How To Make The Most Of PlanSource Eclipse

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Hey there! It’s The Man With The Plan again and I’m here to help you make the most of your PlanSource Eclipse conference experience. Whether you are coming to hear our amazing lineup of speakers or the ocean views, I’ve got several tips to keep you on track.


the man with the plan - plansource eclipse conference

Set Conference Goals

What are you hoping to get out of Eclipse? Meeting other industry professionals? Schmoozing with a specific carrier or broker? Learning the latest and greatest PlanSource features and functionality? Getting a selfie with yours truly? Remember why you are at the conference and make sure you have clear goals in mind. This will ensure the ROI of your conference investment is justified.

Here are a few goals to get you started:

  • Bring back concrete new ways to improve and update your benefits and HR strategy
  • Earn SHRM & HRCI credits
  • Meet new industry professionals and potential partners
  • Become even more of a PlanSource expert
  • Enjoy the time away from work!
ritz half moon bay hotel plansource eclipse venue 2018

Pack Accordingly

Hellooooo, California! This year’s PlanSource Eclipse takes place at The Ritz-Carlton in beautiful Half Moon Bay. You’ll be conferencing in style at this gorgeous venue, with oceanfront views and luxurious accommodations. Be sure to pack accordingly! The event will include evening events, lots of engaging sessions, and rise and shine activities outside, so you’ll need a variety of wardrobe options. Average temperatures towards the end of summer range from highs in the upper 60’s and lows in the 50’s, so don’t forget your jacket!

Other things to include:

  • Chargers (computer, phone, etc.) – no one wants to be ‘that guy’ bumming electronics.
  • Comfortable shoes! Never underestimate the value of comfy shoes.
  • Professional attire for networking; comfortable attire for sessions.
  • Business cards – these are easy to forget!
  • An open and eager mind – you’ll learn tons and meet lots of new people.

Have A Game Plan

The conference will be here before you know it! Have you created a schedule for the event? Be sure to check out the conference agenda in advance and pre-register for your favorite sessions via the Eclipse mobile app. And, if you’re traveling with a co-worker, take a ‘divide and conquer’ approach to maximize your efforts.

PS – If you haven’t already, download the Eclipse Conference mobile app!

Be Present

We know, we know – work is important and things pop up. However, your company invested for you to be at the conference, so make every effort to be truly present during conference events. You only have three days to absorb lots of sessions and making valuable connections. Speaking of which…

Make New Friends

Don’t be shy! We’ve planned several extra fun events to help you meet and mingle with other industry professionals – so take advantage! Making valuable connections is often one of the biggest benefits of attending conferences. Here are a few of the social events we have  in for 2018:

  • Welcome ReceptionMonday 6:30 p.m. – 8:30 p.m.
  • Coastal WalkTuesday and Wednesday 6:30 a.m. – 7:30 a.m.
  • Eclipse BashMonday 6:30 p.m. – 9:30 p.m.

Get Social

If socializing in person isn’t quite your cup of tea – no worries. We’ll also be sharing conference tips and connecting with attendees via social media, so feel free to join the conversation! And who knows, we might also have a few social media contests during the event… 


Be sure to use the hashtag #PSEclipse to keep up with current conversations and join in on the fun!

Meet Our Partners

Who doesn’t like swag? Our amazing sponsor lineup includes a diverse array of HCM providers, top insurance carriers, and unique benefits companies. We promise they don’t bite! No really – that was part of the contract – ‘no biting’. Swing by, say “hi”, and learn more about their offerings. Meet our event sponsors here.

group having fun at plansource eclipse conference

Have Fun

Three days out of the office? Now that’s a reason to celebrate! We intentionally select a fun venue in a scenic destination each year to make sure our attendees have a great experience. Please, take time to enjoy all of our fun social events, like the rise and shine activities and our famous conference bash. If nothing else, we want you to have a fun and memorable trip!

Still Need to Reserve Your Spot?

Supplies are limited but we’ve still got room! With less than 10 tickets left, you won’t want to wait. Snag your conference ticket today!

Snag Your Ticket


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