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UPCOMING RETIREMENT AND BENEFITS LAW EVENTS

Ferenczy Benefits Law Center maintains an active presence in the benefits community through local and national speaking engagements, training seminars, and webinars for our clients, pension organizations, and benefits professionals.

CURRENT RETIREMENT AND BENEFITS LAW EVENTS


INTERVIEW WITH ROBIN HENSLEY IN DAILY REPORT  – Atlanta, GA

In an article published in the Daily Report on February 2, Ilene Ferenczy discusses how she measures success. In the profile, Ferenczy explains that, until a few years ago, she felt that the progress of the firm didn’t necessarily reflect her experience and knowledge of this complex area of the law: “It felt like we were walking around lost in the desert.” This changed with the creation of a document she calls a “success tracker,” which provides a real-time snapshot of all the firm’s essential metrics. The success tracker delineated how much time the firm invested in each area and the return in income. As a result, Ferenczy was able to adjust staffing and make the firm more profitable and efficient for clients. “We have made a lot of changes solely because we are looking at numbers that make sense and that we can control,” she told the publication. The success tracker also adjusts traditional accounting processes to accommodate a law firm. “If this month’s collections are behind, is it because invoices were sent late, or is it a seasonal downturn? The success tracker has quick answers to such questions,” she shares. With the financial situation under control, Ferenczy says she has more time to do what she does best – serve her clients by being an effective lawyer. For the full article, subscribers to the Daily Report may click here.


ERISAPEDIA/FERENCZY BENEFITS LAW CENTER WEBCASTS

On April 10, Ilene Ferenczy will team up with Derrin Watson to present a repeat of their March 27 100-minute webcast on “Ethics Doesn’t Have to Be Boring.”  CE credit will also be available for this webcast.  For more information and to register, contact support@erisapedia.com.


PENSIONS ON PEACHTREE – Atlanta, GA

Come join Ilene Ferenczy, Alison Cohen, Derrin Watson, and Aaron Moody as they join with the professionals at FIS to present an information-packed two days of benefits insight and training.  The conference will be held in the Marriott Century Center in Atlanta during Monday and Tuesday April 23-24, and will be preceded by a welcome reception on Sunday evening at the Ferenczy Benefits Law Center office just across the street from the hotel.  In addition to CE credit, participants will enjoy a relaxed atmosphere, personal access to benefits gurus,  and a tasty BBQ at Ilene’s home.

For more information and to register, click  here.


ASPPA EASTERN REGIONAL CONFERENCE – Philadelphia, PA

Ilene Ferenczy will be one of the presenters at this annual conference for pension practitioners from all over the eastern part of the US during April 26-27.  She will be discussing Mergers and Acquisitions, in addition to another topic as yet undecided, and participate on the “Ask the Experts panel.


PENSION FINANCIAL SERVICES/NATIONWIDE FINANCIAL ADVISORS SEMINAR – Atlanta, GA

On May 10, Ilene Ferenczy and Alison Cohen will cop-present a lunch seminar hosted by PFS and Nationwide for local area financial advisors.  Two topics will be covered:  “The Impact of the New Tax Law,” and “The Role of the Advisor in Plan Compliance.”


NATIONAL ASSOCIATION OF ACTUARIES & CONSULTANTS, INC. SPRING MEETING – St. Petersburg, FL

Ilene Ferenczy will join other members of this national organization at their bi-annual meeting in St. Petersburg on May 14-16.  In addition to a business meeting, there will be presentations on topics such as outsourcing, selling a practice, cash balance plans, and others.


NATIONAL INSTITUTE OF PENSION ADMINISTRATORS ANNUAL FORUM & EXPO – Las Vegas, NV

During May 20-23, Ilene Ferenczy and Alison Cohen will be part of the faculty at this annual training conference for pension practitioners.  Ilene will be presenting a general session for the entire participant group on “What’s New in Washington,” and Alison will be presenting separate breakout group sessions on “EPCRS – Part I:  The Joy of Self-Correction”; “EPCRS – Part II:  The Agony of VCP”; “Let’s Get Ethical”; and “Ethics in the Real World.”  Ilene will also be moderating for Alison’s sessions.


NORTH CAROLINA ASSOCIATION OF CERTIFIED PUBLIC ACCOUNTANTS (NCACPA) – Greensboro, NC

Ilene Ferenczy will address NCACPA’s annual conference attendees during their June 5 gathering in Greensboro.  Her topic will be “What Plan Sponsors Should Know About the “F” Word (Fiduciary).”  She will also participate on the Q&A Panel to close out the conference.


ASPPA WEBCAST 

On June 12 at 2:00 pm ET, Alison Cohen will be conducting a webcast for the national membership of ASPPA as a follow-up to the webcast she is presenting on March 22.  This second presentation will discuss “EPCRS Case Studies from the Darkside.”  Closer to the time of the webcast, registration will be available on ASPPA’s website at asppa.org.


ASPPA BENEFITS COUNCIL WORKSHOP – ATLANTA – Atlanta, GA

On June 21, Ilene Ferenczy and Derrin Watson will team up to provide a two-part workshop for Atlanta area practitioners, hosted by the Atlanta ABC.  The session will be available for CE credit and will cover both Ethics and a Washington Update.