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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:
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Accountants |
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Benefit Administrators |
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Attorneys |
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Human Resources Professionals |
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Actuaries |
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Trust Officers |
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Employee Benefits Generalists |
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Fund Managers |
PROGRAM SPONSORS
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SouthWest Benefits Association |
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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 |
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