Program Schedule

Thursday, September 26

10:00am - 11:00am
Check In

11:00am - 12:00pm

IRS Update Panel

Eric Slack, Director of IRS Employee Plans Tax Exempt  & Government Entities, Director of Employee Plans

Internal Revenue Service (IRS)

Lou Leslie, Technical Advisor to the Director, Employee Plans

Internal Revenue Service (IRS)

12:00pm - 12:30pm

Sponsored Food Break

12:30pm - 1:30pm

Litigation Update/Fiduciary Rule

Brad Huss, Partner

Trucker Huss

Kirsten Scott, Partner

Renaker Scott

1:30pm - 1:45pm

Break

1:45pm - 2:45pm

AI/Cybersecurity

Stephanie Aliaga, Global Market Strategist

JP Morgan Asset Management

David Schneier, Customer Protection

Fidelity Investments

2:45pm - 3:15pm

Sponsored Food Break

3:15pm - 4:15pm

Plan Sponsor Panel

Grace Chen, Assistant General Counsel

Genentech

Archie Ford, Senior Benefits Program Manager

Reddit

Scott Knowles, Senior Manager, Global Benefits

Cisco Systems

Moderated By:
Gregory D. Metzger, Senior Consultant
North Pier Search Consulting

5:00pm - 7:00pm

Reception Sponsored by Gallagher & Trucker Huss

Friday, September 27

8:00am - 9:00am

Breakfast Sponsored by The Standard

9:00am - 10:00am

Panel Discussion: Are PEPs and GOPs Doing What We Hoped?

Sherrie Boutwell, Partner

Boutwell Fay LLP
Steve Chappell, Vice President of Distribution

The Standard
Brodie Wood, NFP Practice Leader

Voya

10:00am - 10:30am

Sponsored Food Break

10:30am - 11:30am

DEI Panel

Pamela Hess, Executive Director - Retirement Research Center

DCIIA
Kelly Hahn, Head of Retirement Research

Vanguard
Debra Gates, Manager - Advice and Wellness

CAPTRUST

Moderated By:
Michon Caton, Rewards Partner
Genentech

11:30am - 12:30pm

Lunch Sponsored Clifton Larson Allen

12:45pm - 1:45pm

ERISA Keynote

Phyllis C. Borzi, Former US Assistant Secretary of Labor

Employee Benefits Security Administration (EBSA)

Marcia Wagner, Partner

Wagner Law Group

1:45pm - 2:00pm

Break

2:00pm - 3:00pm

Washington Update
Jamie Cummins, Senior Tax Counsel
US Senate Committee on Finance

3:00pm - 3:30pm

Sponsored Food Break

3:30pm - 4:30pm

Plan Audit/Corrections

Crystal Coleman, Principal, Assurance, Employee Benefit Plans

Clifton Larson Allen

Christian Hancey, Partner

Nixon Peabody

4:30pm

Conference Concludes

A summary of this valuable and economical conference:

• Continuing Education Credits 
• Networking with Employee Benefit Professionals
• Dynamic Topics and Speakers

• Member rate - $450 early-bird/$525 regular
• Non-member rate - $600 early-bird/$700 regular
• Sponsorship opportunities ranging from $2,000 - $12,000