SPARK Forum 2018 | The Spark Institute, Inc. | 4 November 2018 | The Breakers - Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

Join us at the SPARK Forum, the retirement services industry's leading event for the nation's top marketing, sales, administration and recordkeeping professionals. Attendees include representatives from national banks, insurance companies, mutual fund complexes, investment firms, third party administrators, benefit consulting organizations and financial advisory firms. We have a comprehensive agenda designed to meet the needs of not only 401(k) Plan Providers, but also Financial Advisors and Third Party Administrators.

Who Should Attend?
The 2018 SPARK Forum presents outstanding educational and networking opportunities for a broad array of companies and executives, including:

• Retirement Business Presidents
• Investment Advisors and Management
• TPA Owners and Management
• Independent Recordkeepers
• Fund Companies and Investment Managers
• 403(b) Service Providers
• Record Keeping Administrators
• Sales and Marketing Executives and Managers
• Product Development Executives
• Financial Advisors and RIAs
• Government Affairs Representatives
• Legal, Risk Management and Compliance Professionals

Attendee Benefits
• Network with peers from all segments of the industry
• Participate in interactive sessions on marketing, operations, investment and distribution issues
• Learn how current and pending legislation and regulations will affect your business
• Receive continuing education credits for ARPC, ARPS and ASPPA accreditations

2018 Speakers

Rodney Alvarez
VP Talent Management, Celtra, Inc.

Steven Barley
Chief Operating Officer and Deputy Director, Indiana Public Retirement System

Robert Barnett
Administrative Vice President, Wilmington Trust

Dan Basile
Managing Director, Head of Defined Contribution Product Management, BlackRock

Veronica Bray
Retirement Plan Consultant, RPAS

Bart Cant
Partner - Blockchain Services, IBM

Philip Chao
Principal and CIO, Chao & Company, Ltd.

Emily Chien
Advanced Analytics and Cognitive AI Leader, IBM

Nick Doyle
Senior Director, Product Management,SS&C/DST

Kevin Eknaian
VP & Northeast Divisional Sales Manager, American Century Investments

Peter Falco
Director of Broker Dealer Services, FS-ISAC

Doug Fisher
Director of Retirement Policy, American Retirement Association

Greg Fowler
Vice President, Partner Services, HealthEquity

Diane Gallagher
Vice President, American Century Investments

Chris Gaston
Senior Policy Director, Davis & Harman LLP

Mary Beth Glotzbach
Vice President - Institutional DCIO, Franklin Templeton Investments

Jamie Greenleaf
Partner/Principal, Cafaro Greenleaf

Mike Hadley
Partner, Davis & Harman LLP

Melissa Hill
Partner, Morgan Lewis & Bockius LLP

Cindy Hounsell
President, Women's Institute For A Secure Retirement

David Levine
Principal, Groom Law Group, Chartered

Todd Levy
CIO, Ingham Retirement Group

Gary Lineberry
Managing Director, Retirement Education Solutions, LIMRA LOMA Secure Retirement Institute

Rich Linton
Executive Vice President,
Empower Retirement

Peter Lohri
Partner, Enterprise Iron Financial Industry Solutions, Inc.

Barbara March
Chief Executive Officer, BridgePoint Group, LLC

Joan McDonagh
Senior Director, Legislative and Regulatory Affairs, Empower Retirement

Kerr McGowan
SVP, Retirement Solutions, Stadion Money Management

Adam McMahon
Associate, Davis & Harman LLP

David Morrell
Director of University Benefits, State University of New York

Kevin Murphy
SVP, Head of Strategic Accounts Defined Contribution Division - US,
Franklin Templeton Investments

Nick Nefouse
Managing Director,BlackRock

Meera Oliva
Chief Marketing Officer, Gradifi

Tim Rouse
Executive Director, SPARK Institute

Jessica Sclafani
Director, Retirement Practice, Cerulli Associates

Scott Smith
Director, Advice Relationships, Cerulli Associates

Peter Starr
President and CEO,Chatham Partners

Christina Stauffer
Head of DCIO Business Development, Thornburg Investment Management

Ryan Tiernan
Senior National Accounts Manager, American Funds

Don Trone
Founder & CEO, 3ethos

Matt Vanaman
Vice President, External Advisor Consultant, PIMCO

Alan VanOngevalle
Executive Vice President, Happy State Bank

Snezana Zlatar
SVP, Full Service Solutions Product & Business Mgmt, Prudential Retirement

2018 Sponsors

PLATINUM SPONSORS:
• SS&C
• DST

GOLD:
• Empower
• FiS
• Goldstar Trust Company
• Lincoln Financial Group
• Open Checks Trust
• Prudential
• Wells Fargo

SILVER:
• Bridge Point
• Bright Scope
• CORE
• Enterprise Iron
• Health Equity
• Pidalia
• Retirement Loan Eraser
• Stadion

BRONZE:
• American Century Investments
• Fisher Investments Institutional Group
• Franklin Templeton Investments
• PIMCO
• Thornburg

EXHIBITORS AND OTHER SPONSORS:
• ASC
• ADP
• Ameritas
• Amundi Pioneer
• Broadridge
• Cerull Associates
• Cogent Reports
• Convergent
• Delta Data
• DTCC
• Fiduciary Benchmarks
• Fluent
• Fps Trust
• Globe Tax
• Gradifi
• Guided Choice
• Infosys McCamish
• iraLogix
• Laurel Hill
• Secure Retirement Institute
• Merrill Institution
• Messagepoint
• Millenium Trust Company
• Oneil
• RCP
• T.owe Price
• VMS