3:00 p.m.

ECFC Board Meeting – Nipmuc Room

7:00 a.m. – 10:30 a.m.

ECFC Board Meeting – Nipmuc Room

11:00 a.m. – 7:00 p.m.

Leave the Main Entrance of the Mohegan Sun via bus for The John J. Robbins Sr. Memorial Golf Tournament
This year’s golf tournament will be held at the beautiful, picturesque and prestigious Fox Hopyard Golf Club in East Haddam, Connecticut.
The event benefits the Foundation for Future Leadership, which is a 501c3 organization.
Separate registration required

9:00 a.m.

Decision Makers’ Meeting – Schaghticoke Room
Separate registration required
Agenda:

• Where is Washington DC on implementing Healthcare reform and the repeal of Use or Lose?… An essential lobbying and legislative update
• ECFC Board committee updates
• ECFC Ahead—Ready and moving forward as an organization.
• Meet Plexus: Our new management partner!
• Roundtable: Making a difference in your organization: share with your peers.
• Your ECFC: Input and feedback from you!

10:00 a.m.

Legislative Priorities Committee Meeting – Schaghticoke Room
Separate registration required
Agenda:

Join ECFC Lobbyists and Legislative Committee members for a special meeting discussing ECFC’s legislative priorities for the coming year. Repeal of “Use or Lose,” Permanent Transit Parity, HRA exclusion from PPACA, and the Cadillac Tax—these AND our primary objective to preserve and expand tax-advantaged employee benefit plans will be discussed.

11:00 a.m.

Transit Committee Meeting – Schaghticoke Room
Separate registration required
Agenda:

Join others on the Transit Working Group for a special meeting discussing ECFC’s priorities for the permanent extension of the transit limits and other legislation that have been introduced. In addition, discussion of ECFC educational efforts on transit benefits and how they work will be discussed.

1:00 p.m.

Welcome and Introduction – Salon B Ballroom

Jody L. Dietel, CFCI, Chief Compliance Officer, WageWorks, Inc., SIGIS Association President and ECFC Conference Chair

1:05 p.m.

State of ECFC
How far has ECFC progressed in the last year? What is on the horizon for the upcoming 12 months?

Dennis Triplett, Chairman, ECFC Board of Directors

1:15 p.m.

Keynote Address: Chad Varga, Founder and President, InspireNow

Chad Varga, former Dallas Mavericks NBA star, began to feel that there was a different purpose for his life and that he had more to offer than just shooting a jump shot or dunking a basketball. Chad made the ultimate decision to give up what he had worked for his whole life in order to make a difference in other people’s lives. Chad founded InspireNow, a non-profit organization established to develop within students the building blocks for their full potential—character development, a commitment to excellence and personal responsibility.

2 CE Credits

3:00 p.m.

Alpha and Omega or It’s all Greek to Me… Lobbying Update

The “little general” and her officers update us on the behind-the-scenes workings of Congress and what’s in play with the Affordable Care Act and other important industry initiatives.

• Colette Desmarais, Principal, Mehlman, Vogel, Castagnetti
• Cindy Brown, Principal, Mehlman, Vogel, Castagnetti
• Brian Wild, Principal, Mehlman, Vogel, Castagnetti

1 CE Credit

3:45 p.m.

ABC, It’s As Easy As 1, 2, 3, Do, Re, Mi

A deep dive on the acronyms passed in the last year and how their regulations affect FSAs, HRAs, HSAs, and their administrators and custodians. Understanding the alphabet and phonics is the first step to comprehension.

• John Hickman, Esq., CFCI, Alston & Bird LLP
• Ashley Gillihan, Esq., Alston & Bird LLP

3 CE Credits

8:00 a.m.

Legal Requirements
This session provides a “teach to the test” approach for understanding the legal requirements for cafeteria plans.

Cindy L. Davis, Esq, Anderson, Helgen, Davis & Nissen, LLC

1 CE Credit

COBRA Whoville
Who must comply, who is exempt and who is eligible

Employee count

• Who do you and do not include in the count
• Foreign employees
• Qualified Beneficiary vs. Covered Individual
• U.S. Borders and U.S. Territories
• Churches and Federal Government

Bart McCollum, J.D.
AmeriFlex

1 CE Credit

State Laws and the TPA
TPA licensing, bonding, flex mandates…how do you keep up? Is it just in your state, or where you have clients? Or is it wherever there are participants?

Roger Abramson, J.D., SPHR, AmeriFlex

1 CE Credit

Compliance Roundtable: Nuts and Bolts in a Black and White World That Is Sometimes Gray

Moderator:
Jody L. Dietel, CFCI
WageWorks, Inc.

1 CE Credit

Note: This session is for attendees who have compliance responsibilities for their organization. It will be a facilitated roundtable to discuss best practices.

9:00 a.m.

Documentation and Filing Requirements
This session provides a "teach to the test" approach for understanding the documentation and filing requirements for cafeteria plans.

Andy Haynes, Esq.,
Haynes Benefits PC

1 CE Credit

COBRA Nuts and Bolts
COBRA Basics

• Events: Qualifying, Terminating, Secondary, Extensions, Time Frames
• Open enrollment, Coverages to Offer and Required Notices

Connie Gilchrest, CFCI
Infinisource, Inc.

1 CE Credit

Show Me the Data
Save Smart Spend Healthy Study
Visa FSA Consumer Study

Renee Lutzen, Visa

Jody L. Dietel, CFCI, WageWorks, Inc.

1 CE Credit

For Sale?
Are you at a tipping point? Wondering how the competitive landscape is affecting your business? Just how do you explore what your business is worth or build real value?

William Short,
AmeriFlex

Michael Wilson, WageWorks, Inc.

1 CE Credit

10:15 a.m.

Plan Discrimination
This session provides a “teach to the test” approach for understanding the nondiscrimination tests required for cafeteria plans and their components.

Darcy Hitesman, Esq., CFCI, Hitesman and Wold, P.A.

1 CE Credit

COBRA: Show Me the Money—
Premiums

• Fully insured, Self-insured tie in with FSA and HRAs
• 12 month determination period
• Premium increases and reductions and short falls
• HCTC/ARRA

Carol Rito, CFCI
Group Associates

1 CE Credit

Health Status Improvement: Moving the Needle
This is a foundational session (first of two parts) on Wellness initiatives and what you can do in light of ADA, GINA, IRS, COBRA and HIPAA Privacy concerns.

Mark Stember Esq., CFCI, Kilpatrick Stockton

Martha Sewell Esq.,
Kilpatrick Stockton

2 CE Credits

Account Based Plans: Is there Room in the Inn? (Exchanges)
This session will provide an in-depth introduction to Exchanges, what roles may be available to Third Party Administrators and valuable insights about just where to start.

Kathy Bakich, Esq., Segal

Ashley Gillihan,Esq., Alston & Bird

1 CE Credit

11:15 a.m.

Flexible Spending Accounts
This session provides a "teach to the test" approach for understanding the basics of Flexible Spending Accounts.

Darcy Hitesman, Esq.,CFCI,
Hitesman and Wold, P.A.

1 CE Credit

Don’t Overlook Consumer Driven Health Care (CDHC) with COBRA

FSAs and HRAs

• FSA: Time frame, if exempt or not exempt from HIPAA
• HRA: Offer regardless of balance at time of Qualifying Event
• Offer COBRA for all Qualifying Events
• Handling balances at the time of the qualifying event
• Deductible issues

Teresa Cutler, CFCI,
Employee Benefits Corporation

1 CE Credit

Getting It Right: Trust Issues
FSA and COBRA trust and funding requirements. When do general assets become plan assets?

Andy Haynes, Esq.,
Haynes Benefits PC

Dan Brandenburg, Esq.
Saul Ewing

1 CE Credit

1:30 p.m.

Claims Management and Payment Cards
This session provides a "teach to the test" approach for understanding eligible expenses and the use of debit cards for flexible spending accounts.

Teresa Cutler, CFCI,
Employee Benefits Corporation

1 CE Credit

Come Together … Right Now
Business Reorganization & Retiree issues

• Stock/Asset sale
• COBRA responsibilities
• People on COBRA
• Who must offer and who would need to be offered COBRA
• Alternative coverage and when it is subject to COBRA for Retirees

Cindy L. Davis, Esq, Anderson, Helgen, Davis & Nissen, LLC

1 CE Credit

Health Status Improvement: Moving the Needle
This second session (second of two parts) on Wellness will discuss actual achievable cost savings and how account-based plans (HRAs, FSAs and HSAs) enter the mix.

Andy Haynes, Esq.
Haynes Benefits

1 CE Credit

Dodd, Frank and Durbin: A New Rock Group or Will It Rock Your World?
The Durbin amendment has far-reaching implications for benefit payment cards. What are those implications? The good, the bad and the ugly…

Joan Christensen, First Data

Dennis Triplett, UMB Bank

Tom Torre, FIS

1 CE Credit

2:30 p.m.

HIPAA/COBRA
This session provides a "teach to the test" approach for understanding COBRA and HIPAA requirements applicable to Healthcare Spending Accounts and HRAs.

Connie Gilchrest, CFCI,
Infinisource, Inc.

1 CE Credit

COBRA Is Only the Beginning
COBRA and Other Laws

• Medicare and MSP rules
• Medicare as Qualifying Event, Secondary Event, Terminating Event and Extending Event
• FMLA/USERRA
• State Law and Worker’s Compensation

Roger Abramson, J.D., CFC, SPHR, AmeriFlex

1 CE Credit

Come Together: MSP CMS Reporting
This is a practical and hands on review of what you need to do to comply with these CMS rules.

Kathy Bakich, Esq., Segal

1 CE Credit

Mobile Platforms and Mobile Applications
Does Technology create a tipping point? Find out the latest initiatives and what surprising results have occurred.

Karen Frost, Hewitt

Bob Burgarino, First Data

Jody L. Dietel, WageWorks, Inc.

Chris Byrd, Lighthouse1

1 CE Credit

3:45 p.m.

Transit & Parking Plans
This session provides a "teach to the test" approach for understanding Transit and Parking Accounts, the 1% rule and transit passes.

Dan Corbett, CFCI,
WageWorks, Inc.

Michelle Miele,
Edenred

1 CE Credit

Spenders and Savers: Building Medical Consumerism
It’s all in the numbers. See what trends emerge when consumers are engaged in their health costs.

Todd Berkley, HSA Business Leader
Optum Health Financial

Dave Spalding, CEO
SelectAccount

1 CE Credit

Claims: New Tighter standards? What’s the impact of external review and other claims and appeals requirements—A practical session to get you building the right structure.

Cheryl Risley Hughes, Esq.
Groom Law Group

Jody L. Dietel, CFCI
WageWorks, Inc.

1 CE Credit

Voluntary Benefits
Misunderstood? Key Drivers? Just how do they fit into the bigger picture and what role can you play?

Robert Ferrone, AFLAC

1 CE Credit

4:45 p.m.

Consumer Driven Healthcare (HRAs and HSAs)
This session provides a "teach to the test" approach for understanding Consumer Driven Healthcare, HDHPs and the use of HSAs and HRAs.

Sue Sieger, CFCI, Benefits Design Group, Inc.

1 CE Credit

Addressing the Trust Deficit in an Age of Tweets and WikiLeaks – Salon B Ballroom

Keith T. Darcy is executive director of the Ethics and Compliance Officer Association (ECOA). The ECOA is the largest association exclusively for ethics and compliance executives with over 1,300 members across six continents. Mr. Darcy also serves as president of the ECOA Foundation.

The Great Recession has exposed moral hazards and a culture of greed that have been eroding confidence in our markets, institutions and leaders for years. As a result, we are experiencing a devastating crisis of trust. Transparency, fueled through technological advances in hand-held devices and numerous social media channels, raise new risks to personal and organizational reputations. How did we get here? What can we do about it?

Generously sponsored by MasterCard.

1 CE Credit

8:30 a.m.

Regulatory Update and a Deep Dive on Difficult FSA Expenses: The IRS Answers the Tough Questions on Code Section 21 and Code Section 213 Eligibility – Salon B Ballroom

Invited:
Donna M. Crisalli, Office of the Associate Chief Counsel – Income Tax & Accounting, Internal Revenue Service

2 CE Credits

10:00 a.m.

Putting It All Together: The Tower Is Built!
Oneida/Penobscot Rooms

Technical Advisory Committee (John Hickman, Esq., CFCI, Chairperson)

2 CE Credits

FCS and CFC Study Session
ECFC Educational Committee
Passamaquoddy/Brothertown Rooms

Jan LeTourneau, CFCI,
ECFC Educational Committee Chairperson
WageWorks, Inc.

2 CE Credits

COBRA Study Session
ECFC Educational Committee
Nehantic/Pequot Rooms

Teresa Cutler, CFCI
Employee Benefits Corporation

Connie Gilchrest, CFCI
Infinisource, Inc.

2 CE Credits

1:00 p.m. – 4:00 p.m.

FCS, CFC and COBRA Certification Proctored Exams
Complimentary, but separate registration required with symposium registration.