Featuring Women-Owned TPAs Leading Technological Innovation
Earn 1.0 CE Credit

The retirement industry is evolving rapidly through technology and automation, but meaningful change depends on how it’s led.

This session brings together three women who own and lead TPAs and are shaping the future of the industry through thoughtful, people-first modernization. They are not just adopting new tools. They are redefining how technology supports teams, strengthens client relationships, and builds sustainable firms.

The conversation is guided by an experienced moderator who works closely with TPA leaders and understands the real-world challenges of modernization, ensuring a focused, practical, and engaging discussion.

What you’ll explore

• How women leaders use people-first technology to reduce friction and burnout

• Ways to communicate digital change clearly and build buy-in across teams

• Why trust and culture must come before tool adoption

• How intentional, step-by-step implementation drives real results

• How women are redefining success beyond speed and scale

Why attend

If you’re leading change, navigating modernization, or thinking about how to build a firm that can grow without burning people out, this conversation is for you.

Join us for a candid, real-world discussion on leadership, culture, and technology in today’s retirement industry.

Earn 1.0 CE credit while gaining insights you can apply immediately.