Employee Benefits Conference

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Sep 20, 2019

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


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.


Vincent Cacciottoli

Vince Cacciottoli, Attorney is a shareholder in Foster Garvey, P.C., a Northwest law firm with an East Coast and China presence that has offices in Seattle, Portland, Spokane, New York City, Washington D.C. and Beijing. Vince has over 30 years’ experience in employee benefits and executive compensation and is a recognized expert in his field.  He is listed in Best Lawyers in America and was named Best Lawyer of the Year for Employee Benefits/ERISA Law in Portland, Oregon for 2015 and 2019. He is also a Fellow in the prestigious American College of Employee Benefits Counsel.  Vince is a Past President of the Western Pension & Benefits Conference and is still active in that organization. Originally from New York City, 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 including, his favorite group, the OSCPA. When not practicing law, he’s an avid fisherman whose catch-and-release trophies run from trout to black marlin. 


Nancy Cooper

As a former business owner, Nancy Cooper brings experience and insight to the multitude of employment issues in industries including healthcare, life plan communities and manufacturing, and public and private sector companies.

She provides employers with counsel that includes labor negotiations, contract interpretation, employment contracts, noncompetition and confidentiality agreements, as well as guidance on dealing with personnel management issues.

Nancy offers counseling and training in all areas of employment law, including wage and hour questions, leave laws, ADA accommodations, discrimination, discipline, investigations and harassment complaints. She works closely with employers to establish good preventive practices, develop handbooks and minimize the potential for litigation. She is a frequent lecturer and author for many industry organizations and trade publications.

Nancy has been named by peers to The Best Lawyers in America© in the area of Labor Law - Management, Portland, OR, 2013-2017. She is also recognized in Martindale-Hubbell™ as a Top Rated Lawyer in Labor & Employment and is AV/5.0 Peer Review Rated.


Karen Dunn

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.


Zachary Fritz

Zachary Fritz 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 organizations.


Alexa Galluzzo

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, Alexa 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.


Jeffry Lamb

Jeffry Lamb, EA, MAAA is an is an Enrolled Actuary and has expertise with both DB and DC plans. Jeffry’s specialties and areas of interest include small to mid-sized “combo” plan administration, plan design and combined plan testing. He enjoys the challenge of providing understandable explanations of complicated plan designs.


Walter Miller

Wally Miller's practice focuses on employee benefits matters, including qualified Section 40l(k), 403(b) and 457 retirement plans; non-qualified deferred compensation plans; welfare benefit plans, including Section 125 cafeteria plans, self-insured medical plans, Health Reimbursement Arrangements (HRAs); and VEBAs); Flexible Spending Arrangements (FSAs). Health Savings Accounts (HSAs); ERISA compliance; HIPAA privacy; and plan-related issues in connection with acquisitions, dispositions and mergers. Wally received his JD from DePaul University in 1982. He has an MS in Taxation from DePaul University, and a B.BA in Accounting from Loyola University of Chicago. Mr. Miller is listed both in The Best Lawyers in America and Super Lawyers as being among the top attorneys in the field of employee benefits. He has also been elected as a Fellow of the American College of Employee Benefits Counsel. Mr. Miller is a nationally recognized author and speaker, and has served as a member of the Editorial Advisory Board of the Journal of Taxation of Employee Benefits. Mr. Miller ls an active member of the Western Pension & Benefits Council (formerly the President of the National Board) and other professional organizations.


Elizabeth Moore

Elizabeth A. Moore, FSA, EA, MAAA is an Enrolled Actuary and one of the owners of Independent Actuaries. Libby’s specialties and areas of interest include large plan valuations, ASC 715 financial reporting, cash balance plans, and public pension plans. She loves working with her clients and understands that each client is unique with different needs and goals.


Amanda Walkup

Amanda Walkup is a partner with the law firm Hershner Hunter, LLP, where she provides a wide range of employment law services to business owners and managers. She trains and coaches employers and managers on a variety of human resources topics, and participates in the negotiation, interpretation and enforcement of labor union contracts. In addition to her role as counselor and advisor, she regularly represents employers in both federal and state court as well as before various state and federal administrative agencies and in arbitrations and mediations. Amanda's years of experience working in Human Resources coupled with her years as a litigator provide her with a unique understanding of the issues facing today's employers, both big and small.