New Trustees Institute — Level I: Core Concepts 2023 - San Diego | International Foundation of Employee Benefit Plans (IFEBP) | 19 June 2023 | Hilton San Diego Bayfront, 1 Park Blvd, San Diego, CA 92101, USA
Venue
Hilton San Diego Bayfront
Hilton San Diego Bayfront, 1 Park Blvd, San Diego, CA 92101, USA
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| Event Date | Mon Jun 19 EDT - Wed Jun 21 EDT (over 1 year ago) |
| Location |
Hilton San Diego Bayfront
1 Park Blvd, San Diego, CA 92101, USA |
| Region | Americas |
Details
Build on your knowledge of being a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts.
Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program.
Speakers
2023 Speakers
Lee M. Centrone
Senior Vice President, BeneSys
Kevin Culp, EA, FSA, MAAA
Consulting Actuary, Horizon Actuarial Services, LLC
David P. Dorsey, CPA
Partner, WithumSmith+Brown, PC
Mary Ann T. Dunleavy, ASA, EA, MAAA
Consulting Actuary Horizon Actuarial Services, LLC
Michael D. Joyce, Esq. CEBS
Senior Vice President and Senior Investment Consultant Segal Marco Advisors
Travis J. Ketterman, GBA
Partner, McGann, Ketterman & Roux
Stephanie Patrick, FSA, MAAA
Senior Consultancy Actuary Horizon Actuarial Services, LLC
Benjamin Patzik
Vice President, Head of Discretionary Investment Services Segal Marco Advisors
Sponsors & Partners
2023 Sponsors
• BeneCard
• Blue California
• Optum Rx
• United Healthcare