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Greetings!
Happy New Year from the Louisville Employee Benefits Council.
As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.
Below you will find information regarding:
- Important 2010 Information
- January LEBC Monthly Luncheon Meeting
- January LEBC Retirement Plans Sub-Council 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:
Jean Watson
LEBC Secretary
(502) 489-6259
Thank you for your interest in the LEBC
Sincerely,
Jean Watson
LEBC Secretary
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Important 2010 LEBC Information
2010 Officers & Program Committee Members
At the January Meeting, which is the LEBC Annual Meeting, the slate of 2010 officers will be proposed and voted on by LEBC Members.
In order that we have a quorum, we ask that all Members make an effort to attend this meeting.
The 2010 proposed Officer slate is as follows:
- President: Linda Weber
- Vice President: Jean Watson
- Secretary: Debby Coons
- Treasurer: John Bartlett
- Membership Chair: Ben Evans
- Sub-Council Chair: Elizabeth Potts
- Immediate Past President: Valerie Mayer
During the December Holiday Luncheon, the following Program Committee Members were recognized for their commitment and dedication after completing a two-year term.
- Elizabeth Potts
- Kristin Roggenkamp
- Teresa Ramsey
- Jamie Long
Ben Evans is leaving the position of Sub-Council Coordinator after serving for two years.
We are still looking to fill some of these vacancies on the Program Committee. If you would like to volunteer to serve on the two-year LEBC Program Committee, please contact Jean Watson by email, or by phone, at (502) 489-6259.
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Continuing Education Credits
The LEBC is applying for one hour continuing education credit for eligible presentations with the Kentucky Bar Association, the Joint Board of the Enrollment of Actuaries, the Kentucky State Board of Accountancy, the American Society of Pension Professionals & Actuaries, the Kentucky Department of Insurance. Forms for continuing education credits will be available at the registration table.
January Monthly Luncheon Meeting
Tuesday, January 12, 2010
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.
Speaker Presentation
Thomas Berner, CFA® with Wealth Management Research will present an Economic Update.
Mr. Berner is an Economist within Wealth Management Research. He concentrates on the U.S. economy with a strong focus on econometric modeling. His insights and forecasts of key variables of the U.S. business cycle serve as input for the overall UBS Global WM&BB investment strategy. He started his professional career as an economist with UBS Investment Bank in 2000, covering the Canadian and Swiss economies and later the U.S. economy.
In 2002, he switched to Wealth Management as a U.S. economist and research assistant to the Global Head of Wealth Management Research. Apart from covering the U.S. economy, he is actively involved in formulating investment recommendations for the main asset classes as a member of the Global Investment Recommendations team.
Thomas Berner studied economics at the University of Basel in Switzerland with a major focus on econometrics and financial markets.
Lunch Menu
Italian Buffet
Minestrone Soup
Caesar Salad
Tomato Mozzarella Salad
Orzo Pasta Salad with Italian Sausage and Red Wine Vinaigrette
Penne Pasta in White Wine Garlic Butter Sauce
Chicken Parmagiana
Pan Seared Salmon with Braised Leak Cream Sauce
Ratatouille
Focaccia, Rustic Italian Breads
Amaretto Cheesecake, Tiramisu and Cannoli
For a list of future speakers and topics, click here.
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January Sub-Council Meeting
Retirement Plans Sub-Council
Tuesday, January 26, 2010
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
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.
Speaker Presentation
Chris Tobe, CFA, CAIA of BCAP will present "Stable Value Funds." |
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:
John Bartlett
(502) 681-0402
Sub-Council meetings are the fourth Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for members who did not sign up with their annual dues 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
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:
John Bartlett
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.
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:
John Bartlett
(502) 681-0402
Benjamin Evans
(502) 587-3678
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Join the LEBC Newsletter Mailing List
Sometimes LEBC members share our monthly newsletters with friends and co-workers.
If you are not an LEBC member, but would like to receive the newsletter, please click on the "LEBC newsletter" logo above.
You will receive a confirmation email. Until the email is confirmed, you will not be added to the mailing list.
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| 2009 LEBC Officers |
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Executive Committee Members
- President: Valerie Mayer
- Vice President: Linda Weber
- Secretary: Jean Watson
- Treasurer: Debby Coons
- Membership Chair: John Bartlett
- Sub-Council Chair: Ben Evans
- Immediate Past President: Jeff Hamilton
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