7:30    Registration and Networking Continental Breakfast 

8:30     Introduction

             David Cowart, Sonnenschein Nath & Rosenthal LLP, Dallas, TX 

8:35    Employee Plans - Hidden Assets and Hidden Liabilities

              Thomas A. Jorgensen, Calfee, Halter & Griswold LLP, Cleveland, OH 

9:25    Navigating Through the Internal Revenue Code - Spotting the Hazards for Qualified Plan Design and Administration

              Taina Edlund, Deloitte Tax LLP, Washington, DC

              Alan Tawshunsky, Assistant Chief Counsel for Employee Benefits,  

              Internal Revenue Service, Washington, DC 

10:15   Morning Break  

10:30   What To Do About Defined Benefit Plans 

              Nell Hennessy, Fiduciary Counselors Inc., Washington, DC

              Joel Rich, FSA, The Segal Company, New York, NY 

11:45   Questions and Answers 

12:00   Luncheon Address   

             Current Treasury Department Issues Relating to Mergers and Acquisitions

            Thomas Reeder, Benefits Tax Counsel, U.S. Department of the Treasury, Washington, DC

1:15    Fiduciary Concerns in Mergers and Acquisitions

              James R. Raborn, Baker Botts LLP, Houston, TX 

2:05    ESOPs in a Deal : New Options and Issues

             James R. Raborn, Baker Botts LLP, Houston, TX    

2:35    COBRA and Other Welfare Plan Issues

Diane J. Fuchs, Womble Carlyle Sandridge & Rice, PLLC, Washington, DC 

3:05    Afternoon Break 

3:15    Impact of Recent Developments in Financial Accounting 

             Alan A. Nadel, Strategic Apex Group LLC, New York, NY  

4:05    Shrinking the Workforce – Early Retirement Incentive Programs, Severance Pay and WARN Act Implications

              Priscilla E. Ryan, Sidley Austin LLP, Chicago, IL  

4:55    Union Negotiated Plans – Pitfalls and Opportunities   

              Susan Katz Hoffman, Littler Mendelson PC, Philadelphia, PA  

5:25    Questions and Answers 

5:35    Adjourn