Conference Overview: General Information

The SouthWest Benefits Association/Internal Revenue Service 18th 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!

NEW TO THIS YEAR'S CONFERENCE

Friday’s first session will feature a closed door discussion of benefits issues for plan sponsors only. This session will be moderated by Pat Wheeler, Senior Counsel, Kimberly Clark Corp. and Danny Martin, Senior Tax Counsel, Shell Oil Company.

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. The conference will qualify for 12 hours of credit in most cases, including 1 hour of ethics. 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

Edward Razim, Attorney, Locke Liddell & Sapp, LLP, Co-Chair
Greg Nix, Customer Outreach, Internal Revenue Service, Co-Chair
Tim Brechtel, Partner, Jones Walker
Loyd Brooks
Martin Eichler, Benefit Director, FMS Technology
Randall Fickel, Senior Counsel, Fulbright & Jaworski, LLP
Margaret Walsh, Manager, Employee Benefits, OGE Energy Corporation