August 20, 2013
8:45 am - 9:00 am	Welcome and Opening Remarks Jim Wulforst, President, US, Solium David Griffin, Vice President, Product and Technology, Solium
8:00 am - 8:45 am	Breakfast/Registration
9:00 am - 10:10 am	Unlock the Power of Ad Hoc Reporting Michael Mauro, Senior Solutions Specialist, Solium Joseph Purdy, Director, Platform Education & Certification, Solium Description: Learn the basics of creating, running and scheduling Ad Hoc reports. This session includes a review of advanced features of ad hoc reporting, including creating reports with charts, linked reports, form templates, grouping, sub-totaling, section and field formatting, and formulas.
10:25 am - 11:35 am	Performance Plans: Using Transcentive Express to Manage Your Complex Performance Plans Craig Malan, Solutions Specialist, Solium Erin Herlihy, Product Manager, Solium Description: Performance plans have grown in popularity in recent years and are becoming part of standard granting practices. Learn how to use Transcentive Express to manage these often complex plans.
11:35 am - 12:45 pm	Pitfalls and Misconceptions in Financial Reporting Terry Adamson, Senior Vice President, Radford, an Aon Hewitt Company Jennifer Baehr, Programs Director, NASPP Ruth Doyle, Vice President, Consulting, CompIntelligence Description: Join our panel of industry experts as they help you avoid the pitfalls and misconceptions surrounding Financial Reporting.
12:45 pm - 1:45 pm	Lunch
1:45 pm - 2:55 pm	Retirement Eligibility: Managing these Complex Tax Provisions in Transcentive Express Patricia Brown, Director, Product Management and Quality Assurance, Solium Erin Herlihy, Product Manager, Solium Viji Karunakaran, Product Manager , Solium Description: Retirement Eligibility Provisions are becoming more sophisticated. Learn how to effectively use the Retirement Eligibility Tax features in Transcentive to manage this often complex tax event.
2:55 pm - 4:05 am	The Inside Scoop: Optimizing your Experience with Transcentive Express Patricia Brown, Director, Product Management and Quality Assurance, Solium Michael Mauro, Senior Solutions Specialist, Solium Joseph Purdy, Director, Platform Education & Certification, Solium Description: Have you ever wanted to ask a Solium expert a question? Here’s your opportunity to submit a question and have a Solium Expert answer it. No questions? Don’t worry our panel of experts will have ‘tips’ to share with you as well.
4:05 pm - 4:20 pm	Closing Remarks James Hocking, Vice President Strategic Accounts, Solium Patricia Landry, Vice President, Client Operations, Solium
4:30 pm - 6:00 pm	Networking Cocktail Reception