Our Speaker Lineup
Our lineup of speakers and programming is hand-curated by our experienced team and we’re thrilled to announce the 80 extraordinary speakers taking to the stage in Palm Beach (in alphabetical order by last name):
Corey Dylengoski serves as the Strategic Accounts Manager at HealthView Services – a software firm that provides retirement healthcare cost data and planning tools to organizations in the financial services sector. Corey’s key responsibilities include maintaining strong relationships with enterprise clients and ensuring that the solutions HealthView provide meet the unique needs of each company, from product planning to onboarding and training. Additionally, Corey provides assistance in strategic planning, competitive and industry analysis, and product enhancement initiatives to help ensure the company’s growth.
Bill Evans is an attorney-advisor in the Benefits Tax Counsel’s Office, Office of Tax Policy, U.S. Department of the Treasury. He works with IRS colleagues to prepare guidance on tax-favored retirement plan and IRA issues, and also works to develop legislative proposals to improve retirement security for Americans. Before joining the Treasury Department in 2007, Bill worked as a principal attorney at the Groom Law Group in Washington, DC, and as an associate attorney at Robinson, Bradshaw, and Hinson in Charlotte, NC. Bill earned his juris doctor degree from the University of Virginia School of Law in 1986, his bachelor of science degree in economics and English from Brigham Young University in 1983, and his associate degree in business management from Ricks College in 1981. Mid-college, he served as a missionary for his church in Jakarta, Indonesia. Bill and his wife Sally have five children, the last of which left the nest for college this fall. He enjoys his daily 10-mile bike commute from McLean, VA to Main Treasury, and learning Dave Matthews Band songs on his guitar.
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.
Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.
Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.
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.
Danielle is currently a Senior Product Manager at SS&C for almost 3 years. During that time she has been an energetic champion of the SS&C Financial Wellness offering, while defining the future state of SS&C retirement tools and calculators. She has been responsible for adding tools and calculators to the platform while continuing to drive client engagement and sales activities. Danielle is always eager to take on new challenges and has recently completed a business case to expand reporting tools to include newer technologies such as videos and other methods of delivery.
She has created a quarterly newsletter which is distributed to clients entitled, “What’s new in Wellness”. Danielle has also participated in the SS&C Women’s Leadership Group for over two years and is role model for individuals in the organization. She is always willing to participate in organizational initiatives and is an enthusiastic contributor to many areas of the organization.
Snezana a financial services executive with almost three decades of industry experience and 20+ years in senior leadership roles with Fidelity Investments, Bank of America Merrill, Prudential and TIAA. She has demonstrated expertise in leading and transforming global organizations, developing and implementing market-leading growth strategies, driving innovation in product development and digital client experience, seamlessly merging proprietary capabilities with innovative business and technology platforms, and delivering strong operating results while effectively managing risk.
At TIAA, Snezana was Senior Managing Director and head of Advice Solutions, Financial Planning and Financial Wellness. She was a member of the TIAA Operating Committee, Product Committee and Enterprise Leadership Group. At Prudential Retirement, Snezana was Senior Vice President and Chairman of the Board and CEO of Prudential Bank & Trust FSB. She had responsibility for Defined Contribution, Defined Benefit, Non-qualified and Individual Retirement Solutions, as well as for Institutional RIA, Investment Solutions, and Institutional Business Underwriting.
At Bank of America Merrill Global Wealth & Investment Management (GWIM), Snezana had multiple leadership roles as Managing Director and COO Executive, including GWIM Business Transformation Executive, Global Head of Business Management and Planning, and Global Head of Analytics Strategy and Solutions. Prior to that, Snezana led Product Management organization for Fidelity Institutional Retirement Services Company and had leadership roles in Consulting and New Business Development.
Snezana is now focusing on consulting wealth managers, asset managers, retirement, insurance companies and fin techs on developing and implementing new revenue growth, product, advice and channel strategies, transforming operating models and expanding business capabilities.
Snezana has significant experience in working with institutional clients, advisors, industry consultants, regulators and government agencies. She served on corporate and not-for-profit boards as the executive and non-executive director and is a member of the National Association of Corporate Directors. As a recognized industry expert, Snezana authored several thought leadership papers and has been quoted in numerous industry publications and consumer news outlets.
Throughout her career Snezana has been a passionate advocate for diversity, equity and inclusion and for helping individuals achieve financial prosperity and wellbeing through better education and access to solutions. She currently chairs Financial Literacy Committee for the SPARK Institute.