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RIC 2016

2016 Retirement Industry Conference

Advancing Retirement Readiness

May 4, 2016 – May 6, 2016
The Westin Copley Place, Boston, MA
  • Betsy Hubbard

    Founder and President
    Mindset Digital
    Betsy Hubbard helps leaders in Fortune 100 firms and healthcare organizations get up to speed in a digital age. She and her colleague, Debra Jasper, have provided training and consulting to more than 25,000 people and delivered keynote talks around the world. Before starting Mindset Digital, Betsy worked in higher education, transforming the Kiplinger Program in Public Affairs Journalism into the first social media fellowship for journalists and teaching graduate courses on digital media. She has also worked in philanthropy as a grant maker, overseeing projects at The Pew Charitable Trusts, and as a consultant, conducted research on leadership and organizational performance for a range of clients, including the Brookings Institution. Betsy has degrees in political science and public policy, with a year spent abroad at the London School of Economics. 
  • Debra Jasper, Ph.D.

    Founder and Chief Executive Officer
    Mindset Digital
    Debra Jasper is passionate about creating and delivering highly visual, engaging presentations and training both online and in person. Mindset Digital specializes in helping executives, marketers and sales teams take advantage of the latest technologies to increase business. Jasper and her colleague, Betsy Hubbard, have delivered keynote talks nationally and internationally. Before starting Mindset Digital, Jasper and Hubbard spent seven years directing the Kiplinger Program in Public Affairs Journalism at Ohio State, where they launched the first social media fellowship for journalists in the nation. A former award-winning investigative journalist, Jasper wrote her dissertation on the art of powerful storytelling.
  • James F. Jorden, Esq.

    Shareholder
    Carlton Fields Jorden Burt
    James Jorden represents many of the country’s largest financial institutions in securities, corporate, and pension litigation. He is experienced in national class action litigation, having served as lead or associate counsel in over 100 securities, insurance, ERISA, RICO, and other class actions. He has also been lead trial counsel in more than 50 individual cases. Jorden has argued before the U.S. Supreme Court, eight of the U.S. circuit courts, and numerous state courts of appeal. He chairs the Carlton Fields Jorden Burt life insurance industry group, is also a fellow in the Litigation Counsel of America, a peer-selected honorary society of American trial lawyers.
  • David Laibson

    Robert I. Goldman Professor of Economics and
    Chairman of the Department of Economics
    Harvard University
    David Laibson leads Harvard University’s Foundations of Human Behavior Initiative. His research focuses on the topic of behavioral economics, with emphasis on household finance, macroeconomics, aging, and intertemporal choice. Laibson is also a member of the National Bureau of Economic Research, where he co-directs the National Institute of Aging Roybal Center for Behavior Change in Health and Savings, and is a Research Associate in the Aging, Asset Pricing, and Economic Fluctuations Working Groups. He is a recipient of the TIAA-CREF Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security.
  • Nick Lane

    Senior Executive Director, Head of U.S. Life and Retirement
    AXA Equitable Life Insurance Company
    Nick Lane oversees all aspects of manufacturing and distribution for AXA Equitable’s Life and Annuity businesses, responsible for Financial Protection (Life), Wealth Management (AXA Advisors), Employer Sponsored, Employee Benefits and Individual Annuity. He also leads the AXA Equitable Funds Management Group, LLC, an approximately $82 billion sub-advised fund complex that supports AXA Equitable’s variable life and annuity insurance products. In addition to serving on the company’s Executive Committee, Lane is Chairman of the Board, President and CEO of AXA Distributors, LLC, the wholesale distribution arm of AXA Equitable. He is also a member of the Board of Directors of AXA Advisors LLC, AXA Equitable’s retail broker-dealer.
  • Scott Stoltz, CFP

    Senior Vice President, Private Client Group
    Investment Products and Wealth Management Division
    Raymond James
    Scott Stolz oversees the Insurance and Annuity Division, the Alternative Investment Group, Structured Products, Mutual Fund Research & Marketing, Options, Financial and Retirement Planning and Portfolio Solutions. He and his management teams are responsible for providing sales, marketing and administrative support to Raymond James’ 6000+ financial advisors for each of the product areas. Prior to joining Raymond James in 2005, Stolz spent 9 years as Jackson National Life’s Senior Vice President of Administration. He has been a frequent speaker over the years on many topics affecting the annuity industry and customer service.
  • William Taylor

    Author and Entrepreneur

     

    Bill Taylor is an agenda-setting writer and entrepreneur who has shaped the global conversation about the best ways to compete, innovate and succeed. His most recent book, Practically Radical: Not-So-Crazy Ways to Transform Your Company, Shake Up Your Industry, and Challenge Yourself, is based on in-depth access to 25 organizations that are making deep-seated changes under the most trying circumstances imaginable. These organizations are mastering a set of strategies and practices that every leader can learn. Taylor first made his name as co-founder and founding editor of Fast Company. Today, he chronicles his research, insights and lessons in a popular blog for the Harvard Business Review.

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