Agenda (2013)

Tuesday, September 17, 2013

11:30 a.m. –12:00 p.m.
Lunch & Welcome Remarks
Marcy Supovitz, CPC, QPA, AIF®, ChFC, CLU, NAPA President
Steven Dimitriou, AAMS, PRP©, NAPA President-elect

12:00 p.m. –12:50 p.m.
Keynote with Senator Ben Cardin, Member of the Senate Financial Services Committee (D-MD)

Senator Ben Cardin, Member, Senate Finance Committee (D-MD)

12:50 p.m. –1:40 p.m.

Keynote with Congresswoman Ann Louise Wagner, Member of the House Financial Services Committee (R-MO)

1:55 pm–2:45 pm
Regulatory Update with J. Mark Iwry,Senior Advisor to the Secretary and Deputy Assistant Secretary (Retirement and Health Policy), U.S. Department of Treasury

2:45 p.m. – 3:35 p.m.
Congressional Update with Preston Rutledge, Tax and Benefits Counsel, Senate Finance Committee and Aharon Friedman, Tax Counsel for the House Ways and Means Committee

3:50 p.m. – 4:40 p.m.
What’s New in DC? with Brian H. Graff, Esq., APM, ASPPA and NAPA Executive Director/Chief Executive Officer

4:40 p.m. – 5:30 p.m.
Keynote with Representative John Kline, Chairman of the House Education and Workforce Committee (R-MN)

5:30 p.m. – 6:20 p.m.
Tax Reform, Definition of Fiduciary and How NAPA Can Advance Those Causes
Steve Glaze, Lobbyist, Palmetto Group and John O’Neill, Partner, Capitol Counsel, LLC

6:30 p.m. –8:30 p.m.
Networking Reception with Chuck Todd, NBC News, Chief White House Correspondent 
*Reception will take place across the street from the hotel on the 12th floor at the National Association of Realtors.

Wednesday, September 18, 2013

7:30 a.m. – 8:30 a.m.
Breakfast & Hill Meetings 101 with Jim Dornan, ASPPA Political Director  

8:30 a.m. – 9:00 a.m.Hill Visit 2
Transit to the Hill

9:00 a.m. – 12:00 p.m.
Advisors Impact the Hill

12:00 p.m. – 12:50 p.m.
Lunch & Impacting the Hill…From Advisor Leaders
Samuel Brandwein, QPA, CFP®, CIMA®, CRPS®, Vice President/401(k) Consulting Director, Morgan Stanley
Barbara J. Delaney , Principal, StoneStreet Equity, Inc.
Joseph F. DeNoyior, AIF®, Managing Partner, Washington Financial Group
Tony Franchimone, AIF®, PRP©, PPC©, C(k)P©, Principal, Retirement Benefits Group
Moderator: Kristine J. Coffey, CPC, Executive Vice President, CPE
Associates, Ltd.

12:50 pm–1:40 pm
Panel Discussion with Gregory Dean, Chief Counsel for the Senate Banking Committee and Margaret Lawrynowicz, Legislative Aide to Senator Kay Hagan (D-NC)

1:55 p.m. – 2:45 p.m.
Making an Impact…From the Advisor-Delegates
Join with other elite advisors to reflect on the Forum experience. Make plans for success starting Thursday.

2:45 pm-3:35 pm
Keynote
Kara Getz, Tax Counsel for the Senate Finance Committee

Hill Visit 3

3:35 pm-3:45 pm
Impacting the Present and the Future
Marcy Supovitz, CPC, QPA, AIF®, ChFC, CLU, NAPA President
Steven Dimitriou, AAMS, PRP©, NAPA President-elect

3:45 pm
Forum Adjourns

*Agenda Subject to Change