We’re excited to announce that we will be hosting PensionPro workshops at our office in Harrisburg, PA in lieu of a 2025 User Group Conference!
Interested? To help us in our planning, we’d love to hear which session(s) you and/or your team would like to attend. Please review the summary of workshops and use the button below to complete the survey regarding your interest in attending.
August 13-14: Beginner / Intermediate Level
If your firm has recently started with PensionPro or you are new to using PensionPro, this would be a great session for you. Even those who have been using PensionPro will benefit from the chance to get answers from our staff, as well as the opportunity to talk to other users and share ideas.
August 20-21: Advanced Level
This session will focus on some of the more advanced features of PensionPro but will also bring together users to discuss best practices, brainstorm new ideas and make better use of PensionPro company-wide.
November 12-13: Year-End Preparation
We will focus on data collection build-out, updates to preferences, optimizing Blast Email, effective reporting, using new features and more.
Cost: $495 per user, per workshop.
Your feedback is important. No commitment is required right now, but your input will help us set the best agenda and help us determine if we have enough seating planned as we do have limited space. Note, registration information will follow at a later date.
