LEBC May 2024 - Monthly Meeting
2024-05-21 11:30 - 13:30 (America/Kentucky/Louisville) | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, May 21th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by May 16th.
Ethics & Professionalism
Andrew L. Oringer, The Wagner Law Group

“Andrew Oringer heads the firm’s New York office and serves as its General Counsel. His expertise extends to a broad array of issues relating to ERISA and executive compensation. He advises clients regarding their pension and welfare plans and arrangements, benefits-related tax matters and fiduciary issues arising in connection with the investment of plan assets, and has extensive experience with executive compensation representing employers as well as individual executives. Andrew’s advice to clients encompasses all aspects of corporate transactions and initial public offerings in which benefits and compensation issues play a central part. He regularly counsels financial institutions and plan fiduciaries regarding investments, and has been instrumental in designing intricate investment structures to address complex ERISA issues. As General Counsel, Andrew addresses a variety of ethical issues impacting an ever-growing law firm.” – Andrew L. Oringer | The Wagner Law Group
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

Join the LEBC for a summer social at Copper & Kings!
2024-06-20 16:00 | Copper & Kings, 1121 E. Washington St, Louisville, KY, 40206, United States
We are excited to invite you to a special social event at Copper & Kings.
Event Details:
June 20th – Tour at 4:00 pm, drinks and appetizers at 5:00 pm
Copper & Kings Distillery, 1121 E Washington St, Louisville, KY 40206
Note that the venue has a small parking lot and ample street parking
RSVP Here
To ensure that we can make the necessary arrangements, please RSVP by June 12th.
If you can only attend the happy hour, that’s great too but please be sure to let us know.
Please also let us know if you have any dietary restrictions or special requests, and we will do our best to accommodate them.
For more information about the venue, you can visit https://www.copperandkings.com/
The event will kick off with a tour of the Copper & Kings Distillery at 4:00 pm, providing you with an opportunity to witness the artistry and science that goes into creating their award-winning products. Following the tour, from approximately 5:00 to 6:30 pm, we will gather at the rooftop lounge space for a relaxed and enjoyable happy hour.
We sincerely hope that you will be able to join us for this exciting event. It will be a fantastic opportunity to unwind, have fun, network, and celebrate. We look forward to your presence and the chance to spend an enjoyable afternoon together.
If you have any questions or need further information, please do not hesitate to reach out (just reply to this email).
Thank you for your continued membership in LEBC!
Warm regards,
The LEBC Executive Committee

LEBC Sep 2024 - Monthly Meeting
2024-09-17 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, September 17th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by September 12th.
Current Health Plan Trends – the Good, the Bad, the Ugly
Nelson Caudill, Vice President – Employee Benefits, USI

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC Oct 2024 - Monthly Meeting
2024-10-22 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, October 22nd
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by October 17th.
Perspectives on Artificial Intelligence
Michael Armstrong, Vice President – Americas Client Business, Goldman Sachs
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Roger Cox: roger.cox@edwardjones.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC November 2024 - Monthly Meeting
2024-11-19 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, November 19th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by November 14th.
Benefits issues with M&A
John R. Kirk, Partner, Bricker Graydon
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com
The Louisville Employee Benefits Council is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.

LEBC Holiday Party - December 5, 2024
2024-12-05 16:30 - 19:30 | Mesh Restaurant, 3608 Brownsboro Rd, Louisville, KY, 40207
Mesh Louisville (3608 Brownsboro Rd, Louisville, KY 40207)
Please join us Thursday, December 5th at Mesh for an LEBC Social. We will have a private room reserved from 4:30 to 7:30. Don’t miss out:

Appetizer buffet from 5:00 to 7:00
Open bar
Door prizes
Fun!

There will not be any formal programming at this event, just socializing. Please feel free to come and go as you please, but note we plan to draw door prizes around 6:00.
Please RSVP HERE by Wednesday, November 27th, so we have an accurate headcount.
Note that due to space and cost constraints, we are limiting this event to LEBC members and guests who are potential new members.
Hope to see you there!

LEBC January 2025 - Monthly Meeting
2025-01-21 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, January 21st
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by January 16th.
Economic Growth, Opportunity, and Quality of Place: Perspectives from the Mayor’s Chief of Staff
David Kaplan, Chief of Staff & General Counsel to the Office of Mayor Craig Greenberg
David Kaplan will provide an overview of various economic development projects and initiatives that Mayor Greenberg has prioritized during his Administration.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Taylor Jolly: taylor.jolly@mercer.com

LEBC February 2025 - Monthly Meeting
2025-02-18 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, February 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by February 13th.
Economic Update
Ross Mayfield, Vice President, Investment Strategist, Baird
Join us for a 2025 Economic Update.
Ross Mayfield, CFA®, is an Investment Strategist for Baird Private Wealth Management. He provides financial education designed to help clients reach their goals, be it through investment strategy and equity research content, or through regular national media appearances on CNBC, Bloomberg, and more.
Ross holds a bachelor’s degree in Finance from the University of Kentucky, and earned his MBA from the University of Louisville. He also became a CFA charterholder in 2018 and serves as treasurer on the board of the CFA Society Louisville. Prior to Baird, Ross was an ETF Analyst and then a Research Analyst at Hilliard Lyons, which was acquired by Baird in 2019.
Through his thought leadership, Ross seeks to offer historical perspectives to clients, keeping them from getting too high in bull markets, or too low in volatile or bear markets. By visualizing data through charts and tables, Ross focuses on “myth busting,” dispelling conventional wisdom about investing with actual market performance. Ultimately, Ross looks to “simplify the chaos” that accompanies the financial news of the day, guiding clients towards smart financial decisions.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

LEBC March 2025 - Monthly Meeting
2025-03-18 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, March 18th
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by March 13th.
401(k) Fees
Mr. Chris Dall, Managing Director, Defined Contribution Retirement Solutions, PNC Institutional Asset Management
Chris is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. He provides functional oversight to the Retirement Plan Advisors and Employee Education Consultants who are responsible for providing defined contribution solutions to plan sponsors.
Chris joined PNC in 2015 as an Associate Investment Advisor. Most recently, Chris served as Content Manager, working closely with the IAM business and Marketing teams to create thought leadership and other content for the Outsourced Chief Investment Officer (OCIO) and DC Retirement Solutions Groups. In addition, he has authored content featured on the CFA Institute’s Enterprising Investor blog and SHRM’s blog, in addition to being quoted in industry news sources such as Plansponsor.com. He has also presented on related topics at various industry conferences and local market events. He serves as the Vice President of the Interfaith Employee Business Relations Group and is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group.
Chris graduated with a Bachelor of Science in finance from Penn State Erie, The Behrend College. Chris holds the Chartered Financial Analyst®(CFA) designation. He also studied at Oxford College and Emory University.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

LEBC April 2025 – Monthly Meeting
2025-04-15 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, April 15th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by April 10th.
Nonqualified Retirement Plan Update
Jeffrey W. Kroh, Principal, Groom Law Group
Jeff Kroh’s practice focuses on counseling plan sponsors, financial institutions, and tax-exempt organizations regarding the design and administration of executive deferred compensation plans, annual and long-term bonus and incentive plans, equity compensation and phantom equity plans, and qualified retirement plans. In addition, his practice encompasses significant experience advising tax-exempt organizations on a broad range of tax and compliance issues, including group NIL licensing, tax-exempt structuring, UBIT and other related issues.
Since joining Groom in 2005, Jeff has worked extensively on executive compensation issues, involving traditional deferred compensation plans, supplemental executive retirement plans (SERPs), equity incentive plans, annual and long-term bonus and incentive plans, change in control and severance arrangements, employment agreements, and other top hat plan and rabbi trust design and compliance issues. Jeff regularly speaks on these topics at national conferences and webinars, and for the past 15 years, Jeff has been an adjunct professor in Georgetown Law School’s LL.M. program teaching a course on executive compensation topics.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

Add to calendar

Join the LEBC for a summer social at Churchill Downs!
2025-05-16 11:30 - 18:00 | KY
REMINDER: We still have a few spots left! If you plan to go, don’t forget to RSVP.

We are excited to invite you to a special social event at Churchill Downs. This is a fantastic opportunity to socialize and kick back with your benefit practitioner peers.
Event Details:
Friday, May 16th – Gates open at 11:30 am with the First Post at 12:45.
We will be in the Jockey Club Suites and food and beverages will be available from around noon until 4:00.
Because the suite is limited to 24 people, this event is open to LEBC members only and tickets will be available on a first come first serve basis.. To secure your spot, please RSVP by May 2nd.
RSVP Here
We sincerely hope that you will be able to join us for this exciting event. It will be a fantastic opportunity to unwind, have fun, network, and celebrate. We look forward to your presence and the chance to spend an enjoyable afternoon together.
More information will be provided closer to the event date.
If you have any questions, or need to cancel after registering, please contact Tammy Mahoney (tammy.mahoney@usi.com).
Thank you for your continued membership in LEBC!
Warm regards,
The LEBC Executive Committee

LEBC June 2025 - Monthly Meeting
2025-06-17 11:30 - 13:15 | KY
Tuesday, June 17th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by June 12th.
Mercer’s National Survey of Employer Sponsored Health Plans and Survey on Health & Benefit Strategies for 2026
Dena Van Atta – Senior Health and Benefits Consultant, Mercer
Dena Van Atta has over 24 years’ experience in health, wellbeing and benefits for large employers within the United States. She has 9 years of experience on the Employee Benefits Agency side as an Account Executive, as well as, 15 years at Carriers in Commercial Benefits in similar roles.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

Add to calendar

LEBC September 2025 - Monthly Meeting
2025-09-16 11:30 - 13:15 | KY
Tuesday, September 16th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by Thursday, September 11th
SECURE 2.0: Implementation Issues
Cory Aldrich – Senior Account Manager, USI Consulting Group
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

Add to calendar

LEBC October 2025 - Monthly Meeting
2025-10-21 11:30 - 13:15 | KY
Tuesday, October 21st

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by Thursday, October 16th
ERISA Litigation Update
John R. Kirk – Partner, Bricker Graydon
John Kirk practices in the employee benefits area, focusing in comprehensive support for employers of all sizes, public and private, for, as well as nonprofit organizations. His expertise spans various facets of employee benefits, including design, implementation, and compliance across tax-qualified plans such as 401(k) plans, 403(b) plans, ESOPs, and defined benefit plans. John also advises employers on nonqualified deferred compensation, health and welfare programs, including ACA compliance, and employee fringe benefit plans.
John has extensive experience representing plan sponsors, trustees, and fiduciaries in transactions involving ESOPs. He guides companies through the entire ESOP life-cycle, including acquisitions, divestitures, and administration matters post-acquisition. John further assists ESOP entities with governmental audits/investigations and litigation.
Beyond ESOPs, John assists employers in designing and implementing qualified and non-qualified plans, including stock options, deferred compensation, and other incentive plans. He works with employers to help modify and administer both small and large defined benefit and defined contribution plans, supplemental retirement programs, equity compensation programs, and health and welfare arrangements. His practice also includes all aspects of retirement plan work for nonprofit and governmental employers (e.g., 403(b), 457(b), and 457(f) plans).

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. First time guests are free for the October meeting! Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

LEBC November 2025 - Monthly Meeting
2025-11-18 11:30 - 13:15 | KY
Tuesday, November 18th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by Thursday, November 13th
M&A Update (Focus on ESOPs)
Alberto Toribio del Pilar – Managing Director, ButcherJoseph & Co.
Albert is a Managing Director and a key member of the leadership team at ButcherJoseph & Co. He is also a member of the Valuation Advisory Fairness Opinion Committee. He has over 20 years of global corporate finance, capital markets and ESOP experience at industry-leading investment banks. Albert holds FINRA 79 & 63 Licenses.
Albert began his career at Merrill Lynch where he helped execute over 50 equity and equity-linked investment offerings totaling more than $18 billion. He then joined the Credit Suisse capital markets group in New York where he collaborated on 45 public equity offerings totaling $6 billion. Afterwards, Albert joined the Sao Paolo office, working on cross-border mergers and acquisitions.
Prior to ButcherJoseph & Co., he was a member of the Global Industrials Group at Morgan Stanley, where he advised public and privately held companies on corporate finance, capital markets and the structuring and execution of shareholder liquidity transactions involving the sale of equity to employees, management, and private equity investors.
Albert was chosen as one of the Top 100 St. Louisans to Know to Succeed in Business in 2022 by St. Louis Small Business Monthly. In 2014, he was selected as a winner of The M&A Advisor’s 40 Under 40 Dealmaker Recognition Awards. As a champion for employee ownership, Albert is a member of Employee-Owned S Corporations of America (ESCA), The ESOP Association (TEA) and the National Center for Employee Ownership (NCEO).
Albert graduated cum laude from Harvard College and holds a Master of Science degree in foreign policy from Georgetown University where he was recognized for academic excellence. He currently serves as Treasurer and Member of the Board of the St. Louis International Institute Community Development Corporation. He also served as Treasurer for the Glenridge Children’s Center.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. First time guests are free for the November meeting! Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

LEBC Holiday Party - December 4, 2025
2025-12-04 16:30 - 19:30 | KY
Mesh Louisville (3608 Brownsboro Rd, Louisville, KY 40207)
Please join us Thursday, December 4th at Mesh for an LEBC Social. We will have a private room reserved from 4:30 to 7:30. Don’t miss out:

Appetizer buffet from 5:00 to 7:00
Open bar
Door prizes
Fun!

There will not be any formal programming at this event, just socializing. Please feel free to come and go as you please but note we plan to draw door prizes around 6:00.
Please RSVP HERE by Wednesday, November 26th, so we have an accurate headcount.
Note that due to space and cost constraints, we are limiting this event to LEBC members and guests who are potential new members.
Hope to see you there!

LEBC January 2026 - Monthly Meeting
2026-01-20 11:30 - 13:15 | KY
Tuesday, January 20th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by Thursday, January 15th
The More Things Change, the More They Change: ERISA in the Post-Election World
Andrew L. Oringer – Partner and General Counsel, The Wagner Law Group
Andrew heads the New York office of the Wagner Law Group and serves as its General Counsel. His expertise extends to a broad array of issues relating to ERISA and executive compensation. He advises clients regarding their pension and welfare plans and arrangements, benefits-related tax matters and fiduciary issues arising in connection with the investment of plan assets, and has extensive experience with executive compensation representing employers as well as individual executives. Andrew’s advice to clients encompasses all aspects of corporate transactions and initial public offerings in which benefits and compensation issues play a central part. He regularly counsels financial institutions and plan fiduciaries regarding investments, and has been instrumental in designing intricate investment structures to address complex ERISA issues. As General Counsel, Andrew addresses a variety of ethical issues impacting an ever-growing law firm.
Nationally known for his experience with ERISA and matters relating to executive compensation, Andrew is a frequent speaker and writer on a wide variety of topics. He has been quoted in numerous publications, including The Wall Street Journal, The New York Times, The Financial Times, Crain’s Pensions & Investments, Newsday, USA Today, The Chicago Sun Times and Law360. He has authored, co-authored or contributed to numerous bar comment letters and reports to regulators, and has testified at the request of Congress and before the Department of Labor.
Andrew is co-chair emeritus of the Employee Benefits and Executive Compensation Committee of the American Bar Association’s Business Section, Emerging Issues Coordinator of the Employee Benefits Committee of the ABA’s Section of Taxation, former co-chair of the Employee Benefits Committee of the Tax Section of the New York State Bar Association, chair emeritus of the NYSBA’s Committee on Attorney Professionalism and a member of the NYSBA’s Committee on Professional Ethics.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Tammy Mahoney: tammy.mahoney@usi.com

LEBC February 2026 - Monthly Meeting
2026-02-17 11:30 | KY
Tuesday, February 17th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by Thursday, February 12th
Issues Involving the IRS Employee Plans Compliance Resolution System
Jeffries M. Hamilton, FBT Gibson
Jeff concentrates his practice in the area of employee benefits, with nearly 30 years of experience in this area. He has successfully represented clients with the Internal Revenue Service and the Department of Labor. He has made numerous presentations on various aspects of employee benefit law, including cafeteria plans, HIPAA privacy compliance, qualified and non-qualified retirement plans, and required minimum distributions. Jeff has particular experience with 403(b) tax-deferred annuity plans and employees benefits for tax exempt and non-profit companies.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Leisha Gosling: lgosling@consultrms.com

LEBC March 2026 – Monthly Meeting
2026-03-17 11:30 - 13:00 | KY
LEBC March 2026 – Monthly Meeting

March 17 @ 11:30 am

Tuesday, March 17th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by March 12th
Behind the Curtain: A Candid Conversation on Pharmacy Trends
Nelson Caudill – USI Insurance Services
After seeing the increasing burden that rising health insurance costs were placing on businesses and employees alike, he made the decision to point his career towards being part of the solution as a benefit advisor. USI is a leading national insurance brokerage and consulting firm delivering customized employee benefit, property and casualty, personal risk, and retirement solutions throughout the United States. His team analyzes client business issues and challenges leveraging USI ONE™, a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact. USI’s employee benefit practice offers a broad and deep set of measurable employee benefit solutions that help our clients use their employee benefit offerings to attract talent and improve retention while maintaining an efficient and affordable cost structure.
Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Leisha Gosling: lgosling@consultrms.com

LEBC April 2026 - Monthly Meeting
2026-04-21 11:30 - 13:00 | KY
River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm
RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by April 16th.
Economic Update
Nick Hammelman, Northwestern Mutual
Nick is an experienced Financial Advisor with the Blueprint Financial Group. Nick’s area of expertise is in business planning, where he assists organizations and business owners with executive benefits programs and risk management solutions. He holds a B.B.A. in Finance from James Madison University and holds his CFP® certification. Nick currently resides in Leesburg, VA, with his three children.

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Leisha Gosling: lgosling@consultrms.com

SAVE THE DATE:
Save the date for the LEBC summer social at Churchill Downs!

May 15, 2026 @ 11:30 am – 6:00 pm

Join the LEBC for a summer social at Churchill Downs!
2026-05-15 11:30 - 18:00 | KY
Join the LEBC for a summer social at Churchill Downs!

REMINDER: We still have a few spots left! If you plan to go, don’t forget to RSVP.

We are excited to invite you to a special social event at Churchill Downs. This is a fantastic opportunity to socialize and kick back with your benefit practitioner peers.
Event Details:
Friday, May 15th – Gates open at 11:30 am with the First Post at 12:45.
We will be in the Jockey Club Suites and food and beverages will be available from around noon until 4:00.
Because the suite is limited to 24 people, this event is open to LEBC members only and tickets will be available on a first come first serve basis. To secure your spot, please RSVP by May 5th.
RSVP Here
We sincerely hope that you will be able to join us for this exciting event. It will be a fantastic opportunity to unwind, have fun, network, and celebrate. We look forward to your presence and the chance to spend an enjoyable afternoon together.
More information will be provided closer to the event date.
If you have any questions, or need to cancel after registering, please contact Tammy Mahoney (tammy.mahoney@usi.com).
Thank you for your continued membership in LEBC!
Warm regards,
The LEBC Executive Committee

LEBC June 2026 - Monthly Meeting
2026-06-16 11:30 - 13:15 | River House Restaurant, 3015 River Rd, Louisville, KY, 40207, United States
Tuesday, June 16th

River House Restaurant
3015 River Rd, Louisville, KY 40207
11:30am to 1:15pm

RSVP HERE
*Note headcount is due to restaurant in advance of meeting. RSVP by June 11th.
ERISA Litigation: What’s Happening Out There?
Phillip J. Gutwein II, Partner, Faegre Drinker
Phil Gutwein focuses his practice on employee benefits law. He helps employers and fiduciaries design plans, operate within tax and benefits regulations, structure executive compensation, manage benefits issues during transactions and resolve benefits-related disputes (ERISA and non-ERISA).

Registration begins at 11:30am to allow time for networking and socializing
Speaker presentations begin between 12:00pm – 12:15pm
Meetings normally conclude between 1:00pm – 1:15pm
Guests are welcome and encouraged to attend at a cost of $40. Please add your guest on the RSVP form.
In the event of a cancellation, you may contact Leisha Gosling: lgosling@consultrms.com
