2022 NAFE | National Institute of Pension Administrators | 22 May 2022 | The Roosevelt New Orleans, A Waldorf Astoria Hotel, 130 Roosevelt Way, New Orleans, LA 70112, USA

Save the date to join retirement plan professionals at The Roosevelt New Orleans to explore the latest industry trends for business growth and productivity.

Additional details, including registration information, will be available in the coming months.

At the 2022NAFE, you will:
• Access to tips for business growth and productivity increases that will allow you to bill more, work more plans and make more money.
• Earn NIPA CPE credits and ERPA credits as well as credits from JBEA, NASBA and other professional designations.
• Expand your knowledge with world-class speakers in more than 50 educational sessions.
• Explore the latest industry products and services in the marketplace with more than 50 top industry vendors.
• Grow lifelong relationships with your peers and colleagues with networking sessions.

2022 Speakers

Adrienne Robertson
Transamerica, Sr. Director, Plan Compliance & Consulting

Ilene Ferenczy, JD, APA, CPC
Managing Partner, Ferenczy Benefits Law Center

Alison Cohen, JD, APA, APR
Partner, Ferenczy Benefits Law Center

David Scott
Deputy Assistant Director for Cyber Division, Director for National Cyber Investigative Joint Task Force, FBI

Kevin Donovan, CPA, EA, FSEA, FCA
Managing Member, Pinnacle Plan Design, LLC

Norman Levinrad, EA, FSPA, MAAA
Chief Actuary, EGPS

Lorraine Dorsa, FCA, MAAA, MSPA, EA, CEBS
Actuary, Aegis Pension Services, Inc.

Sue Hardy, APA, APR, ERPA, QKA
Retirement Training Supervisor, NBS, LLC

Charlie Steingas, EA, MSEA, MAAA
Actuary, Cash Balance Actuaries, LLC

Mary Ann Rocco, EA
Owner, Mary Ann Rocco, EA Consulting Actuary

Matthew Bravo, EA, MAAA
Principal, Acuff & Associates

Lauren Okum, ASA, EA, MSEA
Owner and Actuary, Premier Actuarial Solutions

Kelly Johnson
ERISA Consultant, Wolters Kluwer/ftwilliam.com

David Schultz, JD, AMP
Attorney, FIS

Darren Holsey, APA, APR, ERPA, QPA, QKC, QKA
Owner, Premier Retirement Plan Services

Maggie Younis, APA, APR, ERPA, CPC, QKA, QPA, TGPC
National Director, Consultant Relations, Lincoln Financial Group

Virginia Sutton, QKA, QPFC
Vice President, Retirement Plans Practice, Johnson & Dugan/GRP

Ellen Moll, APA, CPC, QPA, QKC, QKA
Executive Plan Consultant, Premier Retirement Plan Services

Michael Cecere, CPA, MST
Partner, Gray, Gray & Gray, LLP

Claudia St. John, SPHR, SHRM-SCP
President, Affinity HR Group, Inc.

Wendy Christie
Owner, EmployeeSource

Paul Perry, CDPSE, CISM, CITP, CPA
Member | Security, Risk and Controls Practice Leader, Warren Averett LLC

Michael Doshier
Senior Retirement Strategist, T. Rowe Price

Sarah Simoneaux, CPC
Founding Partner, Simoneaux Consulting Services

Katie Boyer-Maloy
Operations Manager, Pinnacle Plan Design

Randy Fuss
Registered Corporate Coach™, CFP, Practice Management Coach, Cuna Mutual Group

Beth Robinson, CRPS, TPA Channel
Director, John Hancock

Joe Burt, ERPA, APA, QPA
President, Pension Plan Specialists, PC

Andy Lovell, MBA, ERPA, APA, QKA
Vice President, National Benefit Services, LLC

Theresa Conti, QKA, APR, ERPA, CPFA
President, Sunwest Pensions

Shayna Osborne, ERPA, APA, APR
President, Osborne & Associates, Inc.

Lara Hise
TPA Vice President, Transamerica

Joseph Ward, CDFM, CGFM, CCMP
Founder, President & CEO, Ward Management Group LLC

Sherrie Boutwell
Attorney at Law, Partner, Boutwell Fay LLP

Jesse St. Cyr
Partner, Employee Benefits, Poyner Spruill LLP

Stanley Kim
Senior Key Client Development Manager, Transamerica

Brian Furgala
Director of ERISA Services, Wolters Kluwer/ftwilliam.com

Jackie Salmon, ASA, MAAA
ESOP National Practice Leader, OneAmerica

Ryan Tiernan, CIMA, GBA
Institutional Retirement Strategic Growth Counselor, Capital Group | American Funds

2022 Sponsors

PLATINUM SPONSORS:
• John Hancock
• The Standard
• Voya Financial

GOLD SPONSORS:
• Capital Group
• T.Rowe Price

BRONZE SPONSORS:
• Ameritas
• Cuna Mutual Group
• Colonial
• Empower Retirement
• Lincoln Financial Group
• One America
• Pension Assurance
• Securian Financial
• TransAmerica
• Wolters Kluwer