Conference Agenda

Monday, June 3

12 pm to 1 pm

Registration and lunch

1 pm to 1:10 pm

Conference Open

Emcee Liz Kaido

1:10 to 1:30 pm

Introductory Remarks: Back to the Future

Paul Neveu

1:30 to 2:15 pm


Barry Kublin

2:15 to 2:30 pm


2:30 pm to 3:15 pm

Current IRS/DOL Initiatives

Brad Campbell

3:15 pm to 3:30 pm


3:30 pm to 4:15 pm


DB Market Updates

Vince Spina and Jason Disco

Gold Standard Plan Sponsor Review Meetings

Tom Sutton and Takisha Venable

Strategies for Employee Engagement, Rewards, and Retention

Nancy Melcher, MOR Strategy Partners

4:15 pm to 4:30 pm


4:30 pm to 5:15 pm

How the HSA Can Become a Profit Center

Ryan Tiernan and Dave Ritchie

5:15 pm to 6:15 pm

Plan Sponsor Panel

Moderator: Maryann Geary

6:15 pm 

Networking Reception

7:15 pm to 9 pm


Ralph Simone, Emergent

Tuesday, June 4

8 to 9 am


9 to 9:45 am

Updates on Social Security and Medicare

9:45 to 10:30 am

Regulatory Sea Change

Groom Law

10:30 pm to 10:45 am


10:45 am to 11:45 am

Investment Panel

Moderator: Greg Woods

11:45 am to 1 pm


1 to 2 pm

Advisor Panel: The Sales Process (flexible sales process)

Moderator: Donna Kramer

2:15 to 4:00 pm

Breakout Sessions

2:15 to 3:00 pm

Session 1

Retirement and Life Planning Issues

Garry Payne

CIF Offerings 

David Hand, Stephen Hand, and Ken Grant

HSA Product Offering

Hannie Spitzack and Renee House

3:15 to 4:00 pm

Session 2


Brian Nicholson and Joe Long

Participant Education: How to enhance your education program and include Financial Wellness

Melissa Varvarezis and Krystal Kirlis-Brochu

Managing Your Retirement Advisory Practice in a Changing Environment

Moderator: Brian Douglas

4 pm to 4:15 pm


4:15 pm to 5:15 pm

Market Update

Ralph Acampora

6:30 pm

Dine Around with Fund Families (or dinner on your own)

Wednesday, June 5

8 to 9 am


9 to 10 am


Paul Neveu

10:00 am to 10:30 am

Closing Remarks and Prize Drawing

Paul Neveu

10:30 am

Conference Ends