What’s Coming Up: ASPPA Webcasts and Events

By ASPPA Net Staff • August 25, 2015 • 0 Comments
ASPPA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.

Live Webcasts

Integrity 101: What Every Pension Professional Should Know
Tuesday, Sept. 1, 2015
2:00 p.m. - 3:40 p.m. ET
Speaker: Lauren M. Bloom, J.D., LL.M.
Earns 2 ASPPA, ERPA, JBEA Ethics CE Credits

In the press of daily business, it’s easy to make ethical mistakes that erode trust and damage reputations. This presentation provides a comprehensive review of the fundamentals of business ethics as reflected in the ASPPA Code of Conduct. This presentation is a must for any pension professional who's serious about acting with integrity in the business world.

ACOPA Webcast: Coping with the Realities of GASB 67 and 68
Wednesday, Sept. 9, 2015
2 p.m. - 3:40 p.m. ET
Speaker: William G. Karbon, MSPA, CPC, QPA 

The GASB 67 and 68 standards are now effective for governmental entities sponsoring defined benefit plans. This webcast will review the standards imposed by GASB 67/68 as well as address issues that have arisen in complying with the requirements of these statements.  The webcast will focus on the GASB 68 requirements with an emphasis on the determination of the discount rate and measurement date, projection of plan assets and audit requirements for agent multiple-employer plans.

The Revolving Door: Rehired Employees
Wednesday, Sept. 16, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Robert M. Richter, Esq., APM, Vice President, SunGard Relius

Employees come and go, but are they eligible to enter the plan upon their rehire date? Monitoring breaks in service and determining entry dates upon rehire can create administration issues. This webcast will focus on the legal requirements as well as optional plan design provisions that impact the handling of rehired employees. These include the eligibility rules, break-in-service rules, the one-year hold rule and forfeiture/buyback rights.

Complimentary Webcast: The Myth of Multitasking
Tuesday, Sept. 22, 2015
1 p.m. - 2 p.m. ET
Speakers: Dave Crenshaw, business coach and author of The Focused Business: How Entrepreneurs Can Triumph Over Chaos Now!; Nevin Adams, Chief of Communications, American Retirement Association 

As business owners and managers, you get pulled in a lot of different directions — often at the same time. But multitasking something as simple as a conversation can allow Chaos Inc. to take over more than just your business. The myth of multitasking doesn’t only apply to tasks, it applies to interactions with people too. Allowing distractions leads to ineffective communication and damaged trust — both costly mistakes for small business owners.

ACOPA Webcast: ASC 715 and OPEB Valuation
Tuesday, Oct. 6, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Brett Schwab, ASA, EA, FCA, MAAA, Director and Lead Actuary, Compensation and Benefits Consulting Practice, Grant Thornton LLP

In this webcast you will be given a summary of ASC 715 (formerly FAS 106) and information on OPEB valuation.

Using the Power of Coverage Testing for Creative Plan Design
Wednesday, Oct. 7, 2015
2 p.m. - 3:40 p.m. ET
Speaker: Kevin J. Donovan, CPA, MSPA, Managing Member, Pinnacle Plan Design, LLC

The coverage testing rules provide many creative opportunities to meet your clients’ objectives. This session will explore these opportunities through case studies.

Ethics 2015: Circular 230, Professionalism and Case Studies
Thursday, Dec. 3, 2015
2 p.m. - 3:40 p.m. ET
Speaker: William C. Grossman, ERPA, QPA, APA, GFS, MBA

The retirement practitioner's Ethics in 2015 requires an understanding of Circular 230, and the ability to deliver services to clients in a professional and ethical manner.  This webcast will convey an overview of Circular 230, followed by professionalism in the electronic workplace of 2015.  Interactive case studies will be presented based on calls and e-mails from clients and how the ASPPA Code of Conduct applies to these scenarios.


2015 ASPPA Annual Conference
Oct. 18-21 | Gaylord National Resort & Convention Center | National Harbor, Md.

To add the Annual Conference to your calendar, click here

Be sure to check on ASPPA Net for new information about upcoming webcasts and conferences!