PROGRAM AGENDA. 4:30 6:00 p.m. Diversity Subcommittee Meeting (Library 1 st Floor)

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1 American Bar Association SECTION OF LABOR AND EMPLOYMENT LAW EMPLOYEE BENEFITS COMMITTEE 2003 Midwinter Meeting Westin Horton Plaza, San Diego, California February 12-15, 2003 PROGRAM AGENDA Wednesday, February 12, :00-5:00 p.m. Registration (California Ballroom Foyer) 4:30 6:00 p.m. Diversity Subcommittee Meeting (Library 1 st Floor) 6:00-8:00 p.m. Welcome Reception (Garden Pavilion 4 th Floor) Thursday, February 13, :00 a.m. - 1:00 p.m. Registration Desk (California Foyer 2 nd Floor) 7:00 a.m. 8:00 a.m. First-Time Attendee Breakfast (Sierra 2 nd Floor) (advance registration required) 7:00 a.m. 8:00 a.m. Continental Breakfast (California Foyer 2 nd Floor) 9:00 a.m. 10:30 a.m. Spouse/Guest Breakfast (Plaza A 2 nd Floor) 8:00 a.m. - 1:30 p.m. General Session (California Ballroom A&B 2 nd Floor) 8:00 a.m. - 8:10 a.m. Welcoming Remarks Committee Co-Chairs David R. Levin, Management Co-Chair Mary Ellen Signorille, Plaintiff Co-Chair Jani K. Rachelson, Union Co-Chair 8:10 a.m. - 9:00 a.m. Benefit Claims and Individual Rights William Payne, Union Co-Chair Pittsburgh, Pennsylvania W. Fulton Broemer, Management Co-Chair Houston, Texas Elizabeth Lishner, Plaintiff Co-Chair Santa Monica, California

2 9:00 a.m. - 9:30 a.m. Reporting and Disclosure Jonathan Rose, Management Co-Chair Jayne Zanglein, Neutral Co-Chair Lubbock, Texas Raphael Shannon, Union Co-Chair 9:30 a.m. - 10:15 a.m. Retirement Plan Design, Qualification and Administration Barbara Kraft, Union Co-Chair Joyce A. Mader, Union Co-Chair Lois Colbert, Management Co-Chair Raleigh, North Carolina Sue Stoffer, Management Co-Chair Atlanta, Georgia 10:15 a.m. 10:30 a.m. Welcome by Section Chair and Chair-Elect Jana Howard Carey, Chair Annapolis, Maryland Stephen Gordon, Chair-Elect Minneapolis, Minnesota 10:30 a.m. - 10:45 a.m. Break (California Foyer) 10:45 a.m. - 11:30 a.m. ERISA Preemption and Effect on Other Laws Denise Clark, Union Co-Chair Brian Dougherty, Management Co-Chair Philadelphia, Pennsylvania Sarah Dennis, Management Co-Chair Tampa, Florida Marc Machiz, Plaintiff Co-Chair

3 11:30 a.m. 12:15 p.m. Special Topic: Knudsen One Year After The Fallout Moderator: Thomas Lawrence, Memphis, Tennessee Speakers: Dana Muir, Ann Arbor, Michigan Bill Scott, Senior Attorney, U.S. Department of Labor 12:15 p.m. - 12:30 p.m. Criminal Law Robert Nagle, Neutral Co-Chair McLean, Virginia David Elbaor, Union Co-Chair Roxella T. Cavazos, Management Co-Chair Houston, Texas 12:30 p.m. - 1:30 p.m. Ethics Douglas Selwyn, Union Co-Chair Houston, Texas Rebecca Steele, Management Co-Chair Tampa, Florida Gwen Thayer Handelman, Neutral Co-Chair Pompano Beach, Florida 1:45 p.m. 2:45 p.m. Young Lawyers / New ERISA Lawyers Luncheon (Library 1 st Floor) (advance registration required) 6:00 p.m. - 8:00 p.m. Cocktail Party at The Bitter End (770 Fifth Avenue - Upstairs Lounge) Friday, February 14, :00 a.m. - 1:00 p.m. Registration Desk (California Foyer) 7:00 a.m. 8:00 a.m. Continental Breakfast (California Foyer) 8:00 a.m. - 1:00 p.m. General Session (California Ballroom A&B 2 nd Floor) 8:00 a.m. - 8:15 a.m. Report from the Senior Editors Jane Kheel Stanley, Editor Bethesda, Maryland D. Ward Kallstrom, Management James I. Singer, Union

4 St. Louis, Missouri Ronald Dean, Plaintiff Pacific Palisades, California 8:15 a.m. - 9:15 a.m. Welfare Plans: Technical & Statutory Deborah Lerner, Union Co-Chair Philadelphia, Pennsylvania Peter Shinevar, Management Co-Chair Marc Nielsen, Neutral Co-Chair Kathy Bakich, Neutral Co-Chair 9:15 a.m. - 10:15 a.m. Fiduciary Responsibility Douglas Greenfield, Union Co-Chair Martha Jo Wagner, Management Co-Chair David Preminger, Plaintiff Co-Chair 10:15 a.m. - 10:30 a.m. Break (California Foyer) 10:30 a.m. - 11:15 a.m. Civil Practice and Procedure Karen Wahle, Management Co-Chair Ron Kravitz, Plaintiff Co-Chair Lisa Gomez, Union Co-Chair Myron Rumeld, Management Co-Chair 11:15 a.m. - 12:00 p.m. Employment Discrimination and Employee Benefits Judith Broach, Union Co-Chair Mark Casciari, Management Co-Chair

5 Mark DeBofsky, Plaintiff Co-Chair 12:00 p.m. - 12:45 p.m. Special Topic: Class Actions in ERISA Cases Moderator: Jeffrey Lewis, Oakland, California Speakers: Robert Rachal, New Orleans, Louisiana Nancy Ross, Lynn Sarko, Seattle, Washington 5:00 p.m. 7:00 p.m. Cocktail Reception at The Onyx Room (852 Fifth Avenue) Saturday, February 15, :00 a.m. - 1:00 p.m. Registration Desk (California Foyer) 7:00 a.m. 8:00 a.m. Continental Breakfast (California Foyer) 8:00 a.m. - 1:00 p.m. General Session (California Ballroom A&B 2 nd Floor) 8:00 a.m. - 8:45 a.m. Legislative and Administrative Oversight Margery Sinder Friedman, Management Co-Chair Phyllis, Borzi, Union Co-Chair 8:45 a.m. - 9:15 a.m. Collective Bargaining and Employee Benefits Terence Craig, Union Co-Chair Alexandria, Virginia Charles Wolf, Management Co-Chair 9:15 a.m. - 9:40 a.m. Public and Exempt Organizations Plans Tim Parsons, Neutral Co-Chair Denver, Colorado Gabe Minc, Management Co-Chair

6 9:40 a.m. - 10:00 a.m. Corporate Plan Termination and Benefit Insurance David Weingarten, Management Co-Chair Henry Rose, Neutral Co-Chair 10:00 a.m. - 10:15 a.m. Break (California Foyer) 10:15 a.m. 10:45 a.m. Jointly-Administered Plans/Withdrawal Liability David Potts-Dupre, Union Co-Chair Mike Alaimo, Management Co-Chair Detroit, Michigan Jeff Stein, Neutral Co-Chair 10:45 a.m. - 12:00 p.m. Welfare Plans: Benefit Claims Robert Bach, Plaintiff Co-Chair Deborah Wiener, Neutral Co-Chair Thomas Lawrence, Management Co-Chair Memphis, Tennessee Lissa Paris, Management Co-Chair Hartford, Connecticut 12:00 p.m. - 1:00 p.m. Committee Business Meeting

PROGRAM AGENDA. 4:30 6:00 p.m. Diversity Subcommittee Meeting (Union Terrace C, 3 rd Floor)

PROGRAM AGENDA. 4:30 6:00 p.m. Diversity Subcommittee Meeting (Union Terrace C, 3 rd Floor) American Bar Association SECTION OF LABOR AND EMPLOYMENT LAW EMPLOYEE BENEFITS COMMITTEE 2004 Midwinter Meeting Ritz-Carlton, New Orleans, Louisiana February 4-7, 2004 PROGRAM AGENDA Wednesday, February