Print Agenda
  • Essential Seminar

  • Day 1

  • Day 2

  • ABLE

529 Essential Seminar Thursday, September 24, 2020

  1. -

    Registration and Breakfast

  2. -

    Opening Remarks
    Speaker
    : Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  3. -

    529 Primer & Landscape
    Presenter:
    Chris Stack
    , Esq., Managing Consultant, Savingforcollege.com

     

  4. -

    Federal Regulatory Framework
    Presenter

    Andrea FeirsteinManaging Director, AKF Consulting Group

  5. -

    Networking Refreshment Break

  6. -

    Plan Governance & Administration Best Practices
    Presenter
    :
    Andrea Feirstein, Managing Director, AKF Consulting Group

  7. -

    Structuring & Evaluating the Investment Line-Up
    Presenter: 
    Kay Ceserani,
    Managing Principal, Meketa Investment Group

  8. -

    Networking Lunch

  9. -

    Tax Benefits & Planning
    Presenter: 
    Jamie Canup,
    Partner/Principal, Hirschler Fleischer

  10. -

    Advertising Regulation Overview
    Presenters:
     
    Amy Sochard, Vice President-Advertising Regulation, FINRA
    Derek Ashworth, Associate Director-Advertising Regulation, FINRA

  11. -

    Networking Refreshment Break
    (Sponsored by Pacific Life)

  12. -

    Financial Aid: Lifecyle of Planning, Saving & Paying for College
    Presenter

    Stacey MacPhetres, Senior Director, College Finance, Bright Horizons College Coach

  13. -

    Comparing College Savings Vehicles: How do 529s Stack Up?
    Presenter:
    Chris Stack
    , Esq., Managing Consultant, Savingforcollege.com

     

  14. Closing Remarks
    Speaker
    : Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  15. -

    Opening Night Cocktail Reception
    (Sponsored by Invesco)

  16. -

    Late Night Lounge

529 Conference Friday September 25, 2020

  1. -

    Registration and Breakfast
    (Sponsored by Prudential)

  2. -

    Chairman’s Welcome and Opening Remarks: State of the College Savings Industry
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  3. -

    State’s Perspective on industry Trends and Building Momentum
    Moderator: Andrea Feirstein, Managing Director, AKF Consulting Group
    Panelists:
    Michael Fitzgerald, State Treasurer, State of Iowa
    Richard Ellis, Executive Director, my529
    Michael Frerichs, Illinois State Treasurer, State of Illinois, and Chair, College Savings Plan Network (CSPN)

     

  4. -

    Networking Refreshment Break
    (Sponsored by John Hancock Investment Management)

  5. -

    Product Strategy, Trends and Outlook
    Moderator:
    Panelists:
    Rachel Ramos
    , Senior Manager, Global Product Strategy & Development, Capital Group | American Funds

  6. -

    Keynote 1

  7. -

    Networking Lunch
    (Sponsored by Ascensus)

  8. -

    Differentiating your Plan in the Direct-Sold Channel

  9. -

    Keynote 2

  10. -

    Networking Refreshment Break
    (Sponsored by Intuition College Savings Solutions)

  11. -

    Employer Channel Trends & Opportunities

  12. -

    National Broker-Dealer’s View on Product, Marketing and Distribution Strategies
    Moderator: Chris Stack, Esq., Managing Consultant, SavingforCollege.com
    Panelists:
    Richard Polimeni, Head of Education Savings Programs, Bank of America Merrill, and Past Chair, College Savings Foundation
    William Reilly, CFP®, CIMA®, Director, Product Management –529, DAF & Offshore Mutual Funds, UBS Financial Services, Inc.

  13. Closing Remarks
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  14. -

    Opening Night Reception
    (Sponsored by Peachjar)

  15. -

    Late Night Lounge
    (Sponsored by Principal Financial Group)

529 Conference Saturday September 26, 2020

  1. -

    Registration and Breakfast
    (Sponsored by New York Life Investment Management)

  2. -

    Opening Remarks and Recap of Day One
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  3. -

    Legislative & Regulatory Developments
    Moderator
    Tamara Salmon, Associate General Counsel, Investment Company Institute (ICI)
    Panelist:
    Amy SochardVice President-Advertising Regulation, FINRA
    Bri Joiner, Director, Professional Qualifications, Municipal Securities Rulemaking Board

  4. -

    Conservative Investment Strategies
    Moderator: 
    David Smith
    , CFA, Managing Director, Marquette Associates

  5. -

    Networking Refreshment Break

  6. -

    Business Building with 529s

  7. -

    Outlook for 529s in 2021 and Beyond
    Moderator: 
    Mary Morris, Chief Executive Officer, Virginia529/ABLEnow
    Panelists:
    Rachel Biar
    , Assistant State Treasurer, Nebraska State Treasurer’s Office, and Vice Chair, College Savings Plan Network (CSPN)
    Derek Kreifels, President, State Financial Officers Foundation (SFOF)
    Vivian M. Tsai, CIMA®, Head of Relationship Management, TIAA, and Chair, College Savings Foundation (CSF)

  8. Closing Remarks
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  9. -

    Networking Lunch

ABLE Summit Saturday September 26, 2020

  1. -

    Lunch & Learn
    Chairman’s Welcome and State of the Industry 
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

  2. -

    ABLE Essentials Product Training Seminar
    Speakers:
    Chris McGee, General Counsel, Virginia529 | ABLEnow, and Vice Chair, College Savings Foundation
    Alisa Ferguson, Associate General Counsel, Virginia529 | ABLEnow

  3. -

    ABLE Landscape: Meeting the Needs from All Perspectives  

  4. -

    Networking Refreshment Break

  5. -

    ABLE Implementation: Product, Marketing & Distribution Perspective

  6. -

    ABLE Outlook: Challenges & Opportunities

  7. Closing Remarks
    Speaker: Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence

Special Sessions

“529 Essentials Seminar” (pre-conference session – September 24)
Whether you are new to the education financial planning market or a seasoned pro, this insightful full-day seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, governance, financial aid, investment and product implications driving the market today.

ABLE Deep-Dive Afternoon Summit (post-conference session – September 26)
With the launch of ABLE accounts in 2016, we’re dedicating an entire afternoon to product training, best practices and trends on how firms are involved in the industry, and how firms can successfully participate in the industry from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Austin Ulep
Director, Key Accounts
617-913-0571
austin.ulep@issgovernance.com

General Information:
Carol Popkins
Senior Vice President, Global Event Operations
203-461-0985
carol.popkins@issgovernance.com