Agenda
Registration (7:30 - 8:00 AM)
President's Welcome (8:00 – 8:15 AM)
Phil Sherman, Deschutes Investment Consulting
Opening Keynote (8:15 – 9:30 AM)
The Retirement Sketchbook: Using Visual Planning to Create Better Client Outcomes
Bonnie M. Treichel, JD
Founder and Partner, Endeavor Law
Founder and Chief Solutions Officer, Endeavor Retirement
Breakout 1A (9:55 – 10:55 AM)
Trail Guide to Retirement Plan Corrections Using SCP and VCP
Morgan Baumgard, CPFA
Partner
Baumgard + Fedance LLP
Breakout 1B (9:55 – 10:55 AM)
Beyond the Averages: What Real Behavior Tells Us About Retirement Planning
Pamela Hess, CFA
Executive Director and Retirement Strategist
J.P. Morgan Asset Management
Breakout 1C (9:55 – 10:55 AM)
What to Expect from an EBSA Investigation
Andy Cameron
Senior Benefits Advisor
U.S. Department of Labor, Employee Benefits Security Administration (EBSA)
Breakout 2A (11:00 AM – 12:00 PM)
The Defined Benefit Plan Solution for Small Businesses
Sara Ark, FSA, EA, MAAA
Consulting Actuary
Aeron Riordan, ASA, EA, MAAA
Consultant
Independent Actuaries, Inc.
Breakout 2B (11:00 AM – 12:00 PM)
A Practical Look at PEPs: From Structure to Execution
Haley Erickson, QKA
Senior Fiduciary Consultant
Group Plan Systems, LLC
Breakout 2C (11:00 AM – 12:00 PM)
Missed Opportunities in M&A Activity
Brian Furgala
Senior Director, Retirement Services Strategy
PenChecks Trust
Lunch Keynote (12:00 – 1:30 PM)
Lunch Presentation: Anatomy of a Recession
Jeffrey Schulze, CFA
Managing Director
Head of Economic and Market Strategy
ClearBridge Investments
Breakout 3A (1:50 – 2:50 PM)
Session TBD
Ivana Polonijo, Ph.D., AIF®
Founder
Courageous Being
Breakout 3B (1:50 – 2:50 PM)
Executive Benefits at a Glance
Lorrie Baldevia
Platform President
Gallagher
Breakout 3C (1:50 – 2:50 PM)
Scaling the Modern Team: What Breaks, What to Fix, and What Technology is Worth Buying
Andrew Flowers
Head of Product
Stax.AI
Afternoon Keynote (3:00 – 4:00 PM)
Fireside Chat on the Latest from Our Nation's Capital: TrumpIRA.gov, Trump Accounts, Saver’s Match —Will They Reshape Retirement, Achieve Universal Coverage, and End Leakage? An Interactive Discussion
J. Mark Iwry
Nonresident Senior Fellow at the Brookings Institution and former Senior Advisor to the US Secretary of the Treasury for National Retirement and Health Care Policy
Cocktail Hour (4:00 – 5:30 PM)
WP&BC After Dark at Spirit of 77 (5:30 PM)