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Advanced Trustees and Administrators Institute—Session Schedule, Speakers and Handouts

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Session handouts were available to registered attendees from Wednesday, June 21 through Sunday, August 27. Please contact if you have questions or need assistance.

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Monday, June 26

7:30 AM – 8:45 AM

TAA01  Opening Session: Economic Outlook

Anirban Basu Speaker
Chairman and Chief Executive Officer
Sage Policy Group, Inc.
Baltimore, MD

David Evangelista, CPA, CPA Moderator
MSPC Certified Public Accountants and Advisors, PC
Cranford, NJ

From jobs to interest rates, so much of what happens in the economy impacts the benefits world. This session will give you a snapshot of economic performance so you can understand the environment that your plans are operating in and plan for the future. • Impact of the 2016 elections • Current landscape • Jobs and employment outlook • Short- and long-term expectations • Financing issues • Social issues (#10—General Topics)

9:00 AM – 10:15 AM

TA01  The Opioid Crisis

David Lisonbee Co-Speaker
President and CEO
Twin Town Treatment Centers
Los Alamitos, CA

Linda K. Vincent, R.N., P.I., CITRMS Co-Speaker
Vincent & Associates Affiliated Health Funds
San Pedro, CA

Richard A. Williamson Moderator
BAC Local 3 NY
Buffalo, NY

Opioid abuse has reached epidemic proportions. Its impact on society is far-reaching. This session will help you understand the magnitude of the problem and options for how your funds might respond. • Role of plan sponsor • Dealing with mental health and substance abuse • Carve-outs and other design options • EAP programs • Impact on retirement, pension and bargaining (#12—Health and Welfare)

10:30 AM – 11:45 AM

TA03  DC Solutions to Health and Retirement

Aruna Vohra Co-Speaker
Senior Consultant
Horizon Actuarial Services, LLC
Miami, FL

Jose M. Jara Moderator
General Counsel
International Brotherhood of Teamsters Local Union 813
Long Island City, NY

Mary Ann T. Dunleavy, ASA, EA, MAAA Co-Speaker
Consulting Actuary
Horizon Actuarial Services
Silver Spring, MD

DC solutions to health and retirement can be an impactful approach that supplements your current benefit offerings. • Health design options and features • Retirement design options and features • Expenses, fees and returns • Communication, administration and service providers • Benefits for participants (#10—General Topics)

TAA06  Future of ACA

Kathryn L. Bakich Co-Speaker
Senior Vice President, National Director, Health Care Compliance
Segal Consulting
Washington, DC

Rhonda R. Kitter Moderator
Chief Financial Officer/Plan Administrator
Public Education Health Trust
Anchorage, AK

William A. Sokol, Esq. Co-Speaker
Weinberg, Roger & Rosenfeld
Oakland, CA

The election results may be known, but what about the future of ACA? This session will give an overview of where we are and what might be coming down the road. • What are the areas of concern and uncertainty? • Potential adjustments under consideration • Prospects for change • What about the Cadillac tax? • What must be done now • Planning for the future (#12—Health and Welfare)

1:15 PM – 2:30 PM

TA04  Investment Refresher

John M. Elliot Speaker
Las Vegas, NV

R. Scott Gregory, FSA Moderator
R. Scott Gregory, Inc.
Annapolis, MD

This session will provide a refresher on investment terminology, vehicles and the financial markets. • Asset classes and allocation strategies • Common terms • Fees and expenses • Assumptions • Manager selection (#13—Investments)

TAA02  DOL Reflections

Ian Dingwall, CPA Co-Speaker
Chief Accountant, Retired
Washington, DC

Neal S. Schelberg Moderator
Proskauer Rose LLP
New York, NY

Phyllis C. Borzi, J.D., M.A. Co-Speaker
Washington, DC

This session will feature experts whose reflections on the Department of Labor will provide insight on the agency’s past and future direction. (#8—Fiduciary Responsibility)

2:45 PM – 4:00 PM

TA05  Investments: Where Do We Go From Here?

Ian W. Jones Speaker
Director and Senior Consultant
AndCo Consulting
Buffalo, NY

Tom J. Ventura Moderator
Vice President, Contract Administration
YRC Worldwide Inc.
Overland Park, KS

The environment is complex: interest rates, assumptions, performance, fees, oversight. For trustees, staying abreast of latest options and strategies is key. • We aren’t going to meet assumptions; now what? • Can you generate more return without adding risk? • You’re a fiduciary—Do you know what it means to understand and monitor? • Opportunistic investments (#13—Investments)

TAA03  Preparing For and Surviving a DOL Audit

Glenn M. Eyrich, CPA Co-Speaker
Calibre CPA Group, PLLC
Bethesda, MD

John E. Mossberg Co-Speaker
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

Thomas Vasiljevich, Esq. Moderator
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Chicago, IL

Surviving a DOL audit can be time-consuming and frustrating. This session will help you understand what you need to do to prepare for and manage through a DOL audit. • Preparation, documents and files • Flow and process • Best practices • Differences in DOL regional offices (#2—Administration)