Conference Overview: General Information

The SouthWest Benefits Association/Internal Revenue Service 16th Annual Employee Benefits Conference features the top government officials and leading private industry experts in the world of employee benefits. The curriculum provides insight into the hottest topics of employee plans and direct answers to troubling plan questions. Do not miss this opportunity to learn from, and interact with your peers at the premier employee benefits conference in the southwest!

Featured Speakers

Government Representatives:

Joseph Grant, Director, Rulings and Agreements, Internal Revenue Service
Roger Hilburn, Regional Director, Department of Labor
Michael Julianelle, Director-IRS Employee Plans Examinations
Daniel Hogans, Attorney - Advisor, U.S. Department of the Treasury, Office of Tax Legislative Counsel
Thomas Petit, Manager, Gulf Coast EPTA Group, Internal Revenue Service - Gulf Coast Area
William Bond, Manager, Voluntary Compliance, Internal Revenue Service - Gulf Coast Area

Private Industry Experts:

Charles F. Plenge, Partner, Haynes and Boone, LLP
James R. Raborn, Partner, Baker Botts LLP
Howard Shapiro, Proskauer Rose LLP
Dr. Syl Schieber, Global Practice Director, Watson Wyatt Worldwide

CONTINUING EDUCATION

Application has been made for continuing professional education credit for attorneys, enrolled actuaries, IRS enrolled agents, CPAs, CFPs, and Group I insurance agents. Contact SWBA if you have questions regarding continuing education credit for specific professional organizations.

WHO SHOULD ATTEND

Employee benefits professionals with a general familiarity of ERISA and other employee benefits laws and tax regulations, including:

Accountants Benefit Administrators
Attorneys Human Resources Professionals
Actuaries Trust Officers
Employee Benefits Generalists Fund Managers

PROGRAM SPONSORS

Southwest Benefits Association Internal Revenue Service

ABOUT SOUTHWEST BENEFITS ASSOCIATION

Southwest Benefits Association is a regional association of experienced professionals in the field of employee pension and welfare benefits. Members represent a wide range of specialties, including corporate human resources, benefit plan administration, financial management, investment counseling, trust administration, law, accounting, actuarial, health insurance, and pension and welfare consulting. Through an annual schedule of professional educational conferences and seminars, SWBA provides discussion of a wide range of issues confronting benefit professionals.

ADDITIONAL INFORMATION

If you have questions about the conference please contact the SWBA office at 214.382.3035. If you have dietary restrictions or other special needs please notify SWBA.

SWBA EDUCATION COMMITTEE

Tom Hoffman, Hughes Luce, LLP, Co-Chair
Greg Nix, Internal Revenue Service, CO-Chair
Jane Armstrong, Phelps and Dunbar, LLP
Doug Sanders, Watson Wyatt Worldwide
Glynis Wheeler Redwine, Vice President, HR Compliance Programs, Alcon Labs
Margaret Walsh, OGE Energy Corporation
Edward Razim, III, Locke Liddell & Sapp, LLP