2:00 – 5:30 p.m.


5:30 – 7:00 p.m. Opening Reception


7:30 – 8:30 a.m.


8:30 a.m.

Welcome to the CSF Conference

8:45 a.m. – 9:45 a.m.

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.

9:45 a.m. – 10:00 a.m.


10:00 a.m. – 11:00 a.m.

Online Privacy and Data Security:  The New Rights of the Consumer and What Lies Ahead Mr. Jaffe, through his years of experience in government relations for the Association of National Advertisers, will discuss state privacy legislation. The recently implemented California Consumer Privacy Act (CCPA) is an extensive bill that covers privacy and data security. The CCPA took effect in January 2020 and its impact is being felt throughout various industries with regard to their marketing and advertising practices. The passage of the CCPA has prompted several states to consider privacy legislation and this session will focus on how this may affect businesses’ handling of consumer data and potential requirements going forward.

11:00 a.m. – 11:45 a.m.

Challenges and Best Practices for Regulatory Changes MSRB will provide a high level update of regulatory changes. The leading record keeper for 529 programs, Ascensus, will discuss how they react to regulatory changes to include a view of how the changes are handled for states and program managers and are there any differences..

12:45 p.m. – 1:00 p.m.


1:00 p.m. – 2:15 p.m.

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. Session will identify the future obstacles (past, current) that the 529 Industry is facing and must overcome to fulfill the true promise and potential of 529. The bottom line is that use and awareness continue to be disappointing whether direct-sold or advisor-sold. Why? What can be done to change it??

2:15 p.m. – 3:00 p.m.

Market Outlook and the Election Year This session will include a market outlook on a range of asset classes leveraging view of the network of asset managers for John Hancock, including risks and opportunities with the markets and the impact in the upcoming election year.

3:00 p.m. – 4:00 p.m.

Impact from Hurricane Katrina 15 years later. Charter School City: What the End of Traditional Public Schooling in New Orleans Means for American Education In the wake of the tragedy and destruction that came with Hurricane Katrina in 2005, public schools in New Orleans became part of an almost unthinkable experiment—eliminating the traditional public education system and completely replacing it with charter schools and school choice. Tulane Professor Douglas Harris will provide an inside look at how and why these reform decisions were made and offers many surprising findings from one of the most extensive and rigorous evaluations of a district school reform ever conducted.

4:00 p.m. – 4:45 p.m.

Cyber Security: 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.

5:00 p.m.


6:00 p.m.

Evening Reception


8:30 a.m. – 9:15 a.m.

Updates on Federal Legislative Issues CSF’s lobbying firm gives their perspectives on all aspects of the changes in Washington on 529 specific issues.  This session will include a discussion about the upcoming elections and the impacts of the 529 industry as well as updates on legislation.

9:15 a.m. – 10:15 a.m.

College in the 21st Century The world of work is changing at an unprecedented speed- disrupting business, education and the general population. What jobs will disappear? What jobs will be created? How will businesses find the talent that they need in real time? How will individuals know how to prepare to support themselves and their families? Most of the conversation is around the percent of jobs that will be lost. Few are talking about the fact that changes in skill and competency demands will continue to shape the future of work. Life-long learning has been a talking point, but now the need to re-educate yourself in order to retain your current job or be qualified for a future job is real. Saving for college was formerly a one-time experience. In the future we will need to support new educational efforts throughout our lives. And earning a two or four -year degree may be done in modules at different educational entities. This session will look at the role of the individual, the institutions and employers in funding post-secondary continuing education, examine some emerging practices, and talk about the implications for public and private intermediaries in educating all stakeholders about preparing for the future. Expect a lively discussion!

10:15 a.m. – 10:35 a.m.

Break and Check out (20 minutes for check out)

10:35 a.m. – 11:20 a.m.

Challenges in the Advisor-Sold Space We are seeing some changes that can impact the 529 Advisor-sold space. This panel will look at the impact of Reg BI as well as obstacles wholesalers face selling 529s to advisors as well as the obstacles they face internally in their organizations.

11:20 a.m. – 12:05 p.m.

How Demographics Matter for Future Investors What are the barriers, views, preferences, knowledge levels, and behaviors that millennials bring to their decisions about investing? How do saving and spending behaviors and financial literacy skills differ among college students, recent college graduates, and young adults who did not complete their degree? Our expert panelists provide key takeaways from their compelling studies: “Uncertain Futures, 7 Myths about Millennials and Investing” from FINRA and the CFA Institute and “Majoring in Money” by Sallie Mae and Ipsos.

12:05 p.m. – 1:00 p.m.


1:00 p.m. – 1:45 p.m.

What is the Next Chapter in College Savings Outreach? Session speakers will present their approaches to encourage the idea of post-secondary education and paying for these expenses, with a specific emphasis on first-generation, low-income and underserved communities. This includes the use of college savings accounts, state contribution programs and other partnerships to help raise the awareness of the expanded use of 529s..

1:45 p.m. – 2:30 p.m.

Innovation: What are Employers Doing to Meet the Challenge of Saving for College Session will look at what technology is driving these efforts – what more can be done using technology in the savings industry to encourage growth with 529 plans and relieve the burden of student loan debt.

2:30 p.m.

Closing Remarks

2:45 p.m.

Conference ends