Legislative and Regulatory Webinars

The US Elections
October 15, 2024
Speakers: Katie Fallon, Executive Vice President of Corporate Affairs; Jim Febeo, Head of Government Relations

Join us for an in-depth 60-minute special on the political and policy scenarios we are preparing for, and the implications of the 2024 U.S. elections on public policy across the industry.

Health Care Savings & Retirement
June 12, 2024
Speakers: Karen Volo, Head of Health and Benefit Accounts; Alice Joe, VP Federal Government Relations; Jillian Enoch, Public Policy Director Retirement and Tax

An in-depth discussion on the health care policy and the retirement marketplace amongst other regulatory and legislative updates.

Road Ahead for Public Policy and the Markets
April 10, 2024
Speakers: Kenneth Bentsen, President and CEO of SIFMA; Katie Fallon, Executive Vice President of Corporate Affairs; Dirk Hofschire, Managing Director of Research

An in-depth discussion on the policy and political landscape and trends we are watching in the capital markets.

Factors Shaping Public Policy and Markets
December 13, 2023
Speakers: Katie Fallon, Executive Vice-President of Corporate Affairs; Bill Irving, Head of Fidelity Asset Management Solutions

An in-depth discussion on the external factors impacting public policy across the financial services industry, and how markets are responding to geopolitical and macro events.

Understanding Artificial Intelligence
September 21, 2023
Speakers: Andrew Brzezinski, Business Intelligence & Analytics; Jim Febeo, Head of Federal Government Relations

An in-depth discussion on the impact artificial intelligence may have on the financial services industry and how public policy could shape its future use.

A Washington Update
May 16, 2023
Speakers: Marc Squires, SVP, Head of Wealth and Brokerage Platforms. Martha Miller, VP, Policy and Regulatory Strategy

An in-depth discussion on the latest public policy developments in Washington across Congress, the White House, regulatory agencies, and more.

SECURE 2.0 Act of 2022
January 5, 2023
Speakers: Shams Talib, Head of Workplace Consulting & Enterprise Defined Benefits; Jillian Enoch, Retirement and Tax Policy Director

An in-depth discussion on how the latest retirement reforms will impact your business and the impact it will have on plan sponsors and participants.

Midterms and the Markets
November 10, 2022
Speakers: Katie Fallon, Executive Vice President, Public Affairs and Policy; Jurrien Timmer, Director of Global Macro

An in-depth discussion on the midterm election results and the potential impacts on legislative and regulatory policies that may affect industry sectors, macroeconomic growth, and the markets.

Retirement Reform 2.0
July 25, 2022
Speakers: Shams Talib, Head of Workplace Consulting & Enterprise Defined Benefits; Jillian Enoch, Retirement and Tax Policy Director

An in-depth discussion on the evolving proposals to further reform our nation’s retirement laws and the impact it may have on plan sponsors and participants if they become law.