People

Mike Drak

Author, Speaker, Retirement Lifestyle Designer

Richmond Hill, ON

John Griffin

Principal, ASC Institute

Littleton, CO

Richard Jones

Executive Vice President, Heritage CARES/Heritage Health Solutions

Coppell, TX

David Atkinson

Senior Vice President, HR Strategy and Transformation, Atrium Health

Charlotte, NC

Stacey Tovrov

Head of Retirement Solutions Investment Strategy, BlackRock

New York, NY

Katherine Lacy-Wilson, CEBS Compliant, ISCEBS-Fellow

Employee Benefits Compliance Attorney , USI Insurance Services

Bloomington, MN

Eric Mooney

Investment Solutions Executive, Sunlife

Waterloo, ON

Lisa Villalobos, CEBS

Managing Consultant, Aeolic Consulting

San Francisco, CA

Rick Jones, FSA, EA, MAAA

Senior Partner, Aon

Lincolnshire, IL

Virginia Brennan, CEBS

Head of ABA Retirement Funds and Multiple Employer Solutions, Voya Financial

Braintree, MA

Lisa Allen, CEBS

Senior Director Total Rewards, Goodwill of Central & Southern Indiana

Indianapolis, IN

Andrea Boctor

Partner, Osler, Hoskin & Harcourt LLP

Toronto, ON

Alex Boucher

Principal and National Practice Leader, MMB Canada

Toronto, ON

Marti Cardi

Vice President, Product Compliance, Matrix Absence Management Inc & Reliance Standard Life Ins Co

Columbine Valley, CO

Jennifer Doss

Senior Director, Defined Contribution Practice Leader, CAPTRUST

Raleigh, NC

Leonard Comberiate, CEBS Compliance

Assistant Associate Professor, New York University

Ossining, NY

Patrick Haraden, CEBS Compliant

President, Lockton Companies

Norwell, MA

Ryan Olson, CEBS, CFP

Sr. Retirement Plan Consultant, Gallagher Benefits Services

Fort Worth, TX

Andrew Grantham

Executive Director and Senior Economist, CIBC Capital Markets

Toronto, ON

Jennifer Schmidt, CEBS

Partner and Innovation Leader, MMB Canada, Mercer

Toronto, ON