top of page

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. 


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. 


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 - 11:40 p.m.

Doors Open



Welcome and Housekeeping

Doug Prince, ProCourse

Benefit Trends


Andy Vetor, MJ Insurance

Benefits Legal Update


Mike Paton, Barnes & Thornburg

Wellness Initiatives & Trends


Brea Dantin, ProCourse

Shauna Henley, MJ Insurance

11:40 - 12:00 p.m.

Total Compensation Trends


Brea Dantin, ProCourse

Julie Bingham, MJ Insurance

bottom of page