Speakers Bureau

Our Retirement Plan Professionals are available to speak on a variety of topics and in many different settings, including as a guest speaker, panelist, private company events/lunch-and-learns, conferences, virtual speaking engagements, and more. Clients and guests that attend our educational programs can walk away with advice about how to plan for a more successful retirement and a strong financial future. ​

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Some of our recent education programs have covered relevant topics such as:

• Measure What Matters: Using Metrics to Improve Employee Retirement Outcomes

• Retirement Reality: A Modern Approach to Plan Design

• Building Financial Futures: Trends & Insights for Employers Committed to Driving Retirement Plan Success

• Planning for Healthcare in Retirement

• Retirement Research: Survey of Retirement Savers

• Employees Want Retirement Plan Features that Accelerate Retirement Savings

• Target Date Trends and Evaluation

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Additional opportunities include: 

• CPA CE Credits

• SHRM and HRCI CE Approved Presentations

• Financial Wellness

• Employee Education 

• And much much more! 

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For more information and speaking topics, or if you would like to schedule an educational program for your organization: 

AVAILABLE CSi SPEAKERS

Kristi Baker, AIF®, C(k)P®, CLU, ChFC, CASL

Managing Partner

Bri Ikerd, AIF®

Retirement Plan Education Manager

Kyle Brown

Relationship Consultant