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Merge Documents: Create an Annual Plan Summary
Ready to automate that manual summary you create after the administration is complete? Join us as we create an Annual Summary Word merge template. Follow along and receive the completed Word merge template as a takeaway. Prerequisite Training Recommended: Merge...
Annual Data Collection 2-Day Workshop (Day 1)
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Annual Data Collection 2-Day Workshop (Day 2)
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Annual Data Collection 2-Day Workshop (Day 2)
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Annual Data Collection 2-Day Workshop (Day 1)
This two part workshop series will take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly...
Building Projects: Annual Data Collection
Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
Effective Onboarding Procedures to Accommodate Growth
Is your firm growing? Learn some of the best practice techniques from the industry's most successful TPA firms and PensionPro system specialists. Prerequisite Training Recommended: Onboarding Fundamentals: New Clients & Employees This is a live PROPASS...
Managing Risk
(Open to owners and management only) Learn best practices for evaluating both internal and external threats to your organization. We will focus on data, personnel, and technology to create tangible plans and policies. Takeaway Templates: Vendor Security Checklist,...
Preparing to Work Anywhere
(Open to owners and management only) There are countless reasons your employees need to work from home. Learn how to deploy a remote work environment, with a special look at industry vendors who have cloud-based software offerings. Takeaway Template: Remote Work...
Distributions: Effective Tracking & Management
Is your Distribution module giving you the metrics and efficiency you seek? Join us for a management level walk-through for optimizing your procedures to deliver more efficient processing and enhance time management. Prerequisite Training Recommended: Distribution...
Security for Operations
(Open to owners and management only) Take a high-level look at how your firm conducts its business through the lens of security. We’ll talk about what cloud and physical security measures you should consider employing, as well as how each individual contributor in...
Selling in the Face of a Pandemic
“I’m sorry, our budget has been frozen.” Sound familiar? “We need to make some cuts.” Had any of those calls? “We are in a holding pattern right now.” You know where this is going. Sales and Business Development professionals across the country are inundated by...
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