Print Agenda
  • 9/21

  • 9/22

  • 9/23

  • 9/24

  • 9/25

529 Essentials Seminar Day 1 - Monday, September 21, 2020

  1. -

    Chairman’s Welcome & Opening Remarks
    Speaker: Paul Curley,
    CFA,Director of Savings Research, ISS Market Intelligence

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

  2. -

    Break

  3. -

    Federal Regulatory Framework
    Presenter

    Mark Chapleau, Esq., Founding Member, Chapleau Law Group LLC

  4. -

    Break

  5. -

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

  6. -

    Break

  7. -

    Structuring & Evaluating the Investment Line-Up
    – Defining college savings plan types, sales channels and their differentiating factors
    – Understanding the framework: policy objectives, portfolio structuring, implementation and monitoring
    – The investment menu: asset allocation, investment types and building portfolios
    Presenter: 
    Kay Ceserani,
    Managing Principal, Meketa Investment Group

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

529 Essentials Seminar Day 2 - Tuesday, September 22, 2020

  1. -

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

    Tax Benefits & Planning
    Presenter: 
    Mark Chapleau, Esq.Founding Member, Chapleau Law Group LLC

  2. -

    Break

  3. -

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

  4. -

    Break

  5. -

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

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

  6. -

    Break

  7. -

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

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

529 Conference Day 3 - Wednesday, September 23, 2020

  1. -

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

    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)

  2. -

    Coffee Break sponsored by Pacific Life Insurance Company

  3. -

    Product Strategy, Trends and Outlook
    Moderator: 
    Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence
    Panelists:
    Derek DeLorenzo,
    Senior Director, Upromise 529 Programs, Prodege, LLC
    Chris Cyr, Vice President of Business Development, Ascensus
    Rachel Ramos, Senior Product Manager, North American Client Group, Capital Group | American Funds

  4. -

    Coffee Break sponsored by Pacific Life Insurance Company

  5. -

    Keynote Address
    Stable Value Product Update & Discussion
    – Brief Historical View of Stable Value Overall and in the 529 Industry
    – Technical Ins & Outs for 529 Insiders
    – Current Environment & Outlook
    – Question & Answers, Case Studies and Scenarios
    Moderator: 
    Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence
    Speaker:
    Jim V Diskin, CFA, Vice President, Stable Value, Prudential Retirement

    sponsored by Prudential

  6. -

    Coffee Break sponsored by Pacific Life Insurance Company

  7. -

    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.
    Brea Tabernik, Product Manager, Managed Investments, Edward Jones
    Jennifer Tierney, Executive Director, Product Development Manager, Morgan Stanley

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

529 Conference Day 4 - Thursday, September 24, 2020

  1. -

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

    Conservative Investment Strategies
    Moderator: 
    David Smith
    , CFA, Managing Director, Marquette Associates
    Panelists:
    Madeline Hume, Analyst, Manager Research, Morningstar
    Scott Yasharian, CFA, Director, Invesco Advisory Solutions
    Edward Kaminski CIMA®, Senior Business Consultant, New York Life Stable Value

  2. -

    Coffee Break sponsored by Charles Schwab Investment Management

  3. -

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

  4. -

    Coffee Break sponsored by Charles Schwab Investment Management

  5. -

    Differentiating Your Plan in the Direct- and Employer-Sold Channels
    Moderator: Todd Erskine,
    Vice President, Dimensional Fund Advisors
    Panelists:
    Paul Musante, Group Manager, College Savings Plan Marketing, T. Rowe Price
    Wayne Weber, CEO, GiftofCollege.com
    Brennan Hannon, BFA, Business Development Manager, CollegeInvest

  6. -

    Coffee Break sponsored by Charles Schwab Investment Management

  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)

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

ABLE Summit Day 5 - Friday, September 25, 2020

  1. -

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

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

  2. -

    Break

  3. -

    ABLE Landscape: Meeting the Needs from All Perspectives
    Moderator: Andrea Feirstein,
    Managing Director, AKF Consulting Group
    Panelists:
    Stuart Spielman, Esq., Senior Vice President, Advocacy, Autism Speaks
    Scott de Varona, Division Director, MiABLE Disability Savings Program, Michigan Department of Treasury
    Jim Balsan, Chief Operating Officer, Sumday Administration, and Director, BNY Mellon
    Zach Haughawout, Esq., Director of STABLE Account, Ohio Treasurer Robert Sprague

  4. -

    Break

  5. -

    ABLE Implementation: Product, Marketing & Distribution Perspective
    Moderator: 
    Nathan Groff, CEO, Intuition ABLE Solutions
    Panelists:
    Michael Morris, Founder & Strategic Advisor, National Disability Institute
    David Bell, Deputy Director, Oregon Treasury Savings Network
    Mary Rubenis, Outreach Manager, Massachusetts Educational Financing Authority (MEFA)
    David Dominick, Marketing Manager, Pennsylvania Treasury Department

  6. -

    Break 

  7. -

    ABLE Outlook: Challenges & Opportunities
    Moderator: 
    Paul Curley, CFA, Director of Savings Research, ISS Market Intelligence
    Panelists:
    Kandi Pickard, 
    President and CEO, National Down Syndrome Society
    Dante Allen, Executive Director, California ABLE Act Board
    JJ Hanley, Director, IL ABLE, Office of the Illinois State Treasurer

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

Special Sessions

“529 Essentials Seminar” (pre-conference session – September 21-22)
Whether you are new to the education financial planning market or a seasoned pro, this insightful 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 Summit (post-conference session – September 25)
With the launch of ABLE accounts in 2016, we’re dedicating a half-day 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:
Katie Campbell
Operations Manager, Global Events
203-517-6470
katie.campbell@issmediasolutions.com