12:00 p.m.

ECFC Board Meeting

7:00 am – 12:00 pm

ECFC Board Meeting

12:00 p.m.

Second Annual Foundation for Future Leadership Golf Tournament
This year’s golf tournament will be held at the beautiful, picturesque and prestigious Torrey Pines Golf Course set alongside the Pacific Ocean. 
Separate registration required

9:00 a.m.

Decision Makers’ Meeting
Separate registration required
Current Agenda:

• Where is Washington DC on Healthcare reform…lobbying and legislative update
• ECFC Board committee updates
  • Results of member survey
• ECFC Ahead. Ready and moving forward as an organization.
• Your ECFC: Input and feedback from you!

1:00 p.m.

Welcome and Introduction

• Jody L. Dietel, CFCI, Chief Compliance Officer, WageWorks, Inc. and ECFC  Conference Chair

1:15 p.m.

State of ECFC
How far has  ECFC progressed in the last year, and what is on the horizon for the upcoming 12 months

• Dennis Triplett, Chairman, ECFC Board of Directors
  
• David Carver, CFCI, Executive Director, ECFC

1:30 p.m.

Key Note Address:  Sandra Maas, KUSI News Anchor

Sandra Maas is the co-host of Good Morning San Diego which airs weekdays from 5-9. An award-winning journalist, Sandra joined the KUSI news team in 2004. Sandra will discuss health reform and how difficult reporting on this monumental legislation has been.

2 CE Credits

3:00 p.m.

Lobbying Update

Mehlman, Vogel, Castagnetti explain the logistics and behind-the-scenes workings of Congress and what’s on the horizon now that healthcare reform has passed. Gain insight into what is now happening in Washington DC that may ultimately impact your products and businesses.

• Colette Desmarais, Mehlman, Vogel, Castagnetti

2 CE Credits

3:45 p.m.

On the Road Again Despite Major Highway Construction: A Critical Look at The Year in Review and the Road Ahead

A deep dive on how PPACA, HIPAA HITECH, and other developments affect FSAs, HRAs , HSAs, and their administrators and custodians.  When it all seems clear be sure to check your blindside.

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

2 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., CFCI, Anderson, Helgen, Davis & Nissen, LLC

1 CE Credit

Road work ahead: 8 years! Health reform: long term challenges
Is it time to exit the HC benefits world and the tax or devote more energy?

• John W. Bagley, FSA, MAAA, Principal, Hewitt Associates

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

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.

• Sandy Gleason, CFCI, MHM Resources LLC

1 CE Credit

To Wrap or Not to Wrap

• Aimee Nash, Wolters Kluwer Law & Business

  1 CE Credit

Detour: Voluntary benefits and alternate revenue streams

• Dan Johnson, Vice President of National Sales Trustmark Voluntary Benefits Solutions.

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.

• Mark Stember, Esq.,CFCI, Kilpatrick Stockton
  
• Robert M. Richter, J.D., LL.M.,CFCI, SunGard Relius

1 CE Credit

How FSAs and HRAs Work with HSAs: Designing a Plan for Employers

• Jan LeTourneau, CFCI, MHM Resources LLC
• Jody L. Dietel, CFCI, WageWorks, Inc. and SIGIS Association President

1 CE Credit

Slippery When Wet: MSP CMS Reporting

• 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.

• Ron Jerzak, CFCI, Paychex, Inc.

1 CE Credit

A look down the road at real reform: Wellness & Health Status Improvements

• Mark Stember Esq., CFCI, Kilpatrick Stockton
• Martha Sewell Esq., Kilpatrick Stockton

1 CE Credit

To Trust or Not to Trust
FSA and COBRA trust and funding requirements.  When do general assets become plan assets?

• Ashley Gillihan, Esq., Alston & Bird LLP
• Dan Brandenberg, Esq., Saul Ewing LLP

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

SIMPLE Cafeteria Plans Made Easy

• Susan Monkmeyer, Esq., Thomson Reuters

1 CE Credit

Nondiscrimination: Advanced Applications
What can you do to apply creative design and still pass the tests? This session shows you how.

• Mark Stember, Esq., CFCI, Kilpatrick Stockton
  
• Robert M. Richter, J.D., LL.M., CFCI, SunGard Relius

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

Construction Ahead: What’s the future for FSAs?

• Darcy Hitesman, Esq., Hitesman and Associates P.A.

  1 CE Credit

HIPAA HITECH
Covered entity obligations for Business Associates. What happened to the good old days?

• Kathryn Bakich, SEGAL

  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.

1 CE Credit

OTC – Caution Speed Bumps

• Jody L. Dietel, CFCI, WageWorks, Inc. & SIGIS Association President
• John Hickman, Esq., CFCI, Alston & Bird

  1 CE Credit

Red Flags Rule/Identity Theft

• Cheryl Risley Hughes, Esq., Groom Law Group

1 CE Credit

4:45 p.m.

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

• Sue Sieger, CFCI, Benefits Design Group, Inc.

1 CE Credit

Does the snake survive? COBRA in a health reform world…

• Kris Saunders, CFCI, SPHR WageWorks, Inc.

1 CE Credits

Fines Double in a  Construction Zone: GINA, Michelle’s Law, State Laws the Electronic Age

• Cheryl Risley Hughes, Esq., Groom Law Group

1 CE Credit

8:30 a.m.

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

• Donna M. Crisalli, Office of the Associate Chief counsel – Income Tax & Accounting, Internal Revenue Service
  Kevin Knopf, Benefits Tax Counsel, U.S. Department of the Treasury

2 CE Credits

10:45 a.m.

Putting it All Together and planning your route for the future

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

2 CE Credits

FCS and CFC Study Session
ECFC Educational Committee

• Jan LeTourneau, CFCI,
  ECFC Educational Committee Chairperson

2 CE Credits

Noon

Conference Concludes