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Benefits Bryan Cave Presentations

UPCOMING SPEAKING ENGAGEMENTS

“Watch Out for those 1099’s!  Distinguishing Employees from Independent Contractors”, Bar Association of Metropolitan St. Louis, May 17, 2016, by Marsha Clarke and Katharine Finley

“Revisiting Code Section 409A and its Impact on Severance Arrangements”, Strafford Publications, July 26, 2016, by Carrie Byrnes

Update – 2016 Legislative, Regulatory and Judicial Issues,” Worldwide Employee Benefits Network, St. Louis, Mo., September 21, 2016, by Lisa Van Fleet

PAST PRESENTATIONS

2016
“Current Developments in Retirement Plans”, MOKAN Financial Conference, Overland Park, KS, May 5, 2016, by Lisa Van Fleet

“Retirement Plan Industry Developments”, Plan Sponsor Council of America, St. Louis, April 21, 2016, by Lisa Van Fleet

TEGE 2016 National Annual Meeting, February 26 through 27, 2016, presentation moderated by Lisa Van Fleet

“Defined Contribution Plans:  Topics & Trends”, DeMarche Associates, Kansas City, January 27, 2016, by Lisa Van Fleet

2015
“The Role of the ESOP Trustee in 2015”, Rolling out the Red Carpet for ESOPs, New South Chapter of the ESOP Association, Atlanta, Georgia, October 22, 2015, by Steve Schaffer
Gulf States TEGE Council Fall Meeting, Georgia State University College of Law, September 25, 2015, chaired by Lisa Van Fleet
“Retirement and 401(k) Plan Developments”, Worldwide Employee Benefits Network (St. Louis Chapter), September 19, 2015, by Lisa Van Fleet
“Employee Severance Agreements and Section 409A Deferred Compensation: Withstanding Heightened IRS Scrutiny”, Webinar, July 23, 2015, with Carrie Byrnes as panelist
“Ethics for Non-Actuaries”, Wester Benefits Conference, San Francisco, California, July 20, 2015, by Sheldon Smith
“An Update on Recent Labor and Employment Law Developments Practical Pointers for Avoiding Potential Pitfalls Involving Wellness Programs”, Bryan Cave 2015 Annual Employment Law Seminar, Woodruff Arts Center, Atlanta, Georgia, June 25, 2015, by Lisa Van Fleet
Dealing with Cybersecurity Threats & Breaches – HIPAA Privacy & Other Security Laws“, ABA Joint Committee on Employee Benefits, May 28, 2015, by Lisa Van Fleet

“Ethics for Benefits Professionals”, Western Pension & Benefits Council, Denver, Colorado, May 12, 2015, by Sheldon Smith

“Fiduciary Obligations in the Context of a Data Breach”, ABA RPTE Fiduciary Division, April 2, 2015, by Lisa Van Fleet

Affordable Care Act Compliance and Developments, Bar Association of Metropolitan St. Louis, February 19, 2015, by Lisa Van Fleet and Carrie Herrick

Affordable Care Act Compliance and Developments, the Human Resource Management Association (HRMA), St. Louis, Missouri, February 18, 2015, by Lisa Van Fleet and Carrie Herrick

 “Is an ESOP Right for You?” at the Bryan Cave LLP office in Atlanta, GA, February 10, 2015, with Steven Schaffer & Louis Spelios as presenters.
2014

“Healthcare Reform Experts Panel”, The 22nd Annual National Nonprofit Conference, Orlando, Florida, October 31, 2014, with Carrie Byrnes as panelist

“SCOTUS (The Other Governing Branch): Key 2014 Decisions”, Gulf States TEGE Council Fall Meeting at Georgia State University College of Law, Atlanta, GA, October 10, 2014, by Lisa Van Fleet

“Dudenhoeffer – Its Impact on the Fiduciary Standard of Prudence”, sponsored by American Bar Association RPTE Employee Benefit Plans and Other Compensation Arrangements Group, September 26, 2014 (conference call), led by Lisa Van Fleet

“ERISA Update – What’s the Government Doing in 2014” and “Plan Governance – Limiting Risk for Plans Large and Small” at the Wolters Kluwer Law & Business Retirement and Benefits Compliance Solutions Customer Conference, Chicago, IL, August 4, 2014 by Sheldon Smith

Obamacare Webinar: Everything Employers Need to Know” Bryan Cave in partnership with Phaidon International, July 24, 2014 by Carrie Byrnes and Carrie Herrick

“Top 10 Retirement Plan Governance Questions Every Higher Ed institution Needs to Be Asking” Co-sponsored by Capital Strategies Investment Group LLC and Bryan Cave LLP, June 19, 2014, Chicago, IL by Carrie Byrnes and Sarah Sise

“Supreme Court Overturns DOMA (in part) – What’s Next for Employers”, part of Bryan Cave’s CLE Seminar for In-House Counsel, June 11, 2014, Kansas City, Missouri, by Carrie Byrnes and Lisa Van Fleet

“Benefits in a Post-DOMA World” at the Arizona In-House CLE Seminar sponsored by Bryan Cave LLP, Scottsdale, AZ,  June 3, 2014 by Lisa Van Fleet

“Post-DOMA Benefits World” Sponsored by Bryan Cave LLP, Denver, CO, May 14, 2014
by Sarah Sise, Carrie Byrnes and Carrie Bechtold

“Post-DOMA Benefits World” Sponsored by Bryan Cave LLP, Chicago, IL, May 8, 2014
by Sarah Sise, Carrie Byrnes and Carrie Bechtold

“Post-DOMA Benefits World” Sponsored by Bryan Cave LLP, St. Louis, MO, April 29, 2014
by Sarah Sise, Carrie Byrnes and Carrie Bechtold

“How Much is Too Much?  Notice and Notification Requirements under the ACA” at The John Marshall Law School 12th Annual Employee Benefits Symposium, Chicago, IL, April 4, 2014
by Brian Berglund and Carrie Byrnes

“ESOPs Presentation” Sponsored by the Florida West Coast Employee Benefits Counsel, Tampa, FL, March 20, 2014. by Steve Schaffer

“Trends in Executive Compensation & Benefits” Sponsored by the Employee Benefits Association of St. Louis, St. Louis, MO, March 20, 2014. by Jennifer Stokes

“Health Care and Employee Benefits Update” Sponsored by Bryan Cave LLP, Scottdale, AZ, March 6, 2014.
by Lisa Van Fleet and Carrie Herrick

“Ethics for the Retirement Plan Professional ” Sponsored by the San Diego Chapter of the Western Pension & Benefits Council, San Diego, January 21, 2014
by Sheldon Smith

“Fiduciary Update: Top ERISA Cases Impacting Employer-Sponsored Plans” Sponsored by the Fiduciary Responsibility, Administration and Litigation Committee of the Employee Benefit Plans and Other Compensation Arrangements Group of the ABA Section Real Property, Trust and Estate Law, Webinar/Teleconference, January 16, 2014
by Carrie Byrnes

2013

“ERISA Litigation Update – Protect Yourself”  and “Ethics Case Studies” Sponsored by the ASPPA Cincinnati Pension Conference, Cincinnati, OH, November 18, 2013
by Sheldon Smith

“Sex, Drugs and Government Shutdowns (aka DOMA and Health Care Reform):  What it all means for employers” Sponsored by Bryan Cave, Denver, November 14, 2013, St. Louis, December 6, 2013, and Atlanta, January 31, 2014
by Lisa Van Fleet

 Hot Topics in Estate Planning for Retirement Benefits” Sponsored by the ALI-CLE/ACTEC, webinar, November 6, 2013
by Kathy Sherby

 “The Impact of Health Care Reform on Retirement Plans” Sponsored by ASPPA Annual Conference, Gaylord National Resort & Convention Center, National Harbor, MD, October 30, 2013
by Sheldon Smith

 “Ethics for Supervisors and Business Owners” Sponsored by ASPPA Annual Conference, Gaylord National Resort & Convention Center, National Harbor, MD, October 28, 2013
by Sheldon Smith

 “The Affordable Care Act is a Tax Law” Sponsored by the National Association of State Bar Tax Sections, Washington, D.C., October 25, 2013
by Sheldon Smith

“Navigating the Aftermath of CIGNA v. Amara: The Ongoing Fallout From this Landmark Case and Its Progeny and the Impact on Remedies in ERISA Cases” Sponsored by the American Conference Institute’s 6th National Forum on ERISA Litigation, New York City, October 24, 2013
by Bard Brockman

 “The Affordable Care Act: Is Your Company Ready?” Sponsored by the Tulane Tax Institute, New Orleans, October 17, 2013

by Sheldon Smith

“Recent Developments in Employee Benefits” Sponsored by the Worldwide Employee Benefits Network, St. Louis, September 17, 2013
by Lisa Van Fleet

“Health Care Reform – What it Means to Large Employers” Sponsored by The Design Professionals CoalitionThe American Club, Kohler, WI, August 17, 2013
by Brian Berglund

“The Impact of Health Care Reform on Retirement Plans” Sponsored by the Western Pension & Benefits Conference, Hilton San Diego Bayfront, San Diego, July 23, 2013
by Sheldon Smith

“Professionalism and Ethics” Sponsored by the Western Pension & Benefits Conference, Hilton San Diego Bayfront, San Diego, July 22, 2013
by Sheldon Smith

“The Ethical View: (b) the (b)est!” Sponsored by the National Tax Sheltered Accounts Association (NTSAA), 403(b) Summit,  Hyatt Regency Chicago, Chicago, June 25, 2013
by Sheldon Smith

“Group Medical Captives – Theory and Practice” Sponsored by Strategic Risk Solutions, webinar, June 5, 2013
by Brian Berglund

“Clarifying Recent Guidance and Alleviating the Areas of Confusion under PPACA: The Affordable Healthcare Act” Sponsored by the American Conference Institute (ACI), 2nd National Advanced Compliance Forum on Employee Benefit Plans, New York City, May 30-31, 2013
by Lisa Van Fleet

Appropriate Equitable Relief Post-McCutchen” Sponsored by the American Law Institute Continuing Legal Education, Teleconference/Webinar, May 21, 2013
by W. Bard Brockman

“ESOPs: A Benefit You Can Bank On” Sponsored by the Community Bankers Association of Georgia, Bryan Cave LLP, and Porter Keadle Moore, LLC, Atlanta, May 21, 2013
by Steve Schaffer

“Update on Defined Benefit Plans” Sponsored by the Georgia Society of CPAs, Estate and Financial Planning Section’s Financial Planning Workshop,  GSCPA Training Center, Atlanta, May 9, 2013
by Steve Schaffer

“Government is Everywhere: Special Issues in Business Succession Planning” Sponsored by American Bar Association, 24th Annual Spring CLE Symposia, Washington D.C., May 2-3, 2013
by Lisa Van Fleet

“Impact of ACA on Employer Wellness Programs (working title)” Sponsored by the St. Louis Area Business Health Coalition, Worksite Wellness Symposium, St. Louis, April 9, 2013
by Lisa Van Fleet and Rebecca Holdredge

A Check-Up on Recent Health Care Reform Guidance” Sponsored by the Bar Association of Metropolitan St. Louis, St. Louis, February 27, 2013
by Carrie Herrick

“General Session 3: Ethics” Sponsored by the ASPPA – Los Angeles Benefits Conference, Sheraton Los Angeles Downtown Hotel, Los Angeles, January 31, 2013
by Sheldon Smith

“Current Issues Facing Public Companies” Sponsored by Bryan Cave LLP, Bryan Cave LLP, St. Louis, MO Office, January 7, 2013
by Christine Daly and Lisa Van Fleet

2012

“Fiduciary Responsibility Rules” Sponsored by the Illinois Institute for Continuing Legal Education’s Employee Benefits Law program, Gleacher Center, Chicago, IL, December 4, 2012
by Carrie Byrnes

“Health Care Reform – What It Means for You” Sponsored by the American Council of Engineering Companies – Missouri Fall Meeting, Truman Hotel, Jefferson City, MO, November 9, 2012
by Lisa Van Fleet and Serena Yee

Case Studies in Ethics for Retirement Plan Professionals” Sponsored by the ASPPA Benefits Council of the Delaware Valley, Philadelphia, PA, October 25, 2012
by Sheldon Smith

“Being Prepared for the Impact of Health Care Costs/Penalties on Qualified Plans” Sponsored by the ASPPA Annual Conference, National Harbor, MD, October 22, 2012
by Sheldon Smith

“Come on Down! Appointing an Institutional Trustee: What are the Best Practices?” Sponsored by the New South ESOP Conference, Orlando, FL, October 18, 2012
by Steve Schaffer

“Employee Benefits, Executive Compensation, Fringe Benefits, and Securities Law Update” Sponsored by the ABA Sections of Taxation and Real Property, Trust & Estate Law, Trust & Estate Division, Boston, September 14, 2012
by Lisa Van Fleet

“Now Let’s Look at the 408(b)(2) Disclosures” Sponsored by the Western Benefits Conference, Seattle, WA, July 16, 2012
by Sheldon Smith

“Understanding Ethics Through Case Studies” Sponsored by the ERPA Conference, Washington, DC, June 8, 2012
by Sheldon Smith

Issues and Challenges in Health and Welfare Plan Open Enrollment” Sponsored by the Bar Association of Metropolitan St. Louis, St. Louis, MO, May 23, 2012
by Sarah Sise

“Taxation of Qualified Plan Distributions and Required Minimum Distributions”
“Securities Law Issues in Employee Benefits”
“Nondiscrimination and Permitted Disparity”
“401(k) Plans”
Sponsored by the ALI-ABA Fundamentals of Employee Benefits Program May 16-18, 2012
by Brian Berglund

“Case Studies in Ethics” Sponsored by the Benefits Conference of the South, Atlanta, GA, May 18, 2012
by Sheldon Smith

“Day 2: Dealing with Participants After the Participant Disclosures Are Made – Avoiding Fiduciary Liability” Sponsored by the Western Pension & Benefits Conference – Denver Chapter, May 8, 2012
by Sheldon Smith

“Health Reform and the Employer: Planning for the Future” Sponsored by the Dallas Fort Worth Area Chapter of the Institute of Management Accountants, April 26, 2012
by Corey Slagle

“ERISA Litigation: An Update on Recent Cases and Activity” Sponsored by the Southern Employee Benefits Conference Annual Meeting, April 17, 2012
by Bard Brockman

“Case Studies in Ethics for Retirement Plan Professionals” Sponsored by the ASPPA Benefits Council of Central Florida, Orlando, FL, April 16, 2012
by Sheldon Smith

“Mature ESOP Issues” at the Tri-Chapter Regional Conference and Golf Tournament Sponsored by The Carolinas, Mid-Atlantic and New South Chapters of The ESOP Association, March 26, 2012
by Steve Schaffer

“Best Plan Governance in a Disclosure and Transparency World” Sponsored by the San Diego NIPA Chapter, March 20, 2012
by Sheldon Smith

Protecting Fiduciaries From Madness and Other Liability – In March and All Through the Year” Sponsored by the Employee Benefits Association of St. Louis, March 15, 2012
by Brian Berglund and Sarah Sise

“ERISA Fiduciary Update”  Sponsored by the Chicago Bar Association Employee Benefits Committee, March 13, 2012
by Carrie E. Byrnes

“Wellness Programs,” Sponsored by the Louisville Employee Benefits Association, March 13, 2012
by Brian Berglund

“Health Care Reform Update – SBCs and Other Important Developments” Sponsored by the Bar Association of Metropolitan St. Louis, February 29, 2012
by Lisa Van Fleet and Carrie Herrick

“Health Reform’s Impact on Employee Benefits” Sponsored by the Bryan Cave LLP In-House Counsel CLE Institute, February 24, 2012
by Christine Daly and Chris Rylands

“The Unexpected Impact of Recent and Upcoming ACA Changes” Sponsored by the St. Louis Area Business HealthCare Coalition, February 14, 2012
by Lisa Van Fleet

Ethics, Conflicts and Privilege Issues in Executive Compensation” a CompensationStandards.com Webcast, February 2, 2012
featuring Christine Daly

“Taxation Issues Associated with Captive Insurance: The Primary Issues Associated with Employee Benefits Reinsured through Captives,” Presented at the World Captive Forum, Miami, February 1, 2012
by Brian Berglund

“Legislative and Regulatory Update,” at a program sponsored by the Gateway St. Louis ASPAA and Benefits Attorneys of Metropolitan St. Louis (ASPAA/BAMSL), January 11, 2012
by Lisa Van Fleet

2011

“Plan Fees: Participant Fee Disclosure” at the  Annual 401(k) Summit sponsored by Register Financial Associates, Inc., Atlanta, October 27, 2011
by Chris Rylands

“ERISA Litigation Update” Sponsored by the Bar Association of Metropolitan St. Louis, September 22, 2011
by Carrie E. Byrnes

“Educating ERISA Fiduciaries: What You Should Know They Need to Know,” Sponsored by the John Marshall Law School Center for Tax Law and Employee Benefits, September 21, 2011
by Carrie E. Byrnes

“Ethics: Protection of the Attorney-Client Privilege ” Sponsored by the American Society of Pension Professionals and Actuaries, St. Louis, September 7, 2011
by Brian Berglund

“Ethics in the Practice of Benefits Law,” Sponsored by the Bar Association of Metropolitan St. Louis, St. Louis, June 9, 2011
by Brian Berglund

“Nondiscrimination and Permitted Disparity,” Sponsored by ALI-ABA, Fundamentals of Employee Benefits Course, Philadelphia, April 6-8, 2011
by Brian Berglund

“Taxation of Distributions and Required Minimum Distributions,” Sponsored by ALI-ABA, Fundamentals of Employee Benefits Course, Philadelphia, April 6-8, 2011
by Brian Berglund

“Introduction to Health Care Reform: The Patient Protection and Affordable Care Act,” Sponsored by ALI-ABA, Fundamentals of Employee Benefits Course, Philadelphia, April 6-8, 2011
by Brian Berglund

“Section 401(K) Plans,” Sponsored by ALI-ABA, Fundamentals of Employee Benefits Course, Philadelphia, April 6-8, 2011
by Brian Berglund

“Attorneys Fees Under ERISA After Hardt v. Reliance Standard,” American Bar Association Employee Benefits Committee Feb. 2011 Midwinter Meeting
by Bard Brockman

2010

“ERISA Preemption: Countering Plaintiffs’ Attempts to Overcome the Procedural and Substantive Aspects of the Defense,” ACI Conference on ERISA Litigation, October 2010
by Bard Brockman

“Grandfathered Relief Under Health Care Reform,” Sponsored by the St. Louis Area Health Care Benefits Coalition, June 15, 2010
by Lisa Van Fleet

“Guidance on Avoiding and Fixing Scrivener’s Errors in Drafting Plans: Fiduciary Issues, Tax Compliance Problems & Benefit Claims,” Sponsored by the American Conference Institute (ACI), New York City, May 24-25, 2010
by Brian Berglund

“Health Care Reform,” Sponsored by the St. Louis Area Health Care Benefits Coalition, St. Louis, April 13, 2010
by Lisa Van Fleet

“Employee Benefits – Design & Compliance Issues for Nonprofits” Sponsored by the Nonprofit Management & Leadership Program at University of Missouri – St. Louis, February 24, 2010
by Sarah R. Sise

“The Genetic Information Nondiscrimination Act (“GINA”)” Sponsored by the St. Louis Area Business Health Coalition, February 9, 2010
by Brian Berglund