Description
This is an informal yet informative, off-the-record practical discussion about the gray matter and professional conundrums that we face as employee benefits practitioners in an ever-changing and highly regulated field.
• Share war stories — bring your queries about a client/colleague matter that did not have a clear-cut answer
• Share practice ideas — marketing and professional development, technical thought process, research
• In a safe environment, talk about problematic areas you face. Hear advice from others who deal with similar issues
Speaker(s):
- Kelly
A. Davis,
ERPA,
Principal, Employee Benefit Plans,
CliftonLarsonAllen LLP
- Lisa
Germano,
President and General Counsel,
Actuarial Benefits & Design Company
- Blake
Head,
CPA,
Manager,
BDO
- Jeffrey
A. Martin,
CPA,
Partner,
Grant Thornton LLP
- Christopher
W. Shankle,
CPA, CGMA,
Senior Vice Presidnet,
Argent Financial Group, Inc
- Joan
Vines,
CPA,
Managing Director,
BDO
- Deb
Walker,
National Director, Compensation and Benefits,
Cherry Bekaert
