Employee Benefits Conference

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Sep 20, 2019

Registration: 7:15 AM / Program: 8:00 AM - 4:35 PM


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


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.

Designed For

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.

Major Subjects

  • 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, Garvey Schubert Barer PC
    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, Garvey Schubert Barer PC
    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!

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email profdev@orcpa.org.