Plansponsor National Conference 2023 | ISS Media | 20 June 2023 | The Ritz Carlton Orlando, Grande Lakes, 4012 Central Florida Pkwy, Orlando, FL 32837, US

Why you should attend:
• Gain insights into the latest trends in plan design, investments, administration and compliance
• Take a deep dive into topics essential to sponsoring a retirement plan
• Build community and exchange ideas with plan sponsor peers
• Celebrate and learn from achievements of your peers and other industry standouts

2023 Speakers

Glenn Able
Managing Director, Creative Planning Retirement Services

Dan Aronowitz
Managing Principal, Euclid Fiduciary

Heather Bader
Partner, Faegre Drinker Biddle & Reath LLP

Kristi Baker
Managing Partner, CSi Advisory Services, a division of HUB International

Andy Banducci
Senior Vice President, Retirement and Compensation Policy, ERISA Industry Committee (ERIC)

Sean Bjork
President, Bjork Asset Management, Inc.

Judy A. Bobilya-Feher
Chief Financial Officer, Aunt Millie’s Bakeries

Bradford Campbell
Partner, Faegre Drinker Biddle & Reath LLP

Deana Calvelli
Partner/Managing Director, Creative Planning

Beth Conradson-Cleary
Executive Director, City of Milwaukee 457(b) Deferred Compensation Plan

Kevin Crain
Head of Retirement Research & Insights, Bank of America

Larry Crocker
Founder and CEO, Fiduciary Consulting Group

Jeff Cullen
Managing Partner, Strategic Retirement Partners

Brea Dantin
Retirement Plan Adviser and COO, ProCourse Fiduciary Advisors

Monica DeAgostino
HR Manager, MRIGlobal

Barbara Delaney
Principal, SSRBA, a GRP company

Tom Demko
Managing Director, SageView Advisory Group

Mike Devlin
Principal, BCG Pension Risk Consultants | BCG Penbridge

Rob DiMase
Partner, Sentinel Benefits & Financial Group

John Doyle
Senior Retirement Strategist, Capital Group | American Funds

Daniel Esch
Senior Vice President | Financial Advisor, CAPTRUST

Brett Fisher
Head of Investment Product Strategy Principal

Rita Fiumara
Senior Institutional Consultant, Senior Retirement Plans Consultant, SVP – Investments, UBS

George Fraser
Managing Director, Financial Consultant, Fraser Group at RBG

Alvaro Galvis
SVP | Wealth Management Advisor Portfolio Advisor | Sr. Retirement Benefits Consultant, Merrill Lynch Wealth Management MG Group

Lisa Garcia
Retirement Plan Consultant, SageView Advisory

Chad Goerner
Senior Vice President, Corporate Retirement Director, Princeton Financial Partners, RBC Wealth Management

Lisa Gomez
Assistant Secretary of Labor, Department of Labor’s Employee Benefits Security Administration

Benjamin Grosz
Partner, Ivins, Phillips & Barker

Sarah Haflett
Director of Health Care Thought Leadership and Research, Fidelity Health Solutions

Lucas Hellmer
Associate Vice President/ Compensation & Benefits Manager, Salas O’Brien

Pam Hess
Executive Director, DCIIA Retirement Research Center

Mark Iwry
Nonresident Senior Fellow in Economic Studies, Brookings Institution, a Visiting Scholar at the Wharton School

Chris Jamail
Chief Marketing Officer, TCG Services, a HUB International company

Josh Jessup
Manager for Global Retirement, Financial Wellbeing and Mobility, Delta Air Lines

Todd Kading
CEO, LeafHouse Financial

Michael Kane
Managing Director, Plan Sponsor Consultants, a part of HUB International

Michael Kushner
Retirement Plan Consultant

Bruce Lancer
Senior Retirement Plan Consultant, UBS Financial Services Inc.

Percy Lee
Of Councel, Ivins, Phillips & Barker, Chartered

David Levine
Principal, Co-Chair Employers & Sponsors, Groom Law Group, Chartered

Robert A. Massa
Managing Director, Houston Market Retirement Practice Leader, Qualified Plan Advisors

Lisa Massena
COO, Defined Contribution Institutional Investment Association (DCIIA)

Nick Maynard
Senior Vice President, Commonwealth

Jim McDonald
Partner, SageView Advisory Group

Chris McGlynn
Director, Retirement Solutions, Pacific Life Insurance Company

David Montgomery
Director of Retirement Investment Services, OneDigital

Kelley Palmer
John Hancock

Scott Rainey
Workplace Investor Engagement Consultant, Schwab Retirement Plan Services, Inc.

Michelle Richter
Executive Director, Institutional Retirement Income Council, Institutional Retirement Income Council

Gwen Schnitzler
HR Director, Forward Bank

George Sepsakos
Principal, Leader Fiduciary Practice, Groom Law Group, Charterec

Kelli Send
Co-Founder, Senior Vice President - Financial Wellness Services, Francis LLC

Jennifer Severson
VP Human Resources, Wright-Hennepin Cooperative Electric Association

Mitchell Shames
Founder & Managing Director, Harrison Fiduciary

Stephanie Sharp
Business Development Strategist – National Accounts, Transamerica

Brent Sheppard
Partner and Financial Adviser, Cadence Financial Management

Neal Stamper
Corporate Retirement Director, Associate Vice President and Financial Advisor, Graystone Consulting, a business of Morgan Stanley

Craig Stanley
Lead Partner, Retirement Plan Consulting, Summit Group 401(k) Consulting, an Alera Group Company

Julie Doran Stewart
SVP, Retirement Plan Advisory Services, Sentinel Group

Jania Stout
Senior Vice President, Retirement & Wealth, OneDigital

Tamiko Toland
Managing Director, Head of Lifetime Income Strategy and Market Intelligence, TIAA

Joshua Ulmer
Managing Director and Institutional Consulting Director, Graystone Consulting from Morgan Stanley

Ron Ulrich
VP Product Consulting and Compliance, ADP Retirement Services

Stephanie Ulrich
Benefits Accountant, RoyOMartin

Julie Varga
Vice President, Product and Investment Specialist, Morningstar Investment Management LLC

Marcia Wagner
Founder, The Wagner Law Group

Joshua Weinstein
Vice President, Lifetime Income Solutions, Fidelity

Chuck Williams
Managing Partner, Chief Executive Officer, Finspire

Karen Witham
Vice President, Communications and Marketing, Defined Contribution Institutional Investment Association (DCIIA)

Rosie Zaklad
Principal, Leader Tax Practice, Groom Law Group, Chartered

Blade Zych
Plan Consultant, OneDigital Retirement Plan Services

Adelia Soremekun
Senior Director, Benefits, Health & Wellness, The Jackson Laboratory

2023 Sponsors

• Adp
• Allianz
• Bank of America
• Capital Group
• Charles Schwab
• Conduent
• Fidelity
• John Hancock
• Morningstar
• Pacific Life
• Principal
• Tiaa
• TransAmerica
• Vanguard
• Voya Financial