Agenda

Sunday - February 6, 2022

3:00 PM 6:30 PM

2:00 PM 5:30 PM

1:00 PM 4:30 PM

12:00 PM 3:30 PM

FRA Benefits Workshop- Fundamental Education for Investments, Pensions, and Health Plans

Breaks

1:00PM-1:15PM

&

2:15PM-2:30PM

 

Get a deep dive into the world of pensions, investments, and health plans for professionals that are seeking further guidance related to liabilities, assets, asset allocation, de-risking, the impact of COLAs/benefit enhancements, varying types of health plans, coordination of benefits, and obstacles related to plan design.

 

  • Analyze the basics of asset allocation and asset classes and how to improve your position in the market
  • Examine the difference in roles of money managers, consultants, and portfolio managers to comprehend how each role impacts your organizational objectives
  • Understand the importance of and differences between Defined Contribution, Defined Benefit, and annuity plans to accelerate in your field
  • Assess the PBGC and ERISA requirements and identify areas that you must adapt to remain compliant
  • Recognize the different types of health plans including HMO, PPO, POS and PSO to analyze the differences between them all

 

Moderator

John Shanklin, Senior Research Consultant,
NEPC, LLC

Panelists

Ronald Ryan, CEO,
Ryan ALM Inc.

 

Russell Kamp, Managing Director,
Ryan ALM Inc.

 

Aoifinn Devitt, CIO,
Moneta Group Family Office

8:00 PM 10:00 PM

7:00 PM 9:00 PM

6:00 PM 8:00 PM

5:00 PM 7:00 PM

Networking Reception

Join us for the welcome networking reception, grab a cocktail and small bite, and get back to that face-to-face networking we’ve all been missing. Enjoy comfortable networking with our color-coded system in place allowing attendees to self-select and display their comfort level for interacting with peers.

 

Don't miss Las Vegas Illusionist Wonder Jason B.

Monday - February 7, 2022

11:45 AM 12:30 PM

10:45 AM 11:30 AM

9:45 AM 10:30 AM

8:45 AM 9:30 AM

Registration and Networking Breakfast

12:30 PM 12:40 PM

11:30 AM 11:40 AM

10:30 AM 10:40 AM

9:30 AM 9:40 AM

Chairperson’s Opening Remarks

Chairperson to be announced

12:40 PM 1:25 PM

11:40 AM 12:25 PM

10:40 AM 11:25 AM

9:40 AM 10:25 AM

Part 1- American Rescue Plan Act- PBGC Update on the Importance of the ARPA Grant

  • Examine the ARPA legislation in depth to understand the reasons for the act being introduced and its potential benefits to your organization
  • Understand the guidelines set forth by the PBGC to obtain a slice of the $96 Billion grant
  • Prepare to calculate your assets vs. liabilities to submit to the PBGC to successfully achieve part of the grant
  • Discuss additional changes after each PBGC release of guidance and updates

 

Reserved for PBGC Speaker

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

10:25 AM 11:10 AM

Part 2- American Rescue Plan Act- Plan Asset Allocation Following Receipt of your Grant to Achieve Successful Outcomes

  • Evalute the requirement for a calculation of liability cash flows
  • Analyze the best use of grant funds in harmony with ARPA objective
  • Discuss opportunities to reduce funding costs to improve your current funded status
  • Assess the need to calculate revised ROA for current legacy assets to fully fund residual liabilities

 

Ronald Ryan, CEO,
Ryan ALM Inc.

 

Russell Kamp, Managing Director,
Ryan ALM Inc.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

2:10 PM 2:25 PM

1:10 PM 1:25 PM

12:10 PM 12:25 PM

11:10 AM 11:25 AM

Networking Break

2:25 PM 3:10 PM

1:25 PM 2:10 PM

12:25 PM 1:10 PM

11:25 AM 12:10 PM

Cyber Safe: Prepare to Meet the DOL Guidelines for Cybersecurity

  • Understand the new guidelines from the Department of Labor to ensure compliance related to cybersecurity measures
  • Prepare to certify that your organization has sufficient protection to safeguard valuable assets and member information
  • Eliminate both internal and external risk through constant review and audits of your organization’s cybersecurity

 

David McFarlane, Partner, Head of ERISA Practice,
Crowell & Moring LLP

 

Samuel Krause, Senior Counsel,
Crowell & Moring LLP

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

Concurrent Spotlights 3:10 PM - 3:20 PM 2:10 PM - 2:20 PM 1:10 PM - 1:20 PM 12:10 PM - 12:20 PM

3:10 PM 3:20 PM

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

Tools and Solutions Spotlight

Tools and Solutions Spotlight

Hear from industry experts on how their solutions can improve efficiencies in your organization.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

3:10 PM 3:20 PM

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

Tools and Solutions Spotlight

Tools and Solutions Spotlight

Hear from industry experts on how their solutions can improve efficiencies in your organization.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

3:10 PM 3:20 PM

2:10 PM 2:20 PM

1:10 PM 1:20 PM

12:10 PM 12:20 PM

Tools and Solutions Spotlight

Tools and Solutions Spotlight

Hear from industry experts on how their solutions can improve efficiencies in your organization.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

3:40 PM 4:25 PM

2:40 PM 3:25 PM

1:40 PM 2:25 PM

12:40 PM 1:25 PM

Networking Lunch

Concurrent Tracks 4:25 PM - 5:10 PM 3:25 PM - 4:10 PM 2:25 PM - 3:10 PM 1:25 PM - 2:10 PM

4:25 PM 5:10 PM

3:25 PM 4:10 PM

2:25 PM 3:10 PM

1:25 PM 2:10 PM

PBGC General Update for Multiemployer Plans- (Non ARPA)

Innovative Techniques to Enhance Pensions and Investing

Session to be Announced

4:25 PM 5:10 PM

3:25 PM 4:10 PM

2:25 PM 3:10 PM

1:25 PM 2:10 PM

Appropriations Bill: Prepare for the No Surprise Act to Ensure Transparency for Compliance

Compliant and Effective Approach to Health Care
  • Analyze if your organization has met all of the requirements necessary to remain compliant under the Appropriations Bill effective January 1st, 2022
  • Understand the reasons for the act to be introduced, including protecting your membership
  • Examine the consequences of failing to meet the guidelines for the No Surprise Act, and assess which how you can guarantee a watertight approach

 

Patrick Pine, Administrator,

R.F. Kennedy Medical Plan, Juan De La Cruz Pension Plan

 

Charles Hamilton, Consultant,

Local 338 RWDSU/UFCW

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

Concurrent Tracks 5:10 PM - 5:55 PM 4:10 PM - 4:55 PM 3:10 PM - 3:55 PM 2:10 PM - 2:55 PM

5:10 PM 5:55 PM

4:10 PM 4:55 PM

3:10 PM 3:55 PM

2:10 PM 2:55 PM

Best Practices to Meet the Missing Participants Guidelines

Innovative Techniques to Enhance Pensions and Investing
  • Assess the guidelines and time frames related to a missing participant to identify which members within your plan are currently classed as missing participants and identify members that will be in the near future.
  • Understand the process that must be completed when searching for the missing participant to ensure you remain compliant
  • Calculate which documentation is needed to confirm that you are following the guidelines and mitigate risk to your organization

 

David McFarlane, Partner, Head of ERISA Practice,

Crowell & Moring LLP

 

Samuel Krause, Senior Counsel,
Crowell & Moring LLP

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

5:10 PM 5:55 PM

4:10 PM 4:55 PM

3:10 PM 3:55 PM

2:10 PM 2:55 PM

Strategies to Ensure Benefit Utilization

Compliant and Effective Approach to Health Care
  • Examine which benefits are most utilized and underutilized by your membership to identify which benefits need further promotion
  • Strategize the best communication platforms to inform and educate your membership of benefit options that can improve overall health
  • Assess the overall cost reduction and health improvement if underutilized benefits were used to enhance the necessity to increase efforts for member outreach and education

 

Speaker to be announced

 

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

5:55 PM 6:05 PM

4:55 PM 5:05 PM

3:55 PM 4:05 PM

2:55 PM 3:05 PM

Networking Break

Concurrent Tracks 6:05 PM - 6:50 PM 5:05 PM - 5:50 PM 4:05 PM - 4:50 PM 3:05 PM - 3:50 PM

6:05 PM 6:50 PM

5:05 PM 5:50 PM

4:05 PM 4:50 PM

3:05 PM 3:50 PM

Understand the Value of ESG and Diversity & Inclusion Investments

Innovative Techniques to Enhance Pensions and Investing
  • Evaluate the growth in importance and benefits of ESG, D & I, and sustainable investments
  • Evaluate your current investments to identify if future ESG and D & I investments are warranted
  • Discuss which potential ESG and D & I investments are trending successfully and have long-term potential for growth

 

Aoifinn Devitt, CIO,
Moneta Group Family Office

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

6:05 PM 6:50 PM

5:05 PM 5:50 PM

4:05 PM 4:50 PM

3:05 PM 3:50 PM

Innovative Strategies to Reduce Health Care Costs

Compliant and Effective Approach to Health Care
  • Analyze new techniques when working with PBMs to reduce extremely expensive pharmacy costs
  • Assess current expenditures to identify cost containment measures that can be made to impact your bottom line
  • Explore which benefits are utilized the least with the possibility to replace them with cost efficient alternative options
  • Examine which patient assistance programs or alternative funding are available for membership with extreme health care costs

 

Michael J. Devine Ph.D., Director, Special Investigations Unit,

L.A. Care

 

Thomas Belding, President,
Professional Reinsurance Marketing Services, Inc.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

6:50 PM 7:35 PM

5:50 PM 6:35 PM

4:50 PM 5:35 PM

3:50 PM 4:35 PM

Analyze the Impact of the Infrastructure Bill and Potential Investments from Both Public and Private Sectors

  • Discuss how the Infrastructure Bill will impact trades, employment, investments, and health care including short and long-term benefits
  • Assess opportunities for rehabilitation of current structures v’s new structures that need to be built to serve communities
  • Examine the role of the labor unions related to changes implemented by the Infrastructure Bill
  • Explore the opportunity for both private and public investments to generate funding for infrastructure needs

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

7:35 PM 7:45 PM

6:35 PM 6:45 PM

5:35 PM 5:45 PM

4:35 PM 4:45 PM

Chairpersons Closing Remarks

Chairperson to be announced

4:45 PM 5:45 PM

3:45 PM 4:45 PM

2:45 PM 3:45 PM

1:45 PM 2:45 PM

Cocktail Networking Reception

Tuesday - February 8, 2022

12:00 PM 12:45 PM

11:00 AM 11:45 AM

10:00 AM 10:45 AM

9:00 AM 9:45 AM

Registration & Continental Breakfast

12:45 PM 12:55 PM

11:45 AM 11:55 AM

10:45 AM 10:55 AM

9:45 AM 9:55 AM

Chairperson Welcome and Day One Takeaways

Chairperson to be announced

12:55 PM 1:40 PM

11:55 AM 12:40 PM

10:55 AM 11:40 AM

9:55 AM 10:40 AM

Audit Success: Best Practices Preparing for and Completing a DOL Audit

  • Analyze the reasons for your organization being selected for a DOL audit and how best to prepare for your team in advance of an audit to achieve success
  • Examine the Fair Labor Standard Act (FLSA) requirements to identify any areas that need to be remedied to ensure compliance
  • Implement a monthly audit of record keeping to identify errors in advance of a complaint being made to the DOL in a proactive attempt to avoid a DOL audit

 

William Callinan, Member,
Johnson & Krol, LLC

  

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

1:40 PM 2:25 PM

12:40 PM 1:25 PM

11:40 AM 12:25 PM

10:40 AM 11:25 AM

Maximize your Apprenticeship Programs to Achieve Success!

  • Review the DOL guidelines to ensure that your apprenticeship program is meeting the guidelines to remain compliant
  • Examine the impact of the pandemic on your apprenticeship program and how you can revitalize to ensure growth and quality in the future
  • Analyze your current apprenticeship training programs to identify areas of weakness that can be approved to ensure efficiency
  • Utilize positive apprenticeship experiences as part of your marketing campaign to attract new members to join your program

 

Jason Kotlyarov, Attorney,
The Wagner Law Group

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

2:25 PM 2:40 PM

1:25 PM 1:40 PM

12:25 PM 12:40 PM

11:25 AM 11:40 AM

Networking Break

Concurrent Spotlights 2:40 PM - 2:50 PM 1:40 PM - 1:50 PM 12:40 PM - 12:50 PM 11:40 AM - 11:50 AM

2:40 PM 2:50 PM

1:40 PM 1:50 PM

12:40 PM 12:50 PM

11:40 AM 11:50 AM

Tools and Solutions Spotlight

Tools and Solutions Spotlight

 

Hear from industry experts on how their solutions can improve efficiencies in your organization.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

2:40 PM 2:50 PM

1:40 PM 1:50 PM

12:40 PM 12:50 PM

11:40 AM 11:50 AM

Tools and Solutions Spotlight

Tools and Solutions Spotlight

 

Hear from industry experts on how their solutions can improve efficiencies in your organization.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

3:00 PM 3:05 PM

2:00 PM 2:05 PM

1:00 PM 1:05 PM

12:00 PM 12:05 PM

Transition to Tracks

Concurrent Tracks 3:05 PM - 3:50 PM 2:05 PM - 2:50 PM 1:05 PM - 1:50 PM 12:05 PM - 12:50 PM

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

12:05 PM 12:50 PM

Innovative Communication Strategies to Reach Valuable Membership

Innovative Techniques to Enhance Pensions and Investing
  • Evaluate the regulations related to communication with membership to ensure compliance
  • Analyze unique strategies to ensure you capture the attention of your membership with important information related to benefits
  • Examine trends in communication during the pandemic to capitalize on success and continue to catch the attention of your membership

 

Ellen Anreder, President & CEO,

Bleiweiss Communications, Inc.

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

3:05 PM 3:50 PM

2:05 PM 2:50 PM

1:05 PM 1:50 PM

12:05 PM 12:50 PM

Hybrid Approach: Virtual and In Person Health Care: Education, Navigation and Expansion

Compliant and Effective Approach to Health Care
  • Assess your current approach to virtual care, how it can be improved, and overall success of completing virtual meetings with your membership
  • Create and implement training programs to help maximize the experience of a virtual health care visit to ensure quality
  • Analyze the future of hybrid care with in-person and virtual care options, including expansion to remote patient monitoring and chronic care taking place virtually

 

Laura Smith, Benefit Coordinator,

I.A.T.S.E. Local 99 Health Trust

 

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

3:50 PM 4:35 PM

2:50 PM 3:35 PM

1:50 PM 2:35 PM

12:50 PM 1:35 PM

Networking Lunch

Concurrent Tracks 4:35 PM - 5:20 PM 3:35 PM - 4:20 PM 2:35 PM - 3:20 PM 1:35 PM - 2:20 PM

4:35 PM 5:20 PM

3:35 PM 4:20 PM

2:35 PM 3:20 PM

1:35 PM 2:20 PM

Discuss the Impact of Inflation on Future Investment Strategies

Innovative Techniques to Enhance Pensions and Investing
  • Assess the changes in inflation over the past year and how it is trending for the next 12-24 months
  • Discuss how the change in inflation will impact investment opportunities
  • Analyze which asset classes offer the most profitable and safest prospects for growth

 

Aoifinn Devitt, CIO,
Moneta Group Family Office

 

Jim Maloney, Director,
IPPFA

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

4:35 PM 5:20 PM

3:35 PM 4:20 PM

2:35 PM 3:20 PM

1:35 PM 2:20 PM

Workplace Wellness, Mental & Behavioral Health, and Onsite Clinics

Compliant and Effective Approach to Health Care
  • Assess the value of introducing onsite clinics to reach large groups of membership all in one place to achieve health care goals
  • Examine the impact of assisting with behavioral and mental health issues within the workforce on productivity
  • Increase the efficiency and workplace mindset by incorporating workplace wellness initiatives to promote a healthy workforce

 

Laura Josh, Area President,
Gallagher Benefits Services on behalf of California Schools VEBA

5:20 PM 6:05 PM

4:20 PM 5:05 PM

3:20 PM 4:05 PM

2:20 PM 3:05 PM

Analyze Recent and Current Trends on Benefits, Investing, and Health Care in a Post Pandemic Environment

  • Examine the overall impact of benefits, changes to investments, and transformation of health care during the pandemic, and how overall benefits will change in a post pandemic world
  • Assess the influence of the Biden administration on investments, pensions, and healthcare
  • Discuss current trends, changes in the landscape, and new opportunities that have the potential to impact the industry
  • Explore the impact of vaccination requirements on the industry as a whole including paid sick leave for workers, and compensation for those in quarantine

Moderator

 

John Shanklin, Senior Research Consultant,
NEPC, LLC

 

Panelists

 

William Buividas, Chairman,
City of Phoenix Healthcare Benefits Trust Fund (Invited)

 

Jim Maloney, Director,
IPPFA

 

If you’re interested in speaking, please contact Tim Hart at thart@fraconferences.com

6:05 PM 6:15 PM

5:05 PM 5:15 PM

4:05 PM 4:15 PM

3:05 PM 3:15 PM

Chairperson Closing Remarks

Chairperson to be announced