Past Speakers & Topics

Month

Speaker

Title

Company

February 2010

Jenifer Cromwell

Health and Welfare Benefits for Same Sex Spouses and Domestic Partners

Groom Law Groop

January 2010

Matthew Snook, Principal

Health Plan Management – Trends and Tools in 2010

Mercer Health and Benefits, LLC

November 2009

Blaine Aikin, CEO

The Promise and Prospect of a New Fiduciary Standard Under Regulatory Reform

Fi360

October 2009

Lorna Mackey

Communicating with Employees in Challenging Times

Adobe Group

September 2009

Bill Sweetnam, Esq.

Healthcare, Retirement and Executive Compensation – What Congress is Doing in Washington

Groom Law Group

May 2009

Sheryl Gray & Elizabeth Byerly

The Curious Case of Wellness

Watson Wyatt

April 2009

Annual Educational Workshop

Charles Lockwood, JD, LLM

Andrea Bailey, JD

Jenifer Cromwell, JD

Latest Development in Qualified Plans

Retirement – Top Retirement Plan Mistakes & How to Avoid Them

Health & Welfare – COBRA, HIPAA, GINA, Michelle’s Law & More – What Do I Do Now?

ASC Institute

Baker Donelson, Bearman Caldwell & Berkowitz

Groom Law Group

March 2009

David Pizzi

The Art of the Impossible: Health Care Reform in the U.S.

Blue Cross and Blue Shield of Florida

February 2009

Harold Bjornson

2009 Economic and Market Outlook

JPMorgan Retirement Plan Services

January 2009

Robert Kaplan

Tough Times, Tough Questions

ING

November 2008

Ed Dillabough

Empowering Employees to Become Purchasers of Healthcare

Delphi of Florida

October 2008

Rolando Cuervo

Review and Update – Pension Protection Act of 2006

Employee Plans Revenue Agent, Division of the IRS

September 2008

William Sweetnam, JD

Capital Hill Update – Pension and Welfare Plan Issues

Groom Law Group

April 2008

Janice K McClendon, J.D., LL.M

Mixed Signals; Retirement Plan
Savings versus Consumer Spending

Stetson University

March 2008

Ouida Peterson VP

125 Plans NEW and IMPROVED

Conexis

February 2008

Shane Swenson

Retiree Medical Solutions For Group
Health Plans

Humana

January 2008

Timothy Chicholm VP

QDIAs and Automatic Contribution
Regulations

Fidelity Institutional Retirement Services

November 2007

Dan Ross

How to Assess Health Plan and Vendor
Data to Reduce Healthcare Costs by 50%.

Med Vision

October 2007

Steven K. Gissiner

Strategies to Effectively Manage and Control Retirement Plan Expenses

Investech Retirement Plan
Services

September 2007

Cindy A Krueger, MPH

Health and Prevention how does it add up?

Oreservion, Inc

May 2007

Brenda B. Rickborn

Welfare Plan Fiduciary Obligations

Employee Benefits Security
Administration (DOL)

March 2007

Andrew J. Fawbush, Esq.

Deferred Compensation under Section
409A - Do you know it when you see it?

LeBoeuf, Lamb, Greene & MacRae

February 2007

Nathan Pendleton

The Current Environment with HSAs
and HRAs

United Healthcare

January 2007

Charles D. Lockwood

 

ASC Institute

November 2006

Rolando Cuervo

Prohibited Transactions

Internal Revenue Service

October 2006

Sheryl A. Kennedy, CPA

401(k) Compliance

Gregory, Sharer & Stuart

September 2006

Isabel Colon, CEBS

Welfare Plan Audits

Department of Labor