8:00 Registration and Networking Continental Breakfast
8:45 Welcoming Remarks and Overview of Program
Elizabeth R. Lishner, Law Office of Elizabeth R. Lishner, Santa Monica, CA
Joyce A. Mader, O’Donoghue & O’Donoghue LLP, Washington, DC
Martha Jo Wagner, Venable LLP, Washington, DC
9:00 An ERISA Plan: What is it?
Kay Kyungsun Yu, Pepper Hamilton LLP, Philadelphia, PA
9:30 Fiduciary Standards
Todd F. Jackson, Lewis, Feinberg, Renaker & Jackson, PC, Oakland, CA
Mark Casciari, Seyfarth Shaw LLP, Chicago, IL
10:20 Morning Break
10:35 Fiduciary Standards (Continued)
11:25 Questions and Answers
11:35 Minimum Standards for Tax-Qualified Retirement Plans
Lois Wagman Colbert, Kilpatrick Stockton LLP, Raleigh, NC
Joyce A. Mader, O’Donoghue & O’Donoghue LLP, Washington, DC
Priscilla E. Ryan, Sidley Austin LLP, Chicago, IL
12:25 Lunch (On Your Own)
1:45 Minimum Standards for Tax-Qualified Retirement Plans (Continued)
3:25 Afternoon Break
3:40 Reporting and Disclosure
Sally Doubet King, McGuireWoods LLP, Chicago, IL
4:30 Questions and Answers
4:40 ERISA Ethical Issues and Concerns
This session will focus on key ethical rules and principles that should be considered by
ERISA practitioners, including the scope of ethical duties to clients and non-clients, the
creation and consequences of multiple representations and conflicts of interest, the duty of
a lawyer to report wrongdoing of constituents in an organization, the attorney-client privilege
and the attorney work product immunity.
Moderator: Gabriel J. Minc, Law Office of Gabriel J. Minc, Chicago, IL
Denise M. Clark, H.E.R.E.I.U. Welfare-Pension Funds, Aurora, IL
Ronald S. Kravitz, Liner Yankelevitz Sunshine & Regenstreif LLP, San Francisco, CA
5:40 Adjourn
