Press Releases

Renowned Keynote Speakers to Take Stage at 12th Annual Matrix Get Connected Conference – August 19-22, 2012

LAKE SUCCESS, N.Y., August 3, 2012 — Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE: BR) company, today announced that four distinguished individuals – Mike Eruzione, Paul Begala, Tucker Carlson and Alison Levine – will present at the 12th Annual Get Connected Conference on August 19-22 at the Keystone Resort in Keystone, Colorado.

“The Get Connected Conference is a place for defined contribution industry professionals to share ideas, network and gain solid educational content. Our goal is to provide attendees with content that offers important insight into the key issues they face, and practical applications that they can implement to not only comply with regulations, but succeed,” said John Moody, President, Matrix Financial Solutions. “We are excited about this year’s keynote lineup and look forward to hearing about the incredible life achievements and successes of these four individuals.”

More than 600 financial professionals including qualified retirement third party administrators (TPAs), recordkeepers, brokers and advisers, are expected to attend this year’s event to hear updates on today’s key challenges facing the defined contribution space. Updates include roundtable discussions on best practices, breakout sessions featuring industry insiders, and general sessions led by thought leaders outlining their views on the future of the financial services industry.

Mike Eruzione, captain of the 1980 United States Olympic Hockey Team that won a Gold Medal in Lake Placid, NY, will kick off the conference with the opening keynote session on Sunday, August 19. Mike scored the game-winning goal against the Soviet Union that advanced the U.S. to the Gold Medal Game where they beat Finland to win the Olympic Games.

Paul Begala and Tucker Carlson will headline the second day of the conference in a point/counterpoint session discussing current events and issues that are top of mind in this election year. Paul Begala is a political analyst for CNN, where he is part of the political team that won an Emmy for its coverage of the 2006 mid-term elections and a Peabody Award for its coverage of the 2008 Presidential election. Tucker Carlson is a veteran journalist and political commentator, currently working for the Fox News Channel.

Alison Levine, team captain of the first American Women's Everest Expedition and adjunct professor at the U.S. Military Academy will present on the final day of the conference. In the session, titled Cliff Notes: Business Lessons from the Edge, Alison will share her life experiences and perspective on how to take advantage of business opportunities in this challenging financial services market. Alison has survived sub-zero temperatures, hurricane-force winds, sudden avalanches, and a career on Wall Street.

The conference sessions will be broken into two main tracks – the traditional Get Connected track and a new Matrix U track that features PFC-1 and Ethos training classes. The Get Connected track will target the traditional Keystone attendee and Matrix customers looking to learn more about operations, processes and other vital information that can help attendees improve efficiencies in their line of work. The Matrix U trackled by Sarah Simoneaux, the author of Retirement Plan Consulting for Financial Professionals, isfor advisors looking to learn more about how to succeed in an open architecture environment. In addition to the Matrix U track, the Matrix U Advanced track will feature the new GFS™ (Global Fiduciary Strategist) designation, designed and taught by Don Trone, CEO (Chief Ethos Officer) of 3ethos. The Matrix U Advance intensive training is specifically designed for experienced retirement advisors. “Get Connected” and Matrix U 2012 will offer sessions that are eligible for CE credits for the following: Financial Planning (CFP); Bank & Trust (ABA); and Retirement Plan (ASPPA) professionals.


About Matrix Financial Solutions

Matrix Financial Solutions, now part of Broadridge Financial Solutions, Inc., is a leading provider of TrueOpen™ retirement products and services for third party administrators, financial advisors, banks and other financial professionals. Matrix serves more than 400 financial institutions with over $300 billion in customer assets processed through its trading platform. For more information about Matrix, please visit

About Broadridge

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and other corporations. Broadridge’s investor and customer communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes on average $5 trillion in equity and fixed income trades per day. Broadridge employs approximately 10,000 associates in 14 countries.

For more information about Broadridge, please visit

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