Registration for the November CBF meeting is open. The meeting will take place November 17-18, 2015, at Milliman located at One Pennsylvania Plaza, 38th Floor, New York, NY. There is a $250.00 registration fee for the meeting. For questions regarding registration, please contact Maria Smith at (202) 445-0714 or [email protected].
Meeting Information
The CBF meeting will begin with a networking dinner starting at 6:00 p.m. on Tuesday, November 17. On Wednesday, November 18, we will begin with a continental breakfast at 8:00 a.m., immediately followed by the General Session, which will include a working lunch. The meeting is scheduled to adjourn by 3:00 p.m.
Agenda Topics
The CBF meeting agenda may include the following topics:
- Discount rate methodology changes
- Year-end benefits accounting and FASB update
- Economic/market update
- Affordable Care Act/”Cadillac Tax” implementation
- Final regulation on cash balance plans
- IRS/Treasury prohibition on lump sum payments to retirees in pay
- Other issues of concern to members. Please send topics to Karen Lapsevic at [email protected].
The CBF meeting agenda will include Committee Roundtable discussion.
A final agenda will be sent to participants the week of November 9.
Hotel Information
A hotel block has not been secured for this meeting. Below is a list of hotels located nearby.
TRYP By Wyndham Times Square South
345 W 35th St
New York, NY 10001
DoubleTree by Hilton Hotel New York - Times Square South
341 W 36th St
New York, NY 10018
Fairfield Inn & Suites New York Midtown Manhattan/Penn Station
325 W 33rd St
New York, NY 10001
Wingate by Wyndham Manhattan Midtown
235 W 35th St
New York, NY 10001
Cancellation Policy
Please send cancellation requests to [email protected] no later than 5:00 p.m. on Thursday, November 12, 2015.
Continuing Education
Participants will be eligible to receive up to 7.0 CPE credits in accordance with NASBA.
Instructional Method: Group Live
Recommended CPE Credits: 7.0 upon approval
Fields of Study: To be determined
Experience Level: Basic
Prerequisites/advance preparation: None
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all States except those that do not accept web-based self-study credits (Florida, Louisiana, Minnesota, Mississippi, New Jersey, Oregon, South Carolina, Tennessee, Arkansas and West Virginia). For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.