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Event Date | Sun May 20 EDT - Wed May 23 EDT (over 6 years ago) |
Location |
Cosmopolitan of Las Vegas
3708 S Las Vegas Blvd, Las Vegas, NV 89109, USA |
Region | Americas |
This event designed exclusively for retirement plan professionals. The 2018NAFE 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. At the 2018NAFE, 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 and NASBA.
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.
2018 Speakers
Ilene Ferenczy
Esq., APA, CPC, Managing Partner, Ferenczy Benefits Law Center
Randy Fuss
CFP, Registered Corporate Coach and Practice Management Consultant, CUNA Mutual Retirement Solutions
Kevin Donovan
CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC
Kim Martin
APA, CPC, QPA, Director of Education, NIPA; Account Executive, Bates and Company, Inc.
David Schultz
APM, J.D., Educator and Product Manager, FIS Relius
Claudia St. John
SHRM-SCP, SPHR, President, Affinity HR Group, Inc.
Lorraine Dorsa
CEBS, EA, FCA, MAAA, MSPA, Actuary, Aegis Pension Services, Inc.
Kristina Kananen
APA, QKA, QPA, Customer Support, DATAIR Employee Benefit Systems, Inc.
Nathan Glassey
QKA, TGPC, Vice President, Non-ERISA Retirement Services, National Benefit Services
John Emerson
Vice Chairman, Capital Group International, Inc.
William C. Grossman
APA, ERPA, QPA, Managing Member, WCG ERISA CONSULTING, LLC
Robert Richter
J.D., LLM, Vice President, FIS
Virginia Sutton
QKA, Consultant, VKS Consulting and Account Executive, Johnson & Dugan Insurance Services Corp.
Raechel Parolisi
J.D., LLM, Attorney and Pension Consultant, Law Office of Raechel Parolisi
John P. Griffin
J.D., LLM, Principal, ASC Institute
Norman Levinrad
EA, CPC, FSPA, MAAA, President and Chief Actuary, Summit Benefit and Actuarial Services, Inc.
Kimberly Veal
AICPA, CPA, Supervisor, Rea & Associates, Inc.
Sarah Simoneaux
CPC, President, Simoneaux & Stroud Consulting Services; Darren Holsey, APA, APR, ERPA, QPA, QKA, Owner and Senior Consultant, Premier RPS; Christopher Tipper, Chief Executive Officer, Hunter Benefits Consulting Group, Inc.
Charlie Steingas
EA, MAAA, MSPA, Owner and Chief Actuary, Cash Balance Actuaries, LLC
Jane Armstrong
J.D., Partner, Phelps Dunbar, LLP
Brian Furgala
Esq., CPC, QPA, Shareholder, GrayRobinson
Michael Kelly
Business Development, Millennium Trust Company
Jeff Evers
Principal Consultant, Enterprise Iron Financial Industry Solutions, Inc., Partner, Tim Scott, Enterprise Iron Financial Industry Solutions, Inc.
Bill Riccio
Director, TPA Relationship Management, CUNA Mutual Retirement Solutions
Kimberly Veal
AICPA, CPA, Supervisor, Rea & Associates, Inc.
Alison J. Cohen
Esq., CPC, J.D., Partner, Ferenczy Benefits Law Center LLP
Raechel Parolisi
J.D., LLM, Attorney and Pension Consultant, Law Office of Raechel Parolisi
Andy Hudson
President, Step Strategic
Richard Kutikoff
CFA, EA, FSA, MSPA, MAAA, President, Pacific Benefit Services
Jason Brady
QKA, QPA, Business Development Manager, American Funds
Thomas Finnegan
FCA, FSPA, MAAA, Executive Vice President, CBIZ Retirement Plan Services
Virginia Sutton
QKA, Consultant, VKS Consulting and Account Executive, Johnson & Dugan Insurance Services Corp.
Michael J. DiCenso
President, DiCenso Consulting
Marc M. Roberts
APR, ERPA, President, Associated Pension Consultants; Christopher Tipper, Chief Executive Officer, Hunter Benefits Consulting Group, Inc.
Margaret A. Younis
APA, APR, CPC, ERPA, QKA, QPA, TGPC, Senior Consultant, Retirement Plan Design and Consulting Group, Lincoln Financial Group
Darren Conner
Chief Technology Officer, PensionPro
Andy Lovell
APA, APR, ERPA, MBA, QKA, Vice President, ERISA Retirement Services, National Benefit Services, LLC
Paul Perry
CISM, CITP, CPA, FHFMA, Member, Risk and Controls Practice Leader,
Warren Averett, LLC
Robert Richter
JD, LLM, Vice President, FIS
2018 Sponsors
PLATINUM SPONSORS:
• JOHN HANCOCK
• VOYA
GOLD SPONSORS:
• AMERICAN FUNDS
SILVER SPONSORS:
• PENCHECKS TRUST
BRONZE SPONSORS:
• Colonial Surety Company
• Empower Retirement
• Lincoln Financial Group
• MassMutual Financial Group
• Millennium Trust
• Nationwide
• OneAmerica
• Transamerica
• Wolters Kluwer
MOBILE APP SPONSORS:
• The Standard