EmployEE BEnEfits Workshop - Society of Louisiana CPAs

2013
Employee Benefits
Workshop
If you’re digging for solutions to your chronic employee benefit
issues and burning questions, look no further. LCPA’s first-ever
Employee Benefits Workshop is a treasure trove of knowledge
that might just make your clients/employers hug you. You’ll walk
away with practical advice and information that will save you time,
money, and stress. That’s as good as gold.
Register online at lcpa.org/ebw13
Society of Louisiana
Certified Public Accountants
Good
as gold.
2400 Veterans Memorial Blvd., Suite 500
Kenner, LA 70062-4739
October 18
LCPA Kenner Training Center
8 CPE Credits
EBW13
Gold Sponsor
Lunch Sponsor
2013
2013 Employee Benefits Workshop
EOctober
mployee Benefits Workshop
18 • LCPA Kenner Training Center • 8 CPE Credits • EBW13
Member/Non-member Fees
Early Bird: $269/369
Standard: $319/419
Registrations received after Oct. 7 will be
charged the standard registration fee.
Group Health Benefit Plans:
Practical Tips for Businesses
William M. Freedman, JD
Partner – Dinsmore & Shohl LLP
Cincinnati, OH
Fraud Risk Awareness in Employee
Benefit Plans
Tyler L. Geiman, CPA, CFE, CFF
Partner – Novak Francella, LLC
Washington, DC
Retirement Readiness
Chris W. Shankle, CPA, CGMA
VP & Retirement Services Specialist – Wealth
and Asset Management, Capital One Bank
Shreveport, LA
Benefit Issues in Mergers & Acquisitions
Renée W. O’Rourke, JD
Shareholder – Greenberg Traurig, LLP
Denver, CO
Are you an LCPA Member? q Yes q No
If you are not an LCPA Member, please answer the following questions.
q Are you a CPA? q Yes q No
If no, is a member of your firm/employer an LCPA member? q Yes q No
If yes, please list LCPA Member name:_______________________________
Are you a member of another state CPA society? q Yes q No
If yes, please list state society:______________________________________
Business Phone: (
) ______________________________________________
Email (required) ___________________________________ q New email?
Registration: 7:45 – 8:25 am
Continental breakfast and
lunch will be served.
q Visa y q MasterCard d q Discover Card t q American Express q
Credit Card # _________________________________________________________
Expiration Date: ______/______ CVS# ___________
Cardholder’s Name as Printed on Card: _________________________________
Address: _____________________________ City:__________ State:___ Zip:______
Complying With Your Fiduciary
Requirements for Fee Disclosures:
A Guide to Your Duties
Renée W. O’Rourke, JD
Shareholder – Greenberg Traurig, LLP
Denver, CO
Name:______________________________________________________________
Firm/Employer:_______________________________________________________
Address:____________________________________________________________
City:_______________________________ State:______ Zip:________________
q Please check if new address
ADA Notice: We request that if you have a disability, please let us know at least 10 days prior
to the event if alternate arrangements are required.
Payment is due at time of registration.
Mail registration form
and payment to:
Register online at
lcpa.org/ebw13
Hotel Information
Check lcpa.org/hotels for discounted rates
in Kenner and around the state. Rates range from
$109 to $124 per night.
Good as gold.
Register online
at lcpa.org/ebw13
or use our QR code from
your mobile device.
2400 Veterans Blvd., Suite 500
Kenner, LA 70062
504.464.1040 • 800.288.5272
Fax 504.469.7930
Register Online: www.lcpa.org