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Agenda/CE

 

Can’t Attend the Conference? Listen to Live Streaming Audio!
For the first time, we are live streaming the audio from the most popular sessions at the conference. Want to hear about Healthcare Reform, Fee Disclosure, Participant Communications or DOL Enforcement Efforts? Listen in to hear what is being said from the comfort of your own office for just $45/session! A package of all eight sessions is also available for $250. CLICK HERE to register now!
Please note that these are live sessions and you will receive the recordings for the sessions you register for. Recordings will not be available for sale after the conference. All times are listed in ET. 

AGENDA AT-A-GLANCE
(Subject to Change) 
Download the complete conference brochure for more information on session descriptions and speakers.

Monday, September 20
8:15 a.m. – 9:15 a.m. Registration and Continental Breakfast

9:15 a.m. – 9:30 a.m. Introduction and Welcome

9:30 a.m. – 10:45 a.m. General Session 1: EBSA Priorities (LIVE STREAMING)

11:00 a.m. – 12:15 p.m. General Session 2: Tri-Agency Healthcare Reform Overview (LIVE STREAMING)

12:15 p.m. – 1:30 p.m. Networking Lunch

1:30 p.m. – 2:45 p.m. Concurrent Workshops
Workshop 1: Healthcare: Tri-Agency Patient Protection and Affordable Care Act Regulations Part I
Workshop 2: Fee Disclosure (LIVE STREAMING)

3:00 p.m. – 4:15 p.m. Concurrent Workshops
Workshop 3: Healthcare: Tri-Agency Patient Protection and Affordable Care Act Regulations Part II
Workshop 4: Form 5500 Update (LIVE STREAMING)
Workshop 5: Governance Part 1: Governance Best Practices

4:30 p.m. – 5:45 p.m. Concurrent Workshops
Workshop 6: Healthcare: Non-PPACA Topics, including GINA, MHPAEA and CHIPRA
Workshop 7: Participant Communications (LIVE STREAMING)

5:45 p.m. – 6:30 p.m. Networking Reception


Tuesday, September 21
8:00 a.m. – 9:30 a.m. Continental Breakfast

9:30 a.m. – 10:45 a.m. General Session 3: Washington Legislative Update (LIVE STREAMING)

11:00 a.m. – 12:15 p.m. Concurrent Workshops
Workshop 8: DOL Enforcement Efforts (LIVE STREAMING)
Workshop 9: Governance Part 2: Investment Process

12:15 p.m. – 1:30 p.m. Luncheon with Keynote Speaker

1:30 p.m. – 2:45 p.m. General Session 4: ERISA Litigation Update (LIVE STREAMING)

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CONTINUING EDUCATION INFORMATION

ASPPA Members
This conference offers 12 hours of ASPPA CPE credits.

Attorneys
States Requested: California, New York, North Carolina, Pennsylvania, Virginia
If you would like ASPPA to apply for pre-approval of a particular state, you must contact the Conferences Department to request that an application be filed. Please email conferences@asppa.org and reference the DOL Speaks Conference when requesting approval.  
To receive a CLE credit certificate (or for credit to be submitted directly to the state for any of the states above), you must sign a roster for that particular state at the Conference Registration Desk. CLE certificates are not automatically sent to all attendees if you have not signed the roster.

Accountants
This conference is a "group-live" event and will grant 12 CPE credits (6 – Taxes, 6 – Administrative Practice).
To receive a CPE certificate, you must sign the NASBA roster at the Conference Registration Desk. CPE certificates are not automatically sent to all attendees if you have not signed the roster.  
ASPPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaint and refund, please contact ASPPA 703.516.9300. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

Enrolled Retirement Plan Agent (ERPA)
This conference is designed to offer up to 10 CPE credits for ERPAs.
To receive a credit certificate, attendees must fill out the small Continuing Education Forms found in the attendee folder to ensure accurate reporting. CE forms must be turned in at the end of each session to track attendance and a letter will be sent after the conference confirming your attendance.

Enrolled Actuaries
The conference is designed to provide up to 10.5 JBEA credits for enrolled actuaries with Core/Non-core workshops offered. 
The final decision as to the number of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries (JBEA). To receive a JBEA credit certificate, attendees must fill out the small Continuing Education Forms found in the attendee booklet. CE forms for JBEA credit must be turned in at the end of each session to track attendance and a letter will be sent after the conference listing your attendance.

Insurance
States Requested: Maryland, Virginia
If you would like ASPPA to apply for pre-approval of a particular state, you must contact the Conferences Department to request that an application be filed. Please email conferences@asppa.org and reference the DOL Speaks Conference when requesting approval.
To receive a CE credit certificate (or for credit to be submitted directly to the state for any of the states above), you must sign a roster at the Conference Registration Desk. CE certificates are not automatically sent to all attendees.

Other Types of Continuing Education Approval
For other types of continuing education credit, including CLE, CFP, CPE or state insurance credit, please contact the conferences staff at conferences@asppa.org at least 45 days prior to the conference to submit your request for approval. We will apply for advance approval of the program if the application process and filing fees are not prohibitive.

Please check back periodically for updates. We will post pending and approved credit information as it becomes available.


     

 

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