|

FEATURED AT THIS YEAR'S CONFERENCE
 |
Benefits Roundtable (for plan sponsors
only) |
 |
IRS National Office Presentation |
 |
Global Benefits Issues |
 |
Litigation Update |
 |
One Hour of Ethics Credit (MCLE) |
 |
Best Practices in Governance
|

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
| Randy Fickel, Senior Counsel, Fulbright
and Jaworski, LLP, Co-Chair |
| Felicia Finston, Partner, Baker Botts
LLP, Co-Chair |
| Greg Nix, Customer Outreach, Internal
Revenue Service, Co-Chair |
| Tim Brechtel, Partner, Jones Walker |
| Loyd Brooks, LG Brooks Consulting |
| Martin Eichler, Director of Benefits,
FMC Technologies Inc. |
| Frank Green, Regional Manager, Marshall
and Ilsley Trust Company |
| Donna Strong, Manager, HR and Benefits
Administration, The Beck Group |
|