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Greetings!
Greetings from the Louisville Employee Benefits Council.
As a member of the Louisville Employee Benefits Council, you are receiving the Council's monthly newsletter.
Below you will find information regarding:
- January LEBC Monthly Luncheon Meeting
- January LEBC Health & Welfare Plans Sub-Council Meeting
- Important 2012 Information
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 Important 2012 Information -- 2012 Slate of Officers and Program Committee Members
At the January meeting, which is the LEBC Annual Meeting, the slate of 2012 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 proposed 2012 Officer slate is as follows:
* President -- Debby Coons
* Vice President -- John Bartlett
* Secretary -- Ben Evans
* Treasurer -- Kristin Dunlevy
* Membership Chair -- Kathy Doughten
* Sub Council Chair -- Jonathan Butcher
* Past President -- Jean Watson
The 2012 Program Committee includes, to date:
* Melissa Fuchs
* Carl Lammers
* Nathan Paris
* Alan Pauw
* Brent Smith
* Kim Spurlock
We can still use additional members on the Program Committee -- we need at least one more. If you would like to participate, please contact John Bartlett at (502) 681-0402.
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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.
The speaker presentation for this meeting is scheduled for sixty (60) minutes and will begin as soon after 12:00 noon as practicable.
January Monthly Luncheon Meeting
Tuesday, January 10, 2012
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
Sandy Lincoln of BMO Asset Management U.S. will present "Economic Update."
Mr. Lincoln is the Chief Market Strategist for BMO Asset Management U.S., a part of BMO Global Asset Management. He joined M&I Investment Management Corp., which is now a part of BMO Asset Management U.S., in 2008 as a Senior Vice President and Investment Strategist. He has more than 30 years of investment management and consulting experience.
After beginning his career as a trust officer with Continental Bank (Chicago), Mr. Lincoln has served in consulting roles as a Vice President at A.G. Becker and as President and a member of the Board of Mercer Global Asset Consulting. Subsequently he was Chairman and Chief Executive Officer at Kemper Institutional Asset Management Company and Chief Investment Officer of its parent, Kemper Corporation, where he oversaw Kemper's $50 billion portfolio of mutual fund, institutional and insurance assets. Thereafter, Mr. Lincoln was the Chief Operating Officer at Lincoln Capital Managment in Chicago ($60 billion in managed assets), Chief Investment Officer of Lake Forest Capital Management, and Chief Market Strategist at Wayne Hummer Asset Managment Company, Chicago.
Mr. Lincoln received his Bachelor of Arts degree from Valparaiso University, and his MBA in Finance from Loyola University. He has made regular appearances on CNBC, CNN, WGN, Bloomberg, and the Nightly Business Report, and has been quoted in such publications as The Wall Street Journal, Investor's Business Daily, and the Chicago Tribune.
Lunch Menu
Market Salad and Champagne Vinaigrette Red Onion Marmalade, Herbed Goat Cheese, Belgium Endive and Tomato
Grilled Lemongrass Chicken Breast with Five Spice Honey Soy Glaze served with Wok Fried Rice
Classic Carrot Cake with Bourbon Creme Anglaise
For a list of future speakers and topics, click here. |
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January Sub-Council Meeting
Health & Welfare Plans Sub-Council
Tuesday, January 24, 2012
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.
Speaker Presentation
Jodi Mitchell, Executive Director of Kentucky Voices for Health will present Health Care Reform. |
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 $40. Add your guest information to the RSVP, or notify the Membership Chair:
Kristin Dunlevy
(502) 303-0201
Sub-Council meetings are the fourth Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for guests and for members who did not sign up with their annual dues.
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 Dunlevy
(502) 303-0201
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.
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 Dunlevy (502) 303-0201 Jonathan Butcher (502) 420-7639 |
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Member's Corner
New Members The LEBC encourages members to be on the lookout for acquaintances, new or old, in any of the employee benefits fields of endeavor who might benefit from being introduced to the LEBC.
Thank You!
The Executive Committee would like to express its gratitude to our members for making the annual Holiday Luncheon a success. We hope you all find enjoyment and fulfillment in the New Year.
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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.
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| | 2011 LEBC Officers |  | |
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
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