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Annual Employee Benefits Conference Preconference Options

69th Annual Employee Benefits Conference Preconference

Sunday, October 1 - Wednesday, October 4, 2023
Boston Convention & Exhibition Center, Boston, MA

Head to Boston a bit earlier and take a deeper dive into critical elements impacting your fund management—challenge yourself to dig in, learn something new, and take your fund to the next level.

Attorneys Only—Ethics and Diversity in Employee Benefits

Sunday, October 1, 8:00 a.m.-12:30 p.m.

Registration code: PC07

Join us for this critical education for employee benefit attorneys that will cover representation matters, contracts and relationships, disclosures and DEI litigation. The half-day session will provide for three hours of continuing legal education credits in ethics and one hour of diversity, inclusion and elimination of bias training for benefits attorneys. Be sure to include your CLE request on the registration form with your state and BAR license number.

Ethics: Representation Matters

8:00-9:00 a.m.

  • Dual Capacity Representation
  • Board meeting
  • Litigation
  • Conflict of interest
Deva A. Kyle
Deva A. Kyle
Of Counsel
Cohen, Weiss and Simon LLP
New York, NY
Madan_Allison
Allison A. Madan
Of Counsel
Slevin & Hart, P.C.
Washington, D.C.

The handout file is password protected for attendees only. The password was sent in the Conference Details email. Please reach out to Registration at (888) 334-3327, option 2, or via email at edreg@ifebp.org with questions.

Ethics: Contracts and Relationships

9:10-10:10 a.m.

  • Importance of representation contract
  • Relationship with trustees and fund professionals
  • Fiduciary exception
  • Waiver to attorney-client privilege
Amanda R. Cefalu
Amanda R. Cefalu, Esq
Shareholder
Reinhart Boerner Van Deuren s.c.
Minneapolis, MN
Sara A. Corello
Sara A. Corello, Esq
Partner
Spivak Lipton LLP
New York, NY

The handout file is password protected for attendees only. The password was sent in the Conference Details email. Please reach out to Registration at (888) 334-3327, option 2, or via email at edreg@ifebp.org with questions.

Ethics: Practice and Disclosures

10:20-11:20 a.m.

  • Multijurisdictional practice issues
  • Unauthorized practice of law
  • Social media
  • Disclosure
  • Inadvertent formation of an attorney-client relationship
Mark C. Nielsen
Mark C. Nielsen, Esq
Principal
Groom Law Group
Chartered, Washington, DC
Simon J. Torres
Simon J. Torres
Assistant General Counsel
Pension Benefit Guaranty Corporation (PBGC)
Washington, DC

The handout file is password protected for attendees only. The password was sent in the Conference Details email. Please reach out to Registration at (888) 334-3327, option 2, or via email at edreg@ifebp.org with questions.

Diversity, Equity and Inclusion (DEI) for Benefits Attorneys

11:30 a.m.-12:30 p.m.

  • DEI litigation update
  • DEI in benefit plan design and administration
  • Legal considerations for DEI programs in benefit plans
Jennifer S. Abrams
Jennifer S. Abrams, Esq
Partner
Susanin, Widman & Brennan, P.C.
Berwyn, PA
Diana M. Bardes
Diana M. Bardes
Partner
Mooney, Green, Saindon, Murphy & Welch, P.C.
Washington, DC
Andrew K. Lin
Andrew K. Lin
Member
Mooney, Green, Saindon, Murphy & Welch, P.C.
Washington, DC

The handout file is password protected for attendees only. The password was sent in the Conference Details email. Please reach out to Registration at (888) 334-3327, option 2, or via email at edreg@ifebp.org with questions.

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