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Presented in partnership with Newfront, BlackRock, and Vestwell, the event offers practical insight and peer connection for organizations building for the long term
Hosted during SF Climate Week by the CleanTech Alliance, this focused session covers what forward-thinking companies need to know about retirement planning, business insurance, and investment strategy — at every stage of growth.
AGENDA
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WHAT TO EXPECT
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Moderators: Mel Clark and Carlina Miles
Presentations:
Miki Sakata, TGPC, CPFA® is a Retirement Solutions representative focused on helping growing companies design and evolve their 401(k)/403(b) retirement savings programs as they scale. At “Cleantech, Smart Risk,” she’ll demystify the key differences between 3(21) fiduciary support and 3(38) investment manager delegation, what responsibilities stay with the company, what can be outsourced, and how each model can impact governance, investment oversight, and day-to-day decision making. She’ll share a practical framework for choosing the right approach based on a company’s internal bandwidth, fiduciary comfort level, committee maturity, and desired level of investment discretion, with real-world examples of when each structure tends to work best.
©2026 Newfront Retirement Services, Inc. (CRD #167641) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply any level of skill or training, and does not constitute an endorsement by the SEC. For a copy of Newfront Retirement Services disclosure brochure, which includes a description of the firm’s services and fees, please access www.investor.gov. For additional disclosures and our privacy policy access https://www.newfront.com/retirement-services/disclosures
Cicely Scott is a Commercial Lines advisor who works with tech and cleantech companies to build insurance strategies that grow with them. At “Cleantech, Smart Risk,” she’ll walk through when it actually makes sense to start thinking about insurance, whether that’s your first contract, first hire, or first institutional investor, and how those needs evolve over time.
She’ll discuss core coverages, like Directors & Officers, Errors & Omissions, Cyber, and General Liability, what they protect, when they become critical, and how they tie to investor expectations and contractual requirements. She will also share a simple framework to help founders prioritize risk, balance cost vs. protection, and make confident decisions without overbuying too early or underinsuring as they scale
Kelli Beauregard, C(k)P© is a Defined Contribution Practice Leader representing BlackRock Investments. She will share how institutional Target Date strategies often delivered through Collective Investment Trusts (CITs) can support strong retirement outcomes when paired with a 3(38) fiduciary investment manager. The discussion will focus on why “smart risk” in retirement plan governance is less about chasing returns and more about making clear, repeatable decisions leveraging delegation, process, and scale to improve consistency, monitoring, and participant experience.
Location and Arrival Details will be sent with your registration confirmation.
