Program Schedule

Wednesday, August 27

7:00am - 8:30am - Check-In

7:30am - 8:30am - Breakfast

8:45am - 10:00am - The Future of DC Plan Investments: Innovation, Personalization, and Participant Outcomes

Matthew Eickman, Chief Legal Officer, Fiduciary Law Center

Vidur Mehra, Senior Vice President and Product Strategist, PIMCO

Frank Pyles, Managing Director - Institutional Sales, Nationwide

Lisa Swatkoski, Head of Investment Product Strategy, Vanguard Workplace Solutions

MODERATOR:

Michael Clark, Senior Vice President, Gallagher

10:15am-11:15am - DOL Update

Phyllis C. Borzi, Former Assistant Secretary of Labor, Employee Benefits Security Administration

Lisa M. Gomez, Founding Member, LMG Collaborative Consulting Solutions LLC (Former Assistant Secretary of Labor, Employee Benefits Security Administration)

11:15am- 11:45am - Break

11:45am-12:45pm - Recent Riptides of ERISA Litigation

Brad Huss, Partner, Trucker Huss, APC

Kirsten Scott, Partner, Renaker Scott, LLP

12:45pm-2:00pm - Lunch

2:00pm-3:00pm- IRS/Treasury Update

Kyle N. Brown, Former Deputy Benefits Tax Counsel, Department of the Treasury

Eric Slack, Former Director of Employee Plans for the Internal Revenue Service

3:00pm- 3:30pm - Break

3:30pm-4:30pm - Plan Sponsor Panel - What’s on their Mind About What’s Next?

Cindy Hardnett, Director of Benefits, Farmers Insurance

Brian Holmen, Vice President, Total Rewards, Sandisk Corporation

Sherry Irani, Director of Employee Benefits, Hoag Memorial Hospital

Eric Turzak, Vice President, Total Rewards & People Operations, Lime

MODERATOR:

Shannon Main, Regional Growth Leader, World Investment Advisors

5:00pm-7:00pm - Opening Reception

Thursday, August 28

8:00am- 9:00am - Breakfast

9:00am - 10:00am - Navigating the (Cyber and AI) Digital Risk Landscape

Anna Bell, Vice President, Segal

Crystal Coleman, Principal, Employee Benefit Plans, CliftonLarsonAllen LLP

Michael Stoyanovich, Vice President, Senior Consultant, Segal

10:15am-11:15am - Washington Update

Phyllis C. Borzi, Former Assistant Secretary of Labor, Employee Benefits Security Administration

Kyle N. Brown, Former Deputy Benefits Tax Counsel, Department of the Treasury

Lisa M. Gomez, Founding Member, LMG Collaborative Consulting Solutions LLC (Former Assistant Secretary of Labor, Employee Benefits Security Administration)

Eric Slack, Former Director of IRS Employee Plans, Internal Revenue Service

11:15am- 11:45am - Break

11:45am-12:45pm - Retirement Leaders - Foreseeing the Industry's Next Evolution

KC Boas, Retirement Savings Initiative Lead, The Aspen Institute

John Euart, Partner, Wealth & Asset Management Practice, McKinsey & Company

Lew Minsky, President & CEO, Defined Contribution Institutional Investment Association (DCIIA)

Tim Rouse, Executive Director, The SPARK Institute, Inc.

MODERATOR:

Karen Casillas, Vice President, Financial Advisor, CAPTRUST

12:45pm-1:40pm - Lunch

1:40pm-3:10pm - Keynote with Fred Reish

C. Frederick Reish, Partner/Chair, Financial Services ERISA Team, Faegre Drinker Biddle & Reath LLP

Moderator:

Bruce J. McNeil, Partner, Leech Tishman Fuscaldo & Lampl, LLC

3:10pm- 3:40pm - Break

3:40pm-4:40pm - PEP Talk - What Everyone Needs to Know

Erin Breit, Assurance Principal, BDO USA

Chris Castro, Regional Vice President, Transamerica

Brian Murray, Director, Trucker Huss, APC

MODERATOR:

Pete Swisher, Managing Partner, Group Plan Systems

5:00pm- 7:00pm - Closing Reception

A summary of this valuable and economical conference:

• Continuing Education Credits 
• Networking with Employee Benefit Professionals
• Dynamic Topics and Speakers

• Member rate - $545 (Increases to $645 on July 16)
• Nonmember rate - $765 (Increases to $865 on July 16)
• Sponsorship opportunities ranging from $1,500 - $12,000