Agenda At-a Glance

Thursday, June 17th

12:00 p.m. - 1:00 p.m.
Registration

1:00 p.m. - 2:05 p.m.
Introduction and General Session 1: Keynote Address
Sarah Hall Ingram, Commissioner, TE/GE, Internal Revenue Service, Washington, DC
Michael Julianelle, Director, Employee Plans, Internal Revenue Service, Washington, DC

2:20 p.m. - 4:00 p.m.
General Session 2: Circular 230—Due Diligence, Taking Over Plan Administration and Ethics
Charles M. Lax, Maddin, Hauser, Wartell, Roth & Heller, P.C., Southfield, MI
Deborah K. Lohning, ERPA Program Manager, Internal Revenue Service, Detroit, MI
Monika A. Templeman, Director, Employee Plans Examinations, Internal Revenue Service, Baltimore, MD

4:15 p.m. - 5:40 p.m.
General Session 3: Determination Letter
Richard A. Hochman, McKay Hochman Company, Inc., Butler, NJ 
Donald J. Kieffer, Internal Revenue Service, Mountainside, NJ
Andrew E. Zuckerman, Director, EP Rulings & Agreements, Internal Revenue Service, Washington, DC 
________________________________________________________________________________

Friday, June 18th

7:00 a.m. - 8:00 a.m.
Continental Breakfast

8:00 a.m. - 9:15 p.m.
General Session 4: Practicing Before the IRS: Case Studies & Best Practices
Larry Burleson, EP Group Manager, Internal Revenue Service, Detroit, MI
Deborah K. Lohning, ERPA Program Manager, Internal Revenue Service, Detroit, MI
Susan Diehl, Penserv Plan Services Inc., Horsham, PA
S. Derrin Watson, SunGard Relius, Goleta, CA

9:30 a.m. - 10:45 a.m.
General Session 5: Audit CAP Self-Correction
Lisa M. Burman, Hinshaw & Culbertson LLP, Chicago, IL
Janice M. Gore, Great Lakes Area Manager, Internal Revenue Service, Waukesha, WI
Gwen S. O'Connell, Gwen O'Connell Pension Consulting, Inc., Eugene, OR
Monika A. Templeman, Director, Employee Plans Examinations, Internal Revenue Service, Baltimore, MD

11:00 a.m. - 12:15 p.m.
General Session 6: Non Amenders and Plan Amendments
Ilene H. Ferenczy, The Law Offices of Ilene H. Ferenczy, LLC, Atlanta, GA
Donald J. Kieffer, Internal Revenue Service, Mountainside, NJ
Monika A. Templeman, Director, Employee Plans Examinations, Internal Revenue Service, Baltimore, MD

12:15 p.m. - 1:30 p.m.
Lunch: ERPA: What's In a Name?  Ideas on Marketing Your New Designation and Increase Your Business!
Laura S. Moskwa, Laura S. Moskwa Consulting, Auburn, CA

1:30 p.m. - 3:00 p.m.
General Session 7: Hot Topics/Updates/Q&A
Deborah K. Lohning, ERPA Program Manager, Internal Revenue Service, Detroit, MI
Gwen S. O'Connell, Gwen O'Connell Pension Consulting, Inc., Eugene, OR
Susan H. Perry, E.A. Edberg Associates, Inc., Phoenix, AZ
Monika A. Templeman, Director, Employee Plans Examinations, Internal Revenue Service, Baltimore, MD
________________________________________________________________________________

Continuing Education Information
The conference is designed to offer up to 11 ASPPA, ERPA, JBEA and NIPA CPE credits, including 2.0 ethics credits.

The conference is also approved for Illinois CLE credits and Illinois Insurance credit.