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
• Deborah Walker, CPA, National Director, Compensation and Benefits, Cherry Bekaert LLP