On behalf of the Conference Steering Committee, thank you for agreeing to speak at the 2022 NAPA 401(k) Summit scheduled for April 3-5, 2022, at the Tampa Convention Center in Tampa, Florida. We look forward to your contribution to this program. This page outlines the roles, milestones, deadlines, deliverables, and benefits for Session Owners, Provocateurs, and/or Presenters.
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 types of 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 on our website.
Session Owners are NAPA 401k Summit Steering Committee Members who are responsible for:
- Development of session topic and key points
- Identifying and inviting speakers
- Coordinating the development of a single inclusive session presentation (all slides, in order, in a single PowerPoint deck) & any corresponding handouts
- Ensuring focus on the three key take-aways of the session in the presentation
- Submission of presentation and handouts (if applicable) to NAPA staff
Speakers/Presenters:
- Adherence to ARA speaker policies
- Participation in speaker preparation calls
- Contribution of content development and speaker slides
- Presentation of key points to audience
Provocateurs:
- Introduction of the session topic and presenters at the beginning of the presentation
- Facilitation of interaction with audience and between session speakers, as necessary
- 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
Chelsea Cranshaw
Conference Manager
Registration, Presentations, Mobile App
Email Chelsea
Accounts Receivable
Accounting
Speaker Reimbursements
Email Accounting
Session Owner
December
2021
- Develop session topic(s) and session description and send to Nevin Adams (nadams@usaretirement.org)
- Identify and recruit speakersfor your session
- Send speakers invitation letter, which includes the URL for Summit Speaker Form (submission of speaker bio/photo)
- Share registration discount code with speakersand ask them to register
- Submit YOUR informationvia the Summit Speaker Form. We will need your first and last name, job title, firm/organization, a high-resolution photo, and a SHORT professional bio
January
2022
Book your travel and hotel accommodations
The hotel cutoff date for reservations is August 18, 2021
February
2022
- Schedule a conference call with all of your speakers to develop content
- Collaborate with speakers to develop PowerPoint Presentation
- Remind speakers of presentation deadline and event Power Point template
March
2022
Promote your session on social media
- Submit your session’s PowerPoint presentation by March 18, 2022
- Review your information and session information in the summit mobile app
- Submit any changes by March 25, 2022
April
2022
- Participate in NAPA Summit onsite
- Submit your reimbursement request by April 22, 2022
Session Provocateur/Presenter
December
2021
- Tell us who you are!
Submit your via the Summit Speaker 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 - Registerwith discount code provided to you by the Session Owner
January
2022
Book your travel and hotel accommodations
The hotel cutoff date for reservations is August 18, 2021
February
2022
- Participate speaker prep conference call(s)
- Collaborate with other speakers to develop your session’s PowerPoint Presentation
March
2022
- Promote your session on social media
- Submit speaker PowerPoint presentation to session organizer by March 17, 2022
- Review your information in the summit mobile app
- Submit any changes by March 15, 2022 to the NAPA conference manager
- Cut-off date to make hotel reservations August 18, 2021
April
2022
- Participate in your NAPA Summit session(s)
- Submit your reimbursement request by April 22, 2022
Registration & Housing
All speakers will receive complimentary registration to the conference. Please register via the Conference Website, using the discount code that was provided to you by your session organizer.
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 following the conference with appropriate receipts to the conferences department.
Conference Hotel Accommodations
Embassy Suites by Hilton
Tampa Downtown Convention Center
513 South Florida Ave
Tampa, FL 33602
$260
Cut off March 11th, 2022
Hilton Tampa Downtown
211 N. Tampa Street
Tampa Fl 33602
$259
Cut off March 11th, 2022
JW Marriott- Tampa Water Street
513 South Florida Ave
Tampa Fl 33602
$297
Cut off March 11th, 2022
Tampa Marriott Water Street
505 Water Street
Tampa Fl 33602
$267
Cut off March 11th, 2022
The Westin Tampa Waterside
725 South Harbour Island Boulevard
Tampa, Fl 22602
$249
Cut off March 11th, 2022
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:
· Be an accurate representation of the content to be covered during the allotted timeframe and properly
· Align with the identified session description
· 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 2022 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 2022 IRS standard mileage rate. The maximum amount of reimbursement for transportation (airfare, taxi/limo/other & driving) is a combined total of $725.
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 2022 IRS standard mileage rate. 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 $71 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 – $11.00 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 anticipated2022 IRS 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 $ 71 per day and in the increments shown below. If any meals are provided as part of the conference, the $71 maximum reimbursement will be reduced as follows: breakfast – $11.00 max; lunch – $15.00 max; dinner – $45.00 max. Receipts must accompany all meals for reimbursement, regardless of the dollar amount.
Audio Recording/Material Distribution Release Policy
Session presentations will be recorded at the NAPA 401(k) Summit. Please cooperate with our recording staff to obtain the best possible recording by using the microphone at all times and by repeating all questions asked by persons not near a microphone.
Audio files will be distributed to attendees and the membership. Your colleagues will be able to benefit from your remarks by listening to the audio whether or not they were in attendance. Access will be given to all of your presentations materials (PowerPoint presentations and corresponding PDF documents) as well as the audio portion of your session in an electronic file. If you do not want NAPA to record or distribute your session, please contact the NAPA staff as soon as possible.
The compilation of the session presentations will be copyrighted and marketed by NAPA in furtherance of its nonprofit and tax exempt purposes. You will not receive any compensation or royalties in connection with these educational activities of NAPA.