Conference Presentations

• The Mass-Market Investor: Cross-Silo Opportunities from RIIA's Retirement Typology
  RIIA's 4th Annual Managing Retirement Income Conference [Feb 2008]
• 30 Years of One Long Survey
  Keynote Speech, Council for Marketing and Opinion Research (CMOR) Respondent Cooperation Workshop [Oct 2007]
• Redefining Retirement for the 21st Century
  World Future Society's 2005 Annual Conference [Jul 2005]
• Changes in Consumer Trust of Financial Institutions and Professionals: 1994–2002 Trend
  American Association for Public Opinion Research (AAPOR) [May 2003]
• Retirement Savings – Roundtable Discussion
  A.M. Best Review & Preview conference [Feb 2003]
• Consumer Finance & Credit Cards
  FSAA Symposium [Mar 2002]
• The New Savers: Who's Saving and Why?
  Association for Financial Counseling and Planning Education (AFCPE) [Nov 2001]
• An Analysis of the Effectiveness of a Variety of Up-Front and Back-End Incentives on a Trended, Mixed-Mode, National Survey of Financial Decision-Makers
  AAPOR Conference [May 2001]
• Changing Demographics: Impact on Financial Services
  BFAA Symposium [Mar 2001]
• Findings from CFD's 2000–01 MacroMonitor
  Consumer Federation of America Foundation [Feb 2001]