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News & Events

Where We’ve Been and What We’ve Said

Cynthia Hayes is a nationally-recognized leader in the retirement and wealth management marketplace. She and her consultants frequently serve as keynotes and expertly lead discussions at some of the industry’s most prestigious conferences and events, while providing in-depth insight for industry publications. Here’s a look at some of Oculus Partners’ most recent appearances and publications.

For invitations for keynotes, other appearances and interviews, please contact Cynthia Hayes directly at, or call 404-606-1768.


August 31, 2018

Hayes Attends Executive Order Signing

Oculus Partners President Cynthia Hayes was invited to President Trump’s Executive Order announcement on Strengthening Retirement Security in America on Friday, August 31st in Charlotte, North Carolina. Here, Cynthia discusses the impacts and opportunities arising from the order, including the need to optimize multiple employer plan accessibility and visibility, forge new governmental and regulatory partnerships, improve plan design, and provide employers with more help in administering their plans.

JUNE 24-26, 2018

Sheridan Road Financial Retirement Leadership Forum

Oculus Partners President Cynthia Hayes presents ‘Fast & Furious: Applying CX Principles to Your Advisory Business’ at the KOHLER 8thAnnual Retirement Plan Advisor Conference at The American Club in Kohler, Wisconsin. Sharing insight from her experience working with more than 500 retirement-focused advisors, Cynthia discusses how modern consumer technologies and demands are transforming customer relationships, while providing advisors with a variety of simple and handy techniques they can use to extend their presence in the marketplace.

MAY 21, 2018

ICI Small Funds Group Conference

Cynthia Hayes, President, Oculus Partners, shared her insights with a broad range of key investment company leaders on how to establish a strong digital strategy for the 21st century in ‘Distribution in the Digital Age’ at ICI’s Small Funds Committee meeting in Washington, DC. Hayes provided practical near-term ideas on a broad range of critical and foundational components designed to enable sales, marketing and client services teams, including CRM deployment, digital outreach options and social media.

May 9, 2018



FEBRUARY 14, 2018

2018 ADVANCE Conference

Retirement Industry Trends | Retirement Executive Perspectives Panel

Cynthia Hayes, President & Founder, Oculus Partners, was invited to kick off the conference's Retirement Track with an overview of key industry trends and themes critical to retirement providers' success in 2018 and beyond. She was also asked to close the track by moderating "Retirement Executive Perspectives," a panel featuring industry leaders sharing their perspectives on these trends and their potential impact on their organizations and the industry.

NOVEMBER 6, 2017

401k Wire

Recordkeepers Take Different Paths to Reach Similar Objectives


November 5, 2017


Oculus Partners has released a new research study providing a state-of-the-state on the retirement industry. The research, titled The New Normal: Achieving Success through Enriched Participant Experiences, provides rich insight on four primary types of innovative solutions recordkeepers are focusing on to help solve America’s retirement challenges

NOVEMBER 6, 2017

2017 SPARK Forum Retirement Industry Conference

The New Normal

Oculus Partners President, Cynthia Hayes, was invited to give the keynote address at the SPARK Forum, debuting "The New Normal,” her firm’s latest research and insights on business trends driving providers to go beyond what’s been asked of them in the past. Cynthia discussed the new hurdles successful retirement firms will have to clear in defining and delivering their solutions and mastering new methods of customer interaction.

MAY 21, 2017

The Government Finance Officers Association 2017 Annual Conference

Retirement Savings Plan Trends

The 111th Government Finance Officers Association’s Annual Conference featured an overview of retirement savings plan trends from Cynthia Hayes, Founder and President of Oculus Partners. Hayes’ address zeroed in on DC Plan trends and the realities facing today’s public and private sector retirement providers, while identifying best practices for improving outcomes in critical areas like investment strategy and participant engagement.

APRIL 2017

Newport Group Advisor Conference

Disrupt Your Practice on Purpose

Cynthia Hayes, Oculus Partners President, discussed the current competitive landscape with attendees at Newport Group’s Annual Advisor Conference, pinpointing key differentiation strategies for more effective client service, and how advisors can set themselves apart in an industry facing changes in such areas as the digital landscape, in-retirement plan needs, state-run and multiple employer plans, and tax reform.