The virtual 2023 CSPN Prepaid Mini Conference (MiniCon) is scheduled from 1:00 – 5:00 PM ET on February 28 and March 1, 2023. The MiniCon will be held using the Zoom “meetings” platform to provide a conversational and engaging environment for participants. Below is an overview of the four planned virtual sessions (two on each day). Return to this page for more details as they are available, including the full speaker/panelist lineup.

Note: in order to attend the MiniCon, you will need to use the Zoom links provided below or download and import the Icalendar (.ics) files to your calendar using the info & link below.

Mini-Con Session Overview

February 28 – 1:00 – 4:00 pm ET – Zoom Link  

March 1 – 1:00 – 4:00 pm ET – Zoom Link

 

Mini-Con Content for Download

 

 

1:00 p.m. – 1:35 p.m. Welcome and Overview

 

Presenters: Alisa Ferguson, Virgina529 and Luke Minor, WA529

1:35 p.m. – 1:40 p.m. Break
1:40 p.m. – 2:50 p.m.

 

 

The Changing Landscape Pt. I: The Shifting National and State Trends Affecting Prepaids 

 

Moderator:   Robin Lott, Michigan Department of Treasury

Panelists:    Tom Graf, Massachusetts Educational Financing Authority

Lael Oldmixon, Alaska 529

Dave Richardson, TIAA

The landscape for prepaid plans continues to morph and this evolution has only quickened in the face of a global pandemic. This session will explore various shifts in external forces that are impacting prepaid plans – including state and national higher education policy issues, recent federal 529 changes, legislative and funding priorities, and the current global pandemic. We’ll discuss options and examine how prepaid plans can respond.

2:50 p.m. – 3:00 p.m. Break
3:00 p.m. – 4:00 p.m. Ask an Actuary 

 

Moderator:   Matt Smith, Washington State Actuary

Panelists:    Alan Perry, Milliman, Inc.

Dan Sherman, Sherman Actuarial Services

Paul Wood, Gabriel, Roeder, Smith & Company (GRS)

Since we know that the actuaries are usually the smartest and (yes) the wittiest folks in the room, why not spend an hour picking their brains? This session is sure to enlighten even the most seasoned prepaid plan administrators as we dig deep into various issues impacting the health and outlook for prepaid plans. Topics will include monitoring and responding to changes in funding levels (especially newer considerations around historically high funding levels), setting structures and models, and reviewing practices and assumptions through experience studies and independent audit/reviews.

4:00 p.m. – 5:00 p.m. BONUS Session: Networking Breakout Room

 

Join us immediately following the day’s planned sessions to catch up with your colleagues in this informal networking session. Multiple breakout rooms will be available and open until 5:00pm ET.

 

Day 2 – Thursday, February 24, 2022

1:00 p.m. Welcome – Alisa Ferguson, Virgina529 and Luke Minor, WA529

 

·       Recap of Day 1

1:15 p.m. – 2:30 p.m.

 

 

The Changing Landscape Pt. II: Keeping Prepaids Relevant in an Evolving World 

 

Moderator:   Soohyang Lee, AKF Consulting

Panelists:    Heather Birnie, PA529

Carolyn Bishop, Virginia 529

Erin Layton, Maryland 529

This session will focus on how prepaid plans are adapting to the shifting external forces discussed in Part I. The conversation will focus on new and innovative approaches to reexamining product offerings, adjusting investment strategies, responding to historically high funding levels, and other enhancements that can help keep prepaid plans fresh and relevant.

2:30 p.m. – 2:40 p.m. Break
2:40 p.m. – 3:50 p.m. Pumping up Prepaid Participation: Telling the Story and Building the Coalition

 

Facilitator:   Rodger O’Connor, WA529

Presenters:  Martha Bullock, Florida Prepaid College Board

Zach Cochran, Door No. 3

Joanne Dashiell, Private College 529

This session will focus on best practices around marketing prepaid plans. Topics will include how best to position prepaids alongside savings/investment plans, ideal marketing channels in an increasingly digital environment, and how to build inroads into various networks to amplify messaging and demonstrate how prepaids can add value to state-level higher education, student aid, and financial education policy initiatives.

3:50 p.m. – 4:00 p.m. Close Out and Recap
4:00 p.m. – 5:00 p.m. BONUS Session: Networking Breakout Room

 

Join us immediately following the day’s planned sessions to catch up with your colleagues in this informal networking session. Multiple breakout rooms will be available and open until 5:00pm ET.

 

This MiniCon is curated for all CSPN members (states and corporate affiliates) who administer prepaid tuition plans, but we would also like to stress that the invitation is open to and may benefit all CSPN members. We look forward to seeing you and discussing topical issues impacting prepaid plans and how states are continuing to adapt to keep their plans relevant in a changing world.

 

There is no added cost to members who want to participate in the Minicon. Simply use the following Zoom information

CSPN Prepaid MiniCon

Time: Feb 28, 2023 01:00 PM Eastern Time (US and Canada)
Mar 1, 2023 01:00 PM

 

Use this link to download and import an iCalendar (.ics) files to your calendar:

OR use this link on the day of the event to participate:

Meeting ID: 867 5006 0780
One tap mobile +16469313860,,86750060780#