8:00     Networking Continental Breakfast  

8:30     Introduction

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

8:35     Qualified Plan Problems After the Transaction

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

9:25     Qualified Plans and Corporate Transactions: A Case Study

             Moderator: Taina Edlund, Deloitte Tax LLP, Washington, DC

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

   Nell Hennessy, Fiduciary Counselors Inc., Washington, DC

             Susan Katz Hoffman, Pepper Hamilton LLP, Philadelphia, PA 

9:55     Morning Break  

10:10   Compensating and Protecting the Executive

              Marc R. Trevino, Sullivan & Cromwell LLP, New York, NY  

10:40   Executive Compensation: 409A Issues

              Pamela Baker, Sonnenschein Nath & Rosenthal LLP, Chicago, IL

11:10  Executive Compensation: A Case Study

              Moderator:  Pamela Baker, Sonnenschein Nath & Rosenthal LLP,    

              Chicago, IL

              Marc R. Trevino, Sullivan & Cromwell LLP, New York, NY 

11:35  Retiree Medical and HIPAA Issues

             Greta E. Cowart, Haynes and Boone, LLP, Dallas, TX 

12:00  Questions and Answers 

12:10   Luncheon Address:  Current Department of Labor Issues Relating to Mergers and Acquisitions

            Ivan Strasfeld, Director of Exemption Determination, Employee Benefits Security Administration, U.S. Department of Labor, Washington, DC

1:15    Structuring the Benefit Plans of a Joint Venture: Qualified 

           Plans and Executive Compensation in the LLC Context

             Peter J. Hunt, Pillsbury Winthrop Shaw Pittman LLP, New York, NY 

2:05    Walking Through the Maze of a Joint Venture: A Panel Discussion

             Moderator: Thomas A. Jorgensen, Calfee, Halter & Griswold 

             LLP, Cleveland, OH

             Peter J. Hunt, Pillsbury Winthrop Shaw Pittman LLP, New York, NY

             David W. Ellis, Baker & McKenzie LLP, Chicago, IL

             Alan Tawshunsky, Assistant Chief Counsel for Employee Benefits,

              Internal Revenue Service, Washington, DC 

2:30     Afternoon Break  

2:40     Globalization of Employee Benefits and International Transactions

              David W. Ellis, Baker & McKenzie LLP, Chicago, IL

3:05     Representations, Warranties and Covenants - Protecting Buyers

            and Sellers

              John L. Utz, Utz, Miller & Kuhn LLC, Overland Park, KS  

3:35     Negotiating the Acquisition Agreement:  A Panel Discussion

              Moderator: Susan Katz Hoffman, Pepper Hamilton LLP, Philadelphia, PA

              Nell Hennessy, Fiduciary Counselors Inc., Washington, DC

              John L. Utz, Utz, Miller & Kuhn LLC, Overland Park, KS 

4:05     Roundtable of Experienced Practitioners on Mergers and

            Acquisitions Issues

              Moderators: Thomas A. Jorgensen, Calfee, Halter & Griswold LLP,

   Cleveland, OH 

              and T. David Cowart, Sonnenschein Nath & Rosenthal LLP, Dallas, TX

              Pamela Baker, Sonnenschein Nath & Rosenthal LLP, Chicago, IL

              Greta E. Cowart, Haynes and Boone, LLP, Dallas, TX

              Nell Hennessy, Fiduciary Counselors Inc., Washington, DC

              David W. Ellis, Baker & McKenzie LLP, Chicago, IL

              John L. Utz, Utz, Miller & Kuhn LLC, Overland Park, KS 

4:55     Questions and Answers