GRP Advisor Alliance National Conference


We look forward to seeing you at the GRP Advisor Alliance National Conference at the Arizona Biltmore, Phoenix, Arizona. We are continually updating the information about the conference.  Check back often to stay informed.  Please save the date!


The conference will take place January 26-29, 2017.
You will want to book your flights early as Phoenix/Scottsdale are prime January destinations.

If you are able to come early, we have made arrangements with the hotel to offer additional room nights at our contracted group rate of $329 (plus tax & service charges) per night based on the hotel's availability. As always, spouses, kids and significant others are encouraged to attend. If you plan to arrive early, please confirm room availability with Pat Payne, prior to booking your air travel. Hotel space will be limited due to peak travel time. Please do not contact the hotel directly as all rooms must be booked through our room block.

Please note:
Hotel confirmations numbers will be provided to you after everyone has registered for the event and we submit our rooming list to the hotel.

You can reach Pat at or 817-692-1534. (Email is preferred.)

Getting There

Built in 1929, the Arizona Biltmore is an Historical Landmark and the only Frank Lloyd inspired hotel in the world. The property is located seven miles from Sky Harbor International Airport.

All conference attendees are responsible for their own airport transportation. Taxis & Shuttles are readily available at the airport and the Biltmore concierge can assist with your return to the airport.

Self-parking is complimentary. Nightly valet parking is $27.00 per night.

Room Features

  • Free guestroom high-speed internet access
  • Unlimited local telephone calls
  • Long-distance access fees - no charge for credit card, toll free & collect calls
  • Biltmore Spa & Fitness Center admittance
  • Biltmore Fashion Park shuttle
  • Unlimited use of the putting course

Resort Features

  • 738 luxuriously appointed guestrooms
  • 22,000 square foot European Spa
  • Full service fitness center and Salon
  • Five Dining Outlets/Options
  • Two 18-hole PGA rated courses
  • 18-hole championship putting course
  • Seven lighted tennis courts
  • Eight swimming pools, including a 92-foot water slide
  • Seven retail shops and a Business Center


Temperatures typically range from 75 degrees during the day to a cooler evening temperate of 50 degrees in the evening.

Casual resort attire is recommended for all planned activities and evening functions. As temperatures cool slightly in the evenings, we suggest you bring a light jacket or sweater for your comfort.


The Arizona Biltmore offers a variety of activities and adventures for the whole family.

If you’re interested in experiencing some of the beautiful things the Arizona desert and Phoenix area has to offer, the Arizona Biltmore’s concierge and activities team can help you book something that fits into your schedule as well as your budget.

You can reach the Concierge at 602-955-6600, then press 3.

We will also have an activities desk set up in our registration area near the lobby on Thursday January 26th from 1:00pm – 6:00pm.

Please view the conference agenda before booking activities.


Space is limited at this invite-only event!

Registration Deadline is December 15, 2016.

You should have already received your personalized invitation to the conference via email. If you have not received your invite please reach out to the GRPAA consulting team at

Be sure to read through this event website for conference details prior to registering.


Please Note: The below agenda has not been finalized, however the times and flow of the event will not vary dramatically. Guest speakers will be confirmed and finalized shortly. We will update the agenda as more info becomes available.

Thursday, January 26

Time Session Speaker
1:00-6:00PM Registration   
6:00PM Welcome Reception  

Friday, January 27

Time Session Speaker
7:00-8:00AM Breakfast   
8:00-8:15AM Opening Remarks, "Opportunity in the New World" Bill Chetney
8:15-9:15AM MIT AgeLab Joseph F. Coughlin
9:15-10:00AM Financial Wellness

The Next Big Thing: Improving Participant Outcomes

Amy Glynn

10:00-10:45AM Table Discussions and Report Out  
10:45-11:00AM Break  
11:00-11:45AM Business Development

Winning Plans & Recruiting Advisors

Geoff White
11:45-12:30PM Table Discussions and Report Out  
12:30-1:30PM Working Lunch

NASDAQ "The Millennial Report"

Brad and Meg
1:30-3:00PM Study Center Workshops  
3:00-4:30PM Study Center Workshops  
6:30PM Dine Arounds  

Saturday, January 28

Time Session Speaker
7:00-8:00AM Breakfast  
8:00-9:00AM Get it On!

"What it Means to Lead the Way"

Keni Thomas

Black Hawk Down

9:00-9:45AM Collective Investment Trusts

"The Future is Now"

Christopher Giles

Table Top Disucssions and Report Out


10:30-10:45AM Break  
10:45-11:30AM DOL Fiduciary Rule

"Real Life Impacts to Your Practice"

Jason Jeskey

Table Top Disucssions and Report Out

12:15-1:15PM Lunch  
1:15-2:00PM Practice Management

"What's Working and What's Not"

Matt Rivers
2:00-2:45PM Table Top Discussions and Report Out  
2:45-6:00PM Afternoon at Leisure  
6:00PM Farewell Reception  


The GRP Advisor Alliance National Conference is an annual, invite-only conference.   Each year, we bring together industry leaders, technology experts and the best of the best advisors to share best practices and ideas for innovation.  We have a great agenda planned for this year, full of interesting and actionable content!

GRP Advisor Alliance is committed to becoming a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and investors.  GRP provides a suite of programs and services designed to help advisors set themselves apart from the competition, deliver differentiated offerings to their clients, join a community that values best-practice sharing, and is not only the best in the industry, but the best for the industry.

See below info on three of our special guests / topics:

kenithomas1  liz2  coughlin2

Space is limited at this invite-only event!

Registration Deadline: December 15, 2016.

You should have already received your personalized invitation to the conference via email.  If you have not received your invite please reach out to the GRPAA consulting team at

Be sure to read through this event website for conference details prior to registering.