Qualified Pension Administrator), QKA (Qualified 401(k) Plan Administrator), APR (Accredited Pension Representative), and APA (Accredited Pension Administrator).
Shannon currently serves as a board member on the American Retirement Association Board of Directors (ARA) and is the co-chair of the Women in Retirement Conference. She has been a speaker at the ASPPA national conference as well as the Women in Retirement Conference and several other state and local conferences and meetings.
In 2009, Shannon was honored by OKC Business Magazine as one of Oklahoma’s “40 Under 40” award winners. She is also passionate about giving back to her community and has served on several committees and supported several non-profits locally such as Infant Crisis Services, Make a Wish and Cleats for Kids.
Julie Altig, QKA, QPA, ERPA is Vice President of Operations for Atlantic Pension Services, a non-producing Third-Party Administrator. Julie helps small and mid-size business owners create a meaningful retirement for their employees through complex plan design and annual administration. After working for almost a decade with Associated Pension Consultants in Sacramento, California, Julie moved across country in 2007 and began working for Atlantic Pension Services.
Julie is native Californian and a graduate of the University of the Pacific where she had the opportunity to study abroad in Italy and Ecuador. Having the experience as an exchange student herself has inspired Julie to open her home to exchange students from all over the world. Julie has cared for exchange students from Japan, Italy, Finland, and most recently Spain. Julie also enjoys home improvement and dabbles in Real Estate flipping and home rehab projects. Julie is a huge animal lover. Her husband and two children help her care for their current menagerie including three dogs and three cats.
Sheri Alsguth, EA, MSPA, CPC, QPFC is an Enrolled Actuary, focused on the design, implementation and ongoing administration of defined benefit plans. Sheri, along with fellow actuaries Kevin Donovan and Lynn Young, authored the 2016 – 2018 Editions of the Defined Benefit Answer Book, published by Wolters Kluwer. As an enrolled actuary, Sheri specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Her 27+ years of retirement plan experience make her a valuable asset to the Pinnacle team. Sheri is a proud graduate of the University of Texas at Austin. Sheri is a native Texan. She loves BIG sporting events, having gone to a World Cup Match, the Atlanta Olympics, Game 7 of an NBA Championship and the World Series! While reading is her first hobby, she also has a rusty Black Belt in Tae Kwon Do and is a Certified Diver. She and her husband Carsten love to travel. Sheri is not your usual actuary, she loves to laugh and have fun!
Megan Crawford, ERPA is a principal at Williams Benefit Consulting, LLC where she has gained unparalleled experience over her 10 years in the retirement plan space. Megan is known for helping, educating, and supporting clients and their employees as they plan for retirement. Outside of the office, Megan enjoys spending time with her family and traveling. She is also passionate about fundraising for the St. Jude Children’s Research Hospital.
Nicole Corning CFP®, CRPC®, AIF® is a First Vice President – Investment Officer, at Wells Fargo Advisors. She has been part of the finance and banking industry in Scottsdale, Arizona since 2001 and currently serves as a Financial Advisor with the Buckman and Corning Financial Strategies Group. Nicole is one of nine voting members of the National Association of Plan Advisors (NAPA) leadership committee, and was named one of the 2018 Top Women Advisors by NAPA.*
Prior to coming to Arizona, Nicole worked in Washington D.C. and had the honor of working on two presidential campaigns as well as several senatorial and congressional campaigns around the country. Nicole is also a published author. She is active in the Scottsdale non-profit community and sits on the board of Cortney’s Place. Nicole graduated Cum Laude from the University of Massachusetts, Amherst. She has two young sons, three loyal rescue dogs, and has been (mostly) happily married since 2001.
*NAPA Top Women Advisors were nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by the nominee. Investment performance is not an explicit component CAR 1218-02457
Jeanne Fisher, CFP®, CPFA is a Certified Financial Planner™ with ARGI, a comprehensive wealth management firm. She serves as a 401(k) and retirement plan specialist, and designs and manages a range of employer-sponsored retirement plans. Jeanne is a Certified Plan Fiduciary Advisor from the National Association of Plan Advisors, and was honored to be selected as an Ambassador for the CFP® Board. She is frequently interviewed for national publications, including Forbes, USA Today, TIME Magazine, NPR, Asset TV and many others. Jeanne is a published author, speaker, active on social media and host of the YouTube Channel “Financial Jeanne.”
Amy Koch, CRPS®, CPFA, Vice President, joined B. Riley Wealth Management in early 2014. Previously, Amy was a Relationship Manager with John Hancock Retirement Plan Services where she provided guidance to a diverse group of corporate retirement plans. She has experience helping Plan Sponsors and Administrators manage plans in an efficient and compliant manner. During her career, Amy has worked extensively with plan sponsors and participants and has demonstrated a record of increasing participation and contributions. Amy earned industry recognition when she was named among the 2015 MVP List of Top Women Advisors by the National Association of Plan Advisors.
Amy is a life-long Memphian, a graduate of Christian Brothers University with a B.S. in Business Administration. She is very active in the community and is a Board member and current President of the Memphis Civitan Club, a volunteer for St. Jude Children’s Research Hospital and occasionally coaches competitive youth volleyball. In her free time, she enjoys spending time, usually outdoors, with her husband and 8 year old step son.
Leigh Lewis, QPA, QKA has been with Metro Benefits, Inc. since June, 1999. A native of Pittsburgh, Leigh is a graduate of La Roche College earning a Bachelor’s Degree in Finance. Since joining Metro, she has obtained the professional designations of QKA and QPA through the American Society of Pension Professionals and Actuaries (ASPPA). She is a Managing Consultant at Metro Benefits, Inc. and oversees a defined contribution team while also being responsible for bringing in new clients to the firm. She enjoys providing plan design and ongoing administration to a number of clients. She is an active board member on the ASPPA Women’s Business Leaders Forum and the WiRC. Effective February 1, 2012 Leigh became an owner of Metro Benefits, Inc.
Alicia Malcolm, CRPC ® began her career in the financial services industry in 2010. Based in Buffalo, NY, Alicia is a Financial Advisor at UBS Financial Services and a partner on The D’Aiutolo Investment Consulting Group. Their team provides comprehensive wealth management services to high net worth clients and their families and provides services to 60 ERISA clients, representing in excess of $2.4 Billion and 35,000 working Americans. Alicia has an integral role amongst her wealth management practice and with the team’s institutional clients.
In 2012, Alicia joined her Mother’s Wealth Management practice at UBS. Her passion for financial planning and helping people obtain their goals has been integral in the expansion of their wealth management business. Alicia is committed to helping her clients’ achieve and sustain their financial and life goals. The basis of Alicia’s practice begins with a comprehensive financial plan. The financial plan allows her to gain a complete understanding of her clients’ current financial situation and their future goals. By understanding each client’s unique situation, she can utilize the breadth of resources, research and ideas that UBS has to offer along with proactive client service in order to navigate each client in the right direction to achieve success.
Quickly after joining UBS, Alicia was introduced to their team’s strategic partner and now formal business partner, Paul D’Aiutolo, the team’s lead Fiduciary Consultant to ERISA retirement plans.
Alicia helps drive their institutional practice by bringing in new clients and serving as the lead relationship manager to many of their existing clients. Her combined experience in financial planning and in working with 401(k) plans has driven Alicia to continuously better the 401(k) participant experience. Alicia meets with hundreds of participants nearing retirement every year to help educate them as the idea of retirement starts to transition into their reality.
Alicia graduated from The University at Buffalo with a Bachelor of Science Degree in Finance and Marketing. She holds FINRA Series 7, Series 66 and Life, Health and Disability Licenses and just recently obtained her designation as a Certified Retirement Plan Counselor, CRPC®. Alicia was recently married. She enjoys spending time with her family, playing golf, running, and doing anything active outdoors.
Emily Minnich, CFP® has over ten years of experience in investment management and retirement plan consulting, with an expertise in financial planning and plan participant education. She joined with UBS in 2005 after having spent three years at the Prudential/Wachovia joint venture. Emily emphasizes asset allocation and total portfolio management, including structures for education funding, charitable giving and estate planning. She focuses on assisting clients with fiduciary compliance, manager and vendor searches, fee analysis, and benchmarking and overall client experience.
After receiving a B.S. in Business Administration with a specialization in marketing from Bowling Green State University, Emily went on to earn an extensive list of professional credentials, including the Series 7, 66, life and health insurance licenses and the prestigious Certified Financial Planner™ (CFP®) designation. Emily has been recognized by the National Association of Plan Advisors (NAPA) as one of the Top Women Advisors in 2015, and the Top 50 Under 40 for two consecutive years (2015 & 2016).
Outside of the office, Emily enjoys staying active and is an indoor cycling instructor in Westlake. She is also an active alumna at St Joseph’s Academy and a member of the Women in Pension Network. Emily and her husband make their home in Westlake, OH.
Get to WiRC in...