|Full time Accounting Educator:||-162.00|
The above fees may not be reflective of the total event price. See below.
Big changes are in store for Oregon employers based on results of the 2019 Oregon legislative session. If there were ever a time for employers to revisit their employment policies, this is it! Stay up to date on Oregon employment law changes at OSCPA's 2019 Employee Benefits Conference.
Can't attend in person? Attend via livestream webcast!
Conference developed by the OSCPA Employee Benefits Project Committee.
Professionals in public practice or industry looking for an update on employee benefit issues for their clients and businesses.
This program is designed to provide you with an overview of the latest developments in employee benefits and related issues.
- Health Plan Cost Containment Strategies
Zach Fritz, The Partners Group
This session will focus on a variety of strategies to manage the rising cost of health care for small- and medium-sized businesses. We will explore traditional plan design strategies that capitalize on how insurance companies price various health plan options. Additionally, we will explore alternatives outside the typical health insurance marketplace. We will also consider alternative funding arrangements and more aggressive strategies to lower costs. The pros and cons to both the employer and employee of each option will be presented.
- Empowering Better Health & Productivity in the Workplace
Alexa Galluzzo, The Partners Group
This session will focus on the benefits of workplace wellness programs in accounting firms and provide examples of effective programs. What is the key to keeping employees engaged, happy, and healthy year round? What programs yield the greatest success, and what information is needed to create and sustain a wellness program that people actually want to participate in? Is it wellness just for wellness' sake or do these programs actually make a difference in the lives of employees? What success can CPA firms expect if they implement a wellness program, and what are the benefits to their employees? Learn from a leading expert on best practices in workplace wellness, and receive tips on how to design an effective wellness program that empowers better health and productivity in the workplace. Gain tools and resources to assist you and your firm in creating a culture of wellness that stems from the top down, is embedded in your company's strategic vision, and the importance of which is communicated throughout your firm. We will also provide an update on the most recent wellness regulations and the impact on wellness programs.
- Atypical Benefits and their Pitfalls
Nancy M. Cooper, Attorney, Foster Garvey, P.C., Portland OR
Employers are constantly trying to attract and retain top talent. Offering a varied array of benefits is the new trend. But trying to stay creative and ahead of the curve has its own problems. This session will discuss some of the more creative benefits that have been offered and/or demanded. This session will also talk about the risks and potential traps that may result.
- 2019 Legislative Update: Recent Changes to Employment Laws
Amanda M. Walkup, Attorney, Hershner Hunter LLP Attorneys at Law
The 2019 Oregon legislature has adjourned, and employers face a broad range of new laws. During this session, Amanda Walkup, employment law attorney with law firm Hershner Hunter, will discuss the new mandated family and medical leave insurance program, accommodations related to pregnancy, non-competition agreements, and the Oregon Workplace Fairness Act, as well as best practices for compliance. Trending legal issues and hot topics will also be discussed.
- Federal Retirement Plan Rules & ERISA Update
Walter W. Miller, Attorney, Schwabe Williamson & Wyatt
Wally will review new legislation and other developments affecting retirement and welfare benefit plans. The topics to be discussed will include the "SECURE Act" recently passed by the U.S. House of Representatives, which represents the most significant act of legislation enacted in over a decade.
- Roth Conversions and IRA Distribution Planning Under the New Rules
Vincent P. Cacciottoli, Attorney, Foster Garvey P.C.
The old ways don't work anymore! Recent tax law changes have swept away 20 years' worth of accepted practices for IRS distribution tax planning, such as the "stretch IRS." Learn how the new rules have upended the old rules and how to navigate the new rules in order to achieve your clients' retirement and estate planning objectives, such as when, why, and how to use Roth IRA conversions.
- Which Flavor Should You Choose: How Tax-saving Objectives and Employee Demographics Can Determine Retirement Plans
Karen Dunn, EA, MSPA, QPA, Jeffry Lamb, EA MAAA, & Elizabeth A, Moore, FSA, EA, MAAA
Independent Actuaries Inc
We can all agree that ice cream is great, but just as no single ice cream flavor suits everyone, no single retirement plan design fits every situation. Retirement plan consultants from Independent Actuaries, Inc., will be serving up information about what to look for and what design might "taste" best. Is your client: Vanilla – sole proprietor who wants to put away as much as possible; Rocky Road – business owner with variable income looking for contribution flexibility; Neapolitan – partnership with different partners wanting to contribute at different levels; Cookies & Cream – business owner with employees who already has a profit sharing plan and is looking to contribute more; or Pistachio – aging business owner looking to sell to the next generation. Attend this session to find out which flavor works for you, your business, and your client!
Vincent P. Cacciottoli heads the firm-wide Tax and Employee Benefits Practice Group for Garvey Schubert Barer, a law firm with offices in Portland, Seattle, Washington D.C., New York City and Beijing. Mr. Cacciottoli has over 30 years' experience in these practice areas and is a recognized expert in his field. He is listed in Best Lawyers in America and was named Best Lawyer of the Year in 2015 for Employee Benefits/ERISA Law in Portland, Oregon. He is also a Fellow in the prestigious American College of Employee Benefits Counsel. Mr. Cacciottoli is a Past President of the Western Pension & Benefits Conference and also served for many years on that organization's Board of Directors. He received his B.A. from New York University and his J.D. from Fordham University School of Law. He writes and speaks frequently to business and professional groups on benefits and compensation planning and compliance issues.
Karen Dunn, EA, MSPA, QPA is an Enrolled Actuary and one of the owners of Independent Actuaries. Karen’s specialties and areas of interest include small to mid-sized defined benefit plan administration, plan design and plan termination. She loves working with her clients to create the best plan design for their individual circumstances.
Zach has 20 years of underwriting and consulting experience in the employee benefits field. As a Benefits Consultant for The Partners Group, Zach is responsible for the overall management of his client's benefit plans, including strategy, negotiations, benefits design and vendor management. Zach is committed to creating competitive employer health care plans that succeed long-term. In addition to representing several medium and larger employers in Portland, Zach also represents the OSCPA Health Trust.
Zach graduated from Oregon State University with a degree in Finance. He lives in SW Portland with his wife and two daughters and is actively involved in his community through a variety of organizatons.
Alexa Galluzzo has more than 15 years of experience in workplace wellness and health promotion. Alexa's role at The Partners Group is to work closely with employers to align benefit strategies and wellness initiatives. She is responsible for health promotion and wellness as well as planning, developing, marketing and implementation of employer wellness programs. She has a strong background in both employer and community health and wellness, communications and marketing, and account management. Prior to joining The Partners Group, Alexas served as the Director of Health Promotion and Wellness for PacificSource Health plans.
Alexa is an alumnus of Oregon State University where she majored in Political Science. She holds several wellness certifications obtained through Chapman Institute and the National Wellness Institute.