Advanced Trustees and Administrators Institute

Monday, February 12 - Wednesday, February 14, 2024

Orlando, FL

Speakers

Mark E. Belland, Esq.

Shareholder

O’Brien, Belland & Bushinsky, LLC

Daniel R. Brice, Esq.

Partner and Co-Chair

Blitman & King LLP

Lee Centrone

Senior Vice President

BeneSys

Tim Connor, FSA, EA, MAAA

Principal & Consulting Actuary

Milliman

Dorsey, David P.

David P. Dorsey, CPA

Partner

WithumSmith+Brown, PC

Dunleavy, Mary Ann T.

Mary Ann T. Dunleavy, ASA, EA, MAAA

Senior Consulting Actuary

Horizon Actuarial Services, LLC

James K Estabrook, Esq.

Shareholder

Lindabury, McCormick, Estabrook & Cooper, P.C.

Christine (Tina) Fletcher

President

Ullico Casualty Group, LLC

Andrea Gibbs, CEBS, ITIL

Plan Director

SPFPA™ and Participating Employer’s Benefit Trust Funds

Sharon M. Goodman, Esq.

Principal

Slevin & Hart, P.C.

Held, Justin

Justin M. Held, CEBS, CEBS Compliant

Associate Director, Research & Education

International Foundation of Employee Benefit Plans

Travis J. Ketterman, GBA

Partner

McGann, Ketterman & Rioux

Laudel, Ronald W.

Ronald W. Laudel

Benefit Plans Administrator

Mid-America Carpenters Regional Benefit Services, Inc.

Manzo, Elizabeth E.

Elizabeth Engert Manzo, Esq.

Shareholder

Lindabury, McCormick, Estabrook & Cooper, P.C.

Scott D. Newsom

Partner

Shumaker, Loop & Kendrick, LLP

Philip R. O'Brien

Philip R. O’Brien, Esq.

Attorney-Shareholder, Employee Benefits

Reinhart Boerner Van Deuren s.c.

Stephen J. O’Sick, CEBS

Executive Director

New York Labor Health Care Alliance

Patrick, Stephanie

Stephanie Patrick, FSA, MAAA

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Joanna M. Pineda

Chief Executive Officer and Chief Troublemaker

Matrix Group International, Inc.

Christopher J. Rosetti, CFE, CFF, CPA

Chief Operating Officer

New York State Nurses Association Pension Plan and Benefits Fund

Jason L. Russell, EA, FSA, MAAA

Senior Vice President and Actuary

Segal

Santos, Gabriela

Gabriela D. Santos

Executive Director, Global Market Strategist

J.P. Morgan Chase

Michael Stoyanovich

Vice President, Administration and Technology

Segal

Annie Taylor, CFA

Managing Director, Senior Consultant, Sector Lead

Verus

Aruna Vohra

Senior Consultant

Horizon Actuarial Services, LLC

User Photo Unavailable | IFEBP

Justin S. Alex

Partner

Proskauer Rose LLP

User Photo Unavailable | IFEBP

Craig Schmidt, Pharm.D.

Medical Accounts Associate Director, Medical Affairs

Novo Nordisk Inc.

Loved it Anton Ames

Anton Ames Group

Pricing

Through January 3, 2024

US$1,695.00

Member

US$2,025.00

Nonmember

After January 3, 2024

US$1,995.00

Member

US$2,325.00

Nonmember