| Presentations & Speaker Bios |
Opening Keynote
The More Things Change...The More They Stay the Same
Lynn Avitabile, J.P. Morgan.pdf |
Breakout 1A: Navigating Plan Terminations
Brian Furgala PenChecks Trust Company, F150
Breakout 1B: Taking Stock - Creative Retirement Options Beyond 401(k)s and 403(b)s
Panel Discussion: Rick Wagner, Moss Adams and Steve Diess, Independent Actuaries, F151
Breakout 1C: Washington Update
Irica Solomon MissionSquare.pdf, F152
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Breakout 2A: PEPs
Jeff Strittmatter, Transamerica, Haley Erickson, Group Plan Services, Marc Steinman, Pension Plan Sp., F150
Breakout 2B: Cybersecurity and Retirement Plans: Thwarting the Modern-Day Willie Sutton
Andrew Larson Columbia Threadneedle.pdf, F151
Breakout 2C: Roth Review
Brian Furgala, PenChecks Trust Company, F152 |
Lunch Keynote
Who Says Ethics Can't Be Fun?
Ilene Ferenczy, Ferenczy Benefits Law Center.pdf |
Breakout 3A: Tariffs and Trade Wars and Slowing Global Growth...Oh My! Current Market Outlook from Goldman Sachs
Jennifer Guenther, Goldman Sachs.pdf, F150
Breakout 3B: AI and the Future of the Retirement Industry
Naru Muraleedharan, Stax ai.pdf, F151
Breakout 3C: RFP Best Practices
Panel Discussion: Jake O’Shaughnessy, SageView Advisory Group & Ted Grigsby, HYAS Group, Moderator Michael McAtamney, , F152 |
Afternoon Keynote
Build Your LinkedIn Presence
Lia Bliss, Bliss Magic |