Tuesday, August 28 | ||||
11:00 am | Golf Outing | |||
1:00 pm | Bachelor Gulch Hike - Sponsored by Cushing Asset Management | |||
6:00 pm | Sponsor Appreciation Reception |
Wednesday, August 29 | ||||
6:30 am - 8:30 am | Registration Open | |||
8:30 am - 9:20 am | Investing for Every Trustee Rick Rodgers, Strategies Capital Management | |||
9:20 am - 10:10 am | Fiduciary Responsibility Jared Martin, Innovest Portfolio Solutions & Jason Mantas, Poudre Fire Department | |||
10:10 am - 10:20 am | AM Break | |||
10:20 am - 10:25 am | Opening Remarks Kim McDaniel, City of Westminster & Rick Rodgers, Strategies Capital Management | |||
10:25 am - 11:15 am | Economic Update Scott Middleton, Innovest Portfolio Solutions | |||
11:15 am - 12:05 pm | Behavioral and Plan Health Christopher Doto & Dawn Cullen, ICMA-RC | |||
12:05 pm - 1:30 pm | Lunch On Your Own | |||
1:30 pm - 2:20 pm | Emerging Markets Suny Park, CFA, CPA, Janus Henderson Investors | |||
2:20 pm - 3:10 pm | HSAs Patrick Delaney, T. Rowe Price | |||
3:10 pm - 3:30 pm | PM Break | |||
3:30 pm - 4:20 pm | Govt Survey and Participant Communications Michael McAtamney & Sam McGibbon, Lincoln | |||
4:20 pm - 5:10 pm | Case for Actively Managed TDFs Sue Walton, Capital Group/American Funds | |||
6:30 pm | Dinner and Keynote Speaker Dinner Sponsored by GW&K + Speaker Sponsored by Schwab |
Thursday, August 30 | ||||
7:30 am - 8:30 am | Breakfast Buffet | |||
8:30 am - 9:20 am | Guide to Retirement Kevin Morgan, JP Morgan | |||
9:20 am - 10:10 am | ESG and SRI: The Fiduciary Standard Clarice Avery, Natixis | |||
10:10 am - 10:20 am | AM Break | |||
10:20 am - 11:10 am | Thinking Outside the Box: Delivering Measurable Results Scott Boyd, Prudential | |||
11:10 am - 12:00 pm | Target Date Funds Rich Weiss, American Century | |||
12:00 pm - 1:30 pm | Lunch On Your Own | |||
1:30 pm - 2:20 pm | Voya Cares, Presented by Voya + Engaging Millennials in the Public Sector Workforce, Presented by TIAA Kerry Woods, Voya & Stuart Robertson, TIAA | |||
2:20 pm - 3:10 pm | Health Care During Retirement Roberta Eckert, Nationwide | |||
3:10 pm - 3:30 pm | PM Break | |||
3:30 pm - 4:20 pm | Anatomy of a Recession Evan Davis, Legg Mason | |||
4:20 pm - 5:10 pm | ||||
6:30 pm | Dinner & Networking |
Friday, August 31 | ||||
7:30 am - 8:30 am | Breakfast Buffet | |||
8:30 am - 9:20 am | Deminimus Accts / Collective Investment Trusts Karin Stouffer, Millennium / Kevin Bowman, Schwab | |||
9:20 am - 10:10 am | Education: Health & Wellness Patrick Shea, Transamerica | |||
10:10 am - 10:20 am | AM Break | |||
10:20 am - 11:10 am | Cyber Security Doug Peterson, Empower | |||
11:10 am - 12:00 pm | 100 is the New 80: The New Retirement Frontier Dina Caggiula, Vanguard | |||
12:00 pm | Closing Remarks Kim McDaniel, City of Westminster & Rick Rodgers, Strategies Capital Management |