American Alliance Conference

AMERICAN ALLIANCE CONFERENCE, LTD.
AND
EDUCATIONAL CONFERENCE OF EMPLOYEE BENEFIT PLANS, INC.
2009 ANNUAL CONFERENCE
THE FAIRMONT TURNBERRY ISLE RESORT & SPA

 

Schedule of Events

Friday, May 1 Arrival & Check In
Saturday, May 2
8:00 AM
Garden Foyer
Conference Registration
Magnolia Courtyard                    Breakfast
9:00 AM
Garden Room II 
Opening Remarks:  Dan Cook
Moderator Roy Barnes, Esq.
 
Topic: Legislative Landscape:  What’s Hot, What’s Not
Speaker: Allison Madan, Esq.
 
Topic: Developments in Criminal Law Relating To
Union & Benefit Fund Representatives
Speakers: Murray Richman, Esq.
Topic: The Role of Organized Labor in the Election of
President Barack Obama and a Democratic Congress
Speaker: Roy Barnes, Esq.
Topic: “Pension Flex”.  Anybody Else Ready For a
Straight Forward Investment Approach?
Speakers: Keith Wirtz
Mitch Stapley
Sunday, May 3
8:30 AM
Soffer Golf Course
 
American Alliance & Educational Conference Golf Tournament
Turnberry Isle Resort & Spa
7:00- 10:00 PM
Magnolia Courtyard
Dinner Reception
Monday, May 4
8:00 AM
Magnolia Courtyard
Breakfast
9:00 AM
Garden Room II
Moderator: Riccardo Iaccarino, Esq
Topic: Current Problems & Solutions For Fund Offices
Speakers: Steven Barnes
 Kenneth Cook
Topic: Medicare Part D- Retiree Drug Subsidy Update:
Federal Government Audits
Speaker: Lawrence Singer
Topic: Investment Fraud – Avoid Being a Victim!
Speaker: Suzanne Ahearn, CPA
Andrew Zwerman, CPA
 
Topic: Complying with Legislation Affecting Pension Plans
& Welfare Plans
Speaker: Riccardo Iaccarino, Esq.
Tuesday, May 5
8:00 AM

Magnolia Courtyard
Breakfast
9:00 AM
Garden Room II
Moderator: Kenneth Cook
Topic: The Importance of a Portfolio Monitoring Program
Speaker: Fred Fox, Esq..
Topic: Liability Matching for Pension Plans
Speakers: Kenneth Singer
Topic: How to Control the Spiraling Cost of Health Care
Speakers: Jack Lepetich
Topic: The Financial Market Post Mortem
What Happened & How Best to Position
Ourselves Going Forward
Speaker: Richard Maresca
The American Alliance & Educational Conference Joint Advisory Board meeting will be held on Tuesday, May 5 2008. Should you require assistance concerning the Conference please go to the Conference Registration Desk