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February 2011

Greetings!  

Greetings 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:


  • February LEBC Monthly Luncheon Meeting
  • February LEBC Health & Welfare Sub-Council Meeting
  • 2011 Officers and Committees


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:

 
John Bartlett
 
LEBC Secretary
(502) 681-0402

 

 
 
Thank you for your interest in the LEBC

Sincerely,
 
John Bartlett 
LEBC Secretary

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Continuing Education Credits
 
The LEBC is applying where practicable 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, and the Kentucky Department of Insurance. Forms for qualifying continuing education credits will be available at the registration table.

 
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February Monthly Luncheon Meeting
 
Tuesday, February 8, 2011
 
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
 

Robert M. Kaplan, CFP, CPC, QPA, APA of ING will present Legislative and Regulatory Update -- What's New out of Washington, DC.
  
 
Bob Kaplan is the Vice President, National Training Consultant for ING. His responsibilities include web cast and live training for ING Retirement Services Personnel, as well as members of the TPA and broker community.
 
 
Bob is a former member for the Board of Managers of the American Institute of Retirement Education (AIRE) and a former member of the Board of Directors of the National Institute of Pension Administrators (NIPA).
 
 
 
He is currently a member of the American Society of Pension Professionals and Actuaries' (ASPPA's) Government Affairs Executive Management Committee.
 
In 2009, Bob was presented NIPA's Lifetime Achievement Award for his contributions to the retirement plan industry.
 
Bob is also a former high school basketball coach.
 
He is a graduate of the State University of New York (SUNY) at Albany, NY and has a graduate degree from William Paterson University in New Jersey.
 
 
Lunch Menu
 

 
Lunch will be: Minestrone Soup, Herb Grilled New York Strip Loin with Wild Mushroom Sauce and Roasted Parmesan Red Potato, with dessert of Chocolate Madness Croquant.

 
 
 

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For a list of future speakers and topics, click here.
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February Sub-Council Meeting
 
Health & Welfare Sub-Council
  
Tuesday, February 22, 2011
Noon
 
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. 
 
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Speaker Presentation

 
Ben Evans and Carl Lammers of Greenebaum Doll & McDonald PLLC will present Health Care Reform and Benefit Claims: Internal Claims and Appeals and External Review Processes under the Affordable Care Act.

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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:  

Kristin Roggenkamp
(502) 895-0122
Kristin Roggenkamp
  
 
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:
    
 
Jonathan Butcher
(502) 420-7639 


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:


Kristin Roggenkamp 
(502) 895-0122

To cancel a reservation for a Sub-Council meeting contact: 

 
 
Jonathan Butcher
(502) 420-7639

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:
 

 
Kristin Roggenkamp
(502) 895-0122

 
Jonathan Butcher
(502) 420-7639
 
 
Member's Corner 

Welcome New Members

 

The LEBC would like to welcome the following new members for the month of January:

 

Matthew Presley (re-entry) -- Papa John's

Jamie Eads -- BB&T

Paul Esche -- Harding Shymanski

 

 

2011 Executive Committee

 

The 2011 slate of officers was approved at our January regular meeting, as follows:

 

Jean Watson, President

Debby Coons, Vice President

John Bartlett, Secretary

Ben Evans, Treasurer

Kristin Roggenkamp, Membership Chair

Jonathan Butcher, Sub-Council Chair

Linda Weber, Immediate Past President

 

 

2011 Program Committee

 

The LEBC would like to thank the following individuals who have volunteered to serve for 2011 on the Program Committee:

 

Kathy Doughten

Rhonda Henry

Amanda Kreutzer

Carl Lammers

Nathan Paris

Alan Pauw

Brent Smith

Kim Spurlock

 

 

 

 

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Thank You ! 


The Executive Committee would like to express its gratitude to Thomas Berner of UBS Wealth Management, for his presentation "Economic Update" at the January Monthly Luncheon. 

Also thanks to Mark Franklin of Stoll Keenon & Ogden for his presentation "Legal 101 for Non-Lawyers" at the January Sub Council meeting.

Thank you no speaker name

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2011 LEBC Officers 
Council
Executive Committee Members
  • President: Jean Watson
  • Vice President: Debby Coons
  • Secretary: John Bartlett
  • Treasurer: Ben Evans 
  • Membership Chair: Kristin Roggenkamp
  • Sub-Council Chair: Jonathan Butcher 
  • Immediate Past President: Linda Weber