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2015 Employee Benefits Workshop (EBW15)
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Whether you’re an auditor of employee benefit plans or on the administration/ industry side, this workshop has a variety of topics to cater to your needs. Plan sponsors, we’ll whet your appetite with information to help you build a better package and keep you compliant. Auditors, we’ll treat you to the latest in EBP regulations and best practices for the most common issues you face. The main course is a perfectly seasoned blend of hot topics that appeal to any audience.

6/4/2015 to 6/5/2015
When: June 4-5
8:00 am Thurs - 12 noon Fri
Where: LCPA Kenner Training Center
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana  70062
United States
Presenter: Various


Online registration is closed.
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Whether you’re an auditor of employee benefit plans or on the administration/ industry side, this workshop has a variety of topics to cater to your needs. Plan sponsors, we’ll whet your appetite with information to help you build a better package and keep you compliant. Auditors, we’ll treat you to the latest in EBP regulations and best practices for the most common issues you face. The main course is a perfectly seasoned blend of hot topics that appeal to any audience. Either way, you’ll get information you can sink your teeth into.


Schedule at a Glance
Thursday, June 4
Thursday AM: A Focus on Plan Sponsors

8:00 - 8:25 am Registration & Continental Breakfast
8:25 - 8:30 am

Welcome & Opening Remarks
Chris Shankle, CPA, CGMA • Chair – Employee Benefits Committee

8:30 - 9:20 am Behavioral Economics: Understanding How Plan Participants Think and Invest
Robert J. Cruz, CIMA, AIFA, CRPS • Allianz Global Investors • Dallas, TX
9:20 - 10:35 am Retirement Notices: Requirements and Practical Applications
Chris Shankle, CPA, CGMA • VP & Senior Retirement Consultant,
Wealth and Asset Management – Capital One Bank • Shreveport, LA
10:35 - 10:55 am Break
10:55 am - 12:10 pm Restating Retirement Plans for the Pension Protection Act of 2006
Richard A. Hochman, GFS • McKay Hochman Consulting, a Division of DST Butler, NJ
12:10 - 1:10 pm Lunch
Thursday PM: All Audiences
1:10 – 2:25 pm Hot Topics in Executive Compensation
Kelly C. Simoneaux, JD • Jones Walker • New Orleans, LA
2:25 – 2:45 pm Break
2:45 – 3:35 pm IRS Audit Process: EPTA and Beyond
Felecia Poree, CPA IRS – Revenue Agent • New Orleans, LA
3:35 – 4:50 pm Affordable Care Act Implementation
Stephen Blitz, CPA • Bourgeois Bennett • New Orleans, LA
4:50 - 6:00 pm Wine & Cheese Reception provided by PIMCO
Friday, June 5
Friday AM: A Focus on Auditors
8:25 – 8:30 am Welcome & Opening Remarks
Chris Shankle, CPA, CGMA • Chair – Employee Benefits Committee
8:30 – 9:20 am Limited Scope Audits
Bonnie Hunt Marcantel, CPA, CCIFP • Director – Postlethwaite & Netterville
Baton Rouge, LA
9:20 – 10:35 am Audit and Accounting Issues Related to Health and Welfare Plans
Douglas A. Bertossi, CPA, CEBS • Principal,
Employee Benefit Plans – Clifton Larson Allen LLP • Minneapolis, MN
10:35 – 10:55 am Break
10:55 am – 12:10 pm Employee Benefit Plan Trends and Their Effects on Auditors
Rance Buss, CPA • Partner-in-Charge,
Employee Benefit Plan Services – Weaver Houston, TX



Registration Fees
Early Bird Standard
(through 5/19) (after 5/19)
LCPA Members (8 hrs.)
$255 $305
LCPA Members (12 hrs.)
$299 $349
Non-members (8 hrs.)
$355 $405
Non-members (12 hrs.)
$399 $449


Hotel Information
Check lcpa.org/hotels for LCPA discounted rates in Kenner and around the state.

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