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December 2008

Greetings from the LEBC
Greetings! 

As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.
 
Below you will find information regarding the:
  • December Holiday Luncheon
  • January LEBC Monthly Luncheon Meeting

If you have any information for the newsletter you feel would be of interest to other members, or if there is anything you would like to see in the newsletter, please contact:

 
Linda Weber
LEBC Secretary
Email: Linda Weber 
(502) 493-4323
 
Thank you for your interest in the LEBC
 
Sincerely,
 
Linda Weber
LEBC Secretary

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December Holiday Luncheon Meeting    
 
Tuesday, December 9, 2008
    
 
Marriott Hotel Downtown
280 West Jefferson Street  
Louisville, Kentucky  
11:30 a.m.
 
Mark your calendar for the LEBC Holiday Luncheon. There will not be a speaker for this meeting. This will be a time for us to network and socialize with other LEBC members. We will present thank you gifts to members of the Program Committee who are rotating off after serving two-years on this Committee.
 
Attendees will also have an opportunity to win some festive door prizes. 
 
RSVP for the December Holiday Luncheon below.
 
"So, don't forget to mark your calendar!"
 
We look forward to seeing you there.
 

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Lunch Menu
 
Salad: Nicoise salad consisting of mixed greens, heiricots verts, red onion and shallot mustard vinaigrette

Entree: Derby sage crusted airline breast of chicken with bourbon cranberry glaze

Dessert: Apple spice cake.
 
 

 
 
The LEBC Wish you and your Family a Happy Holiday Season.

 Holiday Invitation

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January Monthly Luncheon Meeting
 
Tuesday, January 13, 2009
 
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
11:30 a.m.
 
Check computerized signs for meeting room location. 

Parking vouchers are available at meetings for individuals parking in the Marriott garage. 
 
Valet parking will not be reimbursed.  
 

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Speaker Presentation
 
James E. Gibson, managing director, J.P. Morgan will speak on Looking Back, Looking Ahead: The Credit Crisis & The Economy from the Perspective of a Career Credit Markets Investor.
 
Gibson is the head high yield trader and a co-portfolio manager for high yield accounts at JP Morgan Asset Management. He is a member of the High Yield Management Review Committee, contributing to JP Morgan's overall perspective on the U.S. economy in relation to the corporate debt markets. He has been both in the high yield investment industry and an employee since 1988. He holds a B.S. in finance from the University of Cincinnati College of Business Administration. 
 

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Lunch menu  

To be announced 
 

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**CLICK HERE TO RSVP FOR THE MONTHLY LUNCHEON MEETING**
 
For a list of future speakers and topics, click here. 

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Meeting & Guest Policies
 
You are invited to attend all LEBC monthly luncheon and presentation meetings as well as LEBC Sub-Council meetings.
 
The monthly luncheon meetings are the second Tuesday of the month and begin at 11:30 a.m. with registration and a time for networking and socializing. Lunch will be served at Noon. Speaker presentations begin at approximately 12:15 p.m. Meetings will conclude no later than 1:30 p.m. 
 
Guests are welcome at our monthly luncheon meetings for a fee of $50. Add your guest information to the RSVP, or notify the Membership Chair:  
 
Debby Coons
(502) 561-1530
 
 
Sub-Council meetings are the last Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for members and $50 for guests.  
 
If you would like to attend a Sub-Council meeting, RSVP through the newsletter and pay at the door when you arrive for the meeting.
 
Add your guest information to the RSVP, or notify the Sub-Council Chair:
    
Benjamin Evans
(502) 587-3678
 

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RSVP's and Cancellation Policy
 
Please note that members are asked to confirm their attendance at all meetings.  
 
**No-shows are a recurring problem and continue to adversely affect the LEBC's efforts to manage expenses.**   
 
The Marriott charges the LEBC for all reservations made and not cancelled by noon on the Friday immediately prior to the Luncheon.
 
 
To cancel a reservation for a monthly meeting contact:
 
Debby Coons
(502) 561-1530
 
To cancel a reservation for a Sub-Council meeting contact: 
 
Benjamin Evans
(502) 587-3678

Please help control costs and spend our LEBC money wisely. All members will benefit.  
 
 
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Dietary Concerns
 
 
If you have any special dietary concerns, you may indicate them in the "Guest" box on the RSVP form, or contact our Membership or Sub-Council Chairpersons:
 
 
Debby Coons
(502) 561-1530
 
Benjamin Evans
(502) 587-3678
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Member's Corner 
 
Welcome New Members
 
The LEBC would like to welcome the following new members for the month of November:
 
Angela Sparks
E.ON U.S. LLC
 
John Farmer (re-entry)
State Farm Life Insurance Company

Vance Willey (re-entry)
Fifth Third Bank

Donna Wimbec (re-entry)
Hilliard Lyons 

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 New Member ContestNew Member Contest
 
 
Congratulations to Paige Brown with Humana. Paige is the winner of the New Member Contest; and she will receive a $25 gift certificate.
Thank You!
 
The Executive Committee would like to express its gratitude to David Levine, Groom Law Group for his presentation on the Fundamentals of Qualified Plan Design at the November 11 LEBC Monthly Luncheon Meeting.
 
Also thanks to Elizabeth R. Potts, CPA, Account Executive, Retirement Management Services, LLC. for her presentation on Recent Trends in IRS Examinations of DC Plans at the November 25 LEBC Sub-Council Meeting.
 

Thank you no speaker name

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2008 LEBC Officers 
Council

Executive Committee Members

  • President: Jeff Hamilton
  • Vice President: Valerie Mayer
  • Secretary: Linda Weber
  • Treasurer: Jean Watson
  • Membership Chair: Debby Coons
  • Sub-Council Chair: Ben Evans
  • Immediate Past President: Marcia Peterson