Loews Coronado Bay Resort
Loews Coronado Bay Resort , 4000 Coronado Bay Rd, Coronado, CA 92118, USA

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Event Date Sun Apr 28 EDT - Wed May 1 EDT (over 2 years ago)
Location Loews Coronado Bay Resort
4000 Coronado Bay Rd, Coronado, CA 92118, USA
Region Americas

The 2019NAFE offers enriching, relevant, world-class education to enhance the services you provide to your organization's clients. Every year, this four day event helps attendees discover innovative solutions for strengthening and expanding their businesses.

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.


2019 Speakers

Reagan Anderson
Senior Vice President, Government Relations, Capitol Group

Craig Hoffman
Of Counsel, Trucker Huss

John Maury, CPA
TPA Regional Marketing Director, John Hancock Retirement Plan Services

Beth Robinson, CRPS
Regional Marketing Director, Central – TPA Services, John Hancock

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

Virginia Sutton
QKA, QPFC, Founder; VP Retirement Plan Practice, VKS Consulting; Johnson & Dugan

John Griffin, J.D., LL.M.
Principal, ASC Institute, LLC

President, Pension Plan Specialists P.C., APA, APR, ERPA, QKA, QPA, President, Pension Plan Specialists P.C.

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

Arasely Valdez, APA, ERPA, QKA, QPA
Shareholder and Practice Manager, Nova 401(k)

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

Spiro Preovolos
President, PenChecks Trust

R. Bradford Huss
Director, Trucker Huss, APC

Sarah Simoneaux
CPC, Founding Partner, SCS

Lara Hise
Vice President, TPA Services, Transamerica

Kim Martin, APA, CPC, QPA
Director of Education, NIPA; Account Executive, Bates & Company, Inc.

John Russon, CPA
Partner, Pension Assurance

Phil Allen, ASA, EA, FCA
Actuary, Nova 401(k);

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

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

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

Alison J. Cohen, Esq.
CPC, Partner, Ferenczy Benefits Law Center

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

Stephanie Terry, APA, CPA, QKA, QPA
Partner, Pinnacle Plan Design, LLC

Rod Stortenbecker, CPC, QPA
Assistant Vice President Compliance, Lincoln Financial Group

Renee Conner, EA, QKA, QPA
President & CEO, PensionPro Software

Brenda Berg, Esq.
Partner, Holland & Hart LLP

Ellen E. Moll, APA, CPC, QKA, QPA
Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)

Darren Holsey, APA, APR, ERPA, QKA, QPA
Owner/Executive Plan Consultant, Premier Retirement Plan Services (Premier RPS)

Robert West
Attorney at Law, Director, Haynes Benefits

Doug Peterson, CBCP, CISSP, GISP, CISO
Empower Retirement

Randy Fuss, CFP™
Registered Corporate Coach®, Practice Management Consultant, CUNA Mutual Retirement Solutions

Sherrie Boutwell
Attorney, Partner, Boutwell Fay LLP

Michael Clark, EA, FCA, FSA
Director & Consulting Actuary, River and Mercantile

William Grossman, APA, APR, ERPA, QPA
Managing Member, WCG ERISA Consulting, LLC

Melinda Maher, J.D.
Partner, Dorsey & Whitney LLP

Ilene Ferenczy, Esq., APA, CPC
Managing Partner, Ferenczy Benefits Law Center

Darren Conner, CSP
COO, PensionPro Software

Joseph Carolan, APA, CPC, EA, MSPA
Pension Actuary, Evergreen Retirement Plan Consulting, LLC

Kevin Spaeth
Empower Retirement

Sponsors & Partners

2019 Sponsors

• John Hancock
• Voya Financial

• Capital Group

• penchecks
• T.owe Price

• The Standard

• Colonial Surety Company
• Empower Retirement
• FPS Trust
• Lincoln Financial Group
• MassMutual
• Millennium Trust Company
• Transamerica
• Wolters Kluwer