(All events are by invitation-only—except TweetChats and Webinars.)
Employee retirement planning, featuring Nicole Denson of CPF Texas
Health and Welfare Plans – What’s Ahead for Plan Sponsors in 2016 and Beyond?
Featuring Misty Leon, Wilkins Finston Friedman Law Group LLP
Please join us for lunch and networking with your peers while we learn about the latest trends in health and welfare plans, including:
- ACA compliance update
- Lessons from the employer reporting process
- Cadillac tax
- What to expect from future guidance
- Preparation for future ACA audits and penalty letters
- Wellness programs
- Discrepancies between agency rules
- Contributory wellness programs
- Increased HIPAA enforcement through HHS audits
DATE: Tuesday, April 12, 11:30am–1:00pm CDT
LOCATION: 8080 N. Central Expressway, Suite 1200, Dallas, Texas 75206 [map] – please park beyond the gate in Visitors’ Parking (we will provide a token)
RSVP (if you haven’t already): or (214) 292-4130
As a reminder, this event is eligible for 1.5 hours of HRCI general recertification credit.
This event is by invitation only and there is no cost to our invited guests.
Misty A. Leon has practiced exclusively in the area of employee benefits and executive compensation since 2002. She has deep experience providing legal counsel to both public and private employers, as well as third party service providers, regarding various employee benefits and compensation matters.
Ms. Leon’s experience includes designing and assisting with compliance issues faced by qualified retirement plans, nonqualified deferred compensation plans, and health and welfare arrangements, such as regulatory concerns under HIPAA, COBRA, and PPACA.
Ms. Leon has also advised a number of governmental and tax-exempt entities, including large multiple employer public plans, regarding the compliance obligations applicable to Section 401(a), 403(b), and 457 plans and other plans and trusts sponsored by such entities. She regularly speaks and writes on a variety of employee benefit plan issues, including ERISA fiduciary issues and welfare plan compliance matters.
Kirsten Jordan, Partner, PeopleResults
Change Leadership in a Changing World
Please join us for lunch and networking with your peers while we learn about effective strategies for change management.
This event is by invitation only and there is no cost to our invited guests.
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Kirsten Jordan is an experienced change management leader with more than 25 years of experience. She began her career at Accenture and now is a partner at PeopleResults. She enjoys leading complex change programs for business transformations, re-engineering initiatives, systems implementations and organization changes.
Kirsten enjoys the opportunity to share her knowledge and interest in developing dynamic, effective organizations with engaged and inspired employees.
Please join us for lunch and networking with your peers while we learn from human resources and management expert Stan Womack, Managing Director Deal Advisory with KPMG. Stan is the former CHRO of Ryan, and has a depth and breadth of experience in all HR functional areas in corporate, strategic consulting and Big 4 firm settings. More details TBA soon.
