Virtual Conference

66th Annual Employee Benefits Conference

November 2-19, 2020
Daily Sessions | ​Tuesdays, Wednesdays, Thursdays
Opening Session | Monday, November 2
Attorney Sessions | Friday, November 13
Monday, November 2 - Thursday, November 19, 2020
International Foundation Training Center, Brookfield, WI
Annual Employee Benefits Conference
VIP Member Access—Join or renew International Foundation membership for 2021 by September 30, 2020 receive FREE ACCESS to all 2020 virtual conferences. [Learn More]


Free to the Public
4:00 p.m. ET | Monday, November 2, 2020

Lessons from an Improbable Life

Deval Patrick

A civil rights lawyer, author and businessman, Deval Patrick served as the
71st governor of Massachusetts from 2007 to 2015.

From poverty on the South Side of Chicago to prominence in politics, business and the civil rights arena, Governor Patrick will share lessons he has learned along the way on how interest in and curiosity about diverse people and opinions can lead to improbable, meaningful and enriching outcomes.

Register for the free opening session


We have organized this virtual conference by topic area. Each day of the week new sessions will be available that will focus on one of those areas. Tuesdays will be sessions covering health, Wednesdays will be focused on pension topics and Thursdays will be general benefits-related topics.

View Tuesday's-Health Sessions   |   View Wednesday's-Pension Sessions
View Thursday's-General Sessions   |   View Friday's-Special Sessions for Attorneys

Session Details

  • Addressing Mental Health through Innovations
    Tuesday, November 3 | 1:45-3:00 p.m. 
  • Emerging Trends in Health Care: COVID‑19 
    and Beyond
    Tuesday, November 3 | 6:00-7:15 p.m. 
  • FEATURED SESSION—Market Predictions
    Wednesday, November 4 | 10:00-11:15 a.m. 
  • ROUNDTABLE—Hot Topics in Pensions
    Wednesday, November 4 | 6:00-7:15 p.m. 
  • Alternative Communication Methods
    Thursday, November 5 | 3:15-4:30 p.m. 
  • Implementation Questions Related to New Legislation
    Thursday, November 5 | 6:00-7:15 p.m. 
  • FEATURED SESSIONA Health Care Legal 
    and Legislative Update
    Tuesday, November 10 | 10:00-11:15 a.m. 
  • Mental Health Parity: Pitfalls, Problems 
    and Purpose
    Tuesday, November 10 | 1:45-3:00 p.m.
  • AlternativePart I: Objectives, Designs 
    and Examples
    Wednesday, November 11 | 1:45-3:00 p.m. 
  • Issues Facing Multiemployer Pension
    in 2020
    Wednesday, November 11 | 3:15-4:30 p.m. 

  • Cybersecurity:  Fiduciary Responsibility
    and Other Legal Risks
    Thursday, November 12 | 10:00-11:15 a.m
  • WORKSHOPThe Trustee-Administrator Relationship
    Thursday, November 12 | 3:15-4:30 p.m. 
  • Part I: Accommodating COVID-19
    Friday, November 13 | 10:00-11:15 a.m. 
  • WORKSHOP—Accommodating COVID-19
    Friday, November 13 | 11:30 a.m.-12:45 p.m. 
  • Options When Work Hours Change
    Tuesday, November 17 | 1:45-3:00 p.m. 
  • WORKSHOPPBM Contracting
    Tuesday, November 17 | 3:15-4:30 p.m.
  • Plan Investment Fees, Expenses and Revenue Sharing 
    Wednesday, November 18 | 10:00-11:15 a.m. 
  • Culture and Gender Issues in Retirement Savings
    Wednesday, November 18 | 3:15-4:30 p.m. 
  • FEATURED SESSIONBenefit Megatrends After the Pandemic and Election
    Thursday, November 19 | 10:00-11:15 a.m. 
  • WORKSHOPHot Topics in Administration
    for Large and Small Funds
    Thursday, November 19 | 3:15-4:30 p.m. 

Who Should Attend

This virtual conference is for those that serve multiemployer trust funds including:

  • Taft-Hartley fund trustees, administrators, business managers and association leaders
  • Public sector plan trustees and staff
  • Fund administrators and managers
  • Third-party administrators (TPAs)
  • Benefit consultants
  • Attorneys, accountants and actuaries
  • Investment managers and consultants
  • Coalition leaders
  • Others who are involved in the overall management and administration of benefit trust funds.​ 

Virtual Conference Features

Ignite your learning experience by attending sessions throughout the three weeks and watch when it is convenient for you.

  • Session recordings—Not able to watch the sessions right away? Return to the virtual environment to watch recorded sessions at any time through December 31, 2020. (Please note: attendees must watch sessions live in order to receive CE credit for the session.)
  • Ask the experts— Answers to questions posed during the sessions will be posted in the virtual conference website as a resource for all attendees.
  • Session handouts and documents—Download session handouts and other resources ahead of time so that you are prepared to follow along with each presentation.
  • Access anytime—The virtual environment will be open 24/7 giving you the opportunity to access everything in the environment on your time.
  • Session format—This virtual conference includes a mix of live and pre-recorded sessions. Live sessions are hosted through Zoom. After registering please watch for emails about access instructions.


  • Nanette Abuhoff Jacobson Managing Director and Multi-Asset Strategist Wellington Management Company LLP
  • Jeff Anderson Secretary-Treasurer United Food and Commercial Workers (UFCW) Local 555
  • Kathryn L. Bakich Senior Vice President, National Director, Health Care Compliance Segal Consulting
  • Daniel R. Brice, Esq. Partner and Co-Chair Blitman & King LLP
  • Anthony S. Cacace Partner Proskauer LLP
  • Linda J. Cahn, Esq. President, Chief Executive Officer Pharmacy Benefit Consultants, National Prescription Coverge Coalition
  • Charles T. Carr Consulting Actuary Southern Actuarial Services Company, Inc.
  • Paul O. Catenacci, Esq. Member Novara Tesija & Catenacci, PLLC
  • Kelly S. Coffing, EA, FSA, MAAA Principal and Consulting Actuary Milliman Inc.
  • Donald D. Crosatto Assistant Directing Business Representative Machinists Automotive Trades District 190, Local Lodge 1546
  • Denny Delk American Federation of Television and Radio Artists Retirement Fund
  • Mary Ann T. Dunleavy, ASA, EA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • Jay K. Egelberg, ASA, EA, FCA, MAAA Consulting Actuary First Actuarial Consulting, Inc. (FACT)
  • William Einhorn Trustee Pennsylvania Employees Benefit Trust Fund; Teamsters Health and Welfare and Pension Trust Funds of Philadelphia and Vicinity
  • James K. Estabrook, Esq. Shareholder Lindabury, McCormick, Estabrook & Cooper, P.C.
  • William F. Feyling Administrator Carpenter Funds Administrative Office
  • Christine Fletcher President Ullico Casualty Group, LLC
  • Stanley I. Goldfarb, EA, FSA, MAAA Actuary and Managing Consultant Horizon Actuarial Services, LLC
  • Lisa M. Gomez Partner Cohen, Weiss and Simon LLP
  • Sharon M. Goodman, Esq. Principal Slevin & Hart, P.C.
  • Neil J. Gregorio, Esq. Shareholder Tucker Arensberg, P.C.
  • Kristina M. Guastaferri, CPA Administrator Chicago Regional Council of Carpenters Benefit Funds
  • Brenton D. Harrison Financial Advisor Henderson Financial Group, Inc.
  • Victor P. Harte, EA, MAAA Principal and Consulting Actuary Milliman Inc.
  • Susan A. Hayes, AHFI, CPhT Principal Pharmacy Outcomes Specialists
  • Martha M. Henrickson, CEBS Labor Relations Director Management Guidance LLP
  • Samuel A. Henson, J.D., CEBS, ISCEBS-Fellow, ASPPA-APM Senior Vice President—Director of Legislative and Regulatory Affairs Lockton Retirement Services
  • Katherine A. Hesse, CEBS Compliant, ISCEBS-Fellow Partner Murphy, Hesse, Toomey & Lehane LLP
  • Alyssa Hodder Director, Education and Outreach - Canada International Foundation of Employee Benefit Plans
  • Rance Hutchings, Pharm.D., Ph.C. Chief Clinical Officer Artemis Health
  • Ian W. Jones Senior Consultant AndCo Consulting
  • Lisa L. Kaiser, CEBS Compliant, ISCEBS-Fellow Fund Administrator Plumbers & Pipefitters Local 189, Fund Administration Office
  • Gene M. Kalwarski, EA, FSA, MAAA President and CEO Cheiron, Inc.
  • Alan Kellogg, R.Ph. Founder and Senior Consultant HealthLinX, L.L.C.
  • Travis J. Ketterman, GBA, GBA Partner McGann, Ketterman & Rioux
  • James A. Klein President American Benefits Council
  • Michael P. Kreps Principal Groom Law Group, Chartered
  • Ronald W. Laudel Benefit Plans Administrator St. Louis-Kansas City Carpenters Regional Benefit Services
  • Michael A. Ledbetter, CEBS Partner Ledbetter Parisi LLC
  • Margaret Lemkin, Ph.D., Ph.D. President Med-Care Management Inc.
  • William C. Ligetti, Jr. Management Trustee Plasterers and Cement Masons Pension Fund
  • Allison A. Madan Principal Slevin & Hart, P.C.
  • Sean P. Madix Executive Director/Administrator National Electrical Contractors Association (NECA) Local 134 International Brotherhood of Electrical Workers (IBEW) Employee Benefit Plans
  • Ruth S. Marcott Of Counsel Kutak Rock LLP
  • Richard Masur Labor Trustee SAG Pension Plan & SAG-AFTRA Health Plan
  • Joshua Meyer Senior Consultant Segal Benz
  • Jennifer Mink Senior Partner | Senior Consultant Investment Performance Services, LLC
  • Scott D. Newsom Partner Shumaker, Loop & Kendrick, LLP
  • Amanda J. Notaristefano President The McKeogh Company
  • Philip R. O'Brien, Esq. Attorney-Shareholder, Employee Benefits Reinhart Boerner Van Deuren s.c.
  • Stephen J. O'Sick, GBA Fund Administrator Bricklayers and Allied Craftworkers Local #2, New York Joint Benefits Funds
  • Stephanie Patrick, FSA, MAAA Senior Consulting Actuary Horizon Actuarial Services, LLC
  • Scott M. Price, CPA Managing Partner-D.C. Office WithumSmith+Brown, PC
  • Peter M. Rosene, Esq. Attorney at Law, Shareholder Reinhart Boerner Van Deuren sc.
  • Jason L. Russell, EA, FSA, MAAA Senior Vice President and Actuary Segal Consulting
  • Neal S. Schelberg Partner Proskauer LLP
  • John E. Schembari, Esq. Partner and Chair, Employee Benefits Group Kutak Rock LLP
  • Andrew E. Staab Vice President and Senior Corporate Counsel U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
  • Annie Taylor, CFA Managing Director, Senior Consultant Verus
  • Heidi E. tenBroek Principal, Consultant, Employee Communication Milliman, Inc.
  • Ian Toner, CFA Chief Investment Officer Verus Investments
  • Linda K. Vincent, R.N., CITRMS, PI Principal Vincent & Associates/Affiliated Health Funds
  • Charles R. Virginia, III, Esq. Co-Founder Virginia & Ambinder, LLP
  • Aruna Vohra Senior Consultant Horizon Actuarial Services, LLC
  • Justin P. Webb, CIPP/US Attorney and Chief Information Security Officer Godfrey & Kahn s.c.
  • Melissa L. Wetzel, CEBS Executive Director Teamsters Joint Council No. 83 of Virginia Health and Welfare and Pension Funds
  • Thomas R. Young, M.D. CEO and Co-Founder Nview Health Inc.

Continuing Education

cebs cpe.jpgCEBS Compliance Credit:

Each session is worth 1.5 credits toward CEBS Compliance. You should self-report your attendance depending on how many full sessions you watch. 


You may self-report attendance for PHR/SPHR/GPHR designations and SHRM-CP/SHRM-SCP designations. 

Insurance Credit:

We will be applying for Insurance CE Credit in the following states: California, Hawaii, Michigan, Minnesota, Oregon, Washington, and Wisconsin.  Credit will only be available for approved live sessions that are viewed as they occur live.  To earn credit each attendee must log in to the session, and periodic, unannounced polling questions will need to be answered.  Failure to answer any of the polling questions, or be logged in for the entire length of each approved session will result in no credit earned.  These are the rules of the state insurance boards in regards to attendance monitoring for virtual conferences.  The program will be submitted as a full week of live sessions.  Each approved live session in the week must be attended in order to earn credit.  Documentation of approved sessions will be posted as approval is received. 


Attorney CLE Credit:

We will be applying for Attorney CLE Credit in the following states: Alaska, California, District of Columbia, Florida, Hawaii, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington, and Wisconsin.  To earn credit each attendee must log in to the session, and periodic, unannounced polling questions will need to be answered.  Failure to answer any of the polling questions, or be logged in for the entire session will result in no credit earned for that session.  These are the rules of the state CLE boards in regards to attendance monitoring for virtual conferences. Documentation of approved sessions will be posted as approval is received. 


NASBA Accountant Credit:

The National Registry of CPE Sponsors has been providing flexibility to “Group Live only” approved sponsors, allowing for in-person events to be modified and offered online as a result of COVID-19. This flexibility is allowing us to offer the live sessions of this virtual conference for CPE credit. There are a few exceptions to this flexibility that we want you to be aware of. While The National Registry of CPE Sponsors is the overarching decision maker, each state has the ability to make its own rules regarding CPE requirements. NASBA reached out to the states to see whether they would allow the flexibility as described above.  Two states indicated that they will not allow this flexibility (Kansas and New York).  The remaining states either indicated they would allow for the flexibility, or they did not respond to NASBA.  If you are licensed in a state other than Kansas or New York, we can create a certificate for you based on your attendance at live sessions, viewed as they occur live.  It is ultimately up to your state Accounting Board if they will accept the credit.  Please check back for a document outlining any special NASBA credit available. 


Note: While we will do our best to gain approval of the program in the states listed above, please note approval may not be granted in all states.  If your state of licensure is not listed above, please contact Laura Scholz at to see if seeking approval is a possibility.  Please note, due to approval procedures of virtual conferences, application to some states may not be possible. 


We are constantly seaking approval for CE credit. This website will be updated frequently as new information is received.  Please refer back for more information. 


Registration Information
  Member Nonmember

US $695.00 Members Only