Defined Contribution Institute - Senior Delegates Roundtable 2022

Sep 14th - Sep 15th 2022
The Ritz-Carlton
Half Moon Bay, CA (San Francisco)
Returning to an in-person format, our peer-to-peer Senior Delegates Roundtable will convene industry leaders and heads of defined contribution business to reflect on the sea changes that have or have yet to occur. Recognizing these sea changes is just the start of a complicated, yet much-needed, trek in improving and amplifying your place in the industry – There is plenty of actions needed on all fronts, from nurturing and building new client relationships in this day and age, to adapting your solutions and products in a new landscape, to innovative and flexible marketing strategies to capture additional eyeballs, to internal questions on team building and DE&I initiatives. Extend your stay at Half Moon Bay to hear from experts and peers on all the issues and opportunities facing the industry – we look forward to hosting once again!

This is a private event reserved for the supporting members of the Defined Contribution Institute, for more information on joining the Defined Contribution Institute, please contact:

Adele Langie, Senior Executive Sales Director

+1 212 224 3611 

Eleanor Dixson-Hobbs, Executive Sales Director

+1 212 224 3163 

2022 Advisory Board

The Defined Contribution Institute was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsors to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has provided — and will continue to provide — input to ensure that the topics we are addressing are current, practical, and pertinent.

Bernie Knobbe, Vice President, Global BenefitsAECOM (Chair)

Jaime Erickson, Director, US and PR Retirement Plans, Abbott Laboratories

Lynna Soller, Director, Employee Benefits, Arizona State University

Matt AdamsonBenefits, Americas, Bloomberg L.P.

Sandy Blair, DirectorCalSTRS

Patricia Campbell, Executive Director, Employee HRIS, Benefits, EAP, Wellness, Service Recognition, Cedars-Sinai

Eric Newman, Accountant/Treasury Manager/Trustee, City of Stamford

Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories

Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado

Eleazar “Ely” De Gracia Jr., Benefits Manager, Genentech

Daniel MarafinoFinancial Benefits Specialist, Google

Bob Landry, Director, Investments & Retirement, H-E-B

Roger Paschke, Vice President, Chief Investment Officer, Hearst

Anita Volta, US HR Ops Program Manager, Micro Focus

Pam HembrowDirector, Global Benefits, Microsoft

Stephen McCaffreySenior Counsel for PlansNational Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Susan Long, N.A. Retirement Benefits Manager, Unilever 

Gay Lynn Bath, Director of Retirement Plans ManagementUniversity of Oregon

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum Group

Malika Terry, Vice President, Global Total Rewards, UPS



For more information, please contact:

Jerry Xia, Director

+1 212 224 3939  


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