Please join us for the 2017 NFP Oklahoma Healthcare & Retirement Plan Summit, hosted locally by NFP. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss benefit best practices, strategies and thought leadership with insights from top local and national experts.

Gaillardia Country Club
5300 Gaillardia Boulevard
Oklahoma City, OK 73142
Wednesday September 13, 20179:00am – 4:00pm
(Luncheon Included)
Register Here


The South Central Region of NFP is pleased to announce the:

2017 NFP Oklahoma Healthcare & Retirement Plan Summit: 

Guest Speakers:

  • Elizabeth Allen, VP Benefits Compliance & Counsel  – NFP
  • Bart Conner, Former Olympic Gymnast & Healthcare Highways Board Member
  • Chris Wilson, SVP – Healthcare Highways
  • Peter Doblebower, VP & General Counsel – Hobby Lobby
  • Dr. Chris Crow, Executive Medical Director – Caraways of OK
  • John Pittman, Regional Director – Metlife
  • Tiffany Kaiser, Senior Small Group Manager – Ameritas
  • Charlie Hartung, Benefits Consultant – NFP Rx Solutions
  • Paula Wimms, Benefits Consultant – NFP Rx Solutions
  • Anthony Giamello, Sales Manager – Mutual of Omaha
  • Retirement Panel – Moderated by Allison Kaylor-Flink, VP ERISA Consulting – NFP


Topics of Discussion:

  • Convergence of Healthcare & Retirement
  • Washington Update: The Need-to-knows for Plan Sponsors
  • Financial Wellness: The Secret to Employee Engagement
  • Tailored Rx Solutions to Improve Quality & Manage Costs
  • Employee Benefit Trends Study
  • Cure the Headaches of FMLA Fraud & Abuse
  • RFI & RFP Best Practices

Who Should Attend?

  • Finance, Human Resource and Benefit executives
  • Business Owners and Fiduciaries
  • Plan Sponsors with 401(k), 403(b), 457 or DB Pension Plans

Continuing Education Credits:

  • 6 Hours of HRCI/SPHR/PHR/GPHR General Credit
  • 6 Hours of SHRM Professional Development Credits (PDCs)
  • 6 Hours of CPE/CPA Credit
  • CEBS Eligible


$150 Registration Fee*
*Fee waived for current NFP clients and preferred guests. Additional survey pages do not need to be completed by NFP healthcare clients.* 

The intended audience for each summit is exclusively for retirement and benefit plan sponsors. This fee waiver is available on a limited basis. Approved guests will be granted: entrance, lunch, and access to summit reports. (Complete the form below to get started.)
If you registered and paid for the event but are not qualified to attend, full refunds will be granted. If you cannot attend an event, full refunds will be granted up until 2 weeks prior to the event date. No full or partial refunds are given to registrants who miss an event date. Registrants will be notified prior to rescheduled or cancelled events. If you are unable to make the rescheduled date, you are entitled to a refund upon request. Cancelled events will be fully refunded.

Seating Is Limited. Registration Fee Waived On A Select Basis For Qualified Plan Sponsors. Reserve Your Seat ASAP.


Register for this event by completing the form below or by calling (619) 450-1559

CPE: Xponential Growth Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors; HRCI: The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program. It means that this program has met the HR Certification Institute’s criteria to be pre-approved for recertification credit; SHRM PDCs: X Growth Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.