Keynote Speaker

Alonzo Kelly
Strategic Leadership Partner & Executive Coach
President & CEO | Kelly Leadership Group

Topic
The Intersection of our Lived and Learned Experiences; Spaces Where Everyone Belongs

Summary & Learning Objectives
This holistic presentation is inclusive of the skill of critical thought and crucial conversation; tools for talking when the stakes are high. All participants will feel compelled to learn, invited to be courageous, and challenged to be humble as we explore the impact of our experiences on our ability to form authentic partnerships and relationships. Through intentional dialogue focused on our sense of belonging, we are able to examine and challenge the plethora of personal and professional environments where we feel most and least likely that we belong. Participants will be able to apply their unique personality, lived experience, and acquired knowledge to diversity, equity, and inclusion in ways consistent with the unique mission of organizations across all departments, roles, and responsibilities.

Biography
A dynamic Executive Coach, Professor, 3x Best Selling Author, Radio Host, and Founder of Kelly Leadership Group. Alonzo Kelly has gained international and global attention as a premier consultant and strategist. Alonzo is recognized as one the nation’s leading experts on leadership development, strategic thinking, planning, and acting which results in individual and organizational goal achievement. 

Professional Development Presentation
Presented by UBS
Topic: Cyber Fraud in ERISA Plans

Summary & Learning Objectives
Cyber Security is on all our minds, but preventing cyber fraud has unique challenges for retirement plan sponsors. Learning objectives are as follows:

• How does cyber fraud occur in retirement plans
• What is the Department of Labor Guidance on Managing Cybersecurity Risk
• Participant defenses to protect your account

Presenters & Biographies

Marina Edwards
Founder | Marina Retirement LLC

Marina Edwards is the founder of Marina Retirement, LLC, a boutique ERISA retirement consulting business located in Madison, WI, providing fiduciary, compliance, plan design, vendor search and fee benchmarking projects to plan sponsors and advisors. Marina applies her 30 years of defined contribution plan expertise to lead clients in a wide range of defined contribution plan activities, including vendor search projects for qualified and nonqualified DC plans, plan design studies, merger and acquisition due diligence and strategy, trustee and independent fiduciary searches, fee analysis and benchmark studies, plan compliance reviews and Puerto Rico plan administration.

Marina has spent more than half of her career working for Willis Towers Watson focusing on plans with over $1B AUM. She gained additional experience with Invesco as a Senior DC Strategist. Throughout her career, Marina has advised many large employers across a wide range of industries including health care, higher education, financial services, utility, food and beverage, pharmaceutical, oil and gas, and manufacturing.

Bruce Lanser
First Vice President – Wealth Management, Senior Retirement Plan Consultant | UBS 

Biography
For more than 30 years, Bruce has been helping plan sponsors strengthen their employee retirement plans. He focuses his practice on delivering insights and results in three key areas within corporate retirement planning: sponsor and participant success, investment counseling and fiduciary guidance. He provides in-depth knowledge and experience to retirement committees with a well-documented process designed to help them comply with fiduciary responsibilities and optimize participants’ retirement outcomes. To Bruce, advising a 401(k) plan is not just about investments and fees. It’s about people, families and helping them feel confident about their future.

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.