Speaking Requests
Bonnie Treichel, JD
Founder + Chief Solution Officer
Bonnie is a sought-after thought leader, speaker, and author on the latest developments in the retirement industry at major industry and company conferences. Audiences trust Bonnie not only to decipher rapidly evolving regulatory and industry trends, but also to explain in accessible, practical terms what they mean for the day-to-day running of retirement plans. She also designs and facilitates customized advisor training sessions and bootcamps eligible for CE credit. She also provides training for both home office and for NextGen audiences.
Bonnie is a prominent figure in the media, appearing in renowned publications like the Wall Street Journal and leading retirement industry outlets such as NAPA Net Daily and 401(k) Specialist. She is frequently invited as a keynote speaker and panelist at major industry gatherings.
Phil Troyer, JD
Of Counsel
Phil Troyer is a seasoned legal and compliance professional in the retirement plan industry, with over 20 years of experience advising financial professionals. From 2013 to 2025, he served as Chief Compliance Officer and Senior Counsel at OneDigital Investment Advisors, where he built adviser-facing solutions, business-friendly compliance frameworks, and client agreements for both retirement and wealth practices. Phil also brings valuable policy insight from his time as a Capitol Hill aide in both the U.S. House and Senate. He is also a longtime participant in the NAPA Washington Fly-In.