Have we met?
If you’ve been to one of my presentations there’s a good chance we’ve met. Are you looking for a speaker with actionable insights and a non-mainstream approach?
It could be I’m your guy. Send me an email with your request.
Speaking & Publishing
- Engaging Plan Participants – Should DC Plan Sponsors Approach Workers with Encouraging or Cautionary Messaging?
Study Contributor
Defined Contribution Institutional Investment Association (DCIIA), Retirement Research Center – November 2022
- Participant Engagement Trends in a Hybrid Environment
Panelist, Presenter
National Association of Government Defined Contribution Administrators (NAGDCA) – 2022
- Using Research to Target Financial Education
Panelist, Presenter
National Wellness Institute, Fiduciary Wellness Summit – 2022
- The Value of an Effective Participant Education Program
Panelist, Presenter
National Association of Government Defined Contribution Administrators (NAGDCA) – 2021 - Participant Communications: Participant Diversity & The Decision-Making Process
Presenter
Defined Contribution Institutional Investment Association (DCIIA), Plan Sponsor Institute – 2021 - Nearing Retirement: Using research to tailor retirement financial education
Panelist, Presenter
Recordkeeper Client Summit – 2020 - Voice of the Customer: Giving your members a seat at the management table
World Pension Administration Peer Conference – 2019 - Data-driven Communication Strategies
National Association of Government Defined Contribution Administrators (NAGDCA) – 2019 - Considerations in the Retirement Income Phase of Life
Presenter & Panelist
Employee Benefits Research Institute (EBRI), Policy Forum – 2018 - Data Breach Response Planning
World Pension Administration Peer Conference – 2018 - What your agency really thinks about you: How to build a more successful client-agency relationship
With Guy Westermeyer, President, Westcomm, Camille Downing, President, Downing Communications
IABC Heritage Region Conference – 2017 - Data Breach: When it Happens to Your Company or Client
IABC Indianapolis – 2016 - Measuring Change: You Really Can Count Your Chickens Before They Hatch
IABC Indianapolis – 2015 - Hot Topics in U.S. Pension Administration
World Pension Administration Peer Conference – 2015 - Moneyball PR: Using Research to Pick Winning Communication Tools
Association for Women in Communications (AWC), Lafayette, IN – 2014 - Moneyball PR: Using Research to Pick Winning Communication Tools
IABC Heritage Region Conference – 2012 - Pension Mergers
World Pension Administration Peer Conference – 2012 - Surveying & Market Research
World Pension Administration Peer Conference – 2008 - Contemporary Attitudes Toward Integrated Marketing Communication
Association for Education in Journalism and Mass Communication (AEJMC) – 2006 - The Impact of Public Relations Roles and Dominant Coalitions on Crisis Communications
PRSA Educators Academy Presentation – 2003