Agenda

OPENING LUNCH

Buffet lunch. 

Enjoy good company, snacks, and refreshments on the Terrace. 

Noon-1:15pm

Café and Terrace (3^rd Floor)

WELCOME MESSAGE

Beth Berlin welcome message.

1:25-1:30pm

THE VERY HEART OF IT: The Passion in Our Work

Michael Consorte introduces our Theme and Short-Form Keynote Speakers:

• Mike Webb, CAPTRUST
• Sangeeta Moorjani, Fidelity
• Dan Jolivet, The Standard

1:30-2:30pm

Global Classroom (Lower Level C)

HIGHLIGHTS FROM OUR STATE CAMPUS BENEFITS OFFICES

2:30-3:45pm

Global Classroom (Lower Level C)

PARADE OF CAMPUSES

Each State campus in attendance will introduce their delegation and share key highlights of their work during these past 12 months.

3:45-4:45pm

Global Classroom (Lower Level C)

WELCOME RECEPTION

Enjoy good company, snacks, and refreshments on the Terrace. Music by Ringston-Ward Duo, music students from SUNY Purchase College.

4:45-6:45pm

Café and Terrace (3^rd Floor)

FULL BREAKFAST

Hot buffet, coffee, and conversation to start our day.

8:30-9:30am

Café and Terrace (3^rd Floor)

Retirement Day Welcome

Michael Consorte Director of University-wide Benefits.

9:30-9:45am

Global Classroom (Lower Level C)

CONCURRENT SESSION #1:

HUMANIZING META DATA: Maximizing employee input for optimal outcomes

CAPTRUST debuting Retirement Dashboard, engaging campus involvement.

• Mike Sanders, CAPTRUST

9:45-10:45am

Global Classroom (Lower Level C)

CONCURRENT SESSION #2:

Making sense of the Confusion

Annuities, Target Date Funds, Managed Accounts, and Other Financial Mysteries.

• Jim Strodel, CAPTRUST
• Larry Brown, TIAA
• Andy Daigneault, Fidelity

9:45-10:45am

Multi-purpose Room (2^nd Floor)

CONCURRENT SESSION #3:

SOLVING FOR DIFFERENT NEEDS IN RETIREMENT

Join Corebridge Financial for an interactive exploration of the different financial planning strategies for our different participant populations, with a demonstration of the Pathfinder planning tool.

9:45-10:45am

Meeting Room 202

BREAK

10:45-11:00am

CONCURRENT SESSION #1:

FINANCIAL BEHAVIOR: THE CREATION OF EMPOWERING HABITS

An interactive panel discussion led by Donna Sweeney, University-wide Benefits.

Panelists:

• Jim Strodel, CAPTRUST
• Monica Lemkowitz, FIT
• Merissa Mabee, UAlbany

11:00am-12:15pm

Global Classroom (Lower Level C)

CONCURRENT SESSION #2:

BREAKOUT SESSION: Understanding ESG (Environmental, Social, and Governance) investments

CAPTRUST leading this interactive learning session.

• Mike Sanders, CAPTRUST
• Drew Krepelka, TIAA

11:00am-12:15pm

Multi-purpose Room (2^nd Floor)

CONCURRENT SESSION #3:

SOLVING FOR DIFFERENT NEEDS IN RETIREMENT

Join Corebridge Financial for an interactive exploration of the different financial planning strategies for our different participant populations, with a demonstration of the Pathfinder planning tool.

11:00am-12:15pm

Meeting Room 202

NETWORKING LUNCH

Come together in the Café/Terrace.

12:15pm-1:30pm 

Café and Terrace (3^rd Floor)

CONCURRENT SESSION #1:

ORP PLAN RESTATEMENT, SECURE 2.0 AND OTHER EXCITING LEGAL UPDATES

Evan Giller, Esq. & CAPTRUST discuss the ORP plan document, Secure 2.0 provisions, and their impact.

• Evan Giller, Boutwell Fay
• Mike Webb, CAPTRUST

1:30-2:45pm

Global Classroom (Lower Level C)

CONCURRENT SESSION #2:

NON-RETIREMENT SESSION:  VOYA PURPOSE TRAINING

Finding personal and professional fulfillment through your work, led by Voya.

1:30-2:45pm

Multi-purpose Room (2^nd Floor)

Break

2:45-2:55pm

RETIREMENT KEYNOTE ADDRESS

Terri Fiedler, President of Corebridge Retirement.

2:55-3:35pm

Global Classroom (Lower Level C)

RETIREMENT BUSINESS PARTNER UPDATES

3:35-4:00pm

Assemble in lobby for Group Photo on Staircase

4:00-4:15pm

BREAKFAST

Breakfast on the Terrace or Cafe.

8:00-9:00am

Café and Terrace (3^rd Floor)

CONCURRENT SESSION #1:

WELLNESS FOR WOMEN IN OUR LIVES

Dan Jolivet & Barbara Aloni. Join The Standard to hear how we can improve wellness for the women in our work and home lives. Focus on behavioral health, showcasing some recent studies and COVID impacts. Includes interactive exercises.

9:00-9:50am

Global Classroom (Lower Level C)

CONCURRENT SESSION #2:

BREAKOUT SESSION: An exploration of how to improve the ergonomics of your work and home spaces

Case studies: what we’ve seen first-hand on SUNY campuses – who needs our help and what we’ve recommended, including products. Led by Valerie Beecher, licensed ergonomist and former SUNY colleague.

9:00-9:50am

Multi-purpose Room (2^nd Floor)

Break

9:50-10:00

KEYNOTE ADDRESS: RETIRE INEQUALITY

Thasunda Brown Duckett,
CEO and President of TIAA.

10:00-11:00am

Global Classroom (Lower Level C)

DEI: OUR VISION FOR THE FUTURE

Denise Gaffor (University-wide Benefits) is facilitating a discussion on why DEI is crucial to the work we do as Plan Sponsor:

• Wendy John, Fidelity Investments
• Angie Taylor, Alfred University
• Ritu Radhakrishnan, SUNY Oswego
• Tia Chambers, CAPTRUST (Consultant)

11:00-Noon

Global Classroom (Lower Level C)

CONCURRENT SESSION #1:

BREAKOUT SESSION: STUMP THE "EXPERTS"

Posing real life cases to solve. An interactive, fun way to celebrate the difficult Benefits situations facing you on a daily basis.

Noon-1:00pm

Global Classroom (Lower Level)

CONCURRENT SESSION #2:

Basic refresher training workshop

Noon-1:00pm

Multi-purpose Room (2nd Floor)

CLOSING COMMENTS

Michael Consorte, Donna Sweeney, and Denise Gaffor

1:00-1:15pm

LUNCH

Café and Terrace (3^rd Floor)

Grab a boxed lunch & compete to win prizes at the…

CARNIVAL FUN

Join our investment providers for some healthy competition - play challenging games to win surprising prizes to take (or have shipped) home.

1:15-2:30pm

Multi-purpose Room (2^nd Floor)