2024 Half-Day Seminar

Session Topics: Anatomy of a Retirement Plan Fiduciary and Law Firm Coach - Part II

Sponsor: Southern Imaging Solutions

PARKING INCLUDED AT NO COST AT THE ROOSEVELT
(USE THE VALET AND BRING TICKET TO THE CONFERENCE ROOM)

$150 Gift Card Raffle - Must be Present to Win!

Registration (Deadline Noon, 14 October 2024)

Breakfast Buffet:

Orange & Apple Juice
House Baked Croissants, Breakfast Bread & Pastries
Preserves, Jams & Butter
Assorted Cereals and Milk
Coffee and Tea

Lunch - On the Go!

Pesto Pasta Salad

Assorted Gourmet Sandwiches, Select Choice @ registration:

Grilled Chicken Breast, Arugula, Sundried Tomato Aioli, Sliced Swiss Cheese, Ciabatta Bread

OR

Roast Beef BLT: Herb roasted beef, Smoked Bacon, Baby Lettuce, Tomato, Creole Mustard Aioli, Potato Bun

OR

Gluten Free Chickpea Salad Sandwich with Sundried Cranberries, Sunflower Seeds, Sliced Roma Tomatoes, Alfalfa Sprouts, Honey Mustard and Gluten Free Bun

Selection of Sun Chips and Potato Chips
Assortment of Homemade Cookies

Session I Topic: The Anatomy of a Retirement Plan Fiduciary
8:45 a.m. - 10:15 a.m.

Speaker:  Vanessa P. Watkins, CPFA®, AIF®

Vanessa is responsible for management of the retirement services group in Charlotte, Charleston, Greenville and Atlanta in providing retirement plan consulting to NFP clients. Vanessa Watkins has been a financial professional for over 30 years. Her career encompasses operations, consulting, sales, corporate strategy, and management for large and small corporations. She has experience in qualified and non-qualified corporate retirement programs having worked at national recordkeeping/administration and consulting firms.

Additionally, she has been a guest speaker at several industry conferences including ASPPA, CFDD and regional conferences sponsored by Fidelity and Schwab. She also has been recognized by industry peers and NAPA as a Top Women Advisor Captain for 2018, 2019, 2021 and 2023. Vanessa holds FINRA Series 6, 63 and 26 Securities & Principal licenses. Additionally, she is credentialed as an Accredited Investment Fiduciary through Fi360/BroadRidge and Certified Plan Financial Advisor through ASPPA/NAPA.

CLM CREDIT

CLM^®Application Credit: 1.5 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1.5 hour(s) in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1.5 hour(s) in the subject area of Human Resources Management (HR)

Session II Topic: The Law Firm Coach - Part II
10:30 a.m. - 12:00 p.m.

Speakers:

Bill Provensal, CPA, CLM, MBA, MStax, CGMA
31 years as law firms' Dir. Of Admin, COO, CFO

Ray Lightell, CPA, CLM
35+ years as law firms' Controller, Administrator, Executive Director, COO, CFO

Bill Provensal, Principal, Povensal Consulting LLC, provides business planning, tax, and financial consultation.  Bill's myriad experience includes President of Dubon Foods, comptroller, Chief Operating Officer, Chief Financial Officer, and Director of Administration of many well-known and distinguished New Orleans law firms.  Bill is a member of the Society of La CPA's, American Institute of CPA's and former President and Board Member of the New Orleans Chapter, ALA.  Bill has over 35 years of law firm operations experience.

Ray Lightell is semi-retired, but actively engaged not only within Galloway, Johnson, Tompkins, Burr & Smith, but also with our Chapter as a mentor and leader. Ray's career also spans over 35 years in the legal profession and has been a member of the New Orleans Chapter since 1985.  Ray has held numerous committee roles, including Chair, and has served on the Board in every position from Director and Treasurer to President.  Additionally, Ray was invited and presented to other Chapters on various topics and has volunteered on the National level as a speaker, a National committee chair and member, and National Board member.  Ray is also active as a community volunteer.  Ray is a member of the Society of Louisiana CPA's, the LSU Alumni Association St. Bernard Chapter, and the Holy Cross High School Alumni Association.

CLM CREDIT 

CLM^®Application Credit: 1.5 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1.5 hour(s) in the subject area of Legal Industry/Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1.5 hour(s) in the subject area of Legal Industry/Business Management (LI)