Welcome Reception sponsored by New York Life Stable Value Investment

Registration and Breakfast

‘Essentials’ Seminar Opening Remarks
Paul Curley, Director of 529 & ABLE Solutions, ISS Market Intelligence

529 Primer & Landscape

Presenter
Chris Stack, Esq., Managing Consultant, Savingforcollege.com

Federal Tax & Regulatory Framework

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

Networking Refreshment Break sponsored by Catalis

Plan Governance & Administration Best Practices

Presenter
Andrea Feirstein, Managing Director, AKF Consulting Group

Structuring & Evaluating the Investment Lineup

Presenter
David Smith, CFA, Managing Director, Marquette Associates

Lunch

Municipal Rulemaking & Advertising Regulation Overview

Presenters
Ira Gluck, Senior Director, Advertising Regulation, FINRA
Derek Ashworth, Associate Director, Advertising Regulation, FINRA
Abha Mohla, Associate Director, Market Regulation, Municipal Securities Rulemaking Board
Bri Joiner, Director, Regulatory Compliance, Municipal Securities Rulemaking Board

529 Stable Value 101

Presenter
Zach Gieske, President, Stable Value Investment Association (SVIA)

Networking Refreshment Break sponsored by Pacific Life

The College Finance Landscape

Presenters
Julie Shields-Rutyna, Senior Director of College Planning, Education, and Training, MEFA
Stacey MacPhetres, Senior Director, College Finance, College Coach

Comparing College Savings Vehicles: How do 529s Stack Up?

Presenter
Chris Stack, Esq., Managing Consultant, Savingforcollege.com

Reception brought to you by Prudential Stable Value

Registration and Breakfast sponsored by Capital Group | American Funds

529 Conference 2024: Chair’s Welcome and State of the 529 Industry

Presenter
Paul Curley, Director of 529 & ABLE Solutions, ISS Market Intelligence

State’s Perspective on Industry Trends and Building Momentum

Moderator
Andrea Feirstein, Managing Director, AKF Consulting Group

Panelists
Kimberly Yee, Treasurer, State of Arizona
Steven Johnson, Treasurer, State of Kansas
Richard Ellis, Executive Director, my529

Networking Refreshment Break sponsored by John Hancock

Product Strategy Trends and Outlook

Moderator
Trisha Good, Executive Director, Ohio Tuition Trust Authority (OTTA)

Panelists
Tricia Scarlata, Executive Director, Head of Education Savings, J.P. Morgan Asset Management
David Bell, Vice President, Vestwell
Rob Forshée, Product Manager, Wealth Management Client Group, Capital Group
Derek DeLorenzo, Senior Director, Business Development | Education Savings, TIAA

Lunch sponsored by T. Rowe Price

Consumer Behavior and Marketing Strategies

Panelists
Lindsay Tobin, Marketing Manager, Ascensus
Jori Horn, Head of 529 Marketing and Relationship Management, Principal Asset Management^SM

Alternative Payments, Emerging Trends and Opportunities

Networking Refreshment Break sponsored by MFS

529 Stable Value for 529s

Moderator
Troy Runnells, CFO/COO, my529

Panelists
Ben Soltsov, Vice President & Portfolio Manager, Goldman Sachs Asset Management

National Broker-Dealers View on Product, Marketing & Distribution Strategies

Moderator
Chris Stack, Esq., Managing Consultant, Savingforcollege.com

Panelists
Brea Tabernik, Product Leader; 529 and DAF Strategy, Managed Investments, Edward Jones
Chuck Ranney, Vice President – Mutual Funds, CEFs & 529 Plans, Ameriprise Financial
Ryan White, CFP^®, CIMA^®, Senior Director | 529 Plans, Product Management, Columbia Threadneedle Investments
Richard Polimeni, Managing Director, Head of Education Savings Programs, Investment Solutions Group, Bank of America Merrill

Reception

Late Night Lounge

Registration and Breakfast

Opening Remarks & ABLE Industry Update

Presenter
Paul Curley, Director of 529 & ABLE Solutions, ISS Market Intelligence

Investment Line-Up Trends and Outlook

Moderator
Kay Ceserani, Managing Principal, Consultant, Meketa Investment Group

Panelists
Kim DeDominicis, Portfolio Manager, T. Rowe Price
Edward Kaminski, Corporate Vice President – Business Consultant, New York Life Stable Value
Hyunmin Kim, Analyst, Multi-Asset & Alternatives Manager Research, Morningstar Research Services LLC

Networking Refreshment Break Sponsored by Flywire

Top-5 Education Financial Planning Strategies

529 & ABLE Outlook

Moderator
Chris McGee, General Counsel & Head of Policy, Virginia529 and Chair of College Savings Foundation (CSF)

Panelists
Mary Morris, Chief Executive Officer, Virginia529 and Chair of College Savings Plans Network (CSPN)

To-Go Lunch