Join us for an Employee Benefits Forum offering 6 hours of CPE, SHRM, and HRCI Credits (pending) as we discuss:

Morning Sessions

• Progressive EB Plans – Case Studies from an Employer’s Perspective – Todd Rolland, CEBS, Summit Financial Group, Jon Wilkerson, Oklahoma County & Matthew Bown, McAfee & Taft
• Cybersecurity, Liability, and Fiduciary Insurance Traps – Trish McGinity, CISSP, CCSK, Empower, Randy Gowdy, CLU, RHU, REBC, CIC & Kaci Skidgel CPFA, C(k)P, AIF, Summit Financial Group, Inc.
• How to Avoid the Danger Zone in Employee Benefits Plans – Judy Burdg, McAfee & Taft, Karen Soefje, CPA, Baker Tilly US, LLP & Kaci Skidgel CPFA, C(k)P, AIF, Summit Financial Group, Inc.

Afternoon Sessions

• Creating a Culture of Engagement Within your Organization – Jessica Rimmer, Ph.D., Solomon Strategic Advisors
• Gotcha’s & Trends in Group Benefits and Retirement Plans – Shannon Day & Kaci Skidgel CPFA, C(k)P, AIF, Summit Financial Group, Inc.
• Let’s Get SECUREity for Retirement Plans & CPAs – David Beck, CPA, QPA, ERPA, PASI, LLC.

A tentative agenda can be found here: Agenda – Summit Employee Benefits Forum: Elevate Your Business – Oklahoma City

Please Note: Morning sessions cater to larger employers with 50 or more employees, while afternoon sessions focus on topics most relevant to smaller employers. Attendees are encouraged to join either or both sessions and partake in complimentary breakfast and lunch. Please call (918) 280-7779 if you have any questions regarding the sessions that may be appropriate based on your organization.