2024 Whitley Penn Employee Benefit Plans Conference
Join us May 14, 2024, for our annual Employee Benefit Plans (EBP) virtual conference!
Hear from our professionals about the latest updates, trends, and information you need to know in the EBP sector.
In addition, we are offering 4 hours of CPE, SHRM, and HRCI credit for those who attend (pending approval).
Conference Details
View the agenda, meet our speakers,
and learn the benefits of attending.
Details & Agenda
Agenda
8:30am – 8:45am
Welcome & Program Introduction with Terry Cosand
8:45am – 9:35am
Whitley Penn – Audit & Accounting Update with Terry Cosand and Adam Rhodes
9:35am – 9:40am
Break
9:40am – 10:30am
Scheef & Stone – Long-Term Part Time Employees with Jim Griffin
10:30am – 11:20am
Empower Retirement – Top DC Trends and Secure 2.0 Roadmap with Scott Sitzes
11:20am – 11:25am
Break
11:25am – 12:15pm
CAPTRUST – Decoding Decumulation: Empowering Plan Participants with Travis Whitten & John Pickett
12:15pm – 1:05pm
Q&A with All Speakers and Closing Remarks
Meet Our Speakers
Partner, Whitley Penn
Terry oversees the firm’s EBP practice, which includes more than 300 employee benefit plan audits, as well as preparation of Form 5500 filings. Terry has more than 25 years of experience auditing public and private companies in a variety of industries with a primary focus on employee benefit plans for the past 15 years.
Partner, Whitley Penn
Adam has significant experience working with public and private clients primarily in the following industries: manufacturing, distribution & logistics, energy, investment funds, real estate, construction, health care, professional services, employee benefit plans, and technology. In addition to serving clients, Adam is highly involved with the firm’s annual conferences on Employee Benefits and Retirement Plans and serves as the Co-Chair for the American Cancer Society Committee Relay for Life of Coppell.
Partner, Scheef & Stone
For more than 30 years, Jim has been helping clients solve their employee benefit problems. Jim’s clients count on him to bring practical solutions with a common sense explanation. Jim enjoys helping clients break down barriers to get positive results in the important area of employee benefits and executive compensation.
Senior Vice President, Financial Advisor, CAPTRUST
John joined CAPTRUST in 2010 as senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, John had a successful career with RBC Wealth Management’s Institutional Consulting Group, and has worked in the industry for over 35 years.
Principal, Financial Advisor, CAPTRUST
Travis joined CAPTRUST in 2011 and serves as a principal, financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help hard-working people secure a dignified retirement by advising clients on their workplace retirement plans. Prior to joining the firm, Travis served as an investment advisor with benefits and insurance consulting firm Holmes Murphy & Associates, and has worked in the industry since 2006.
Regional Sales Director, Empower
Scott Sitzes is a Regional Sales Director for Empower. In his role, he is responsible for retirement plan sales
within the core market. He also works with retirement plan advisors, plan sponsors, consultants, registered
investment advisers, audit firms and third-party administrators to help provide exceptional retirement plan
solutions for their clients and participants. Scott joined the organization in 2009 and has 28 years of experience in the retirement plan services industry. Prior to joining Empower, he served as a Regional Vice President of Retirement and a Retirement Plan Consultant.
Our EBP Conference is a valuable opportunity for professionals from various backgrounds to enhance their knowledge and stay informed about industry trends. Human resources and accounting professionals with ERISA retirement plan administration or oversight, as well as those needing CPE, HRCI and SHRM credit, can benefit from attending. We will cover topics such as IRS, IRC, DOL and ERISA regulations, compliance matters, and fiduciary responsibilities.
Attending our EBP conference will provide several benefits for professionals. These conferences provide the latest industry knowledge through sessions hosted by experienced professionals on trends and compliance. For auditors, tax practitioners, and plan sponsors, staying current with regulations is crucial. Additionally, we are offering 4 hours of CPE, SHRM, and HRCI credit for those who attend (pending approval).
Details & Agenda
Agenda
8:30am – 8:45am
8:45am – 9:35am
9:35am – 9:40am
9:40am – 10:30am
10:30am – 11:20am
11:20am – 11:25am
11:25am – 12:15pm
12:15pm – 1:05pm
Welcome & Program Introduction with Terry Cosand
Whitley Penn – Audit & Accounting Update with Terry Cosand and Adam Rhodes
Break
Scheef & Stone – Long-Term Part Time Employees with Jim Griffin
Empower Retirement – Top DC Trends and Secure 2.0 Roadmap with Scott Sitzes
Break
CAPTRUST – Decoding Decumulation: Empowering Plan Participants with Travis Whitten & John Pickett
Q&A with All Speakers and Closing Remarks
Meet Our Speakers
Partner, Whitley Penn
Terry oversees the firm’s EBP practice, which includes more than 300 employee benefit plan audits, as well as preparation of Form 5500 filings. Terry has more than 25 years of experience auditing public and private companies in a variety of industries with a primary focus on employee benefit plans for the past 15 years.
Partner, Whitley Penn
Adam has significant experience working with public and private clients primarily in the following industries: manufacturing, distribution & logistics, energy, investment funds, real estate, construction, health care, professional services, employee benefit plans, and technology. In addition to serving clients, Adam is highly involved with the firm’s annual conferences on Employee Benefits and Retirement Plans and serves as the Co-Chair for the American Cancer Society Committee Relay for Life of Coppell.
Partner, Scheef & Stone
For more than 30 years, Jim has been helping clients solve their employee benefit problems. Jim’s clients count on him to bring practical solutions with a common sense explanation. Jim enjoys helping clients break down barriers to get positive results in the important area of employee benefits and executive compensation.
Senior Vice President, Financial Advisor, CAPTRUST
John joined CAPTRUST in 2010 as senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, John had a successful career with RBC Wealth Management’s Institutional Consulting Group, and has worked in the industry for over 35 years.
Principal, Financial Advisor, CAPTRUST
Travis joined CAPTRUST in 2011 and serves as a principal, financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help hard-working people secure a dignified retirement by advising clients on their workplace retirement plans. Prior to joining the firm, Travis served as an investment advisor with benefits and insurance consulting firm Holmes Murphy & Associates, and has worked in the industry since 2006.
Regional Sales Director, Empower
Scott Sitzes is a Regional Sales Director for Empower. In his role, he is responsible for retirement plan sales
within the core market. He also works with retirement plan advisors, plan sponsors, consultants, registered
investment advisers, audit firms and third-party administrators to help provide exceptional retirement plan
solutions for their clients and participants. Scott joined the organization in 2009 and has 28 years of experience in the retirement plan services industry. Prior to joining Empower, he served as a Regional Vice President of Retirement and a Retirement Plan Consultant.
Our EBP Conference is a valuable opportunity for professionals from various backgrounds to enhance their knowledge and stay informed about industry trends. Human resources and accounting professionals with ERISA retirement plan administration or oversight, as well as those needing CPE, HRCI and SHRM credit, can benefit from attending. We will cover topics such as IRS, IRC, DOL and ERISA regulations, compliance matters, and fiduciary responsibilities.
Attending our EBP conference will provide several benefits for professionals. These conferences provide the latest industry knowledge through sessions hosted by experienced professionals on trends and compliance. For auditors, tax practitioners, and plan sponsors, staying current with regulations is crucial. Additionally, we are offering 4 hours of CPE, SHRM, and HRCI credit for those who attend (pending approval).
Register Now
Complete the registration form below to secure your spot!
Event Sponsors
Event Sponsors
Helpful Resources
Learn more about our EBP practice and view previous conference material.
More About Our EBP Practice
2023 EBP
Conference Recording
2023 EBP
Conference Slides
Helpful Resources
Learn more about our EBP practice and view previous conference material.
More About Our EBP Practice
2023 EBP
Conference Recording