We are so excited to invite you to join Utah’s FIRST regional chapter meeting to network with women in the pensions industry in Utah! Weigh in about our chapter plans for 2020-2021 and learn about the benefits of joining WiPN!
Register here in advance.
About Our Speakers
Lori Reay, CPA, CPC, QPA, QKA ,
Partner at DCW, 401(k) Experts
Lori has over 19 years of experience working in the retirement plan industry. She works closely with financial advisors and clients to design and implement plans that meet their goals and objectives.
Lori is a former recipient of the American Institute of CPAS Women to Watch Emerging Leaders Award. She is a past president of the Salt Lake Chapter of the Western Pension & Benefits Council and currently serves as a member of the Steering Committee as well as ad hoc committee member for the ASPPA Retirement Plan Academy and has served on the Retirement Plan Fundamentals Certificate Taskforce. She is a former member of the Utah Valley University Alumni Board, including a one-year term as the Vice President of Finance and Development and a former member of the Utah Valley University Give Planning Advisory Board.
Ekaterina (Katie) Sheliga, AIF®
Director of Institutional Sales, The Standard
As Director of Institutional Sales, Katie supports Broker-Dealers, RIAs and practice management groups across the country. She consults on strategic partnerships, business development opportunities, advisor support, plan administration and recordkeeping as well as plan design and participant outcomes.
Katie has 9 years of experience working with retirement plans, including interactions with employees, plan sponsors and fiduciaries and holds Series 6, 63 and 65 securities licenses. She has an MA from Loyola Marymount University and lives in Long Beach, California.