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Session Schedule/Speaker Updates
Sunday | Monday | Tuesday | Wednesday
 = Advanced Session  = Offered Only Once
Session Selection Form
(Annual Conference Registrants Only)
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Sunday, November 16 |
Sunday, 4:30-6:00 p.m.
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A
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Opening Session-Leadership Lessons From Abraham Lincoln |
| | Participant(s):
Doris Kearns Goodwin, Author, , Boston, MA
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Monday, November 17 |
Monday, 7:30-8:45 a.m.
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| B
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Keynote Session-"Dear Mr. President: Recommendations on Fixing Health Care" |
| | Participant(s):
David B. Nash, M.D., MBA, FACP, The Dr. Raymond C. and Doris N. Grandon Professor of Health Policy, Chairman of the Department of Health Policy, Jefferson Medical College, Thomas Jefferson University, Philadelphia, PA
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Monday, 9:00-10:15 a.m. |
| 101
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Refresher of, and Introduction to, Fiduciary Standards |
| | Participant(s):
William K. Ecklund, Shareholder, Felhaber, Larson, Fenlon & Vogt, P.A., Minneapolis, MN
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| 201
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Featured Health Care Session-Health Care and the New President |
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| 205
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Workshop-State Health Care Reform |
| | Participant(s):
Gretchen K. Young, Vice President, Government Affairs, Aon Consulting, Inc., Washington, DC
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| | Gabriel Vonleh, Vice President of Operations for Fund Administration and Membership Services, Amalgamated Life Insurance Co., New York, NY
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| 208
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Value-Based Health Strategies |
| | Participant(s):
Jerry D. Reeves, M.D., Chief Medical Officer, H.E.R.E.I.U., Union Health Trusts; Medical Consultant, Health Services Coalition; Principal, Health Innovations LLC, Las Vegas, NV
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| | Gus P. Georgiadis, Founder and President, Triad USA, Pittsburgh, PA
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214
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Personalized Health Care |
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| 301
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Featured Pension Session-Retirement Adequacy Under the Current Pension System |
| | Participant(s):
Patricia P. Houlihan, CFP, President and Owner, Houlihan Financial Resource Group, Ltd., Reston, VA
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| | Steven G. Vernon, FSA, President, Rest-of-Life Communications, Oxnard, CA
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| 306
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Your Actuary Is Not Speaking a Foreign Language |
| | Participant(s):
Brian B. Murphy, FSA, President and Senior Consulting Actuary, Gabriel, Roeder, Smith & Company, Southfield, MI
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| | David W. Venuti, President and Actuary, Venuti & Associates, Los Altos, CA
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| 401
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What Should Trustees Know About Today's Workforce When Designing Benefits, Communicating With and Educating Plan Participants? |
| | |
| 505
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The Active vs. Passive Management Decision |
| | Participant(s):
Brent V. Nelson, Consultant, Wurts & Associates, Inc., Seattle, WA
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| | Jennifer S. Young, CFA, President, Intech, Palm Beach Gardens, FL
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| 601
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How to Communicate With Participants |
| | |
| 701
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Maximizing Your Fund Web Site |
| | |
| 801
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Regulatory Developments |
| | |
| 901
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Legislative/Regulatory and IRS Initiatives in the Public Sector |
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| P-ACCT4
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Department of Labor/Internal Revenue Service Update |
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| P-ATTY1
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Pension Protection Act Update |
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Monday, 10:30-11:45 a.m. |
| 102
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Workshop-Collective Bargaining Parties and Trustees |
| | Participant(s):
Thomas K. Wotring, Senior Counsel, Morgan, Lewis & Bockius LLP, Washington, DC
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| | Barry S. Slevin, President, Slevin & Hart, P.C., Washington, DC
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| 103
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Board of Trustees Functions in the Current Environment |
| | Participant(s):
Katherine A. Hesse, Partner, Murphy Hesse Toomey & Lehane, LLP, Quincy, MA
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| | Regina C. Reardon, Esq., President, Healthcare Strategies, Inc., Plymouth Meeting, PA
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| 107
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Trustee Expenses and Gratuities |
| | Participant(s):
David P. Dorsey, CPA, Managing Partner, Bond Beebe, Washington, DC
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| | Andrew E. Staab, President and Managing Partner, Rosene, Haugrud & Staab, Chartered, St. Paul, MN
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| 114
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Basic Fiduciary Issues in Investments |
| | Participant(s):
Daniel Aronowitz, President, Ullico Casualty Company, Washington, DC
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| 202
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What Does Universal Health Care Mean? |
| | Participant(s):
Stuart M. Butler, Vice President for Domestic and Economic Policy Studies, The Heritage Foundation, Washington, DC
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| 206
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Retiree Health Care: Trends in Funding |
| | Participant(s):
Peter M. Rosene, Shareholder, Rosene, Haugrud & Staab, Chartered, St. Paul, MN
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| | Andrew D. Sherman, National Practice Leader, The Segal Company, Boston, MA
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| 209
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Workshop-Comprehensive Health Management |
| | Participant(s):
Thomas G. Chuba, Principal, Buck Consultants, an ACS Company, Pittsburgh, PA
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| | Matt Emm, Market Head, Aetna, Linthicum Heights, MD
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| 210
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Are Disease Management Programs Cost-Effective? |
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| 215
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Workshop-Advanced Use of Data |
| | Participant(s):
William J. Einhorn, Administrator, Teamsters Health and Welfare and Pension Trust Funds of Philadelphia and Vicinity, Pennsauken, NJ
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| | Mary R. Hiller, President and Executive Director, Knowledge Engineering and Health Systems, MedExpert International, Inc., Redwood City, CA
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| 220
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Alternative Structures in Health Care Plans |
| | Participant(s):
Thomas D. Byrne, Principal, Mercer, Seattle, WA
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| | Les M. Coughran, Attorney and Shareholder, McKenzie Rothwell Barlow & Korpi, P.S., Seattle, WA
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| 254
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Roundtables-Health Care Plan Mergers |
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| 302
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Understanding and Responding to the Changing Pension Plan Environment-What an Trustees Do? |
| | Participant(s):
William B. Fornia, Senior Vice President, Aon Consulting, Denver, CO
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| | Cary D. Franklin, FSA, Consulting Actuary, Horizon Actuarial Services LLC, Universal City, CA
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| 306A
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Followup Workshop-Actuarial Assumptions: Looking at the "Whole" Picture |
| | |
| 307
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How Has the Pension Protection Act Changed the Defined Contribution Landscape? |
| | Participant(s):
Mark S. Niziak, J.D., LL.M., Managing Director of ERISA/Consulting Services, New York Life Retirement Plan Services, Westwood, MA
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| 403
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Surviving a DOL/IRS Audit |
| | Participant(s):
James D. O'Connell, Partner, Jacobs, Burns, Orlove, Stanton & Hernandez, Chicago, IL
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| | Kevin J. Schell, Fund Administrator, Chicago Plastering Institute, Alsip, IL
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| | Howard B. Lapin, Vice President, Director of Compliance, The Segal Company, Chicago, IL
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| 412
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Strategies for Reducing Workers' Compensation Costs |
| | Participant(s):
Theodore M. Pappas, President, The McLaughlin Company, Washington, DC
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| | Brannon Brooke, CWCA, Partner, Risk Reduction Advisor, TCOR Insurance Management, San Marcus, TX
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| 452
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Construction Industry Roundtable |
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| 454
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Issues Regarding Professional Trustees |
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| 455
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Joint Labor-Management Programs |
| | Participant(s):
John McNerney, Executive Director Government and Labor Relations, Mechanical Contractors Association of America, Rockville, MD
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| 501
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Featured Investment Session-Economic Forecast |
| | Participant(s):
Frank A. Cappiello, Chairman and Managing Partner, Montgomery Brothers, Cappiello, LLC, Baltimore, MD
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| | Edward M. Smith, President, ULLICO Inc., Washington, DC
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| 506
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Workshop-Portfolio Innovations |
| | Participant(s):
Sudhir Krishnamurthi, DBA, Managing Director, The Rock Creek Group, Washington, DC
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| 702
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Managing the Retiree Drug Subsidy Program with CMS |
| | Participant(s):
John H. Eggertsen, President, Eggertsen & Associates, P.C., Ypsilanti, MI
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| 802
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Trends in Information Technology |
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| 902
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Public Plans and the Great GASB |
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| P-ACCT2
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Putting the Risk Assessment Standards Into Action |
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| P-ATTY2
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Investment Consultant and Investment Manager Contracts |
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Monday, 11:30 a.m.-1:00 p.m. |
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Lunch buffet is offered in Exhibit Halls A-B during this time period.
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Monday, 1:15-2:30 p.m. |
| 105
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Ethical Dilemmas-You Be the Judge |
| | Participant(s):
John J. Czerwinski, Business Manager, UA Plumbers and Pipefitters Local 74, Wilmington, DE
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| | Howard M. Bard, Of Counsel, Slevin & Hart, P.C., Washington, DC
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| 111
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Current Fiduciary Issues in Defined Contribution Plans |
| | Participant(s):
Edward D. Patchett, CFA, Senior Vice President and Managing Director, Independent Fiduciary Services, Inc., Washington, DC
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| | Ira R. Mitzner, Partner, Dickstein Shapiro LLP, Washington, DC
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| 113
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Basic Fiduciary Issues in Health and Welfare Plans |
| | Participant(s):
Brian O'Dwyer, Senior Partner, O?Dwyer & Bernstien, New York, NY
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| 152
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Followup Roundtable-Resolving Trustee Deadlocks |
| | Participant(s):
Peter Obermeyer, Neutral Trustee, GCIU, Local 1-M Health and Welfare Fund, Minneapolis, MN
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| 153
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Followup Roundtable-LM-10/LM-30 Reporting Procedures Update |
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| 203
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Legislative/Regulatory Developments in Health Care Plans |
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| 207
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Using VEBAs to Provide Retiree Medical Benefits |
| | Participant(s):
Olena Berg Lacy, Trustee, Independent Health Care Trust, UAW Retirees of GMC, Detroit, MI, Director, Financial Engines, Palo Alto, CA, Partner, FBi (Fiduciary Benchmarks, inc.), Portland, OR
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| | Kathryn L. Bakich, Senior Vice President, National Director, Health Care Compliance, The Segal Company, Washington, DC
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| 213
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Moving Participants Toward Health |
| | Participant(s):
Ted Loftness, M.D., Vice President, Regional Health Services, Medica, Minnetonka, MN
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| | James J. Hynes, Executive Administrator, Twin City Pipe Trades Service Association, St. Paul, MN
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| 216
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Emerging Strategies Affecting Quality |
| | Participant(s):
J. Sean B. Kenney, Ph.D., President and CEO,Coalition Development, Inc., Hayward, Wisconsin, Consulting Executive Director, Labor Management Health Care Coalition, Upper Midwest, Minneapolis, MN
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| 252
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Roundtables-Offering Ancillary or Voluntary Benefits |
| | |
| 255
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Roundtables-Survival Kit for Small Health Care Funds |
| | |
| 302A
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Followup Workshop-Strategic Planning in the Current Environment |
| | Participant(s):
Michael M. Hall, ASA, EA, CFA, Director, Investment Strategy, Russell Investments, Tacoma, WA
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| 303
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Retirement Benefit Design |
| | |
| 308
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The Pension Protection Act-Funding Issues |
| | Participant(s):
Steven M. Rabinowitz, FSA, EA, FCA, MAAA, Senior Vice President, The Segal Company, New York, NY
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| | Lars C. Golumbic, Principal, Groom Law Group, Chtd., Washington, DC
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| 403A
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Followup Workshop Fiduciary Self-Compliance Audits |
| | Participant(s):
Sherwin S. Kaplan, Of Counsel, Thelen Reid Brown Raysman & Steiner LLP, Washington, DC
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| 408
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Collection Issues in Today's Environment |
| | Participant(s):
Lawrence R. Beebe, CPA, Partner, Bond Beebe, Bethesda, MD
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| | William A. Cumming, Esq., Shareholder, Hessian & McKasy, P.A., Minneapolis, MN
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| 502
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Impact of the Subprime Mortgage Crisis |
| | Participant(s):
James E. Meketa, Founder and President, Meketa Investment Group, Inc., Westwod, MA
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| 504
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A Fresh Look at Risk Management |
| | Participant(s):
John M. Elliot, Partner, New England Pension Consultants (NEPC), Las Vegas, NV
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| 512
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Selection of Investment Consultants and Managers |
| | Participant(s):
Neil C. Johnson, President, Trustees Advisory Services, Savannah, GA
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| | Robert Mehringer, CPA, CFA, Managing Director, Access Partners, LLC, Evansville, IN
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| 703
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Policies and Procedures for Smooth Administration |
| | |
| 803
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Maintaining Quality in Your Training Program |
| | |
| 903
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Updating Your Business System Through Technology |
| | |
| P-ACCT3
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Correction Programs-Rules and War Stories |
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| P-ATTY3
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Ethics for Employee Benefit Plan Attorneys |
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Monday, 2:45-4:00 p.m. |
| 104
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Workshop-Are Your Plan Policies and Documents in Place? |
| | Participant(s):
Michael A. Ledbetter, Principal, The Law Office of Michael A. Ledbetter, LLC, Dayton, OH
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| | Scott D. Newsom, Partner, Shumaker, Loop & Kendrick, LLP, Toledo, OH
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| 106
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Workshop-Prohibited Transactions |
| | Participant(s):
Mark E. Belland, Shareholder, O?Brien, Belland & Bushinsky, LLC, Atlantic City, NJ
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| 108
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Legal Fiduciary Update |
| | Participant(s):
Paul J. Ondrasik, Jr., Partner, Steptoe & Johnson LLP, Washington, DC
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| 112
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Conflicts of Interest/Transparency Issues in Pension Plans |
| | Participant(s):
Mark C. Nielsen, Esq., Attorney, Groom Law Group, Chartered, Washington, DC
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| 151
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Followup Roundtable-Two-Hat Issues for Trustees |
| | Participant(s):
Joseph J. Burke, CEBS, Administrator, Iron Workers? Mid-America Pension and Supplemental Monthly Annuity (SMA) Funds, President, The Heartland Employee Benefits Corporation, Lansing, IL
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| | Lawrence R. Beebe, CPA, Partner, Bond Beebe, Bethesda, MD
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| 204
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Workshop-Medicare Part D |
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| 211
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Dilemmas in Managing the Chronic and Complex |
| | Participant(s):
Michelle Hallman, R.N., Vice President, Product Management, Clinical Programs, SHPS, Louisville, KY
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| 213A
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Followup Workshop Plan Design for Moving Participants Toward Health |
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| 216A
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Followup Workshop Emerging Strategies Affecting Quality |
| | Participant(s):
J. Sean B. Kenney, Ph.D., President and CEO,Coalition Development, Inc., Hayward, Wisconsin, Consulting Executive Director, Labor Management Health Care Coalition, Upper Midwest, Minneapolis, MN
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| 217
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What Trustees Need to Know About Their PBMs |
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| 251
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Roundtables-Medicare Secondary Payer (MSP) Reporting Requirements |
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| 256
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Roundtables-Domestic Partner Benefits |
| | Participant(s):
Les M. Coughran, Attorney and Shareholder, McKenzie Rothwell Barlow & Korpi, P.S., Seattle, WA
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| 304
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Workshop-Phased Retirement |
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| 308A
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Followup Workshop-Your Plan Is Endangered or Critical-Now What Do You Do? |
| | Participant(s):
Jason L. Russell, FSA, Consulting Actuary, Horizon Actuarial Services, LLC, Silver Spring, MD
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| | Jani K. Rachelson, Partner, Cohen,Weiss and Simon LLP, New York, NY
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| 352
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Roundtable-Advocacy in Preretirement Planning/Financial Literacy |
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| 402
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Department of Labor Update |
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| 404
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Workshop-Changes Related to Important Trust Fund Filings |
| | Participant(s):
Scott E. Hallberg, CPA, Partner, Calibre CPA Group, Washington, DC
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| 411
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Refreshing Your Disaster Recovery Plans |
| | Participant(s):
Michael Stoyanovich, Chief Information Officer, BeneSys, Inc., Troy, MI
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| 503
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What Can Trustees Do to Cope With an Economic Downturn? |
| | Participant(s):
Jay K. Egelberg, ASA, MAAA, EA, Director and Consulting Actuary, Buck Consultants, Secaucus, NJ
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| | Glenn Ezard, Senior Consultant, Segal Advisors, Inc., Los Angeles, CA
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| 504A
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Workshop-Liability-Driven Investing |
| | Participant(s):
David A. Russell, CFA, Managing Director, Portfolio Strategist, Attalus Capital, LLC, Philadelphia, PA
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| 511
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Infrastructure Funds |
| | Participant(s):
Sonia Axter, Director, RREEF Infrastructure Investments, New York, NY
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| | Michael D. Underhill, Chief Executive Officer, Capital Innovations, LLC, Hartland, WI
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| | John Adler, Director, Private Equity, Capital Stewardship Program, Service Employees International Union, New York, NY
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| 516
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Choosing Investment Alternatives in Defined Contribution Plans |
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| 603
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Educating Participants on the Value of Defined Benefit Plans |
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| 704
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Getting the Best Customer Service From the Administrative Office |
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804
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Ongoing Evaluation of Your Program |
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| 904
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Experiences of Defined Contribution Plans |
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| P-ACCT1
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Auditing Alternative Investments-From the Auditor's Perspective |
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| P-ATTY4
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ERISA Litigation for Benefits Professionals |
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