A special event exclusively for employer sponsors of employee benefit plans and their officers, directors, and human resources, employee benefits, finance, legal and other employees serving as fiduciaries or with other employee benefit plan management, oversight, financing or other responsibilities for the sponsoring employer.
THE BRIEFING MISSION
Four expert-led sessions. One battle plan to optimize your employee benefits strategy for the year ahead. Growing benefit costs and liabilities create growing challenges for the CEOs, CFOs, HR and benefits leaders, and plan fiduciaries who own plan design, vendor selection, budgeting and funding, and administration decisions.
Employee Benefit Plan Sponsor & Fiduciary Legal Jedi Training
Cynthia Marcotte Stamer, Esq. — Fellow, American College of Employee Benefits Counsel; Texas Board of Legal Specialization BLS Certified in Labor & Employment Law; Managing Shareholder, Cynthia Marcotte Stamer, P.C.
From Payroll to Payoff: What’s New in Employee Benefit Plan Audits
Karen Soefje — Audit Principal & Steering Committee for Employee Benefit Plan Audits, Baker Tilly US, LLP
Best Practices for Designing & Administering Your Company’s 401(k) Plan
Brian Brode, AIF, APMA, BFA — President, Brode & Associates
Innovative Healthcare Solutions for Controlling Costs & Liabilities
Carol Lockwood — Chief Production Officer, The Occunet Company
Windup & Wine Expert Exchange
Happy Hour Panel Featuring Open Q&A and Experience Sharing Among Program Faculty and Audience
WHO SHOULD ATTEND
- CEOs, CFOs & Board Members
- Plan Fiduciaries & Plan Administration Committee Members
- HR & Employee Benefits Directors
- In-House Counsel
- Other Leaders Involved in Plan Design, Vendor Selection, Budgeting or Administration
THANK YOU TO OUR PROGRAM SPONSORS
Baker Tilly | Brode & Associates | SolutionsLawyer.com | FlexibleBenefitSystems.com | Occunet.com
Complimentary Registration and Parking. Space Limited. HRCI Credit Requested.
Questions or need more information? E-mail here or contact Event Coordinator, Bill Patterson, at 214.263.5176.
Accessibility: The hosts are committed to providing accommodations necessary to make this program accessible to all attendees regardless of disability in accordance with applicable law. Disabled individuals wishing to request disability-related accommodations are asked to e-mail their request here. Please help us to accommodate any such requests in advance of the event by providing notice of the accommodation request with your registration, and if the need for accommodation is known by then, August 19, 2026, at 5:00 p.m. (one week before the program). Thank you for your cooperation in assisting us to complete the arrangements for any necessary accommodations.
This program is offered for general informational and educational purposes and does not constitute legal or tax advice and should not be relied upon as or a substitute for such advice. ©2026 Solutions Law Press. All rights reserved.
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