2011 24th ECFC Annual Flexible Benefit Administrators’ Symposium - Agenda
24th ECFC Annual Flexible Benefits Administrators’ Symposium
August 10-12, 2011
Mohegan Sun Resort in Uncasville, CT
Don’t forget
Foundation Golf Tournament
on August 9!
For downloadable PDF version, click here.
Pre-Conference Agenda
MONDAY August 8, 2011 (Pre-Conference Event)
3:00 p.m. |
ECFC Board Meeting – Nipmuc Room |
TUESDAY August 9, 2011 (Pre-Conference Event)
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 |
WEDNESDAY, August 10, 2011 (Pre-Conference Event)
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Decision Makers’ Meeting – Schaghticoke Room
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Legislative Priorities Committee Meeting – Schaghticoke Room 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. |
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Transit Committee Meeting – Schaghticoke Room
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. |
Agenda (Wednesday)
August 10, 2011 (Conference Begins)
11:00 a.m. |
Conference Registration Begins (Exhibit Hall Opens) – Lobby of Salon C Ballroom |
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 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 |
2:45 p.m. |
Refreshment Break in Salon C Ballroom Generously sponsored by TSYS Corporation |
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.
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.
3 CE Credits |
6:30 p.m. |
ECFC All Attendee Reception, Dinner & Entertainment in Exhibit Hall Peace and Love: Flashback or Future State? — Salon C Ballroom A great opportunity to network with others—let’s play a little. Building blocks provided! Remember when? Relive your “hippie” days with a trip down memory lane—rock to the oldies in a casual environment (jeans definitely OK). Music, memories and plenty of “peace and love” to go around. Dinner generously sponsored by Visa. Entertainment generously sponsored by AmeriFlex |
Agenda (Thursday)
August 11, 2011
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Fundamental 8 |
COBRA Certification |
The Long and Winding Road |
Lean on Me |
7:00 a.m. |
Continental Breakfast In Salon C Ballroom Generously sponsored by Aetna |
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8:00 a.m. |
Legal Requirements Cindy L. Davis, Esq, Anderson, Helgen, Davis & Nissen, LLC 1 CE Credit |
COBRA Whoville
Bart McCollum, J.D. 1 CE Credit |
State Laws and the TPA 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: 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 Andy Haynes, Esq., 1 CE Credit |
COBRA Nuts and Bolts
Connie Gilchrest, CFCI 1 CE Credit |
Show Me the Data Renee Lutzen, Visa Jody L. Dietel, CFCI, WageWorks, Inc. 1 CE Credit |
For Sale? William Short, Michael Wilson, WageWorks, Inc. 1 CE Credit |
10:00 a.m. |
Refreshment Break in Exhibit Hall Generously sponsored by FIS |
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Fundamental 8 |
COBRA Certification |
The Long and Winding Road |
Lean on Me |
10:15 a.m. |
Plan Discrimination Darcy Hitesman, Esq., CFCI, Hitesman and Wold, P.A. 1 CE Credit |
COBRA: Show Me the Money—
Carol Rito, CFCI 1 CE Credit |
Health Status Improvement: Moving the Needle Mark Stember Esq., CFCI, Kilpatrick Stockton Martha Sewell Esq., 2 CE Credits |
Account Based Plans: Is there Room in the Inn? (Exchanges) Kathy Bakich, Esq., Segal Ashley Gillihan,Esq., Alston & Bird 1 CE Credit |
11:15 a.m. |
Flexible Spending Accounts Darcy Hitesman, Esq.,CFCI, 1 CE Credit |
Don’t Overlook Consumer Driven Health Care (CDHC) with COBRA FSAs and HRAs
Teresa Cutler, CFCI, 1 CE Credit |
Getting It Right: Trust Issues Andy Haynes, Esq., Dan Brandenburg, Esq. 1 CE Credit |
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12:15 p.m. |
Luncheon in Salon C Ballroom Generously sponsored by First Data |
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Fundamental 8 |
COBRA Certification |
The Long and Winding Road |
Lean on Me |
1:30 p.m. |
Claims Management and Payment Cards Teresa Cutler, CFCI, 1 CE Credit |
Come Together … Right Now
Cindy L. Davis, Esq, Anderson, Helgen, Davis & Nissen, LLC 1 CE Credit |
Health Status Improvement: Moving the Needle Andy Haynes, Esq. 1 CE Credit |
Dodd, Frank and Durbin: A New Rock Group or Will It Rock Your World? Joan Christensen, First Data Dennis Triplett, UMB Bank Tom Torre, FIS 1 CE Credit |
2:30 p.m. |
HIPAA/COBRA Connie Gilchrest, CFCI, 1 CE Credit |
COBRA Is Only the Beginning
Roger Abramson, J.D., CFC, SPHR, AmeriFlex 1 CE Credit |
Come Together: MSP CMS Reporting Kathy Bakich, Esq., Segal 1 CE Credit |
Mobile Platforms and Mobile Applications Karen Frost, Hewitt Bob Burgarino, First Data Jody L. Dietel, WageWorks, Inc. Chris Byrd, Lighthouse1 1 CE Credit |
3:30 p.m. |
Refreshment Break in Exhibit Hall Generously sponsored by MasterCard |
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3:45 p.m. |
Transit & Parking Plans Dan Corbett, CFCI, Michelle Miele, 1 CE Credit |
Spenders and Savers: Building Medical Consumerism Todd Berkley, HSA Business Leader Dave Spalding, CEO 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. Jody L. Dietel, CFCI 1 CE Credit |
Voluntary Benefits Robert Ferrone, AFLAC 1 CE Credit |
4:45 p.m. |
Consumer Driven Healthcare (HRAs and HSAs) 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 |
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6:00 p.m. |
Free Evening Dine Around Restaurant Reservations Available— |
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Agenda (Friday)
August 12, 2011
7:30 a.m. |
Continental Breakfast in Exhibit Hall Generously sponsored by Wired Commute. |
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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: 2 CE Credits |
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9:45 a.m. |
Refreshment Break in Exhibit Hall Generously sponsored by WageWorks, Inc. |
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10:00 a.m. |
Putting It All Together: The Tower Is Built! Technical Advisory Committee (John Hickman, Esq., CFCI, Chairperson) 2 CE Credits |
FCS and CFC Study Session 2 CE Credits |
COBRA Study Session Connie Gilchrest, CFCI 2 CE Credits |
Noon |
Conference Concludes | ||
1:00 p.m. – 4:00 p.m. |
FCS, CFC and COBRA Certification Proctored Exams |
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