RIIA 2016 Summer Conference Agenda and RMA Boot Camp

RIIA®’s 2016 Summer Conference in Salem and Master-RMA Boot Camp

The Conference Opportunity: “Helping People Move to Where They Need to Be”

Our Summer Conference in Salem will take place July 18/19, 2016 at Salem State University (SSU).

The Summer Conference in Salem is followed by our Master-RMA(M-RMA) boot-camp (July 20/21/22, 2016).

  • The M-RMA program is available to RMA Graduates who seek to develop a deeper mastery of the retirement planning process.
  • Building on the work performed with the RMA approved courses of study, the M-RAM boot-camp delivers “how”-to discussions and cases in a face-to-face environment.
  • The M-RMA students are expected to attend the conference as well as the boot-camp.


Tentative Agenda:  The Next 10 Years in Retirement Best Practices: “Minding The Gaps”

Day 1: Monday, July 18, 2016: Pre-Conference Activities

10:00 AM to 12:00 PM

  • Pre-Conference RMA® CE Session (RMA® Graduates and RMA® Candidates only)
  • Pre-Conference RMJ® Peer-Reviewers Meeting
  • Pre-Conference VLC Authors and Presenters Meeting

12:00 PM to 1:00 PM

  • Pre-Conference Lunch – Sponsored by: TBA

Day 1: Monday, July 18, 2016: Afternoon Conference Sessions

1:00 PM to 1:45 PM

  • The value of data gathering and integration in a comprehensive framework: How RIIA®’s Procedural Prudence map (PPm) helps customize retirement advisory services to client types above and beyond the six services in Morningstar’s “Gamma” (TBD)
    • Moderator: Francois Gadenne, CFA®, RMA®, Chairman and Executive Director of RIIA (Confirmed)
    • Speaker: Kerry Uffman, PFS, CFP®, CFA®, RICP, RMA® (Confirmed)

1:45 PM to 2:30 PM

  • Client values before financial goals as a means to assess prior probabilities and to develop prior knowledge: What is the practical impact of assessing qualitative client values before developing quantitative goals-based retirement recommendations?
    • Moderator: Brad Owen (confirmed)
    • Speaker: TBA

2:30 PM to 3:00 PM

  • Breakout Session – Sponsored by: TBA

3:00 PM to 3:45 PM

  • Measuring risk of ruin with retirement risk models: What is the evidence for implicit over-optimism in commonly used risk models?
    • Moderator: Dirk Cotton (Confirmed)
    • Speaker: Huy Lam (confirmed)

3:45 PM to 4:30 PM

  • The “Ring that Rules Them All”: How does the field of Thermodynamics frame the constraints and limitations of the retirement Feasibility Condition?
    • Moderator: TBA
    • Speaker: Tim Garrett (confirmed)

4:30 PM

  • Reception and welcome of registrants by SSU – Sponsored by: TBA
    • Explore downtown Salem – Check conference material for map and restaurant guide

6:00 PM

  • Board meeting dinner (by invitation only) – Sponsored by: TBA


Day 2: Tuesday, July 19, 2016: Morning Conference Sessions

8:00 AM to 8:30 AM

  • Breakfast – Sponsored by: TBA

8:30 AM to 9:15 AM

  • The experience of putting people through the RMA program: How does retirement plan feasibility (risk capacity) and mapping risk exposures in the context of RIIA®’s household balance sheet (HHBS) improve processes based on risk tolerance and sustainability (risk-of-ruin) models?
    • Moderator: Dan Keady, TIAA-CREF (confirmed)
    • Speaker: Mike Lonier (confirmed)

9:15 AM to 10:00 AM

  • Beyond portfolio volatility risk: How can we extend the concept of Put Option Replication from market risk and portfolios of risky assets to un-systematic, client idiosyncratic risks as defined in the RMA Curriculum, including Health Risks?
    • Moderator: Ron Mastrogiovanni (TBC)
    • Speaker: Tamara Burden, Milliman (confirmed)

10:00 AM to 10:30 AM

  • Breakout Session – Sponsored by: TBA

10:30 AM to 11:15 AM

  • The many impacts of the Fiduciary Rule(s): How do we experience the limits of product-based planning and the implications of sharing retirement plan information in the interactions between fiduciary planners and product providers?
    • Moderator: Joan Boros (confirmed)
    • Speaker: Tom Roberts (TBC)
    • Speaker: Al Turco (confirmed)

11:15 AM to 12:00 PM

  • Adopting Best Practices: What are the implications of developing elite programs based on the Procedural Prudence map in general and the Household Balance Sheet View in particular?
    • Moderator: Zach Parker (TBC)
    • Speaker: Anand Rao (TBC)

12:00 PM to 1:00 PM

  • Lunch – Sponsored by: TBA

Day 2: Tuesday, July 19, 2016: Afternoon Conference Sessions

1:00 PM to 1:45 PM

  • Putting it all together:  What are the benchmarking best practices for the management and the monitoring of your clients’ retirement portfolios?
    • Moderator: Mike Zwecher (confirmed)
    • Speaker: Patrick Collins and Josh Stampfli (confirmed)

1:45 PM to 2:30 PM

  • Conference wrap-up: What have we discovered and validated during this conference and what more should we explore as we prepare for next year’s conference?
    • Francois Gadenne, CFA®, RMA®, Chairman and Executive Director of RIIA®

2:30 PM

  • Breakout and end of conference – Sponsored by: TBA


Individual Registration fees


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