2010 23rd ECFC Annual Flexible Benefit Administrators’ Symposium - Agenda

ECFC’s 2010 Annual Flexible Benefit Administrators’ Symposium
August 4-6, 2010
Hyatt La Jolla in San Diego, CA

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Pre-Conference Agenda

MONDAY August 2, 2010 (Pre-Conference Event)

12:00 p.m.

ECFC Board Meeting

TUESDAY August 3, 2010 (Pre-Conference Event)

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

WEDNESDAY, August 4, 2010 (Pre-Conference Event)


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!

Agenda (Day 1)

WEDNESDAY, August 4, 2010 (Conference Begins)

11:00 a.m.

Conference Registration Begins (Exhibit Hall Opens)
Conference Lunch in Exhibit Hall

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

2:45 p.m.

Refreshment Break in Exhibit Hall

3:00 p.m.

Lobbying Update

Cone 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

DangerA 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.

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

2 CE Credits

6:30 p.m.

ECFC All Attendee Reception in the Outdoor Palm Court
An evening of Tropical magic.  A great opportunity to meet your peers and network with others to find out how they are navigating their organizations through the new Health Care landscape!

7:30 p.m.

Dinner & Live Entertainment Music in the Glass Walled Pavilion

Agenda (Day 2)

THURSDAY, August 5, 2010

 

Fundamental 8 Health Reform Construction Zone Technical GPS

7:00 a.m.

Continental Breakfast In Reception Hall

8:00 a.m.

Legal Requirements
Student ParkingThis 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

Road Work Ahead1 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

Road Sign1 CE Credit

9:00 a.m.

Documentation and Filing Requirements
Student ParkingThis 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

    Road Sign1 CE Credit

Detour: Voluntary benefits and alternate revenue streams

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

Road Sign1 CE Credit

10:00 a.m.

Refreshment Break in Exhibit Hall

 

Fundamental 8

Health Reform Construction Zone

Technical GPS

10:15 a.m.

Plan Discrimination
Student ParkingThis 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

Road Sign1 CE Credit

Slippery When Wet: MSP CMS Reporting

  • Ashley Gillihan, Esq., Alston & Bird

Slippery When Wet1 CE Credit

11:15 a.m.

Flexible Spending Accounts
Student ParkingThis 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

Road Sign1 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

Road Sign1 CE Credit

12:15 p.m.

Luncheon in the Exhibit Hall

1:30 p.m.

Claims Management and Payment Cards
Student ParkingThis session provides a “teach to the test” approach for understanding eligible expenses and the use of debit cards for flexible spending accounts.Student Parking

  • Teresa Cutler, CFCI, Employee Benefits Corporation

1 CE Credit

SIMPLE Cafeteria Plans Made Easy

  • Susan Monkmeyer, Esq., Thomson Reuters

Pie1 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

Road Sign1 CE Credit

2:30 p.m.

HIPAA/COBRA
Student ParkingThis 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.

    Road Sign1 CE Credit

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

  • Kathryn Bakich, SEGAL

    Falling Rocks1 CE Credit

3:30 p.m.

Refreshment Break in Exhibit Hall

3:45 p.m.

Transit & Parking Plans
Student ParkingThis 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

Red Flags Rule/Identity Theft

  • Cheryl Risley Hughes, Esq., Groom Law Group

Road Sign1 CE Credit

4:45 p.m.

Consumer Driven Healthcare (HRAs and HSAs) Student ParkingThis 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

Road Sign

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

  • Kris Saunders, CFCI, SPHR WageWorks, Inc.

Road Sign1 CE Credits

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

  • Cheryl Risley Hughes, Esq., Groom Law Group

Road Sign1 CE Credit

6:00 p.m.

Free Evening
Dine Around Restaurant Reservations Available

Agenda (Day 3)

Friday, August 6, 2010

7:30 a.m.

Continental Breakfast in Exhibit Hall

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

Road Sign2 CE Credits

9:45 a.m.

Refreshment Break in Exhibit Hall

10:45 a.m.

Putting it All Together and planning your route for the future

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

Road Sign2 CE Credits

Road SignFCS and CFC Study Session
ECFC Educational Committee

  • Jan LeTourneau, CFCI,
    ECFC Educational Committee Chairperson

2 CE Credits

Noon

Conference Concludes

1:00 p.m. – 4:00 p.m.

FCS and CFC Proctored Exams
Separate registration required