2:00 – 5:30 p.m.Registration
5:30 – 7:00 p.m.Opening Reception
7:30 – 8:30 a.m.Breakfast
8:30 – 4:30 p.m.Sessions (including lunch at noon)
6:30 – 7:30 p.m.Evening Reception
7:30 – 8:30 a.m.Breakfast
8:30 – 12:00 p.m.Sessions (including lunch at noon)
1:30 – 3:00 p.m.Optional ABLE Roundtable Discussion
Video from US Representative Lynn Jenkins
As she prepares to retire from the US House of Representatives, CSF would like to thank and acknowledge Lynn Jenkins who will provide remarks on past and current efforts to promote saving for higher education.
Updates on Federal 529 Legislation
A year into a new President and Congress, this panel will look at how 529 plans are impacted. CSF’s lobbying firm gives their perspectives on all aspects of the changes in Washington on 529 specific issues including tax reform.
Marketing Outreach: Success Stories and Beyond
The distinguished State and Program Manager representatives on this panel will share their unique marketing and outreach perspectives to highlight messaging strategies, technology enhancements, and marketing innovations moving forward. Specifically, we will address the importance of education in all outreach efforts with the goal of bridging national savings awareness gaps; the integration of data analytics with efforts to apply behavioral economics to product design and enrollment; and the confluence of data and messaging tactics to appropriately target the broadest audience of savers possible.
529 Plan Landscape – State of Program Managers Directly from Program Managers
529 Plan program managers in attendance discuss what is going on with their programs. They will share information such as what distribution channels they use, what was their most successful campaign in 2017; what is their best new product; and what are their biggest challenges internally and externally.
Group Brainstorming Session
An interactive session and idea exchange to address key topics facing the 529 industry.
What is Higher Education Doing to Meet the Needs of Changing Workplace Demands and Demographics?
This session will feature the President of Bentley University (invited) to talk about the innovative PreparedU program that helps Bentley and higher education be prepared to educate their students for the changing workplace.
Advisor-Sold Plan Landscape: What’s Happening with Advisor-Sold Plans
This session will focus on the advisor sold plans and the impact the DOL Fiduciary Rule has had on the 529 industry. Panelists will discuss how changes to the mutual fund side of their business have led to changes for 529, potential challenges, development of additional share classes and recommendations for the future environment.
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.
Emerging Trends in College Financing
Buckle your seat belt! This panel will present some truly innovative developments that hold the promise of changing how families pay for college — starting with the possible redesign of the federal loan programs. You’ll learn about ISAs, LRAP, savings programs for underserved communities and the emerging trends in the states and on college campuses to make college more affordable.
How Are Arizonans Saving for College
This session will feature students from Arizona State University who have conducted original research for this conference. It will look at savings attitudes and behaviors of the Facebook followers of the Arizona 529 plan.
Uncovering Investment Opportunities across the Entire Spectrum of Asset Classes
The exceptional performance of the U.S. Equity Markets and the possible reversal of the thirty year bull market in fixed income has 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.
529 Plan Regulatory Updates
Update on changes to regulatory rules for the industry. Representatives from FINRA and the MSRB will discuss the roles of these organizations and provide updates on the latest rules, initiatives and proposals and what impact they have on 529 plans including advertising, social media and enforcement.
Optional ABLE Session
Open Roundtable Discussion
This optional informal session will provide an opportunity for conference attendees to discuss issues and concerns facing ABLE programs.