Speaker, "Health Care Reform/Regulatory Panel" and "Health Care Reform Tips for Plan Sponsors, "ASPA/Western Benefits Conference Annual Meeting, Las Vegas, July 2011.
Speaker, “ERISA Litigation – What Employers Need to Know” Western Pension & Benefits Conference, monthly meeting, San Diego Chapter, May 2006.
Speaker, “Qualified Plan/Title I Update,” Western Pension & Benefits Conference, Spring Summit, Los Angeles Chapter, May 2006.
Speaker, “Overview of Collectively-Bargained Multiemployer Plans,” Associated General Contractors of California, April 2005.
Speaker, “Overview of Collectively-Bargained Multiemployer Plans,” Western Wall & Ceiling Contractors Association, January 2005.
Speaker, “ERISA Update: Cash Balance Plans,” West Coast General Counsel Conference, Corporate Counsel/American Lawyer Media, November 2003.
Seminar Leader, “Retirement Plan Developments,” University of Southern California Tax Institute, January 2003.
Speaker, “Employee Benefits for the Entertainment Industry,” California Society of CPAs – Business Managers’ Section, February 2002.
Speaker, “IRS Field Initiatives and Audits,” Western Pension & Benefits Conference, 2000 Annual Meeting, August 2000.
Speaker, “Regulatory Developments and Issues Regarding Investment Management,” International Foundation of Employee Benefit Plans, 1998 Accountants’ Forum on Employee Benefits, June 1998.
Speaker, “Recent Employee Benefit Legislative Developments,” Western Pension & Benefits Conference, 1998 Spring Seminar, March 1998.
Speaker, “Investment Management and Alternative Investment Arrangements,” International Foundation of Employee Benefit Plans, 1988 Attorneys’ Forum on Employee Benefits, February 1998.
Speaker, “Technology and Employee Benefit Plans: Legal Issues in Paperless Administration,” International Foundation of Employee Benefit Plans, October 1995.
Moderator, “General Session with Senior IRS and Department of Labor Staff”, Western Pension & Benefits Conference, Annual Meeting, July 1995.
Speaker, “Recent Developments Affecting Executive Compensation and Qualified Plans,” University of Southern California, Institute for Corporate Counsel, March 1995.
Speaker, “Fiduciary Responsibility Under ERISA,” 12th Annual Employee Benefits Seminar of Hawaii, October 1994.
Speaker, “Fiduciary Relief for Participant-Directed Individual Accounts, Final Regulations Under ERISA Section 404(c),” Western Pension & Benefits Conference, Annual Seminar, Santa Barbara Chapter, September 1993.
Speaker, “Employee Benefits Legislative Update, Including Comparison of Family & Medical Leave Act of 1993 and the California Family Rights Act,” Western Pension & Benefits Conference, 12th Annual Spring Seminar, San Diego Chapter, May 1993.
Speaker, “Retirement Plans,” Institute of Management Accountants, February 1993.
Speaker, “Employee Benefit Developments,” California Bar Association, Annual Meeting, Employee Benefits Committee, Taxation Section, September 1992.
Moderator, “Current Issues in Health Care Litigation,” Western Pension & Benefits Conference, 1992 Annual Meeting, July 1992.
Speaker, “Selected Recent Employee Benefit Developments,” Western Pension & Benefits Conference, January 1991.
Moderator and Commentator, “TRA86: IRS Technical Session with IRS and Treasury Pension Officials”, Western Pension & Benefits Conference, 27th Annual Meeting, July 1988.
Moderator and Commentator, “General Session: Legislative and Regulatory Outlook with Senior IRS and Legislative Staff,” Western Pension & Benefits Conference, 27th Annual Meeting, July 1988.
Speaker, “401(k) Plan Design and Administration,” Beverly Hills Bar Association, 1988 Employee Benefits and Executive Compensation Conference, May 1988.
Speaker, “Current Developments,” Mountain States Pension Conference, 1988.
Speaker, “Non-Discrimination,” Annual Meeting, Mountain States Pension Conference, September 1987.
Speaker, “Controlled and Affiliated Relationships Revisited,” Beverly Hills Bar Association, 1986 Employee Benefits and Executive Compensation Conference, May 1986.
Speaker, “Compensation Alternatives,” California CPA Foundation for Education and Research, Tax Planning for High Bracket Taxpayers Conference, 1986.
Seminar Leader, “Current Developments in Employee Benefits,” University of Southern California Tax Institute, January 1986.
Speaker, “The Administration of Employee Benefit Programs with a Reduced Legal Risk: Recent Legal Developments,” Western Pension Conference, 1985.
Speaker, “Special Features of Leveraged ESOPs and PAYSOPs,” California Continuing Education of the Bar, Advanced Pension & Benefits Planning, January 1985.
Speaker, “The Reported Demise of Personal Service Corporations: Grossly Exaggerated?” California Continuing Education of the Bar, Professional Corporations After TEFRA, October/November 1983.
Speaker, “Selected Recent Developments Affecting Employee Benefits,” Beverly Hills Bar Association, 1983 Employee Benefits and Executive Compensation Conference, May 1983.
Speaker, “Dealing with Affiliated Service Group and Controlled Group Problems,” Beverly Hills Bar Association, 1982 Employee Benefits and Executive Compensation Conference, May 1982.
Speaker, “Employee Benefit Developments,” Title Insurance and Trust Co. , Annual Tax and Trust Forum, 1979-1980.