The full conference schedule is available online.
NAPA 401(k) Summit Program Roles
To facilitate the provision of the highest quality content , we rely on the assistance of three key volunteers: Session Owners, Provocateurs, and Presenters. Each has a distinct but critical role in building and presenting a successful session. The updated Summit agenda is available here.
Session Owners are committee members who are responsible for:
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Development of session topic and key points
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Identifying and inviting speakers
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Coordinating the development of a single inclusive session presentation (all slides, in order, in a single PowerPoint deck) & any corresponding handouts
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Ensuring focus on the three key take-aways of the session in the presentation
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Submission of presentation and handouts (if applicable) to NAPA staff
Speakers/Presenters
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Adherence to ARA speaker policies
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Participation in speaker preparation calls
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Contribution of content development and speaker slides
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Presentation of key points to audience
Provocateurs
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Introduction of the session topic and presenters
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Facilitation of interaction with audience and between session speakers, as necessary
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Distribution of continuing education instructions to attendees at conclusion of session
Key Contacts
NAPA Staff
Nevin Adams
Chief Content Officer
Agenda Development, including Session Topics & Key Themes
Email Nevin
Matt Scanlon
Senior Conference Director
Overall Logistics
Email Matt
Erika Goodwin
Conference Manager
Registration, Presentations, Mobile App
Email Erika
Accounts Receivable
Accounting
Speaker Reimbursements
Email Accounting
Session Owner
March.
2019
2019
Develop session topic(s) and session description and send to Nevin Adams
Invite speakers for your session
Send speakers invitation letter with URL for Summit Speaker Form (submission of speaker bio/photo)
Share registration discount code with speakers and ask them to register
Tell us who you are!
Submit your information via the speaker information form for the conference mobile app. We will need your first and last name, job title, firm/organization, a high-resolution photo, and a SHORT professional bio
Apr.
2020
2020
Book your travel and hotel accommodations
The hotel cutoff date for reservations is August 18, 2021
May
2020
2020
June
2020
2020
July
2020
2020
Schedule a speaker conference call to develop content
Collaborate with speakers to develop PowerPoint Presentation
Remind speakers of presentation deadline and event Power Point template to use
Aug.
2020
2020
Promote your session on social media
Review your information and session information in the summit mobile app
Submit any changes by August 17, 2021
Submit one speaker PowerPoint presentation to conference manager by August 27th
Sept.
2020
2020
September
Participate in NAPA Summit onsite
Attend your session
Submit your reimbursement request by September 17, 2021
Session Provocateur/Presenter
Apr.
2020
2020
Confirm your availability for September Summit
Tell us who you are!
Submit your information to Erika Goodwin for the conference mobile app. We will need your first and last name, job title, firm/organization, a high-resolution photo, and a SHORT professional bio
Text must be submitted via the speaker portal; PDFs, resumes, and CVs will not be included in the app
New speakers register with discount code provided to you by email
May
2020
2020
Promote your session on social media
June
2020
2020
Participate in your speaker planning call
Collaborate with co-presenter to develop PowerPoint presentation
July
2020
2020
Submit speaker PowerPoint presentation to Erika Goodwin by July 31st
Aug.
2020
2020
Review your information in the Summit mobile app
Submit any changes by August 17th
Sept.
2020
2020
Participation in NAPA Summit onsite
Submit your reimbursement request
Registration & Housing
All speakers will receive complimentary registration to the conference. Please register using the link and the discount code that was given to you. A registration confirmation will be sent within ten business days after registering. If you have not received a confirmation, please contact our Accounting Department.
We ask that you pay for your travel and hotel expenses in full (including those that will be reimbursed) and then submit the expense reimbursement form together with appropriate receipts to the conferences department.
Speakers are responsible for making their own hotel reservations.
Conference Hotel Accommodations
You have two (2) options for hotel accommodations during the event. The conference general sessions and workshops will be held in the Loews Royal Pacific Resort. The exhibit hall will be in the Grand Caribbean Ballroom located in the Loews Sapphire Falls Resort. The conference rate is available until August 17, 2020.
Loews Royal Pacific Resort
6300 Hollywood Way
Orlando, FL 32819
Rate: $250
Closest to the session rooms
Loews Sapphire Falls Resort
6601 Adventure Way
Orlando, FL 32819
Rate: $240
Closest to the exhibit hall and registration desk
Session Room & Audiovisual
Session room will have standard AV equipment – laptop (preloaded with your presentation), wireless presentation remote, LCD Projector, podium, and individual wireless microphone(s).
Presentation materials are required for each session to qualify for continuing education credits.
The presentation materials submitted should:
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Be an accurate representation of the content to be covered during the allotted timeframe and properly
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Align with the identified session description
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Include content to support the three (3) key points
Speaker Policies
Your presentation may express your opinion about preferred approaches or techniques for addressing specific pension or benefits issues. We require, however, that you refrain from negative, disparaging or pejorative comments about any specific providers, professionals or services. Additionally, speakers shall not: identify specific companies or individuals to imply that they have inferior techniques, products or services; identify or promote any specific product or service of your company or any other company or individual; or provide any additional materials in the session room that were not previously submitted to the conferences department prior to the conference. This includes, but is not limited to, articles, studies, resource guides, sample graphs or tables, etc. Speakers are strongly encouraged to use the provided conference-specific PowerPoint template. In the event that a speaker chooses not to use the provided template, the provided materials can only include the speakers’ company name and/or logo on the cover slide and at the end of the presentation.
Speaker Reimbursement Policy
Speakers will be reimbursed for their hotel, travel, and incidental expenses according to NAPA’s travel reimbursement policy. Please see the “Instructions” tab of the reimbursement form for more information about specific reimbursement policies.
We ask that you pay for all your charges, including those that will be reimbursed, and submit the expense reimbursement form together with appropriate receipts to the conferences department no later than 30 days following the conclusion of the 2020 NAPA 401(k) Summit.
Private Practitioners
Private Practitioner Specifc Policies
Transportation
Airfare travel is authorized for the lowest coach fare available, which includes a 21-day advance purchase. You will be reimbursed for a maximum of two checked baggage fees per roundtrip flight (one checked baggage fee each way). Taxi/Limo/Other incidental travel expense reimbursement is limited to travel between home or office and airport or train station, and between the airport or train station and the hotel. The least expensive mode of transportation must be used. If you drive, your mileage will be reimbursed at the anticipated 2020 standard mileage rate, which is $.58/mile. The maximum amount of reimbursement for transportation (airfare, taxi/limo/other & driving) is a combined total of $725.
Hotel
One night’s lodging at the group room rate plus tax for each day you are scheduled to speak. A total of one additional hotel night will be reimbursed if you are traveling over two time zones.
Meals
Meals are reimbursed to a maximum of $65 per day and in the increments shown below. If any meals are provided as part of the conference, the $65 maximum reimbursement will be reduced as follows: breakfast – $5.00 max; lunch – $15.00 max; dinner – $45.00 max. Receipts must accompany all meals for reimbursement, regardless of the dollar amount.
Government Speakers (DOL, PBGC, Office of Chief Counsel, etc.)
Government Speaker Specific Policies
This reimbursement will be made through ASPPA’s nonprofit educational foundation, the Pension Education and Research Foundation (PERF), a 501(c)(3) organization. Tax ID # 52-1093826.
Transportation
Airfare travel is authorized for the lowest coach fare available which includes a 21-day advance purchase. You will be reimbursed for a maximum of two checked baggage fees per roundtrip flight (one checked baggage fee each way). Taxi/Limo/Other incidental travel expense reimbursement is limited to travel between home or office and airport or train station, and between the airport or train station and the hotel. The least expensive mode of transportation must be used. If you drive, your mileage will be reimbursed at the anticipated 2020 standard mileage rate, which is $.58/mile. The maximum amount of reimbursement for transportation (airfare, taxi/limo/other & driving) is a combined total of $725.
Hotel
One night’s lodging at the group room rate plus tax for each day you are scheduled to speak. A total of one additional hotel night will be reimbursed if you are traveling over two time zones.
Meals
Meals are reimbursed to a maximum of $65 per day and in the increments shown below. If any meals are provided as part of the conference, the $65 maximum reimbursement will be reduced as follows: breakfast – $5.00 max; lunch – $15.00 max; dinner – $45.00 max. Receipts must accompany all meals for reimbursement, regardless of the dollar amount.