1. No category

Dana L. Dreier
CBIZ MHM, LLC
and Mayer Hoffman
McCann P.C.
Ronald J. Dutton
RJDutton/
Gallagher Benefit
Services
Cindy J. Dwyer
MHM Retirement
Plan Solutions
Robert S.
Fischgrund
CBIZ Retirement
Plan Services
Alisa Ford
The University of
Kansas Hospital
Linda Haney
Stinson Leonard
Street LLP June Harryman
U.S. Department of
Labor, Employee
Benefits Security
Administration
Joseph P. Morsman
National Advisors
Trust Company FSB
Jenny C. Mosh
Lathrop & Gage LLP
Samuel A. Henson
Lockton Retirement
Services
Mark Herman
Sprint Corporation
Jim North, Jr.
The Todd
Organization
James B. Overman
Hallmark Cards
Troy Redstone
PHD Retirement
Consulting
Brian M. Johnston
Polsinelli PC
Gerard J. Karlin
Deloitte & Touche
LLP
Janet M.
Thompson
The Cottonwood
Group
Craig Kovarik
Husch Blackwell
LLP
John Utz
Utz & Lattan, LLC
Mark Whiting
Mercer
Bob Latz
Brown & Ruprecht,
PC
Tammy Leslie
Saint Luke’s Health
System
Daniel J. McCarroll
UMKC Law School
Continuing Legal
Education
Regional
Ambassadors:
Gwen Bryant
Hogan Taylor
Paul Van Dyne
ACI Worldwide, Inc.
2015 Institute Chairperson:
Michelle Kelly, Kansas City Southern Railway,
Kansas City, MO
CLE Credit:
Missouri 8.4 hours / Kansas hours pending
Continuing education credit is available for Missouri and
Kansas Life & Health Insurance professionals; Certified
Public Accountants; Human Resource Professionals; IRS
Enrolled Agents
SPONSORS AND EXHIBITORS
Exhibitors
Bukaty Companies
CIGNA
Empower
Fidelity Investments
Lifewise
Lincoln Financial Group
Manning & Napier
Mariner Retirement Advisors
MassMutual Retirement Services
Newport Group
Purchasing Power
Standard sponsors
SageView
Aetna
Taben Group
Aflac
TIAA-CREF
Arthur J. Gallagher & Co.
Transamerica Retirement
Blue Cross Blue Shield
Solutions
The Cottonwood Group
The Todd Organization
Haynes Benefits PC
UMB Healthcare Services
Husch Blackwell LLP
UnitedHealthcare
Lathrop & Gage LLP
U.S. Bureau of Labor Statistics
Newport Group
U.S. Department of Labor and
OneAmerica
Employee Benefits Security
SageView
Spencer Fane Britt & Browne LLP Administration
VALIC Financial Advisors
Towers Watson
Vanguard
UnitedHealthcare
Vision Service Plan
UNUM
Worksite Benefits Association
*as of 2-27-2015
Premium sponsors
Lockton Companies, lunch
sponsor
BOK Financial, Conference
bag Sponsor
Utz & Lattan, LLC, Registration
Breakfast sponsor
MHM Retirement Plan
Solutions, Break Sponsor
Polsinelli PC, Break sponsor
Nonprofit Org.
U.S. Postage
PAID
Kansas City, Mo.
Permit #6113
29th Annual Conference
Employee Benefits Institute
Thursday, April 30, 2015
UMKC is an equal opportunity/affirmative action institution.
Karen S.
Daugherty
Lockton
Companies
Thomas Delaney
Epiq Systems
Phil McKnight
Stinson Leonard
Street LLP
UNIVERSITY OF MISSOURI-KANSAS CITY
Continuing Legal Education
5100 Rockhill Road
Kansas City, MO 64110-2499
Robert A.
Browning
Spencer Fane Britt
& Browne LLP
Becky Cogdill
Towers Watson
Thomas C. Graves
Haynes Benefits PC
Law Firm
Co-sponsored by:
The Employee Benefits Institute of Kansas City, Inc.
University of Missouri-Kansas City School of Law
EmployeeBenefitsInstitute.com
Julie Barnett
Kansas City Power
& Light
Paul Bowman
Great-West
Financial
Overland Park Convention Center
6000 College Blvd, Overland Park, Kansas 66211
Thursday, April 30, 2015, Overland Park Convention Center
2015 Institute Chairperson:
Michelle Kelly, Kansas City Southern Railway, Kansas City, MO
Thursday, April 30, 2015
29th Annual Conference: Employee Benefits Institute
29TH ANNUAL CONFERENCE
2015 STEERING COMMITTEE
EmployeeBenefitsInstitute.com
Thursday, April 30,
2015
EmployeeBenefitsInstitute.com
Overland Park
Convention Center
Conference Bag Sponsor - BOK Financial
PROGRAM SCHEDULE
7:30 AM
10:05 AM
BREAK
Sponsored by
MHM RETIREMENT PLAN SOLUTIONS
Sponsored by
UTZ & LATTAN, LLC
10:20 AM
ANNOUNCEMENTS AND
PROGRAM OVERVIEW
8:05 AM
EMPLOYEE BENEFITS
LEGAL UPDATE
Tami Simon is an
employee benefits
attorney and the
Managing Director
of Buck’s Knowledge
Resource Center. Ms. Simon also serves
as a national resource on issues affecting
employers’ health and welfare benefits.
9:05 AM
BEHAVIORAL FINANCIAL WELLNESS
Peter Dunn (a.k.a., Pete
the Planner) is an expert
on Financial Wellness in
the workplace. Pete is
an author, commentator,
national broadcaster, and keynote
speaker. In 2012, Cision ranked Pete
as the nation’s fourth most influential
voice in personal finance.
11:20 AM
LUNCHEON (included in registration fee)
Sponsored by
LOCKTON COMPANIES, LLC
REGISTRATION AND CONTINENTAL
BREAKFAST
8:00 AM
research efforts, providing data
driven analyses to shape investment
strategies. Anna also participates
in due diligence and reporting
processes.
BREAKOUT SESSIONS
A. Specialty Drugs Trend:
Solutions and Strategies to Manage
Jason Dohm is a
director with Express
Scripts. Jason first
joined Express
Scripts in 1996 as a
clinical specialist. Over the years,
he has earned several promotions,
working as a senior manager, senior
clinical account executive, associate
director, and director. Due to his
extensive experience, Jason says he
has “a great instinct for managing
the pharmacy benefit and the unique
ability to see the big picture while
understanding the details.”
B. Retirement Plan Target Date Funds
Anna J. Rathbun
is the Director of
Research for CBIZ
Retirement Plan
Services. She holds
a Series 6 Securities license and is
a registered Investment Advisor
Representative. Anna leads the
investment team’s macroeconomic
12 PM
Luncheon Presentation:
ERISA ENFORCEMENT UPDATE FROM
THE U.S. DEPARTMENT OF LABOR
Timothy D. Hauser is the Deputy
Assistant Secretary for Program
Operations, Employee Benefits Security
Administration (EBSA) and as such is the
chief operating officer of the Agency. His
responsibilities include EBSA’s regulatory,
enforcement and reporting activities. Mr.
Hauser’s remarks will focus on EBSA’s
enforcement activities.
1 PM
BREAK
1:10 PM
BREAKOUT SESSIONS
C. Private Healthcare Exchanges Panel:
One Employer’s Experience and
Market Trends
Julie Adamik, CEBS, CCP, CBP, Former
Director, Benefits Planning and Design at
Petco Animal Supplies, Inc.
Tresia Franklin
CEBS, CFA, CCP, H. R.
Director, Total Rewards
and Employee Relations,
Hallmark Cards Inc.,
Kansas City, Mo.
Melanie Langsett
Principal, Benefits
Administration, Deloitte
Consulting LLP, Atlanta, GA
Panel Moderator:
Jim Overman, Associate General Counsel,
Hallmark Cards, Inc., Kansas City, Missouri
D. Best Practice Fee Design
and Disclosure for Qualified
Retirement Plans
Paul Staples is Senior
Vice President and
Director of Defined
Contribution Services
at Summit Strategies
Group. He serves as the firm’s
defined contribution business
director. Paul is a strong advocate for
defining, measuring, and promoting
successful participant outcomes
through effective plan design. He
also serves as a member of the
firm’s Management Committee,
responsible for the day-to-day
operation of the firm.
2:10 PM
VENDOR SOCIAL
Sponsored by
POLSINELLI PC
2:40 PM
BREAKOUT SESSIONS
E. Total Health Management
Employer Panel
Haley Akin
Senior Health & Wellness
Specialist, Garmin
International,
Olathe, Kansas
Candice Gwin, MS,
Employee Wellness
Program Manager,
Children’s Mercy Hospital
and Clinics
Jana Goolsby,
Wellbeing Coordinator,
City of Olathe
Panel Moderators:
Melissa Haskins, CWPC, Senior Associate, Mercer,
Kansas City, Missouri
Matt Smith, Humana, Overland Park, Kansas
F. Retirement for Real: Lessons learned
from ten years of retirement Perspective –
some Statistics
Deb Rosenberg began working
with Stiles Financial Services
in 2012 with over thirty years
of experience in bank trust
company and benefit consulting
environments. She is excited to be using her
retirement plan expertise and to be focused
on investment strategy/oversight and other
fiduciary concerns. Deb is active in the Twin
Cities Chapter of ISCEBS including past
President and other Board positions. She is
currently co-chair of the Education Committee.
Katie Lewis retired from
full-time employment in the
fall of 2003. She continued work
as a consultant and educator
through 2007, and has enjoyed
full-time retirement since then. In her last
full-time position, she was part of Anchor
Bancorp, Inc., a Twin Cities-based multibank
holding company, as senior vice president and
director of trust and investment services for
Anchor Trust. Ms. Lewis served as a long term
instructor both for CEBS and for the IFEBP,
both in person and online.
Employee Benefits Institute 29th Annual Conference
Thursday, April 30, 2015, Overland Park Convention Center
Register online at EmployeeBenefitsInstitute.com or
complete the following form. For more information, call
UMKC CLE at 816-235-1648.
Registration fee:
$225
$270 $45 Includes digital material only
Includes hard copy printed material and digital material
I cannot attend the seminar. Please send me the
course materials.
Enclosed is $
for
registration(s) for enrollment in the
Employee Benefits Institute 29th Annual Conference
Registrant’s identification: (check all that apply)
Attorney
CPA
Financial Services Professional Personnel/HR/Compensation Director
Trust Office
Other
Name
Firm/Company
Address
City
State
3:40 PM
PhoneFax
HEALTHCARE STRATEGIES DISCUSSION WITH
VICE PRESIDENT CONAGRA FOODS, INC
Email
Nicole Theophilus, Executive Vice
President & Chief Human Resources
Officer, is a member of ConAgra
Foods’ Senior Leadership Team and
is responsible for the People strategy
for the enterprise. Prior to joining ConAgra Foods,
Nicole was a partner in the law firm of Husch
Blackwell Sanders LLP.
Corporate Executive
Insurance Professional
Plan Administrator
Pay by check:
Please make check payable to “University of Missouri” and mail
with completed form to: UMKC Law School CLE, 4825 Troost, Suite
211, Kansas City, Missouri 64110
Pay by credit card: (may be faxed to 816-235-6552)
VISA
Mastercard
Disccover
4:40 PM
ADJOURN AND NETWORKING HAPPY HOUR
Zip
Cardholder’s Name (as it appears on card)
Card Number
Expiration Date
AmEx