Mike Ambery

Retirement and Savings Director at Standard Life

Having joined Standard Life plc at the end of February 2024, Mike is Retirement and Savings Director across the Group. He is responsible for Thinking Forward which provides insights, debate and the broader platform for thought and direction across Standard Life. As a Consumer Spokesperson connecting topical and future savings and pension issues for both the consumer and press is a top priority with learnings from a global perspective being applied.

Mike previously worked with Hymans Robertson as a Partner and Head of firm-wide proposition for 17 years, most recently overseeing the DC Master Trust consolidation for a number of high-profile corporate clients.  He also advised on both M&A as well as creating one of the leading UK independent benchmarking tools on the provider market.

Tyler Bond

Senior Fellow at the National Academy of Social Insurance

Tyler Bond is a Senior Fellow at the National Academy of Social Insurance, where his work focuses on Social Security. He joined the Academy after seven years as the Research Director at the National Institute on Retirement Security (NIRS), where he oversaw a multi-project national research portfolio. Bond directed research projects from concept to completion, often serving as the lead author for NIRS research products. Additionally, Bond was a national spokesman for NIRS research, frequently presenting at conferences and meetings in DC and across the nation as well as providing expert testimony to state legislatures. He has been quoted in numerous publications about his research, including the New York Times, the Wall Street Journal, the Financial Times, Barron’s, Marketplace, and CNBC.

Bond spent four years as the Program Manager at the National Public Pension Coalition (NPPC) before joining NIRS. He held positions on Capitol Hill and at the Center on Budget and Policy Priorities earlier in his career.

Bond earned his MA in Public Policy from George Washington University, and a BA in Political Science and Philosophy from Indiana University. He serves on the Academy’s Membership Committee and co-chairs the retirement security and older workers working group. He also serves on the advisory board for the American Savings Education Council (ASEC).

Amy Chinn

Vice President of Long-Term Care Claims and Risk Management at OneAmerica Financial

Amy Chinn, CLTC, is Vice President of Long-Term Care Claims and Risk Management at OneAmerica Financial, bringing over 25 years of experience in financial services and a passion for serving others through claims.  Known for combining strategic insight with genuine empathy, Amy leads with both head and heart, transforming claims organizations into powerful opportunities to support people, drive innovation, and manage risk with intention.

Her work spans disability, life, dental, and long-term care insurance, where she has spearheaded initiatives focused on early intervention, operational excellence, and customer-centered service. As a Certified Executive Coach through the Hudson Institute, Amy inspires high-performing and purpose-driven teams. She holds multiple financial services designations and serves on the board of Dollars for Scholars, advancing access to education.

Outside of work, Amy enjoys spending time with her husband and two sons, reading, listening to music, and hiking.

Jenny Glowacki

Chief Product Officer, Vitera

Jenny Glowacki is Senior Vice President, New Market Products at Athene where she provides strategic direction and thought leadership toward expanding markets that benefit from the differentiated value of annuities. Jenny is passionate about democratizing access to products and investments that engage people with their savings to ensure they can confidently build toward and live a fulfilling retirement.

Jenny’s initial focus will be joining Athene and Apollo efforts to bring guaranteed income solutions to the defined contribution market through the income platform, Vitera, where she will serve at the Chief Product Officer.

Prior to Athene, Jenny was the Head of In-Plan Advice and Income at Corebridge Financial. She also held roles in retirement income product design and development at Empower and Great-West Financial. Jenny earned her designation as a Fellow in the Society of Actuaries (FSA) in 2008.

Teresa Ghilarducci

Bernard and Irene Schwartz Chair of Economic Policy Analysis at The New School for Social Research and Director of the Schwartz Center for Economic Policy Analysis

Teresa Ghilarducci is a labor economist and nationally recognized expert on retirement security and labor markets. She is the Bernard and Irene Schwartz Chair of Economic Policy Analysis at The New School for Social Research and Director of the Schwartz Center for Economic Policy Analysis.

She is the author of Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy and several other books on work, pensions, and economic security. Ghilarducci is the architect of Guaranteed Retirement Accounts, a proposal to overhaul the U.S. retirement system so all workers can save safely and securely. During the 2008 financial crisis, The New York Times Magazine named the plan one of the best ideas of the year.

Ghilarducci has served as a federally appointed trustee of major retiree health care trusts, including for the United Auto Workers and Goodyear, and has been a presidential and gubernatorial appointee to public pension boards. She received her PhD in Economics from the University of California, Berkeley, and previously taught for twenty-five years at the University of Notre Dame.

John Hale

Co-owner of The Hale Group

John and Terri Hale own The Hale Group, an Iowa-based advocacy and consulting firm focused on enhancing the lives of older Iowans and Iowans with disabilities. They are recognized as thought leaders on long-term care programs and policies, and as persistent voices calling for more choice, and better and more affordable care for those needing services, and greater support for paid and family caregivers.

Prior to forming The Hale Group, John was an Area Manager for the Social Security Administration, a locally elected public official, and a community foundation executive. Terri was a television news reporter, anchor and news director, an on-air fund raiser for Iowa PBS, and a media relations consultant at Principal Financial Group.

David Harris

Managing Director at TOR Financial Consulting Limited

David is a recognized international expert on global pension reforms and design along with wrap platforms. He has more than twenty-five years’ experience of pension reform issues in Australia, Singapore, The Americas, Israel, New Zealand, Asia, South Africa, Ireland, Sweden, United Kingdom and Central Europe. He has advised companies on media, political and public policy coverage in Singapore, Australia and New Zealand.

A former financial services and competition regulator, David has served on Australian and Irish Government inquiries into public and private sector pensions.  In 2013, he served as an adviser to the OECD in their review of the Irish Pension System.

Prior to founding TOR, he was a senior consultant with Watson Wyatt & Company in the United Kingdom and Research Consultant with Watson Wyatt LLP in Washington, DC. He has testified four times before the U.S. Congress (House Ways & Means and Commerce Committees and Senate Ageing) 1998-2004, on international social security and pension reform aspects.

David was awarded the AMP Churchill Fellowship to study what influences public confidence in the life insurance and retirement industries across seven international jurisdictions, and he has written extensively in European trade journals on the issues of pensions and funds management.

He has a Bachelor of Business in Accounting and post-graduate qualification in bank management.

Jill Kozeny

Executive Vice President and Chief Advocacy Officer at the American Council of Life Insurers

Jill Kozeny serves as Executive Vice President and Chief Advocacy Officer at the American Council of Life Insurers (ACLI). Kozeny is a member of the Executive Management Team and reports to the President and CEO. Kozeny leads ACLI State and Federal Government Relations, Public Affairs, Grassroots, and Research to build opportunities and expand access to family financial certainty through all stages of life.

Kozeny joined the ACLI after three decades of success on Capitol Hill where she was Chief of Staff to U.S. Senator Chuck Grassley during two Supreme Court confirmations and major challenges to renewable energy policy. She led policy communications for the Senate Committee on Finance including tax, retirement, health care, international trade, and government reform policies and oversight from 2000 through 2010. During this time, the Finance Committee led passage of major tax relief and reform, created the Medicare prescription drug benefit, and approved numerous international trade agreements, among other bipartisan initiatives.

Kozeny serves on the NAIFA Industry Leadership Board, the Public Affairs Council Board, and the Congressional Management Foundation Awards Selection Committee. She is a volunteer with the Iowa State Society in Washington, D.C. and resides on Capitol Hill.

Kozeny has a B.A. in Journalism from the University of Nebraska-Lincoln.

Fran Mancl

Certified Nursing Assistant/Direct Support Professional - Iowa CareGivers Consultant

Fran Mancl is a retired Certified Nursing Assistant and Direct Support Professional who served Iowans in long-term care and those with developmental disabilities from 1988 until 2021. He has a BA degree in English Literature and Master of Divinity degree and was a former high school teacher for five years, followed by eight years as an adult education administrator in a variety of employment settings. Fran is a graduate of the Iowa CareGivers Leadership Program and former Ambassador for the Direct Care Workforce State Initiative Program.

He served on the Iowa Direct Care Professional Education Review Committee for three years, providing review and input on development of the state’s Prepare to Care curriculum and credentials for the direct care workforce. Fran is a consultant with Iowa CareGivers on the issues and concerns that impact the direct care workforce. He has shared his story and outreach before legislators, at public forums, and with the media. Fran currently participates in several statewide initiatives and organizations supporting the needs impacting direct care workers.

John Scott

Retirement Savings Project director at the Pew Charitable Trusts

John Scott directs the retirement savings project at the Pew Charitable Trusts. The project conducts original research and works with policy makers to expand retirement savings in the United States with an emphasis on expanding access to retirement savings, building wealth, and reducing fees on savings. Prior to joining Pew, Scott taught and conducted research on public policy at the University of North Carolina at Chapel Hill. He also has extensive experience in retirement policy and in pension and benefits law. Scott earned a Ph.D. in Sociology from Cornell University, a law degree from the Pennsylvania State University, and a bachelor’s in economics from Swarthmore College.

Eric Shimp

Vice President, International Government Relations at Principal Financial Group

Eric manages international government affairs for Principal Financial Group, advising the company’s global asset management and pension businesses on a range of geopolitical risk and regulatory issues. Eric coordinates the company’s advocacy before foreign governments and international organizations on a variety of asset management and pension industry regulatory matters.

Eric is a seasoned global government affairs professional who began his career as an officer in the United States Foreign Service. His overseas diplomatic postings included assignments in China and Hong Kong. He served in Washington in crisis management in the Operations Center of the State Department, and as a trade negotiator under in in Clinton and Bush 43 Administrations at the Office of the United States Trade Representative in the Executive Office of the President, where he managed U.S. trade policy toward Southeast Asia and Korea.

Following his government service, Eric managed a public policy consultancy practice at major law firms in Washington, DC. He has advised sovereign governments on trade negotiations, and foreign and economic policy issues, counseled corporations and financial institutions on geopolitical risk, acquisitions and investor-state arbitration, cross-border trade, investment and sanctions issues, and represented clients before the U.S. government and Congress, as well as before governments in the European Union, East Asia and the Middle East.

Eric has a B.A. in International Relations from Drake University and an M.A. in International Affairs from the Elliott School of International Affairs at George Washington University. His languages are Mandarin Chinese and French.

Matt Stagner

Senior Lead Advisor at Foster Group

Matt Stagner is a Senior Lead Advisor at Foster Group. He has over two decades of experience in financial planning and wealth management. Matt is passionate about working with underserved populations and helping clients and their loved ones achieve financial independence.

Matt has become a nationally recognized subject matter expert, speaker, and advocate for the disability community. His work has been featured in Investment & Wealth Monitor Magazine, Financial Advisor Magazine, MarketWatch, and other leading publications. He holds several industry designations, including: CFP®, ChFC®, CSA®, AIF®, CPFA®, and ChSNC®. Matt graduated with a degree in Personal Financial Planning from the University of Missouri and an MBA from Webster University.