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A Bit About The Conference

We have rebranded our annual conference (formerly "The Retirement Exchange"), to

Swerve: Redirecting the benefits conversation.

 

The purpose of our annual conference is to provide employers with forward-thinking concepts that can be used to improve financial outcomes for your workforce. We all think bigger together, and by connecting you with like-minded professionals, we will bring innovation to the retirement benefits space. 

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The Details

Friday, October 29, 2021

8:30 - Noon EST

FORUM Credit Union Conference Center, Fishers, IN

Virtual: For an enhanced overall experience, we encourage you to attend in person. If you would like to attend virtually or receive a recording of the presentations. Please contact Ashley.​

CE Credits: Attendees will qualify for HRCI and SHRM continuing education credits. 

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Virtual Registration Opens August 16th 

2021 Agenda

8:00 - 8:30 a.m. EST

8:30 - 8:40 a.m. 

8:40 - 9:25 a.m. 

9:30 - 10:00 a.m. 

10:00 - 10:20 a.m.  

10:35 - 11:20 a.m.

11:20 - 12:00 p.m.

11:20 - 12:00 p.m.

Doors Open

Breakfast

Networking

Welcome and Housekeeping

Doug Prince, ProCourse

Diversity, Equity, & Inclusion Panel

Moderator:

Brea Dantin, ProCourse

Panelists:

Tim Robinson, Lumina Foundation

Jenny Budreau, FORUM Credit Union

Mellissa Boggs, Transformational Human Capital Leader

Benefit Trends

Presenter:

TBD

Retirement Trend Ted Talks

Presenters:

Doug Prince, ProCourse

Matt Fleck, ProCourse

Paul Donahue, ProCourse

Mic Richey, ProCourse

Update from Washington / Retirement Litigation

Presenter:

Mike Paton, Barnes & Thornburg

Wellness Initiatives & Trends

Presenter:
TBD

Adjourn

2021 Speakers

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Brea Dantin

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Co-Founder & Retirement Advisor

ProCourse 

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Doug Prince

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Co-Founder & Retirement Advisor

ProCourse 

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To Be Announced!

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More Speakers to be announced - stay tuned!