NAPA 401(k) Summit 2020 | National Association Of Plan Advisors - NAPA | 9 September 2020 | Virtual Event

We have the same exciting keynote speakers, and breakout sessions as the in-person event did, but in a virtual environment. And it’s still chock-full of seasoned professionals and inspirational leaders from within and outside our industry. Whether you’re looking for high-level insights into the SECURE Act or dynamic know-how addressing all of the issues relevant to managing and growing your business, the NAPA 401(k) Summit has something for you.

2020 Speakers

KEY NOTE SPEAKERS:

Brian Graff
Executive Director, NAPA

Jill Ellis
Former Coach, United States Women’s National Soccer Team

Marcus Luttrell
Decorated Navy SEAL and Best-Selling Author of Lone Survivor

Dominick Quartuccio
International Speaker, Author, Mentor, and Financial Services Industry Veteran

SPEAKERS:

Michael Andeberhan
CFA, CAIA, Executive Director, Relationship Manager, MSCI

Frieda Lewis
Chief Commercial Diversity Officer, Broadridge

Laraine McKinnon
Founder, LMC17

Julie Braun
Corporate Retirement Director, Associate Vice President, Financial Advisor, Morgan Stanley Wealth Management

Lauren Loehning
Partner, Baystate Fiduciary Advisors

Janine J. Moore
Senior Vice President, Retirement Practice Leader – Texas, Peak Financial Group, a division of HUB International

Leah Hill
Partner, Director-Retirement Plan Services, Shepherd Financial Services

Pat Wenzel
Managing Director, Senior Financial Advisor, Merrill Lynch Wealth Management

Veronica M. Bray
Managing Partner, Retirement Plan Advisor Search

Petros Koumantaros
Consultant, Intellicents

Dean Salyer
CEO, WD Pensionmark

Adam Sokolic
Retirement Plan Advisor, Hub International

Lisa Ahart
VP US Corporate Human Resources & EHS, Toray Plastics (America) Inc.

Melissa Kurtzman
Employee Benefits Attorney, Littler Mendelson, PC, National Co-Chair of Employee Benefits Practice Group

Tom Clark
Chief Operating Officer, Wagner Law Group

Diane Gallagher
Vice President, Client Marketing, American Century

Tony Greene
SVP Business Development, NFP

Kristi Baker
Managing Partner for CSi Advisory Services and President of Compensation Systems, Inc.

Patrick Rieck
VP Product, Retirement and Private Wealth, HUB International

Stuart L. Ritter
CFP®, U.S. Intermediaries, Retirement Insights Leader, T. Rowe Price

Bonnie Treichel
JD, Principal, Co-Founder, Zuna

Jim Sampson
Director, Retirement Advisory Services at Hilb Group Retirement Services

Rob Scheinerman
President, Group Retirement, VALIC at AIG

Trish McGinity
Head of Cybersecurity Communications, Empower Retirement

Erin Hall
Managing Director, Strategic Retirement Partners

Amber Kendrick
Vice President, Retirement Plan Consultant, Procyon Partners

Stephen Popper
Managing Director, Sageview

Lisa Buffington
Managing Consultant, Marsh & McLennan Agency

Ann Schleck
Principal at InspiredMeetings

Lisa Kottler
Technology Commercialization, FinTech Evangelist, Retirement Plan Industry Executive & Expert

Mike Sigal
Co-Founder, Upside Partners

Joe DeNoyior
Managing Partner, Washington Financial Group – a division of HUB International Mid-Atlantic Inc.

Pete Swisher
Founder and President, Waypoint Fiduciary LLC

MODERATORS:

Jon Anderson
Head of Retirement Plan Solutions, Cetera Financial Group

Jamie Worrell
Founder & Managing Director, Strategic Retirement Partners

Doug Prince
Advisor, ProCourse

Amy Kinsman
Retirement Plan Advisor, Cafaro Greenleaf

Christina Marschinke
Senior Vice President, Retirement Partners, LPL

2020 Sponsors

DOUBLE DIAMOND SPONSORS:
• J.P. MORGAN Asset Management
• MassMutual
• Nationdwide
• nuveen
• Principal

DIAMOND SPONSORS:
• American Century Investments
• CAPITAL GROUP AMERICAN FUNDS
• EMPOWER RETIREMENT
• Fidelity INVESTMENTS
• FRANKLIN TEMPLETON
• Invesco
• Lincoln Financial Group
• LPL Financial
• MORNINGSTAR
• Prudential
• T. RowePrice
• VOYA FINANCIAL