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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,
JD, CPA, CGMA,
President and General Counsel,
Actuarial Benefits & Design Company
