The 2nd Annual Maximizing Operational Efficiencies for 529 Plans

Venue: The Tremont Boston

Location: Boston, Massachusetts, United States

Event Date/Time: Jan 22, 2004
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Successfully meeting the operational, regulatory, and administrative challenges of 529 plans can make the difference between gaining and losing market share in this increasingly competitive landscape.

This is the second year that we¡¦ve brought together the key players in the 529 plan¡¦s operational and regulatory arena to address the pressing issues you need to know to stay ahead of the game. Once again, you¡¦ll hear the latest regulatory developments as well as system enhancements.

Join the industry¡¦s foremost experts to learn all about overcoming the obstacles for effective asset gathering in the 529 marketplace. Just a few of the important 529 issues that will be covered during the conference:

„X Hear from your colleagues about how they are handling some of the problems you face in 529 plan administration and operations
„X Hear the regulatory update directly from the MSRB
„X Get an update on the latest in NSCC system enhancements
„X Understand the operational issues from the vantage point of the state
„X Delve into the challenges facing corporate 529 plans
„X Discover the expected operational challenges as the 529 industry matures
„X Gain a thorough understanding of the legal and compliance requirements affecting 529 plan administration
„X Learn how to cut costs on the back-end

And more!

Our distinguished group of speakers --
Andrea Feirstein, Managing Member, AKF CONSULTING; Ernesto A. Lanza, Senior Associate, General Counsel, MUNICIPAL SECURITIES RULEMAKING BOARD; Thomas A. Pappas, Associate Vice President , NATIONAL ASSOCIATION OF SECURITY DEALERS; James W.C. Canup, Partner, MCGUIREWOODS LLP; representative (tba), NSCC/DTCC; Brian Shaw, AVP Trading Services, MFS INVESTMENT MANAGEMENT; Eileen Gilfedder, VP of Broker Services, PFPC; Kelle Hennier, Manager
DST SYSTEMS; Christopher Willis, Director, PYXIS CONSULTING; Brian Melter, Director, E-Commerce, STRONG FINANCIAL CORPORATION; Elizabeth L. Bordowitz, General Counsel, FINANCE AUTHORITY OF MAINE; Carrie Douglas Fong, Executive Director, CALIFORNIA SCHOLARSHARE; Joan Marshall, Executive Director,COLLEGE SAVINGS PLANS OF MARYLAND;
Dale Hatch, Deputy Executive Director, UTAH EDUCATIONAL SAVINGS PLAN; Dr. Peter Mazareas, CEO, STRATEGIC ADVANCEMENT GROUP, INC.; Luis Fleites, Analyst, CERULLI ASSOCIATES; Bruce Harrington, VP and Director of 529 Plans, MFS INVESTMENT MANAGEMENT; James Blake, Director of Operations, AUTOMATIC DATA PROCESSING; Whitney Dow, Director of Educational & Savings Research, FINANCIAL RESEARCH CORPORATIONS; Charles DiVencenio, VP, Director of Product Development, THE HARTFORD; Doug Walters, Chief Operating Officer, SCHOOLHOUSE CAPITAL, Jim Fadule, President, UPROMISE, INC.; Sarah M. Henriksen, Director of Education Planning, STRONG FINANCIAL; Janice Wright, Deputy Treasurer; NEVADA STATE TREASURER; Shari Klahr, Vice President of Strategic Distribution, PFPC.


Additional Information

The fee to attend is $1195. State employees and corporate benifit managers receive a 50% discount. Please call 831-465-2289 for approval. Group discounts are available; please call 831-465-2289 for more information.