Seminars and Speaking
AKF Consulting professionals frequently speak on all matters related to State-run Investment Plans through webinars, industry conferences and legislative briefings. Among others, our audiences have included State boards and associations, professional organizations, industry stakeholders, legislators and regulators, and financial professionals. Let us know if you'd like the material from any of our Past Engagements.
Upcoming Engagements
September 30, 2024
Orlando, Florida
ISS Market Intelligence 529 Conference: Essentials
Plan Governance & Administration Best Practices
October 1, 2024
Orlando, Florida
ISS Market Intelligence 529 Conference: College Savings
State’s Perspective on Industry Trends and Building Momentum
Speaking Topics
Modeling State-run Retirement Plans After 529 Plans
How to leverage 529 plan knowledge for state-run retirement plan success
Designing the Optimal State-run Retirement Plan
Design issues State Administrators should consider to build an optimal plan
Understanding the ABLE Plan Landscape
How to assess the market and enhance participation
Debunking the Myths of Saving for College
Ways to help clients think about saving for college – without all the misconceptions
Have I Got a Deal for You
How to evaluate 529 program enhancements
My 529 Versus Yours
How to evaluate particular state tax benefits
Meeting the Challenge Today
Tax advantaged techniques for higher education
College Savings as a Voluntary Benefit
Employer considerations in 529 programs
Past Engagements
May 22, 2024
Pittsburgh, PA
NAST Treasury Management Training Symposium
The Role of Low-Risk Options in ABLE Programs
May 21, 2024
Pittsburgh, PA
NAST Treasury Management Training Symposium
Repeat After Me: Retirement Security Matters
May 21, 2024
Pittsburgh, PA
NAST Treasury Management Training Symposium
How Do Behavioral Themes Impact 529 Investment Decisions?
April 10, 2024
Virtual Conference
CSPN Prepaid Tuition Plan Mini Conference
Well-funded Plans: Where Do We Go From Here?
January 31, 2024
Miami, Florida
Georgetown Center for Retirement Initiatives
Benchmarking Program Performance: How Will Program Success Be Defined and Measured Using Program Data?
September 21, 2023
Orlando, Florida
ISS Market Intelligence 529 Conference: ABLE Savings Plans
ABLE: Why You Should Care
September 20, 2023
Orlando, Florida
ISS Market Intelligence 529 Conference: College Savings
State’s Perspective on Industry Trends and Building Momentum
September 19, 2023
Orlando, Florida
ISS Market Intelligence 529 Conference: Essentials
Plan Governance & Administration Best Practices
June 14, 2023
Portland, Oregon
NAST Treasury Management Training Symposium
You Survived 2022 - Investment Lessons Learned for the Years Ahead
June 14, 2023
Portland, Oregon
NAST Treasury Management Training Symposium
Cover Your Assets – Educate and Engage your Board
June 13, 2023
Portland, Oregon
NAST Treasury Management Training Symposium
The ABLE Competitive Landscape and Complementary Financial Tools for ABLE Accounts
June 13, 2023
Portland, Oregon
NAST Treasury Management Training Symposium
Retirement Security: Q&A Session
January 24, 2023
Los Angeles, California
Georgetown Center for Retirement Initiatives
Lessons Learned and Best Practices in Program Legislative and Implementation Design
October 19, 2022
Orlando, Florida
ISS Market Intelligence 529 Conference: ABLE
ABLE Landscape: Meeting the Needs from All Perspectives
October 18, 2022
Orlando, Florida
ISS Market Intelligence 529 Conference: College Savings
State’s Perspective on Industry Trends and Building Momentum
October 17, 2022
Orlando, Florida
ISS Market Intelligence 529 Conference: Essentials
Plan Governance & Administration Best Practices
October 17, 2022
Orlando, Florida
ISS Market Intelligence 529 Conference: Essentials
Federal Regulatory Framework
June 8, 2022
San Antonio, Texas
NAST Treasury Management Training Symposium
ABLE Investment Structures: Does Your 2016 Design Still Work?
June 8, 2022
San Antonio, Texas
NAST Treasury Management Training Symposium
What’s Next in Retirement Security
June 7, 2022
San Antonio, Texas
NAST Treasury Management Training Symposium
Understanding and Communicating Major Market Themes in 2022
June 7, 2022
San Antonio, Texas
NAST Treasury Management Training Symposium
Leadership in a Changing Environment: Reimagining the Future
April 26, 2022
Webinar
Financial Experts Network
State Run Retirement Plans and Small Business Owners
March 16, 2022
Washington, D.C.
Georgetown Center for Retirement Initiatives
Achieving Scale and Program Efficiency: Key Considerations for a Successful Multi-State Partnership
November 3, 2021
Virtual Conference
ISS Market Intelligence 529 Conference: 529 Conference
State’s Perspective on Industry Trends and Building Momentum
November 2, 2021
Virtual Conference
ISS Market Intelligence 529 Conference: Essentials
Federal Regulatory Framework; Plan Governance Best Practices; Structuring the Investment Line-Up
November 2, 2021
Virtual Conference
ISS Market Intelligence 529 Conference: Essentials
Financial Aid: Lifecycle of Saving, Paying & Repaying for College
June 21, 2021
Virtual Conference
NAST Treasury Management Training Symposium
State Auto-IRAs Landscape: Building on the Trend
June 7, 2021
Virtual Conference
NAST Treasury Management Training Symposium
NIPF Session: Leadership in the Pandemic Environment: Challenges Faced and Lessons Learned
June 3, 2021
Virtual Conference
NAST Treasury Management Training Symposium
Celebrating the 5 Year Anniversary of the Launch of ABLE Programs and ABLE’s Positive Impact on the Lives of People with Disabilities
May 12, 2021
Virtual Conference
NAST Treasury Management Training Symposium
National Institute of Public Finance (NIPF) Welcome & Overview
May 12, 2021
Virtual Conference
NAST Treasury Management Training Symposium
College Savings Investment Trends: Keeping Fiduciary Duties at the Forefront
February 18, 2021
Virtual Conference
Georgetown Center for Retirement Initiatives
Congratulations — Now Stand Up a New Program: What Are the Most-Critical First Steps in Governance and Staffing?
February 18, 2021
Virtual Conference
Georgetown Center for Retirement Initiatives
Managing Costs and Financial Viability: What Are Lessons Learned and Considerations for Structuring Program Financing, Investments, Liquidity, and Partnerships?
November 18, 2020
Virtual Conference
VA529 SRRP: A Look at the National Landscape
September 29, 2020
Virtual Conference
CSPN Prepaid Tuition Plan Mini Conference
Using Tuition Inflation-Matching Investments to Strengthen Prepaid Plans
September 25, 2020
Virtual Conference
ISS Market Intelligence 529 Conference: ABLE
ABLE Landscape: Meeting the Needs from All Perspectives
September 23, 2020
Virtual Conference
ISS Market Intelligence 529 Conference: 529 Conference
State’s Perspective on Industry Trends and Building Momentum
September 21, 2020
Virtual Conference
ISS Market Intelligence 529 Conference: 529 Essentials
Plan Governance & Administration Best Practices
September 21, 2020
Virtual Conference
ISS Market Intelligence 529 Conference: 529 Essentials
Federal Regulatory Framework
June 24, 2020
Virtual Conference
NAST Treasury Management Training Symposium
Market Implications of COVID-19: Know What's Under Your Hood
June 24, 2020
Virtual Conference
NAST Treasury Management Training Symposium
Empowering Savers: Results and Updates on States’ Pioneering Retirement Programs
June 16, 2020
Virtual Conference
NAST Treasury Management Training Symposium
ABLE Marketing and Outreach Stories: What's Working and What's Next?
May 29, 2020
Webinar
The Future of Higher Education
Virginia529 Webinar
May 29, 2020
Webinar
529 College Savings Plans - State of the Industry
Dimensional Fund Advisors Webinar
January 2020
Miami, Florida
Georgetown University Center for Retirement Initiatives: Annual Conference
October 2019
Raleigh, North Carolina
AARP NC, Small Business Employee Retirement Savings: Crisis & Policy Solutions Summit
Additional State Information and Best Practices
September 2019
Amelia Island, Florida
Strategic Insight 529 Conference: ABLE
ABLE Landscape: Meeting the Needs from All Perspectives
September 2019
Amelia Island, Florida
Strategic Insight 529 Conference: 529 Conference
State's Perspective on Industry Trends and Building Momentum
September 2019
Amelia Island, Florida
Strategic Insight 529 Conference: 529 Essentials
Plan Governance & Administration Best Practices
May 2019
Providence, Rhode Island
NAST Treasury Management Training Symposium
ABLE Investment Design - Did We Get it Right?
May 2019
Providence, Rhode Island
NAST Treasury Management Training Symposium
Children Savings Accounts, Pilot Programs and Partnerships: Encouraging Low and Middle Income Families To Save For College
May 2019
Providence, Rhode Island
NAST Treasury Management Training Symposium
Thinking About Secure Choice? Here's What You Need to Know
March 2019
Jupiter, Florida
College Savings Foundation 2019 Annual Conference
ABLE Roundtable: Opportunities and Challenges
January 2019
Webcast
CalCPA Education Foundation
State IRA Programs: The Well-Worn Road to State Savings Success
December 2018
Providence, Rhode Island
Georgetown University Center for Retirement Initiatives New England Regional Retirement Symposium
Multi-State Collaboration Case Study
September 2018
Orlando, Florida
Strategic Insight 529 Conference: ABLE
ABLE Landscape from the Product Provider's Perspective
September 2018
Orlando, Florida
Strategic Insight 529 Conference: 529 Conference
State's Perspective on Industry Trends and Building Momentum
September 2018
Orlando, Florida
Strategic Insight 529 Conference: 529 Essentials
Plan Governance and Administration Best Practices
June 2018
Orlando, Florida
NAST Treasury Management Training Symposium
Let It Grow: 529 is Changing, Have your Investments Kept Up?
June 2018
Podcast
Jill on Money with Jill Schlesinger
529 Plans and College Savings
March 2018
Webinar
AASA, The School Superintendents Association
529 Accounts - New Frontier for Private School Choice: What You Need to Know
December 2017
Washington, DC
Congressional Briefing
ABLE by the Numbers
October 2017
Orlando, Florida
529 Essentials Seminar and Conference
Plan Governance and Administration Best Practices
Building Momentum from the State's Perspective
ABLE Landscape Update from a State, Product Provider and Recordkeeper Perspective
May 2017
Minneapolis, Minnesota
NAST Treasury Management Training Symposium
The Rise of the Robo Advisor – Empowering The Retail Investor
March 2017
Charleston, South Carolina
College Savings Foundation Annual Conference
State of the 529 Industry
September 2016
Orlando, Florida
529 Essentials Seminar and Conference
Governance, Disclosure, Advertising and Social Media Best Practices
Corporate 529s: Building Momentum for Effective Strategies
ABLE Strategy: Challenges and Opportunities Ahead
June 2016
New Orleans, Louisiana
NAST Treasury Management Training Symposium
Strategic Thinking for Today’s Volatile Markets
March 2016
Jacksonville, Florida
College Savings Foundation Annual Conference
Family Outreach: What’s New and What’s Working in the States?
September 2015
Orlando, Florida
529 “Essentials” Seminar and Conference
Best Practices for Plan Governance
Disclosure and Administration
Investments and Product Enhancements
May 2015
Kansas City, Missouri
NAST Treasury Management Training Symposium
The Future of Higher Education
March 2015
Austin, Texas
2015 College Savings Foundation Annual Conference
Opening Panel: How to Grow Your Book
February 2015
Webinar
Georgetown University Center for Retirement Initiatives
529 Markets: Parallels for State-Sponsored Retirement Plans
September 2014
Orlando, Florida
529 “Essentials” Seminar and Conference
Determining an Optimal Line-up
Best Practice for Plan Governance
Disclosure and Administration
March 2014
Savannah, Georgia
2014 College Savings Foundation Annual Conference
529 Plan Landscape
For Financial Professionals: Ask the Experts
December 2013
New York, New York
2013 Forbes / NAPFA iConference
Determining Your Client’s Best Strategy to Save and Pay for College
September 2013
Orlando, Florida
529 “Essentials” Seminar and Conference
529 Plans as a Corporate Benefit
Leveraging Technology Innovation for 529 Growth
Outlook for 529 Plans in 2014 and Beyond
May 2013
Pittsburgh, Pennsylvania
College Savings Plan Network Treasury Management Symposium
529 Alternatives: Could Something Else Be Better?
March 2013
Scottsdale, Arizona
College Savings Foundation Annual Conference
Wrap-Up and Outlook
October 2012
New Orleans, Louisiana
SavingforCollege Boot Camp and Technical Conference
529 Regulatory Framework, Best Practices, What Makes An Outstanding Plan?
May 2012
Albuquerque, New Mexico
College Savings Plan Network Treasury Management Symposium
Understanding a 529 Plan’s Fiduciary Duties
March 2012
Charleston, South Carolina
College Savings Foundation Annual Conference
Outlook Ahead
October 2011
Las Vegas, Nevada
SavingforCollege Boot Camp and Technical Conference
529 Regulatory Framework, Best Practices, Ranking 529 Plans
May 2011
Atlanta, Georgia
College Savings Plans Network Treasury Management Symposium
College Savings Plans at 15 – Managing Adolescence
May 2011
Salt Lake City, Utah
NAPFA
Using 529 Plans to Benefit Your Clients and You
March 2011
San Diego, California
College Savings Foundation Annual Conference
Wrap-Up and Outlook
May 2009
Atlanta, Georgia
College Savings Plans Network Treasury Management Conference
It’s Quarter End – Do You Know Where Your Investments Are?
May 2009
Las Vegas, Nevada
AICPA National Conference on Tax Strategies for the High-Income Individual
Debunking the Myths of Saving for College
January 2009
Miami, Florida
College Savings Foundation Annual Conference
Industry Developments and Innovations – 529 Plan Trends
September 2008
Miami, Florida
SavingforCollege Boot Camp and Technical Conference
529 Regulatory Framework: Best Practices and Landscape Setting the Rules of Navigation Industry Challenges Ahead
December 2007
San Antonio, Texas
College Savings Plans Network Treasury Management Conference
The Impact of Tax Parity
November 2007
San Antonio, Texas
SavingforCollege Boot Camp and Technical Conference
Regulatory Framework for 529s
529 Landscape Marketing Awareness
Public Message The Path to $200 Billion
November 2007
New York, New York
AICPA Institute Trusted Advisor Series
Tax Advantaged Education Funding Considerations
October 2007
Las Vegas, Nevada
SavingforCollege Boot Camp and Technical Conference
Marketing Awareness and the Public Message
July 2007
New York, New York
College Savings Plans Network Treasury Issues Conference
An Approach to Program Evaluations and Benchmarks
February 2007
Miami, Florida
College Savings Foundation Annual Conference
The Challenges of RFPs and Contracts
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