Southern Employee Benefits Conference (“SEBC”) 2015 Fall ... 2015/agenda_fall_2015.pdf ·...
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Southern Employee Benefits Conference (“SEBC”) 2015 Fall Fly-In GEORGIA TECH HOTEL & GLOBAL LEARNING CENTER Tuesday, September 29, 2015 Course Program Time Description 8:00 – 8:45 a.m. Georgia Tech Global Learning Center - 2nd Floor Networking Breakfast & Registration 8:30 – 8:45 a.m. Welcome Georgia Tech Global Learning Center Auditorium: 2 nd Floor - Room 222 Opening Remarks - Frasier Ives, SEBC President and Employee Benefits Attorney, Wells Fargo Insurance Services USA, Inc., Charlotte, NC 8:45 – 10 a.m. Opening Session Georgia Tech Global Learning Center Auditorium: 2nd Floor - Room 222 The Benefits Buzz: What are employers buzzing about inside and outside the beltway Tami Simon, JD, Managing Director of Career Practice, Managing Director of Knowledge Resource Center, Global Practice Leader, Buck Consultants LLC, a Xerox Company, Washington, D.C A Washington update covering what employers can expect for health and retirement plans for the remainder of 2015 and the upcoming election year, employee benefits litigation, and hot topics employers are buzzing about around the nation. 10 – 10:15 a.m. Networking Break on 3rd Floor 10:15 – 11:15 a.m. Concurrent Sessions Georgia Tech Global Learning Center 3rd Floor - Room 331 Mergers & Acquisitions, Part II Jim Cowles, CEBS, Consultant, King & Spalding, Atlanta, GA James Worrell, Principal, Invalence, Atlanta GA Specifically designed to help Benefits Professionals gain a deeper understanding of the M&A process so they can contribute and add value for their HR team and Company. Capability to support a highly strategic business activity like M&A is a sure fire path to a seat at the table for HR and Benefits. Plus, mergers and acquisitions are critically important opportunities for companies yet study after study puts the failure rate of acquisitions between 70 and 90 percent. HR and Benefits are either partially or wholly responsible for activities that contribute to three of top five areas that have been identified as contributing to that failure rate. This session will include a quick recap of M&A Part One and then will continue to dig into what the Benefits team needs to do and how to do it when their company is merging with or acquiring another company. The speakers have a combined forty years of experience as plan sponsors and will provide insights and exercises designed to prepare a Benefits Professional to get in the M&A game and, more importantly, hit home runs when they do. Georgia Tech Global Learning Center 3rd Floor - Room 334 Healthcare Reform Update: Driving into 2016 Moderator: Maria Alberts, Account Executive, Arthur J. Gallagher & Company, Atlanta, GA Ashley Gillihan, Counsel, Alston & Bird LLP, Atlanta, GA John Hickman, Partner, Alston & Bird LLP, Atlanta, GA Join John Hickman and Ashley Gillihan from Alston & Bird, LLP as they drive through the Top 10 H&W Developments for 2015-2016 and drill down on ACA Reporting and the looming Cadillac Tax.
Transcript of Southern Employee Benefits Conference (“SEBC”) 2015 Fall ... 2015/agenda_fall_2015.pdf ·...
Southern Employee Benefits Conference (“SEBC”) 2015 Fall Fly-In
GEORGIA TECH HOTEL & GLOBAL LEARNING CENTER
Tuesday, September 29, 2015 Course Program
Time Description 8:00 – 8:45 a.m. Georgia Tech Global Learning Center - 2nd Floor
Networking Breakfast & Registration
8:30 – 8:45 a.m. Welcome Georgia Tech Global Learning Center Auditorium: 2nd Floor - Room 222
Opening Remarks - Frasier Ives, SEBC President and Employee Benefits Attorney, Wells Fargo Insurance Services USA, Inc., Charlotte, NC
8:45 – 10 a.m. Opening Session Georgia Tech Global Learning Center Auditorium: 2nd Floor - Room 222
The Benefits Buzz: What are employers buzzing about inside and outside the beltway Tami Simon, JD, Managing Director of Career Practice, Managing Director of Knowledge Resource Center, Global Practice Leader, Buck Consultants LLC, a Xerox Company, Washington, D.C A Washington update covering what employers can expect for health and retirement plans for the remainder of 2015 and the upcoming election year, employee benefits litigation, and hot topics employers are buzzing about around the nation.
10 – 10:15 a.m. Networking Break on 3rd Floor 10:15 – 11:15 a.m. Concurrent Sessions
Georgia Tech Global Learning Center 3rd Floor - Room 331
Mergers & Acquisitions, Part II Jim Cowles, CEBS, Consultant, King & Spalding, Atlanta, GA James Worrell, Principal, Invalence, Atlanta GA Specifically designed to help Benefits Professionals gain a deeper understanding of the M&A process so they can contribute and add value for their HR team and Company. Capability to support a highly strategic business activity like M&A is a sure fire path to a seat at the table for HR and Benefits. Plus, mergers and acquisitions are critically important opportunities for companies yet study after study puts the failure rate of acquisitions between 70 and 90 percent. HR and Benefits are either partially or wholly responsible for activities that contribute to three of top five areas that have been identified as contributing to that failure rate. This session will include a quick recap of M&A Part One and then will continue to dig into what the Benefits team needs to do and how to do it when their company is merging with or acquiring another company. The speakers have a combined forty years of experience as plan sponsors and will provide insights and exercises designed to prepare a Benefits Professional to get in the M&A game and, more importantly, hit home runs when they do.
Georgia Tech Global Learning Center 3rd Floor - Room 334
Healthcare Reform Update: Driving into 2016 Moderator: Maria Alberts, Account Executive, Arthur J. Gallagher & Company, Atlanta, GA Ashley Gillihan, Counsel, Alston & Bird LLP, Atlanta, GA John Hickman, Partner, Alston & Bird LLP, Atlanta, GA Join John Hickman and Ashley Gillihan from Alston & Bird, LLP as they drive through the Top 10 H&W Developments for 2015-2016 and drill down on ACA Reporting and the looming Cadillac Tax.
Georgia Tech Global Learning Center 3rd Floor - Room 335
Target Date- Part 1: Suitability for Target Date Funds Moderator: Dana Brown, SVP Fund Sponsor Consulting, Callan Associates, Atlanta, GA Bill DeWalt, CFA, Senior Investment Consultant, Towers Watson Investment Services, Atlanta, GA James Veneruso, CFA, CAIA, Consultant, Callan Associates, Chicago, IL Join this team of industry experts on the topic of target date suitability. How do fiduciaries determine the most appropriate type of glidepath for the plan given the underlying participant demographics and plan characteristics? What are examples of different types of glidepaths and why are they important? How does suitability analysis work? Why are forward-looking simulations important? Given the suitability analysis, is the TDF series currently used in the plan suitable? If not, are there other appropriate off the shelf funds available? Should the plan consider a custom glidepath? What are the pros and cons? How do you document the process?
11:15 – 11:30 a.m. Networking Break on 3rd Floor
11:30 a.m. – 12:30 p.m. Concurrent Sessions
Georgia Tech Global Learning Center 3rd Floor - Room 331
Legal Update: DOL Fiduciary Standard for Investment Advisors & Recent Fee Litigation Cases & Legal Developments Moderator: Mark McCoy, Founder & President, Retirement Fund Management, Atlanta, GA Tom Clark, JD, LLM, Of Counsel, The Wagner Law Group, St. Louis, MO Roger Levy, LLM, AIFA, Cambridge Fiduciary Services, LLC, Phoenix, AZ Al Otto, Principal & Senior Investment Advisory Consultant, Shepard Kaplan, Atlanta, GA Review of the Tibble case from a technical & practical perspective. How will the Tibble case impact plan sponsors and any possible future litigation. Discussion on proposed DOL Fiduciary Standard and the potential impact on Investment Advisors/Consultants. Review of the ABB case and discussion regarding role of the investment professional and future issues.
Georgia Tech Global Learning Center 3rd Floor - Room 334
Is your Wellness Program Compliant? The Latest on Workplace Wellness Programs Legal Requirements, Risks and Opportunities Moderator: Laura Corrigan, CLU, Senior Account Executive, AETNA, Atlanta, GA Kelly Meyers, Attorney, Mazursky Constantine LLC Jeffrey D. Perren, Clinical Account Director, Well-Being Strategies & Solutions, BlueCross BlueShield of Georgia, Atlanta, GA
Georgia Tech Global Learning Center 3rd Floor - Room 335
Target Date - Part 2: Evaluation, Selection and Monitoring of Target Date Funds Moderator: Evan Melcher, Senior Consultant, FiduciaryVest, Atlanta, GA Kevin Thomas, Director Retirement Benefit Services, Fidelity National Information Services, Jacksonville, FL David Witz, AIF, GFS, CEO/Managing Director, Fiduciary Risk Assessment LLC and PlanTools, LLC, Charlotte, NC Jorge Friguls, MBA, AIF, Investment Consultant, The Newport Group, Orlando, FL Build on what you learned from Target Date Part I in the morning session. Once a fiduciary has identified the most appropriate type of glidepath for a plan, how should they go about the process of evaluating and selecting a suitable target date option then appropriately monitoring and evaluating the series on an ongoing basis? What are the potential pitfalls? How is this documented in performance reports and the Investment Policy Statement?
12:30 – 2 p.m. Keynote Speaker Presentation & Luncheon
Georgia Tech Hotel 2nd Floor - Ballroom Salon 3
Leading the Newest Generation of Employees Jim Link, Chief Human Resources Officer, Randstad North America, Atlanta, GA Jim will discuss the latest findings from Randstad's research of leadership for Gen Y and Z. He will review what leadership styles will work best with these newest entrants to the workforce as well as how you can help them develop into the leaders you need for your organization in the future.
2 –2:15 p.m. Networking Break 2:15 – 3:15 p.m. Concurrent Sessions
Georgia Tech Global Learning Center 3rd Floor - Room 331
Generational Communications to Different Age Groups Glen Jackson, Co-Founder, Jackson Spalding, Atlanta, GA
Georgia Tech Global Learning Center 3rd Floor - Room 334
Healthcare Transparency Moderator: Judy Stefan, Director, Total Rewards Human Resources, Nemours Health System, Jacksonville, FL Craig Foster, President, Quantum Services, Group, LLC, Atlanta, GA John Young, CEO, Consumerdriven, LLC, Minneapolis, MN
Georgia Tech Global Learning Center 3rd Floor - Room 335
Investing Basics for Human Resources Professionals Moderator: Chip Hunt, Principal and Founder, PrimeTrust Advisors, Greenville, SC Mark McCoy, Founder & President, Retirement Fund Management, Atlanta, GA Adam Laubacker, CAIA, Vice President, LCG Associates, Atlanta, GA Vesta Mullaney Janner, SPHR, Director, Human Resources Support Services, PGi, Kansas City, MO
3:15 – 3:30 p.m. Networking Break 3:30 – 4:30 p.m. Closing General Session
Georgia Tech Global Learning Center Auditorium: 2nd Floor - Room 222
Testing your Digital IQ, The PwC CEO Digital Survey Rob Cain, Principal, PricewaterhouseCoopers Management Consultants, Atlanta, GA PwC surveyed 1200 of the world's top CEOs across a variety of timely topics. In their digital survey they cover the top tech trends and challenges facing CEOs. The challenges are cataloged and ranked and will be shared in a compelling presentation that tests your digital IQ... 4:30 – 5:30 p.m. Networking Cocktail Hour - Club Room -1st Floor of GA Tech Hotel – Open Bar
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