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TUESDAY,
MARCH 19,
2019

2:00 – 5:30 p.m.

Conference Registration

5:30 – 7:00 p.m. Opening Reception

WEDNESDAY,
MARCH 20,
2019

7:30 a.m.

Breakfast

8:40 a.m. – 4:45 p.m.

Sessions (includes lunch)

Overview on Higher Education Issues
from Washington

A representative from the U.S. Department of Education will discuss issues facing federal higher education policy including financing.
The Employer Market: Real Solutions
to Savings Challenges

For so many years we have considered the employer channel our next best hope for increased college savings participation and contributions. This panel will showcase solutions already underway and those that may be available as the industry strives to make the success
of the employer channel a reality.
The Changing Employment Landscape,
Growing Skills Gap and Evolving Work Force Needs

How are employers, educational institutions, governments, private ventures and students adapting to the changing work force and skills gap? This session will look at
closing America’s skills gap that may require alternative and creative approaches.
Group Brainstorming Session –
Table Topics Session, Information Exchange, and Knowledge Sharing

An interactive session and idea exchange to address key topics facing the 529 industry.
Diverse US Demographics: Outreach in an
Evolving Landscape

What are the demographic trends that are shaping our 529 plan outreach efforts? What is multicultural marketing and why is it important? For many marketers, a cookie- cutter approach to marketing just won’t work anymore and no longer can marketers look to a single persona to conveniently typify the American consumer for their purposes in marketing outreach.
The Affordability Equation: Trends in
College Prices, Aid, Debt, and Payoff

In the past three decades, college tuition has more than doubled in both the public and private sectors while family income has remained stagnant. This session will highlight findings from the latest College Board’s Trends in College Pricing, Trends in Student Aid, and Education Pays reports on college prices, student aid, debt and financial payoff.
Changing Roles and Demographics of Financial Advisors and the Households They Manage
This session will provide a picture of current advisor demographics and their similarities to the changing demands and needs of current and future clients they serve. How will college savers of the future interact and with the financial advisor community and how will financial advisors adapt to this changing demographic?

6:00 p.m.

Evening Reception

THURSDAY,
MARCH 21,
2019

7:30 a.m.

Breakfast

8:30 a.m. – 12:35 p.m.

Sessions (includes lunch)


Updates on Federal Legislative and
Regulatory 529 Issues

CSF’s lobbying firm gives their perspectives on all aspects of the changes in Washington on 529 specific issues. This session will also review regulatory rules, initiatives and proposals facing the 529 industry.
Cyber Security – What should we know? How are fraudsters stealing identities? What is the “Dark Web”?
How can we protect client information? This session will address the information security risks and concerns facing our industry. You’ll hear from experts
in the industry on current issues, what’s being done
to raise awareness and share information and best practices to gain a better understanding of cybersecurity threats facing states, firms and their customers.
This session will be closed to media.
Uncovering Investment Opportunities across the Entire Spectrum of Asset Classes
The volatile U.S. Equity Markets in 2018 and the possible reversal of the thirty year bull market in fixed income have created the need for asset managers to reexamine where they will be finding
the best opportunities for the future. This session will examine compelling investment opportunities for the future thereby creating a steadier path to investment success. The session will also look at the growing popularity in ESG (environmental, social and corporate governance) investing and the appropriateness of these investments within 529 plans.
Planning, Pilot Programs and Partnerships: Encouraging Low and Moderate Income Families
to Save For College

The aspirational benefits of saving for college for low and moderate income families have been widely accepted.  However, states and individual programs continue to grapple with how to implement programs that will bring about the most successful outcomes for these families.  The panel will discuss the financial aspects of the higher education landscape and how savings fits into the overall picture.  Massachusetts and Virginia are moving forward confidently with savings programs that have been developed based on research, pilot programs, and strong partnerships.  Panel members will share learnings, outcomes, and best practices of delivery to the unique needs of first-generation and lower income families. There will also be a discussion about decision making around choice of savings vehicles, bringing programs to scale, and overcoming future barriers.  Finally, there will be a focus on obstacles to saving for college and how to overcome them as well as the importance of ongoing communication. Attendees will learn ways to engage with the students they reach through these programs.

2:00 p.m.

ABLE Roundtable: Opportunities and Challenges
This informal session will provide an opportunity for conference attendees to discuss opportunities and issues regarding ABLE programs, including expanded distribution channels as well as ongoing implementation matters.
Cyber Security Workshop – Cyber Security Workshop – What can be Done to Combat and Prevent Identity Theft?
This session will give attendees the opportunity to share best practices to deepen their knowledge and understanding of what can be done to mitigate and reduce risks.  Hear from experts and your colleagues who are willing to share best practices and what tactics and tools organizations are implementing to help reduce their risks.
This session will be closed to media.