State-Facilitated Retirement Savings Program Network (SRSPN)
Annual Conference

January 22-23, 2020

University of Miami
Coral Gables, Florida

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Wednesday, January 22, 2020 Networking Reception

Networking Reception Guests
From L to R: Michael Parker, Oregon Savings Network and Tim Burgess, Seattle Retirement Savings Plan Board of Administration

Thursday, January 23, 2020

Opening Remarks

Washington Update — Secure Act

CRI Executive Director Angela Antonelli
From L to R: Hank Kim, NCPERS; Josh Cohen, PGIM; J. Mark Iwry, Brookings Institution; David Levine, Groom Law Group

What Are the Models for State-Facilitated Retirement Savings Programs
and the Status of State Programs and Studies?

From L to R: Michael Parker, Oregon Savings Network; Courtney Eccles, IL Secure Choice; Katie Selenski, CalSavers
From L to R: John Wasilisin, Maryland$aves; Manisha Srivastava, Connecticut Retirement Security Authority; Natalie Braswell, Connecticut Retirement Security Authority; Tim Burgess, Seattle Retirement Savings Plan Board of Administration; Tim Duggan, Office of the Vermont State Treasurer
From L to R: Keith Welks, Deputy Treasurer, Commonwealth of Pennsylvania; John Adler, Office of the Mayor, NYC; Treasurer Dave Young, State of Colorado

What Are Best Practices to Adopt in Program Management and Governance?

What Works Well for Successfully Engaging Employers, Employees, and Key Stakeholders?

From L to R: Michael Clasen, Deputy Treasurer, State of Vermont; Wendy Carter, Segal Consulting; David Morse, K&L Gates; Bonni Spatara Jensen, Klausner, Kaufman, Jensen & Levinson; Martin Noven, State Universities Retirement System (SURS) of Illinois
From L to R: Treasurer Julie Ellsworth, State of Idaho, Courtney Eccles, IL Secure Choice; Mark Herbert, Small Business Majority; Gina Maria Lemon, Ascensus; Michael Parker, Oregon Savings Network

Presentation of 2020 Distinguished State Leader Award

From L to R (front row): Katie Selenski, CalSavers; Treasurer Dave Young, State of Colorado; Treasurer Michael Frerichs, State of Illinois; Treasurer Julie Ellsworth, State of Idaho; Courtney Eccles, IL Secure Choice; David Bell, Oregon Savings Network / From L to R (back row): Manisha Srivastava, Connecticut Retirement Security Authority; Natalie Braswell, Connecticut Retirement Security Authority; Michael Clasen, Office of the Vermont State Treasurer; Mary Morris, Virginia529; Angela Antonelli, CRI; Lan Chen, Office of the Michigan State Treasurer; Michael Parker, Oregon Savings Network; Tim Duggan, Office of the Vermont State Treasurer
From L to R: Treasurer Michael Frerichs, State of Illinois and Angela Antonelli, CRI

What Are the Myths and Realities of Managing Program Scale, Budgets, Costs, and Fees and Is There a Role for Multi-State Collaboration?

What Are the Key Considerations in Investment Decision-Making?

From L to R: Treasurer Michael Frerichs, State of Illinois; David Bell, Oregon Savings Network; David John, AARP; Troy Tisue, TAG Resources; Mary Morris, Virginia529
From L to R: John Adler, Office of the Mayor, NYC; Vinitha Kaushik, BlackRock; Brian Murtagh, State Street Global Advisors; Andrew Parry, Newton Investment Management; Katie Selenski, CalSavers

What Are the Guiding Do’s and Don’ts for Program Studies, Crafting Legislation,
and Program Design?

What Opportunities Do State Programs Create for the Private Sector?

From L to R: Treasurer Dave Young, State of Colorado; Michael Clasen, Deputy Treasurer, State of Vermont; Sarah Mysiewicz Gill, Maryland$aves; Keith Welks, Deputy Treasurer, Commonwealth of Pennsylvania; Andrea Feirstein, AKF Consulting
From L to R: Tim Burgess, Seattle Retirement Savings Plan Board of Administration; Michael Parker, Oregon Savings Network; Kevin Boyles, Millennium Trust Company; Laurie Rowley, ICON; Aaron Schumm, Vestwell
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