EBI Workshops

While the annual conference is still the hallmark event for the Employee Benefits Institute, the board has expanded its programming by providing targeted workshops throughout the year. In contrast to the annual conference which covers a variety of topics in both the welfare and retirement areas, the workshops allow for a concentration in a particular subject matter that might only apply to one slice of employee benefits. Recently, EBI has partnered with the Department of Labor to sponsor their outreach events in Kansas , Missouri, Nebraska and Iowa. The workshops allow EBI to maintain a regional focus with meetings in Omaha and Des Moines as well as northwest Arkansas and northeast Oklahoma.


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Ethics for the Employee Benefits Practitioner

May 27, 2015 | 8:00 am - 10:00 am

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EE “Tom” Thompson Courtroom,UMKC School of Law – Kansas City

Continuing Education Credit:

CLE credit for Missouri 2.0 / Kansas credit pending

CPE Credit for CPAs is available.

HRCI credit and SHRM credit for human resource professionals pending.

This workshop will address common ethical issues for employee benefit attorneys, including:

Avoiding Waiver of Attorney-Client Privilege

Responding to Auditors’ Letters

Privilege in the Benefit Claims and Appeals Process

We intend the program to be interactive and open to questions and dialogue.

7:30 a.m. Registration and breakfast included in registration fee

8:00 a.m. – 10:00 p.m. Presentation

SPEAKER: JOHN UTZ, UTZ & LATTAN, LLC

MODERATOR: THOMAS C. GRAVES, HAYNES BENEFITS, P.C.

*Course materials will be provided in electronic format only and are accessible with your laptop, tablet or other mobile device during the event.

**On-site registrations are welcome; however, seating and/or meals cannot be guaranteed unless you pre-register.

Parking info: UMKC parking hangtags will be sent to registrants one week prior to the event. Later registrants may receive a parking hangtag at registration. For UMKC Volker Campus map see www.umkc.edu/maps/

4 WAYS TO PRE-REGISTER:

Online at law.umkc.edu/cle

Mail completed registration form with payment to UMKC CLE, 4825 Troost, Suite 211, Kansas City, MO 64110.

Phone (816) 235-1648

Fax (816) 235-6552

Venue:

EE “Tom” Thompson Courtroom,UMKC School of Law

500 East 52nd Street

Kansas City, MO 64110