May Conference Schedule

Catch us an upcoming conference!
We have lots to share! Presentations with colleagues, exhibiting, and being sponsors at upcoming conferences. We hope to see you at one of these!

Find us Presenting

We are honored to be included in upcoming professional sessions:

  • Embracing Financial Fit as a Part of Your Practice | Embrace the affordability topic with tangible action items to help families assess their financial fit. | Wed. May 8 | 8:30-11:30 |Presenters: Cyndy McDonald|Lora Block |Claire Law | Dean Skarlis.
  • Reduce Your Workload while Increasing Value: Mapping the College Application Process | Identify areas of improvement, tasks to automate, and how to standardize your services| Thurs. May 9 | 12:45-1:45 | Presenters: Elliot Rossbach | Kristina Dooley | Ann Rossbach | Cyndy McDonald| Lisa Bleich | Nicole Oringer.
  • GuidedPath Affinity Group Meeting | Thurs. May 9 | 5:00-6:00 pm | Get a sneak peak into the exciting changes coming to GuidedPath, get questions answered and tell us what you think! | Presenters: Jennifer Smith | Cyndy McDonald.

Find Us as Exhibitors

Be sure to stop by the exhibitor hall and say “Hello”. If you want to set up an appointment to meet with one of our staff at any of the May conferences, contact us at

  • IECA | Staff present: Jennifer Smith, Cyndy McDonald
  • NCAG |Staff present: Cyndy McDonald

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