Our Speaker Lineup
Take a peek at our lineup of extraordinary speakers ready to share their top advice at this year’s SPARK Forum!
- Developed the Profit 2000™ benchmark study series, whose clients include 27 of the top 30 US retirement service providers. Manages merger/acquisition/joint venture projects supporting clients in all investment product
- Sterling's M&A work has been instrumental in over 30 transactions with an aggregate value (revenue) of approximately $2.5 billion
- Provides leadership for product management/global delivery of the TCS BFSI Platform for Retirement Services and TCS BaNCS™ for US Retirement.
- Business architecture, process and journey design, innovation, change management, governance.
Ralph Ferraro is Senior Vice President, Products and Solutions, for Lincoln Financial Group's Retirement Plan Services (RPS) business. Drawing upon more than 30 years of experience in the retirement industry, Ferraro leads the innovation and evolution of the RPS suite of products — developing solutions that meet the needs of today's consultants, advisors, plan sponsors and participants.
Ferraro is an executive sponsor of Lincoln Financial Group’s African-American Business Resource Group, and is a member of the Lincoln Sustainability Group. He also serves as President of Lincoln Financial Group Trust Company, and is chair of the SPARK Institute.
Ferraro earned a Master of Business Administration degree in finance from Seton Hall University and a Bachelor of Arts degree in history from Princeton University. He holds series 6, 7, 24 and 26 FINRA registrations.
John is President of SS&C Retirement Solutions, where he is responsible for overseeing all aspects of the firm’s broad array of front-and back-office technology and servicing solutions for the retirement business. John is a benefits professional with over 30 years of experience in the Financial Services Industry. Over the past 20 years, he has been dedicated to the Retirement industry and this experience provides him with a unique insight and understanding of this marketplace. John has held various senior level positions with industry leaders such as Mellon Financial Corporation and Bankers Trust as well as being the CEO of Wealth Management Systems before it was acquired by DST in 2015. During his career, he managed large-scale operations and client service divisions in support of both defined contribution and corporate trust business lines.
As the CEO of Wealth Management Systems, Mr. Geli was responsible for growth of the organization organically as well as through strategic acquisitions. As Executive Director at Mellon Financial Corporation, Mr. Geli managed all aspects of the Defined Contribution service delivery including new business implementation, participant services, trust and custody operations as well as recordkeeping operational service delivery. In addition, he was responsible for managing the integration of acquisitions both at a corporate level and for the client base he supported.
As a Vice President at Bankers Trust, he oversaw the Operations groups in the Retirement Services Division as well as the Corporate Trust Division. He was involved in new system development and the establishment and staffing of a new satellite office. Prior to joining Bankers Trust, he spent five years in the brokerage industry with National Financial Services. In this position, John managed both Tax & Compliance and Internal Control divisions. John has a Bachelor of Science in Business Management from St. John’s University.
Jodi L. Green is an ERISA and employee benefits attorney specializing in legal matters pertaining to retirement and health plans, including those involving financial institutions and third party providers.
She is fluent in ERISA legal interpretation, fiduciary liability, financial forensics for employee benefit plans, conflict of interest analysis, investment fees and service provider expenses, risk management.
Based on her decade-long experience working at the U.S. Department of Labor (DOL) in the Employee Benefits Security Administration (EBSA), clients seek Jodi’s counsel for her specialized practice and her unique training on how to administer federally compliant benefit plans, avoid DOL investigations, and resolve compliance issues affecting employee benefits operations. Her clients also include plan sponsors and service providers who seek assistance with IRS and DOL corrective matters or are involved in EBSA investigations.
Jodi L. Green is a published contributor to the Benefits Magazine and Journal of Pension Benefits, and she is frequently invited to speak at national benefit plan conferences, including the Association of International Certified Professional Accountants (AICPA) and the International Foundation of Employee Benefits Plans (IFEBP).
Will leads the Modernization of workplace retirement Platforms, including Fidelity’s proprietary DC recordkeeping system. His team’s mission is to thoughtfully upgrade Fidelity’s applications to support real-time, digital, cloud-enabled features that transform the customer experience.
Previously Will led the simplification of the employee digital experience through Fidelity’s NetBenefits mobile application and website.
Mike serves as the Head of Retirement Plan Consulting Sales and Relationship Management in the Workplace Wealth Solutions Group at UBS. Located in Charlotte, NC, Mike joins us from Merrill Lynch, where he was the Head of Institutional Client Acquisition within their Institutional Retirement Group.
Mike brings over 25 years of retirement and financial industry experience with him. At Merrill Lynch, Mike held several leadership roles. Prior to his latest role at Merrill Lynch, Mike also served as the Head of Retirement Sales; Market Head for the Bloomfield Hills, MI Market; served as a Branch Manager in Fort Walton Beach, FL and was a retirement specialist in Birmingham, AL where he also spent time practicing ERISA law.
Mike received his undergraduate degree from Auburn University, his Juris Doctorate from Cumberland School of Law and his MBA from Samford University. Mike and his wife Carrie have four children: Reid (15), Winn (13), Candler (9) and Arden (7).
Patrick is the CEO of The Retirement Plan Company, LLC . He received his Bachelor of Arts in Business Administration from Ouachita Baptist University and earned a Master of Business Administration and Juris Doctor from the University of Arkansas. He has over 21 years' experience within the retirement plan industry. Prior to joining The Retirement Plan Company (TRPC), Patrick held leadership positions with several third party administration and investment advisory firms. Patrick is licensed to practice law within the state of Arkansas and attained the designation of Qualified Plan Administrator (QPA) from the American Society of Pension Professionals and Actuaries (ASPPA).
David N. Levine is a principal at Groom Law Group, Chartered. Mr. Levine advises plan sponsors, advisors, and other service providers on a wide range of employee benefits matters, from health and welfare to retirement and executive compensation matters.
Mr. Levine was previously the Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (2011-2013) and is currently a member of the Executive Committee of the Defined Contribution Institutional Investment Association. Mr. Levine regularly speaks on plan design, fiduciary governance, and legislative issues. He is recognized in the Chambers USA guide for Employee Benefits & Executive Compensation. Mr. Levine received his J.D., from the University of Pennsylvania Law School and his B.A., with general and departmental honors, from Johns Hopkins University.
State of Retirement 2025 & Beyond
My Corporate Ally was founded by Barbara March. Barb had an extensive successful career in the Financial Services industry, holding many C-Suite executive positions. In 2010, she started BridgePoint Group and grew it into a global strategic advisory business for large financial institutions delivering institutional and retail retirement services. The team of 40 industry professionals completed approximately 250 engagements for over 50 major insurance companies, banks and asset management firms. She continuously interfaced with Boards of Directors to provide objective advice and input into key strategies, including mergers and acquisitions, growth, scale, changes in operating models, new product introductions, technology investments up to $1B. BridgePoint Group competed successfully with top-tier consulting firms. BridgePoint Group was sold to Tata Consultancy Services in 2018, and Barb served as Head of U.S. Retirement Business for TCS.
After departing from TCS, firms continued to seek out Barb for her wealth of industry expertise. She formed My Corporate Ally to meet the needs of the financial services and healthcare industries in a new era, focusing on executive-to-executive strategic consulting provided by an unparalleled team with senior executive experience.
Tim Scott has over 30 years of experience in the retirement plan services industry primarily serving banking, insurance, trust, technology and other asset management clients. He has extensive technology, operational, business development and client services background and has led multiple IT transformation efforts. Mr. Scott has also led the largest Professional Services unit of a major international IT Services organization.
Mike Westhoven has been at the forefront of connecting lifetime income to retirement plans for over 16 years. His in-depth knowledge of lifetime income product design, risk and operation has been instrumental in an industry leading number of successful income launches across multiple institutional platforms.
Mike brings more than 25 years of operational, financial and insurance business experience to this role. Most recent to joining TIAA, he worked with a number of Fintech companies and came directly from his Product Leader role at Micruity helping employers add lifetime income to retirement plans through cutting-edge technology. Prior, he led DST Retirement Income Solutions and served as Vice President, Institutional Retirement Income Group, for Genworth Financial after leading GE Financial Assurance’s fixed deferred and immediate annuity products lines.
Mike earned an MBA from Virginia Commonwealth and a B.S. in Engineering from the University of Notre Dame. He is a USAF veteran and currently resides in Richmond, VA with his wife. His three children are (mostly) out of the house.