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2023 Annual Employee Benefits Conference Session Schedule

68th Annual Employee Benefits Conference

Session Selection

Build Your Agenda Before You Arrive!

Make the most of your conference attendance by planning your schedule in advance. Your early session selection also helps us coordinate conference logistics, so we can ensure the best possible experience for attendees. Need help building your itinerary? Follow this guide.

Please note: Completing your session selection does not reserve you a spot in any presentation so be sure to arrive early for your must-attend sessions!

Log in and starting building your itinerary Download Your Itinerary [PDF]
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Sunday October 1, 2023
4:30-6:00 p.m. ET
OPENING SESSION—Keep Sharp: Build a Better Brain at Any Age
4:30-6:00 p.m. ET
Session: A
Room: Exhibit Hall B2
Difficulty: 
                                                                                All
Category: Keynote
Dr. Sanjay Gupta is the multiple Emmy®-award winning chief medical correspondent for CNN. Gupta, a practicing neurosurgeon, plays an integral role in CNN's reporting on health and medical news for all of CNN's shows domestically and internationally, and regularly contributes to CNN.com. Inspired by Dr. Gupta’s recent book, this session will enlighten you on how to keep your brain young, healthy and sharp with a science-driven approach to protecting your mind from decline.
Sanjay Gupta
Speaker
Sanjay Gupta
Chief Medical Correspondent, Neurosurgeon, Associate Professor
CNN, Grady Memorial Hospital, Emory University Hospital
Monday October 2, 2023
7:30-8:45 a.m. ET
KEYNOTE SESSION—The Art of Connecting: How to Motivate, Influence and Relate to Anybody
7:30-8:45 a.m. ET
Session: B
Room: Exhibit Hall B2
Difficulty: 
                                                                                All
Category: Keynote
Overcoming adversities in life has allowed Hoan to connect with others in a powerful way. Hoan travels the world, sharing messages of hope and inspiration. He has been featured on Good Morning America, NBC, Yahoo Finance, the Chicago Tribune and Lay’s chip bags nationwide. He has also participated in the American Ninja Warrior series.

Your ability to connect with others is critical to your success personally and professionally. It can be challenging though when we work with people who come from different backgrounds, perspectives and experiences.

In this session, Hoan Do will teach you:

  • The number one reason that causes disconnect between people
  • Why one method of motivation works for one person but not another
  • How to communicate in a way that will connect and get through to anybody.

Hoan Do
Speaker
Hoan Do
Inspirational Speaker | Author | American Ninja Warrior
Hoan Do Companies, LLC
9:15-10:15 a.m. ET
360⁰ Look at Cancer Diagnosis in Your Plan
9:15-10:15 a.m. ET
Session: H20-1
Room: Room 252
Difficulty: 
                                                                                Advanced
Category: Health and Welfare
Repeated: Tuesday, October 3, 1:15-2:15 p.m. ET
  • Importance of preventive care/early detection
  • Impact of new treatment options
  • Plan design considerations
  • Improving outcomes, health equity and cost
    • Expertise gap and health outcomes
    • Value of data-driven interventions and remote second opinions
    • New model of collaboration between community and academic medicine
Mark Stadler
Speaker
Mark Stadler
Chief Executive Officer
AccessHope
9:15-10:15 a.m. ET
Accounting and Auditing Update
9:15-10:15 a.m. ET
Session: P-ACCT1
Room: Room 162
Difficulty: 
                                                                                All
Category: Fund Professionals - Accountants

Review the latest accounting and auditing technical guidance, including:

  • How to present financial statements
  • Related parties/parties-in-interest
  • Lease standards
  • SAS142—Audit evidence.
Eileen E. Brassil, CFE, CPA
Speaker
Eileen E. Brassil, CFE, CPA
Partner
Legacy Professionals LLP
9:15-10:15 a.m. ET
Addressing Disparities in Retirement Security
9:15-10:15 a.m. ET
Session: P06
Room: Room 210A
Difficulty: 
                                                                                All
Category: Pension
  • Understanding and identifying plan and workforce needs
  • Addressing participant needs and values
  • Consideration of "sandwich generation" issues
  • Revisiting defined benefit and contribution plan features
  • Adequate income replacement
Elizabeth E. Manzo, Esq.
Panelist
Elizabeth E. Manzo, Esq.
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
Jonathan D. Levine, CEBS
Panelist
Jonathan D. Levine, CEBS
President
I.E. Shaffer & Co.
Linda K. Stone, FSA
Panelist
Linda K. Stone, FSA
Senior Fellow
Women's Institute for a Secure Retirement (WISER)
9:15-10:15 a.m. ET
Addressing Mental Health at the Supervisor Level
9:15-10:15 a.m. ET
Session: G05-1
Room: Room 210BC
Difficulty: 
                                                                                All
Category: General Topics
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET
  • Culture and prevention
  • Training
  • Benefits coverage
  • Job accommodations
  • Crisis response
Diane Rohlman, Ph.D.
Speaker
Diane Rohlman, Ph.D.
Associate Dean for Research and Professor
University of Iowa
9:15-10:15 a.m. ET
Conversation With the PBGC
9:15-10:15 a.m. ET
Session: P08-1
Room: Room 104
Difficulty: 
                                                                                All
Category: Pension
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET

Hear from the Pension Benefit Guaranty Corporation (PBGC) about its biggest concerns, recent initiatives and outlook for the future.

Bruce L. Perlin
Co-Speaker
Bruce L. Perlin
Assistant General Counsel, Office of General Counsel
Pension Benefit Guaranty Corporation (PBGC)
John H. Ginsberg
Co-Speaker
John H. Ginsberg
Assistant General Counsel
Pension Benefit Guaranty Corporation (PBGC)
9:15-10:15 a.m. ET
Currency Exposure in Your Investment Portfolios
9:15-10:15 a.m. ET
Session: I10
Room: Room 203
Difficulty: 
                                                                                All
Category: Investments
  • What a strong U.S. dollar means
  • Hedging and managing currency exposure
  • Hire a manager or hedge yourself
  • Risks
Matthew R Chasin, CIMA
Co-Speaker
Matthew R Chasin, CIMA
Senior Vice President
Chasin Group - Graystone Consulting
Tim Walters
Co-Speaker
Tim Walters
Consultant
AndCo Consulting
9:15-10:15 a.m. ET
Cybersecurity—Administrative Policies, Prevention, Reaction Plans
9:15-10:15 a.m. ET
Session: A09
Room: Room 253
Difficulty: 
                                                                                All
Category: Administration
  • Identifying cybersecurity risks
  • Making the business case for IT security
  • DOL best practices
  • Internal policies
  • Fiduciary roles
    • Creating a breach response plan
    • What to do when vendors are not in compliance
Jose M. Jara
Speaker
Jose M. Jara
Counsel
Fox Rothschild LLP
9:15-10:15 a.m. ET
DOL Update
9:15-10:15 a.m. ET
Session: G24
Room: Room 205
Difficulty: 
                                                                                All
Category: General Topics
Join the Department of Labor's EBSA Assistant Secretary Lisa Gomez as she discusses the trends and hot topics in employee benefit plan regulation.
Lisa M. Gomez
Speaker
Lisa M. Gomez
Assistant Secretary, Employee Benefits Security Administration
U.S. Department of Labor
9:15-10:15 a.m. ET
FEATURED SESSION—Pharmacogenetics: The Impact of Personalized Medicine on Your Plan
9:15-10:15 a.m. ET
Session: H24
Room: Ballroom West
Difficulty: 
                                                                                All
Category: Health and Welfare
  • Scientific advancements in genetic testing and gene therapy
  • Value of individualized treatment plans
  • Outcomes and effectiveness
Lawrence J. Bradley
Co-Speaker
Lawrence J. Bradley
National Electrical Benefit Fund
Margaret C. Lemkin, Ph.D.
Co-Speaker
Margaret C. Lemkin, Ph.D.
President
Health Benefit Strategies, LLC
9:15-10:15 a.m. ET
Health Fund Mergers—Are They Feasible?
9:15-10:15 a.m. ET
Session: H09
Room: Room 254
Difficulty: 
                                                                                Advanced
Category: Health and Welfare
  • Plan communications and recordkeeping
  • Comparison/grandfathering of benefits
  • Network provider disruption issues
  • Administrative, implantation and compliance issues
  • Governance issues
Daniel R. Salemi
Moderator/Panelist
Daniel R. Salemi
Partner
Morgan, Lewis & Bockius LLP
Katy Gozalka, PhD, CEBS
Panelist
Katy Gozalka, PhD, CEBS
Assistant CEO/Director
Heartland Benefit Plan Administrators LLC
William J. Evans
Panelist
William J. Evans
CEO
Heartland Benefit Plan Administrators LLC
9:15-10:15 a.m. ET
In-Depth Review of Trustee Expenses
9:15-10:15 a.m. ET
Session: F05-1
Room: Room 156
Difficulty: 
                                                                                All
Category: Fiduciary Responsibility
Repeated: Tuesday, October 3, 1:15-2:15 p.m. ET
  • The importance of a policy and impact of the language used
  • Applying the policy in ambiguous situations
  • Areas of potential concern—How good people can make poor choices
  • Training new trustees
  • Monitoring fellow trustees
  • Best practices to adopt and enforce
  • Administrator management of expenses
Andrew E. Staab
Moderator/Panelist
Andrew E. Staab
Vice President and Senior Corporate Counsel
U.S. Bank National Association
Robert M. Projansky
Panelist
Robert M. Projansky
Partner
Proskauer Rose LLP
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Partner
WithumSmith+Brown, PC
9:15-10:15 a.m. ET
Investing During an Inflationary Environment
9:15-10:15 a.m. ET
Session: I03
Room: Room 102
Difficulty: 
                                                                                All
Category: Investments
  • Historical performance review
  • Role of fixed income
  • Inflation's role in equity performance
Ian Toner, CFA
Co-Speaker
Ian Toner, CFA
Chief Investment Officer
Verus Investments
Nicholas J. Petrucelli
Co-Speaker
Nicholas J. Petrucelli
Managing Director, Asset Allocation Portfolio Manager
Wellington Management Company, LLP
9:15-10:15 a.m. ET
Legal Decisions Update
9:15-10:15 a.m. ET
Session: G25
Room: Room 204
Difficulty: 
                                                                                All
Category: General Topics
  • ERISA preemption
  • Fiduciary litigation
  • Due diligence in plan administration
  • Importance of plan language
Katherine A. Hesse, CEBS
Speaker
Katherine A. Hesse, CEBS
Partner
Murphy, Hesse, Toomey & Lehane LLP
9:15-10:15 a.m. ET
Payroll Auditing Basics
9:15-10:15 a.m. ET
Session: G09-1
Room: Room 152
Difficulty: 
                                                                                Basic
Category: General Topics
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET
  • Why it's important to have a formal payroll audit program and matching policies
  • Review payroll audit frequency and appropriate coverage to meet audit guidelines
  • In-house vs. outsourced audits, cost and efficiency considerations
  • Administrator's role in payroll auditing
  • Should you encourage employers to self-audit?
  • Issues of defined benefit vs. defined contribution payroll auditing
Felicia E Smith, CPA
Co-Speaker
Felicia E Smith, CPA
Senior Payroll Compliance Manager
Calibre CPA Group PLLC
Mary Margaret Prange, CPA
Co-Speaker
Mary Margaret Prange, CPA
Partner
Calibre CPA Group PLLC
9:15-10:15 a.m. ET
Public Sector Cybersecurity
9:15-10:15 a.m. ET
Session: PE2
Room: Room 103
Difficulty: 
                                                                                All
Category: Public Plans
  • Identifying cybersecurity risks
  • Making the business case for IT security
  • Creating a breach response plan
  • Responding to taxpayer requests for participant data
  • Vendor compliance issues
Peter Dewar, CISSP, CDPSE, CAPPP
Speaker
Peter Dewar, CISSP, CDPSE, CAPPP
President
Linea Secure
9:15-10:15 a.m. ET
Rx Cost Containment—Considerations for Your Plan
9:15-10:15 a.m. ET
Session: H06-1
Room: Room 157
Difficulty: 
                                                                                Advanced
Category: Health and Welfare
Repeated: Tuesday, October 3, 1:15-2:15 p.m. ET
  • Understanding the development pipeline
  • Rx cost-control solutions—Variable copays, site of care, fraud control
  • Considerations for specialty drugs, biosimilar solutions
  • Impact of artificial intelligence (AI)
Hannan Allen
Speaker
Hannan Allen
Area Senior Vice President, Business Development, National Pharmacy Practice
Gallagher
9:15-10:15 a.m. ET
Secure Act 2.0—Retirement (Defined Benefit) Plan Changes
9:15-10:15 a.m. ET
Session: P17-1
Room: Room 153
Difficulty: 
                                                                                All
Category: Pension
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET
  • Age requirements
  • Annuities and RMDs
  • Penalties
  • Participant notices and plan reporting
  • Overpayments
Scott D. Newsom
Speaker
Scott D. Newsom
Partner
Shumaker, Loop & Kendrick, LLP
9:15-10:15 a.m. ET
The Digital Transformation of Care
9:15-10:15 a.m. ET
Session: H19-1
Room: Room 257
Difficulty: 
                                                                                All
Category: Health and Welfare
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET
  • Telehealth offerings
  • Data analysis techniques
  • Health price transparency initiatives
  • Cloud computing in health care
  • Navigating digital tools at a participant level
Tanya McNamar
Speaker
Tanya McNamar
Managing Director, Data and Analytics Engineering
Evernorth Health Services
9:15-10:15 a.m. ET
The Role of Financial Education in Training
9:15-10:15 a.m. ET
Session: T01
Room: Room 160
Difficulty: 
                                                                                All
Category: Training and Education
  • Defining the elements of financial education
  • Why is it important?
  • Delivery options and methods
  • Ways financial literacy has been incorporated into curriculum
  • Health care considerations
Oneka Jenkins
Speaker
Oneka Jenkins
Instructor
Minnesota Statewide Limited Energy JATC
9:15-10:15 a.m. ET
Understanding Investment Consultant Reports
9:15-10:15 a.m. ET
Session: I01-1
Room: Room 151
Difficulty: 
                                                                                Basic
Category: Investments
Repeated: Tuesday, October 3, 10:45-11:45 a.m. ET
  • Market trends
  • Defining consultants' acronyms and terms
  • Benchmarking against other funds
    • What is the benchmark for the returns?
    • Is my benchmark appropriate?
  • Investment manager performance
  • Are your investments matching your policies?
Jeff Applegate
Co-Speaker
Jeff Applegate
Trustee and Investment Committee Co-chair
Equity League Benefit Funds
Jennifer Mink
Co-Speaker
Jennifer Mink
Senior Partner | Senior Consultant
Investment Performance Services, LLC
9:15-10:15 a.m. ET
Withdrawal Liability Basics
9:15-10:15 a.m. ET
Session: P02-1
Room: Room 206
Difficulty: 
                                                                                Basic
Category: Pension
Repeated: Tuesday, October 3, 1:15-2:15 p.m. ET
  • Overview of withdrawal liability
  • Where/when does it apply? Are there exceptions?
  • Approaches to manage withdrawal liability
  • Review of experiences
Kelly S. Coffing, EA, FSA, MAAA
Co-Speaker
Kelly S. Coffing, EA, FSA, MAAA
Principal and Consulting Actuary
Milliman Inc.
Neil J. Gregorio, Esq.
Co-Speaker
Neil J. Gregorio, Esq.
Shareholder
Tucker Arensberg, P.C.
10:45-11:45 a.m. ET
Administration Office Politics, Ethics and Compliance
10:45-11:45 a.m. ET
Session: A01-AMPC1
Room: Ballroom West
Difficulty: 
                                                                                Advanced
Category: Administration

Trustees and administrators can feel pressure from many powerful sources while making decisions for the fund. This session will discuss:

  • Laws and regulations to help guide during dilemmas
  • Ethical issues for the fund office staff
  • Trustee vs. settlor functions, fiduciary responsibilities
  • Participants as the beneficiaries and customers
  • Outside political pressures
    • Claim appeals
    • Plan improvements/challenges.
Jennifer S. Abrams, Esq.
Co-Speaker
Jennifer S. Abrams, Esq.
Partner
Susanin, Widman & Brennan, PC
Lisa L. Kaiser, CEBS, CEBS Compliant
Co-Speaker
Lisa L. Kaiser, CEBS, CEBS Compliant
Fund Administrator
Plumbers & Pipefitters Local 189, Fund Administration Office
10:45-11:45 a.m. ET
Advances in Mental Health Treatment—Psychedelics
10:45-11:45 a.m. ET
Session: G12
Room: Room 152
Difficulty: 
                                                                                All
Category: General Topics
  • Composition and types of psychedelics
  • Diagnosis and treatment
  • Research overview
Dr. Robert Tanguay, M.D., FRCPC, CISAM, CCSAM
Speaker
Dr. Robert Tanguay, M.D., FRCPC, CISAM, CCSAM
Co-Founder, Developer, Vice President of Business Development and Chief Medical Officer
The Newly Institute
10:45-11:45 a.m. ET
Building DE&I Into Employee Benefits
10:45-11:45 a.m. ET
Session: G02-1
Room: Room 159
Difficulty: 
                                                                                All
Category: General Topics
Repeated: Tuesday, October 3, 1:15-2:15 p.m. ET
  • Making the business case
  • Aligning strategy
  • Plan benchmarking and review
  • Legal considerations
  • Privacy concerns
Colin Quinn
Co-Speaker
Colin Quinn
President, Included Health Communities
Included Health
Cora Opsahl, M.B.A.
Co-Speaker
Cora Opsahl, M.B.A.
Health Fund Director
32BJ Health Fund
10:45-11:45 a.m. ET
Changing Expectations on Capital Markets
10:45-11:45 a.m. ET
Session: I16-1
Room: Room 156
Difficulty: 
                                                                                Advanced
Category: Investments
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET
  • Historical review of capital markets
  • Future outlook
  • Effects on pension funding and actuarial valuations
Erik L.  Knutzen, CFA, CAIA
Co-Speaker
Erik L. Knutzen, CFA, CAIA
Managing Director
Neuberger Berman
Nathan W. Thooft, CFA
Co-Speaker
Nathan W. Thooft, CFA
Senior Managing Director, Senior Portfolio Manager, Multi-Asset Solutions Team
Manulife Asset Management
10:45-11:45 a.m. ET
DOL Audit Trends for Retirement Plans
10:45-11:45 a.m. ET
Session: P22-1
Room: Room 210BC
Difficulty: 
                                                                                All
Category: Pension
Repeated: Tuesday, October 3, 2:45-3:45 p.m. ET

Attend this session to learn about the Department of Labor's trends in retirement plan audits and investigations. Everything from current trends to future initiatives will be covered, as well as details on how to successfully navigate an investigation.

Samuel A. Henson, J.D., CEBS, ASPPA-APM
Speaker
Samuel A. Henson, J.D., CEBS, ASPPA-APM
Chief Legal Officer
Creative Legal Planning
10:45-11:45 a.m. ET
Dueling Actuaries
10:45-11:45 a.m. ET
Session: P10-1
Room: Room 204
Difficulty: 
                                                                                All
Category: Pension
Repeated: Tuesday, October 3, 1:15-2:15 p.m. ET

In a series of short debates, learn about varying considerations and perspectives on the following:

  • Moving the discount rate
  • Discount rates for funding vs. withdrawal liability
  • Mortality rates
  • Liability matching.
Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
Panelist
Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
Senior Vice President
CBIZ Retirement and Investment Solutions
Mary Ann T. Dunleavy, ASA, EA, MAAA
Moderator/Panelist