IN-PERSON OR VIRTUAL ATTENDANCE 2024

2024 Chairperson: Dana L. Dreier, CBIZ & Mayer Hoffman McCann, PC

Each spring the Employee Benefits Institute sponsors an annual conference that draws hundreds of attendees from a multi-state region. From the very beginning, the organizers of the events made efforts to bring speakers from outside our region to educate and inform the dialogue around employee benefits. The speakers regularly include government officials from Washington D.C. (from both the IRS as well as the Department of Labor) as well as other top talent from around the country. The sessions are divided equally between benefit plans in the health and welfare space as well as benefit plans in the pension and retirement space. Attendees include corporate executives such as the CFO as well as Human Resource professionals responsible for the administration of these employer- sponsored plans. Attendees also include attorneys, accountants, administrators, consultants, and advisors who lend their expertise to serving plan sponsors. The cost to attend the conference, which includes all materials, breakfast and lunch, as well as the applicable Continuing Education credits, is partially underwritten by sponsors allowing EBI to offer this service more affordably.

Program Schedules

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Plenary Sessions

Access to the virtual platform starts at 8:00 AM

  • 8:30 a.m. Welcome - 2024 Chairperson, Dana L. Dreier, CBIZ and Mayer Hoffman McCann P.C. -
  • 8:35 a.m. Employee Benefits Update: What a Difference Two Years makes! (Tom Clark)
  • 9:30 a.m. Form 5500 Changes/Audit Update (Brandon Long)
  • 10:30 a.m. Break sponsored by Spencer Fane LLP
  • 10:45 a.m. Gen AI: HR Unleashed (Ryan Malkes and Elizabeth Zech)
  • 11:30  a.m. Luncheon
  • 12:15  p.m. Luncheon presentation: DOL Initiatives (Lisa M. Gomez)
  • 1:05  p.m. Break
  • 1:15  p.m. Breakout Sessions
  • 2:15  p.m. Break sponsored by HoganTaylor LLP
  • 2:30  p.m. Breakout Sessions
  • 3:30  p.m. Q&A session: Ask the Experts (Scott Albert, Steven Grieb, Brandon Long, and Elizabeth Zech)
  • 4:30  p.m. Closing Remarks and Exhibitor Drawings
  • 4:35 p.m. Networking Social sponsored by Gallagher
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Breakout Sessions

Access to the virtual platform starts at 1:00 p.m.

TRACK A

  • 1:15  p.m. Pharmacy Update (Dr. Buck)

TRACK C

  • 2:30  p.m. The Health Care Journey and Its Implications on Retirement (David Rubadue)
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Breakout Sessions

ACCESS TO THE VIRTUAL PLATFORM STARTS AT 1:00 p.m.

TRACK B

  • 1:15 p.m. SECURE 2.0: Things We Now Know (Steven P. Smith)

TRACK D

  • 2:30 p.m. Understanding How to navigate correction programs (Steven Grieb)
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Break Sponsor

Networking Social Sponsor

Lanyard Sponsor

Power Strip Sponsor

Conference Bag Sponsor

Standard Sponsors

Continuing Education Credit

Continuing Legal Education Credit: Missouri: 8.4 hours | Kansas:8.0 hours. Continuing education credit is available for Missouri and Kansas life and health insurance professionals, certified public accountants, certified financial planners and human resource professionals

Contact Us

UMKC School of Law is utilizing Zoom for this live streaming event. Please visit https://zoom.us/test to test your connection and browser’s compatibility. If you receive an error, please follow the instructions as suggested. If you need assistance at any point in the process, please contact our office at:
Phone: 816-235-1648 or Email: umkccle@umkc.edu