Presentation Submission Management | |
---|---|
Conference Year: | 2015 |
Presenter Information | |
First Name: | Deborah |
Last Name: | Castellani |
Certification: | CFA |
Title: | Sr. Fiduciary Strategist |
Organization: | OTB Strategic Consulting, Inc. |
Address: | 8204 Fern Bluff Ave. |
City: | Round Rock |
State: | TX |
Zip: | 78681 |
Phone Number: | 7143371104 |
Alternate Phone: | |
Fax: | |
Email: | deb@otbstrategic.com |
Website: | |
Biography: | For over two decades, Deborah “Debbie†Castellani has been working with individuals, large and small businesses, employee benefit plans, and foundations to help them reach their long and short term goals through investment management and business consulting. During her 25+ year career, Ms. Castellani has earned the designation of prestigious designation of Chartered Financial Analyst. Ms. Castellani has run a $2 billion investment firm, established mutual funds, performed M&A studies, set up SEC compliance programs, overseen the P&L, established and overseen defined benefit and defined contribution plans, acted as a §3(38) fiduciary and worked with numerous firms in a variety of industries. Most recently, she helped create an innovative 401(k) eâ€compliance tool, The FIRE System, which unâ€complicates 401(k) compliance for plan sponsors and their fiduciaries. Ms. Castellani has been a fiduciary for many qualified plans including those with only a handful of participants to over 20,000 participants. |
Is at least 50% of your job duties a direct function of human resources? | N |
Have you had a HR, Leadership or Management related book published in the last 10 years? | N |
My company has been an exhibitor at the conference within the past three years. | N |
My company has been an sponsor at the conference within the past three years. | N |
My company has been an presenter at the conference within the past three years. | Y |
________________________________ | |
Correspondence | |
PresentationInformationSeparator | |
Presentation Contact First Name: | Deb |
Presentation Contact Last Name: | Castellani |
Presentation Contact Title: | Sr. Fiduciary Strategist |
Presentation Contact Organization Name: | OTB Strategic Consulting, Inc. |
Presentation Contact Address: | 8204 Fern Bluff Ave. |
Presentation Contact City: | Round Rock |
Presentation Contact State: | TX |
Presentation Contact Zip Code: | 78681 |
Presentation Contact Phone: | 7143371104 |
Presentation Contact Email: | deb@akrosfm.com |
________________________________ | |
Reference Information | |
Reference Conference Name: | 2015 SAHRMA Symposium |
Reference Presentation Date: | 2015-01-16 |
Reference First Name: | Carey |
Reference Last Name: | Malek |
Reference Organziation: | San Antonio SHRM/Crystal and Company |
Reference Title: | Executive Director |
Reference Phone: | 2105985661 |
Reference Email: | Carey.Malek@crystalco.com |
________________________________ | |
Presentation Information | |
Presentation Title: | Critical Mistakes ERISA Retirement Plan Fiduciarie |
Presentation Format: | 75 Minute Concurrent Learning Session |
Presentation Track: | Rewards |
Methodology: | N/A |
Presentation Topic: | Human Resource Expertise |
Ability Level: | Intermediate 3-10 years Experience |
HRCI Credits: | YES |
HRCI Number: | Has been approved for SHRM Houston conference, but do not have the number yet. |
Program Overview & Learning Objectives | |
Program Overview: | The DOL, Congress, SEC…everyone is talking about retirement plan fiduciaries. A must attend session for anyone who works or touches a retirement plan. Many service providers “mis-educate†plan sponsors because many do not know ERISA themselves. Because of this, plans sponsors think they are protected, but likely they are NOT. Find out the critical mistakes you could be making before the regulators or litigators find them for you! This light-hearted, but educationally-packed presentation helps fiduciaries understand their responsibilities and shows them uncomplicated steps to minimize their personal and professional liability. Find out why “fiduciary†is the “hot†topic and how to keep yourself protected. |
Learning Objective 1: | Understand your fiduciary responsibility and why the government is focusing on fiduciaries |
Learning Objective 2: | Learn (at least) 3 critical mistakes – anyone of these can create personal liability |
Learning Objective 3: | Find out easy techniques to avoid these mistakes and reduce your fiduciary risk |
AV Equipment Information | |
Additional Equipment: | |
Additional Equipment Special Request: | VGA to HDMI converter - if not we have one |
________________________________ | |
I understand that if I am selected to present I am responsible for providing my own laptop for my presentation. | Y |
Co-Presenter Last Name: | N/A |
Acceptance of Terms | |
Yes I Accept Terms: | Y |
________________________________ | |
Co-Presenter Add | |
Do You have any Co-Presenters: | YES |
Co-Presenters | |
Co-Presenter First Name: | William |
Co-Presenter Last Name: | Conrad |
Co-Presenter Certification: | JD |
Co-Presenter Title: | Sr. Fiduciary Strategist |
Co-Presenter Organization: | Akros Fiduciary Management |
Co-Presenter Address: | 1333 Mantooth Ave. |
Co-Presenter City: | Lufkin |
Co-Presenter State: | TX |
Co-Presenter Zip: | 75904 |
Co-PresenterPhone: | 6199336117 |
Co-Presenter Alternate Phone: | |
Co-Presenter Fax: | |
Co-Presenter Email: | bill@akrosfm.com |
Co-Presenter Website: | |
Co-Presenter Biography: | William "Bill" Conrad assists companies and fiduciaries identify operational in-efficiencies so they can reduce overall risk and liability. After serving in the Marines in Vietnam, he attended law school then entered the financial world and has been a regulator, auditor, HR department head, trust group head, CEO of 2 multi-billion dollar Investment companies and CEO of a multi-state Broker Dealer. Bill is an international speaker, strategist and innovator for financial, fiduciary and retirement plans. During his 40 plus year career, he has designed and implemented various innovative financial products and systems. Most recently, he assisted in creating an innovative 401(k) e-compliance tool, The FIRE System, and a fiduciary education tool, The Ignite System to help un-complicate retirement plan compliance for plan sponsors and their fiduciaries. Today, Bill assists companies and their fiduciaries in understanding their role of being an ERISA fiduciary so they can reduce their professional and personal risk. |
Do you have another Co-Presenter to Add: | NO |
Co-Presenters2 | |
Co-Presenter2 First Name: | N/A |
Co-Presenters2 Last Name: | N/A |
Co-Presenter2 Certification: | N/A |
Co-Presdenter2 Title: | N/A |
Co-Presenter2 Organiation: | N/A |
Co-Presenter2 Address: | N/A |
Co-Presenter2 City: | N/A |
Co-Presenter2 State: | N/A |
Co-Presenter2 Zip: | N/A |
Co-Presenter2 Phone: | N/A |
Co-Presenter2 Alternate Phone: | N/A |
Co-Presenter2 Fax: | N/A |
Co-Presenter2 Email: | N/A |
Co-Presenter2 Website: | N/A |
Co-Presenter2 Biography: | N/A |
Do you have another Co-Presenter to Add 3: | N/A |
Co-Presenters3 | |
Co-Presenter3 First Name: | N/A |
Co-Presenter3Last Name: | N/A |
Co-Presenter3 Certification: | N/A |
Co-Presenter3 Title: | N/A |
Co-Presenter3 Organization: | N/A |
Co-Presenter3 Address: | N/A |
Co-Presenter3 City: | N/A |
Co-Presenter3 State: | N/A |
Co-Presenter3 Zip: | N/A |
Co-Presenter3 Phone: | N/A |
Co-Presenter3 Alternate Phone: | N/A |
Co-Presenter3 Fax: | N/A |
Co-Presenter3Email: | N/A |
Co-Presenter3 Website: | N/A |
Co-Presenter3 Biography: | N/A |
Do you have another Co-Presenter to Add: | N/A |
Co-Presenters4 | |
Co-Presenter4 First Name: | N/A |
Co-Presenter4 Last Name: | N/A |
Co-Presenter4 Certification: | N/A |
Co-Presenter4 Title: | N/A |
Co-Presenter4 Organization: | N/A |
Co-Presenter4 Address: | N/A |
Co-Presenter4 City: | N/A |
Co-Presenter4 State: | N/A |
Co-Presenter4 Zip: | N/A |
Co-Presenter4 Phone: | N/A |
Co-Presenter4 Alternate Phone: | N/A |
Co-Presenter4 Fax: | N/A |
Co-Presenter4 Email: | N/A |
Co-Presenter4 Website: | N/A |
Co-Presenter4 Biography: | N/A |
Submittal | |
Thank You |