ASPPA Annual 2022 | American Society of Pension Professionals & Actuaries (ASPPA) | 22 October 2022 | Gaylord National Resort & Convention Center, Forest Heights, MD 20745, USA

Thousands of TPAs, record keepers, and retirement industry insiders agree: ASPPA Annual is the difference-maker for their careers and businesses. This year’s conference features everything you need to take your business and your career to the next level:

• High-quality technical knowledge, featuring practical business cases, and real-work applications
• Indispensable Capitol Hill updates
• Deep-dive sessions that address the issues and challenges that matter most to you
• Interactive roundtable sessions that combine critical thinking and problem-solving exercises
• Complimentary QKC Bootcamp; great way to add a prestigious credential

2022 Speakers

Robert M. Kaplan, CFP, CPC, QPA, QKC, QKA
Director of Technical Education, American Retirement Association

John Griffin
Principal, Actuarial Systems Corporation

David Kupstas
FSA, EA, MSEA, Chief Actuary, Actuarial Consulting Group, Inc.

Krisy Dempewolf
CPC, QPA, QKC, QKA, TGPC, Retirement Plan Consultant, Empower

JJ McKinney
CPC, ERPA, Director of Sales, EGPS

Clint Blankenship
EA, MSEA, MAAA, President, McCloud & Associates, Inc.

Matt Rustidge
EA, MSPA, Enrolled Actuary, Summit Benefit & Actuarial Services, Inc.

Shannon M. Edwards ERPA, CPC, QPA, QKC, QKA
President, TriStar Pension Consulting

Brian H. Graff, Esq., APM
Chief Executive Officer, American Retirement Association

Amanda Rae Iverson, CPA, MBA, PHR, SHRM-CP, APM
Chief Operating Officer, Partner, Pinnacle Plan Design, LLC

Brian Connolly
Assistant Vice President, National Accounts, Empower

Brian Giles
Regional Vice President- Tax Exempt Markets, OneAmerica

Christabelle Cook
QKA, Director of TPA Relations, Retirement & Income Solutions

David Hawash
Chief Operating Officer, Stax.ai

Kyle Johnson
Solutions Architect, Stax.ai

Robert M. Richter, J.D.
Retirement Education Counsel, American Retirement Association

Mickie Murphy CPC, QPA, QKC, QKA, ERPA
Senior Manager/Practice Lead, Blue Benefits Consulting

Lynn Young
FSEA, Partner/Consulting Actuary, Pinnacle Plan Design, LLC

Jennifer Swets, QPA, QKC, QKA
Partner/Director of Relationship Management, DWC-The 401k Experts

Deborah Rubin
Vice President and Managing Director of TPA and Special Markets, Transamerica

John Webb, MBA, ERPA, QKA, QPA, TGPC, CPFA, ASRI
VP, Retirement Plans, Ameritas

Kevin Donovan
Managing Member, Pinnacle Plan Design, LLC

Angie Vadnais, EA, MSEA
Enrolled Actuary, Pension Benefits Unlimited, Inc.

Genelle Brakefield, QKA, TGPC, QPFC,
Vice President, Ekon Benefits

Kirsten Curry, APM, J.D
CEO & Founder, Leading Retirement Solutions LLC

Mickie Murphy, CPC, QPA, QKC, QKA, ERPA
Senior Manager/Practice Lead, Blue Benefits Consulting

Lynn Young, FSEA
Partner/Consulting Actuary, Pinnacle Plan Design

Heather Bader, APM
Partner, Faegre Drinker Biddle & Reath LLP

Adam Pozek, QPA, QKC, QKA
Partner, DWC-The 401(k) Experts

Kevin Donovan
Managing Member, Pinnacle Plan Design, LLC

Angie Vadnais, EA, MSEA
Enrolled Actuary, Pension Benefits Unlimited, Inc.

Shannon Edwards, QPA, QKC, QKA, ERPA
President, TriStar Pension Consulting

Natalie Wyatt
Senior Vice President, Head of Account Management, SS&C Technologies

Joel Mee
Senior Director, Retirement Plan Sales, The Standard

Daryl Swick
Product Manager, OneAmerica

Victoria Frey
TPA Business Development Consultant – West, Cuna Mutual Group

Lynn Roy
Vice President, T. Rowe Price Group, Inc. & T. Rowe Price Retirement Plan Services, Inc.

Justin Bonestroo, MSEA, CPC, CPFA, QPA, QKA
Senior Vice President, CBIZ, Inc.

Melissa Terito, CPA
Partner, Sentinel Pension

Lyndsey Barnett
Attorney, Graydon Law

JJ McKinney, CPC, QPA, QKA, ERPA
Director of Sales, EGPS

Heather Bader, APM
Partner, Faegre Drinker Biddle & Reath LLP

Stephanie Bennett
Tax Law Specialist, IRS

Mary Ann Rocco, EA
MSPA Consulting Actuary

Justin Bonestroo, MSEA, CPC, CPFA, QPA, QKA
Senior Vice President, CBIZ, Inc.

Melissa Terito, CPA
Partner, Sentinel Pension

Genelle Brakefield, QKA, TGPC, QPFC
Vice President, Ekon Benefits

Kizzy Gaul, Esq, CPC, QPA, QKA, TGPC
ERISA Attorney, Ascensus, LLC

Clint Blankenship, EA, MSEA, MAAA
President-Owner, McCloud & Associates, Inc.

Chris Denning
Actuary, IRS

James E. Holland, Jr., FSEA, FCA, MAAA, ASA, EA
Chief Research Actuary, Cheiron, Inc.

Linda Marshall
Attorney, IRS

Melissa Doman, MA, Organizational Psychologist
Former Clinical Mental Health Therapist, & Author

David Westin, AVP,
Cyber Security Operations, Nationwide Retirement Solutions

Rita Taylor-Rodriguez
Director, TPA Sales, The Standard

David Norris
Sales Director, T. Rowe Price

Nate Black
VP Consumer Driven Health, Voya Financial

Heather Bader, APM
Partner, Faegre Drinker Biddle & Reath LLP

Genelle Brakefield, QKA®, TGPC, QPFC
Vice President, Ekon Benefits

Frank Porter, QKA®, QPA
Relationship Manager – Large Mega NFP Market Segment, Empower Retirement

David J. Scott
Deputy Assistant Director- Operations, Cyber Division, Director, National Cyber Investigative Joint Task Force, Federal Bureau of Investigation

Derrin Watson, J.D., APM,
Ferenczy Benefits Law Center

Kelsey Mayo, J.D.
Lead Partner, Employee Benefits, Poyner Spruill LLP

Eric Brandon, EA, MSEA, MAAA, FCA,
Pension Actuary, Guardian Life Insurance Company of America

David Kupstas, MSEA, FSA, EA
Actuary, Actuarial Consulting Group, Inc.

Alex Petrenko Calaf, QPA, QKC, QKA, SVP,
Retirement Plan Consulting, Cetera Retirement Plan Specialists

Karen Smith, JD
Enrolled Actuary, President, Nova 401(k) Associates

Lynndsey Barnett, J.D. LL.M.,
Attorney, Graydon Head & Ritchey LLP

Kelsey Mayo, J.D.,
Lead Partner, Employee Benefits, Poyner Spruill LLP

Derrin Watson, J.D., APM

Ferenczy Benefits Law Center

Mike Eaton, MSEA, CPC, QPA, QKA,
Lead Actuary, Future Plan by Ascensus

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

Justin Bonestroo, MSEA, CPC, CPFA, QPA, QKA
Senior Vice President, CBIZ, Inc.

Amanda Iverson, CPA, MBA, PHR, SHRM-CP, APM
Partner and COO, Pinnacle Plan Design, LLC

Kirsten Curry, J.D., APM
CEO & Founder, Leading Retirement Solutions LLC

Alex Petrenko Calaf, QPA, QKC, QKA, SVP
Retirement Plan Consulting, Cetera Retirement Plan Specialists

Robert Gower
Director, Trucker Huss, APC

John T. Webb, MBA, ERPA, QKA, QPA, TGPC, CPFA, ASRI, VP
Retirement Plans Compliance, Ameritas Life Insurance Corporation

Erin Patton, CPA, ERPA, QPA, QKA,
Retirement Plan Consultant and Administrator, Striegel Knobloch & Company, LLC

Steve Riordan, CPC, QPA, QKA
Director, Plan Consulting, Fidelity Investments

Lawrence Deutsch, FSPA
President, Larry Deutsch Enterprises

Steve Heroux
CEO, Victory Selling

John Griffin
Principal, Actuarial Systems Corporation

Mike Eaton, MSEA, CPC, QPA, QKA,
Lead Actuary, FuturePlan by Ascensus

Matt Rustige, EA MSPA, MAAA
Actuary, EGPS

Kizzy M. Gaul, Esq., CPC, QPA, QKA®, TGPC,
ERISA Attorney, Ascensus

Brian Furgala, CPC, QPA,
Director of ERISA Services, Wolters Kluwer

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

Shannon Edwards, ERPA, CPC, QPA, QKC, QKA,
President, TriStar Pension Consulting

Brad Porter
Financial Program Manager, Collections and Compliance Division, Financial Operations Department, Pension Benefit Guaranty Corporation

Sheri Fitts
Speaker, Consultant, Creator, Sheri Fitts & CO

Rod Stortenbecker
AVP, Compliance, Lincoln Financial Group

Erin Patton, ERPA, CPA, QPA, QKA,
Retirement Plan Consultant and Administrator, Striegel Knoblock & Company LLC

2022 Sponsors

PLATINUM SPONSORS:
• John Hancock
• Principal
• The Standard
• voya Financial

GOLD SPONSORS:
• Capital group American Funds
• Cuna Mutual Group
• EMPOWER
• Nationwide
• One America
• stax.ai
• T Rowe Price
• Transamerica

SILVER SPONSORS:
• Actuarial Systems Corporation
• colonial
• LCAG
• PENCHECKS Trust
• Wolters Kluwer