Calendar of Events

Don't Take A Chance: The 2018 Employee Benefit Plan Update

7:30 am      Check-in, Continental Breakfast and Networking

                        Welcome and Introductions

8:00 am      The Evolution of Benefits Law and 2018

                       Brandon Long, McAfee & Taft

9:00 am      TCJA: Compensation and Fringe Benefits

                       Jerrad Powell, HoganTaylor LLP

10:00 am     EPCRS: Employee Plans Compliance Resolution System

                       Debbie Crump, BOK Financial

11:00 am     Embracing the Inevitable – The Evolving Workforce And Keeping Pace with ERISA

                       Jeff Wilkie, HoganTaylor LLP

12:00 pm     Door prizes; SHRM/HRCI Certification Hours/Dismissal

SPEAKERS:

Brandon Long – Shareholder, Practice Group Leader, McAfee & Taft

Brandon Long is an experienced, AV Preeminent-rated employee benefits attorney. He represents regional and national clients with thousands of employees, including large publicly traded corporations, governmental entities and universities, with numerous complicated benefit plans and plan designs. Clients seek his advice for practical, creative solutions to complex problems, as well as his ability to make highly technical concepts understandable to executives, employees and other lawyers.

Brandon currently serves as leader of the firm’s Employee Benefits and Executive Compensation Group, overseeing one of the Southwest’s largest and most experienced teams of employee benefits lawyers. He also currently serves on the executive committee of the SouthWest Benefits Association, the region’s premier organization for benefits professionals.

 Brandon’s practice is focused on matters involving 401(k) plans, defined benefit plans and employee stock ownership plans; audits and investigations by the IRS and the U.S. Department of Labor; mergers and acquisitions involving ERISA plans; retirement plans for tax-exempt and governmental entities, including Indian tribal governments; health and welfare issues, including the Affordable Care Act; and executive compensation issues arising under Code Section 409A. He has particular experience correcting plan errors and has filed and successfully resolved numerous voluntary correction applications with the IRS and the U.S. Department of Labor.

Since the passage of the Affordable Care Act, Brandon has counseled clients of all sizes on the interpretation and implementation of key deadlines and measures, including “play or pay,” health insurance exchange issues, changes to flexible spending accounts, W-2 reporting, discrimination testing, waiting periods, and cost-containment strategies. He has also provided comments to regulators regarding proposed ACA regulations and methods to structure those regulations to provide optimal outcomes for plan participants and plan sponsors.

 A portion of his practice has been devoted to complex litigation, including ERISA litigation. In 2007, on behalf of a major insurance company, Brandon co-authored the petition for a writ of certiorari that was granted by the U.S. Supreme Court, and he helped prepare for and attended the oral argument in the Supreme Court, which issued an opinion in his client’s favor.

 Brandon is a frequent speaker on employee benefits issues before state, regional and national audiences and is a frequent legal columnist and contributing author to numerous business and professional publications, including The Oklahoman, The Journal Record, Oklahoma Employment Law Letter, and the 2013 and 2014 editions of Benefits Compliance: Strategies for Plans, Programs & Policies, the go-to reference book for benefits managers published by BLR. His achievements have earned him inclusion in Oklahoma Super Lawyers.

Deborah Crump – Senior Vice President; Manager Plan Compliance, Bank of Oklahoma

 Areas of Responsibility: Deborah is primarily responsible for assisting plans in maintaining compliance with regulatory requirements, including plan design consulting, drafting plan documents, performing plan testing, preparing Forms 5500, and providing ERISA and Internal Revenue Code technical support.

Jerrad Powell, Tax Senior Manager, HoganTaylor LLP

Jerrad graduated from Harding University in 2004, earning a bachelor’s degree in accounting. He is a Certified Public Accountant as well as a member of the American Institute of Certified Public Accountants and the Arkansas Society of Certified Public Accountants.

Jerrad has over ten years of experience in public accounting, providing tax compliance services to a range of clients including financial institutions, multi-state corporations, pass-through entities, and high-net-worth individuals. Additionally, Jerrad has also worked in the private sector, as SVP of Corporate Services for an Arkansas based technology firm, for three years. He also serves on the Pulaski County Advisory Board for The Call, the Advisory Council for Harding University’s Center for World Missions, and actively works with missionaries abroad and those preparing to leave the country.

Jeff Wilkie, SPHR, SHRM-SCP – Consulting Executive, HoganTaylor LLP

Jeff Wilkie has made a career in human resources with an emphasis in employee development and workforce engagement strategies since 1992. Jeff went to work in the Training and Organizational Development field for First Data Corporation where he became the Senior Trainer for Professional Development and guided the 1500+ employees in activities focused on increasing communication and supervision capabilities in management and professional staff.

 In 1999, Jeff joined Williams as a Learning Specialist Consultant where he supervised a staff of eight while designing and implementing human resource development programs encompassing the entire enterprise organization by working in all three segments, Energy, Natural Gas and Communications.

In 2003, Jeff founded Jeff Wilkie Consulting as a private consultant working in the field of change management and organizational development. In this role, Jeff has served as a trusted resource for many small to medium sized businesses to enhance their strategic growth and direction.

In October 2007, Jeff joined the Mayor’s Office for the City of Tulsa as the Director of Organizational Development and Performance. Jeff served as the primary people officer directing human resources department staff for the City of Tulsa regarding its 4000+ workforce and all elements of organizational development including but not limited to labor relations, worker’s compensation, employee health, safety, training and wellness programming, proper administration of employee policies and procedures and the hiring and retention of employees.

Jeff joined HoganTaylor as Chief Human Resources Officer 2012. As the Chief Human Resource Officer (CHRO) he reported directly to the CEO and provided strategic leadership for human resource activities to ensure high quality staffing and retention of firm personnel. Jeff was directly responsible for the strategic planning and implementation of human resource programs across two states including the mission, vision and values.

 Currently, Jeff leads the Human Capital Strategies (HCS) niche under Financial Management Services at HoganTaylor. In this role, he works as a confidante and coach to organizational executive teams and assists in the focus and formulation of a company’s human capital strategies. Providing counsel around talent architecture, he collaboratively works to identify and build human capital critical to the present operations and future growth of organizations, and also provides valuable consulting around change management and organizational communications.

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Sponsored by:  HoganTaylor