OTB offers several conferences, workshops and speaking opportunities.  We use real life experiences, facts and some fun to help educate Plan Sponsors and all those that work with 401(k) Plans. 

We routinely speak at various companies, groups and industry events/conferences locally and around the country. We also present webinars in conjunction with different groups.

Interested in having one or more of our experts present at your event?

Contact us today for more information regarding our availability.

Recent & Upcoming Events

Contact us if you would like to schedule a meeting while we are in your town.

November 1, 2016 - TEXpers Basic Trustee Training in Dallas, TX

August 14, 2016 - TEXpers Mid-Summer Educational Conf in San Antonio, TX

June 20, 2016 - TEXpers Basic Trustee Training in Dallas, TX

April 4, 2016 - TEXpers Annual Conference in Dallas, TX

March 18, 2016 - CFA Institute's Americas Regional Conference in San Diego, CA

February 24, 2016 - CFA Society of Austin's 12th Annual Forecast Dinner, Austin, TX

October 15, 2015 - Wisconsin SHRM 2015 State Conf in Wisconsin Dells, WI

October 9, 2015 - CFA Senior Leadership Conference in Hong Kong

May 14, 2015 - Gulf Coast Symposium in Houston, TX

April 10, 2015 - 2015 LASHRM State Conference on Human Resources, Lafayette,  LA

January 16, 2015 - 2015 South Texas HR Symposium (STXHRS) in San Antonio, TX

October 16, 2014 - Wisconsin SHRM 2014 State Conference in Madison, WI

October 7, 2014 - 2014 HR Florida Conference & Expo in Orlando, FL

September 11, 2014 - Nebraska SHRM 2014 State Conference in Lincoln, NE

August 27-29, 2014 - Arizona SHRM 2014 State Conference in Chandler, AZ

May 8, 2014 - Texas Bay Area SHRM in Houston, TX

 

Speaking Topics

Here are some of our topics with some potential audiences which can be customized to fit your group.

  • Top Financial Advisor 5 Myths And How To Avoid Them With Your Clients
    • Potential Audience:  Investment Professionals including CFA, CFP, Brokers
  • The Fiduciary Standard = Business:  Best Practices for 401(k) Plan Advisors
    • Potential Audience:  Investment Professionals including CFA, CFP, Brokers
  • How To Be A Fiduciary
    • Potential Audience:  HR and Benefits Professionals, C-Level and Board Members, Investment Professionals including CFA, CFP, Brokers
  • Basics Of Being A Plan Fiduciary
    • Potential Audience:  Entry Level HR and Benefits Professionals
  • Top 5 Plan Sponsor/Fiduciary Myths And How To Avoid Them
    • Potential Audience:  Plan Sponsor Fiduciaries
  • Fiduciary Risk - Un-Complicating It, Reducing It, And Taking Control Of It
    • Potential Audience:  HR and Benefits Professionals, C-Level and Board Members
  • Put Your Wallet On The Table (A Talk About How You Are At Risk And May Not Know It)
    • Potential Audience:  C-Level and Boards of Directors, Plan Sponsors
  • DOL And IRS Examinations – Differences And How To Prepare
    • Potential Audience:  Internal Auditors/HR and Benefits Professionals
  • RFP Process – Showing How To Do It And Make It Easy
    • Potential Audience:  HR and Benefits Professionals
  • Policies, Procedures, Practices Made Easy
    • Potential Audience:  Intermediate to Advanced HR/Benefits Professionals
  • Importance Of Internal Controls And Reviews
    • Potential Audience:  Internal Auditors/HR and Benefits Professionals
  • Recent Lawsuits From An Investment Fiduciaries Point Of View
    • Potential Audience:  Benefits Attorneys, C-Level and Boards of Directors, Plan Sponsors, Intermediate to Advanced HR/Benefits Professionals