sebc! 2014birmingham! symposium birmingham...james&ellis& director& buckconsultants&...
TRANSCRIPT
SEBC 2014 Birmingham
Symposium
ROSEWOOD HALL, SOHO SQUARE November 5, 2014
ATTENDEE LIST
Brian Ingram Director, Senior Relationship Manager Allianz Global Investors U.S. LLC New York, NY
Jennifer Harper Benefits Manager Altec, Inc. Birmingham, AL
Leah Horn Senior Human Resources Specialist American Cast Iron Pipe Company Birmingham, AL
Noel Perlick Human Resources Specialist American Cast Iron Pipe Company Birmingham, AL
Julie Shedd Director Human Resources American Cast Iron Pipe Company Birmingham, AL
Sheri Snow Wellness Manager American Cast Iron Pipe Company Birmingham, AL
Joel Windham VP of Human Resources and Organizational Development Anderson Regional Medical Center Meridian, MS
Holly Dikeman Human Resource Director Auto Investment, Inc. Pelham, AL
Bob Ellerbrock Counsel Balch & Bingham Birmingham, AL
Debbie Hembree Attorney Balch & Bingham Birmingham, AL
Judi Braswell Vice Pres, Business Development Behavioral Health Systems Birmingham, AL
Terri Brownlow Esq., CEO Benefit Professionals, Inc. Albertville, AL
Ernest Smith Retirement Plan Specialist Benefit Professionals, Inc. Albertville, AL
Bailey Knight Advisor BHK Investment Advisors Birmingham, AL
Charles Smith Advisor BHK Investment Advisors Birmingham, AL
Natalie Davis Political Science Professor Birmingham Southern College Birmingham, AL
James Ellis Director Buck Consultants Atlanta, GA
Craig Greenwald Market Leader Buck Consultants Atlanta, GA
Amanda Creel Benefits Coordinator Burr & Forman LLP Birmingham, AL
Logan Hinkle Attorney Burr & Forman LLP Birmingham, AL
Debra Mackey Counsel Burr & Forman LLP Birmingham, AL
Cathy Ogletree Director of Human Resources Burr & Forman LLP Birmingham, AL
Kurt Patrick Consultant Cafaro Greenleaf Red Bank, NJ
Pat Bills Vice President | Financial Advisor CAPTRUST Financial Advisors Birmingham, AL
Paul Owen Senior Vice President | Financial Advisor CAPTRUST Financial Advisors Birmingham, AL
Chris Oldenburg VP Marketing Catastrophic Medical Excess Birmingham, AL
Tracy Leeth Compliance Consultant Cobbs Allen Birmingham, AL
John Cross Enterprise Sales Executive Conifer Health Solutions Atlanta, GA
Chris Cole Account Executive Delta Dental Birmingham, AL
Todd Virgillo Director of Account Services Delta Dental Alpharetta, GA
Frazier Sherrill Regional Sales Director Delta Dental Insurance Company Alpharetta, GA
Ina Cooley HR Manager Diocese of Birmingham Birmingham, AL
Terri Deneen Sr Mgr-‐Finance EBSCO Industries Inc Birmingham, AL
Wanda Lauderdale Accounting Mgr EBSCO Industries Inc. Birmingham, AL
Maria Ouckama Director, Benefits & Comp Education Corporation of America Birmingham, AL
Steve White VP & Senior Retirement Consultant Federated Investors Columbiana, AL
David Cothran Area Vice President Gallagher Benefit Services Selma, AL
Bill Rasmussen Area Senior Vice President Gallagher Benefit Services Atlanta, GA
Kia Bickel Senior Associate Johnson Lambert LLP Atlanta, GA
Karlton Castle Director, Retirement Plan Consulting Johnson Sterling, Inc. Birmingham, AL
Elizabeth Beaube Attorney Maynard Cooper & Gale PC Birmingham, AL
Matthew Cannova Attorney Maynard Cooper & Gale, P.C. Birmingham, AL
Lori Smith Vice President, Benefits McGriff, Seibels & Williams birmingham, AL
Patricia Burris Vice President, Corporate & Retirement Plan Services Meld Financial, Inc Birmingham, AL
Brian Gray Benefits Specialist Mercedes Benz US Int'l Vance, AL
Matt Smith Benefits Specialist Mercedes Benz US Int'l Vance, AL
Joyce Bailey Human Resources Payroll & Benefits Mercedes-‐Benz U.S. International, Inc. Vance, AL
Cynthia Zaleta Principal Mercer Atlanta, GA
Martin Sheffield Attorney Natter & Fulmer, P.C. Birmingham, AL
Donna Cornwell Human Resources Manager O'Neal Industries Birmingham, AL
Joe Lassiter CPA Pearce Bevill Leesburg Moore PC Birmingham, AL
Matt Bartch Vice President Pimco Atlanta, GA
Rosie Anderson Trust Officer Regions Bank, Institutional Services Birmingham, AL
Jeff Bradley Senior Vice President Regions Bank, Institutional Services Birmingham, AL
Richard Davis Senior Vice President Regions Bank, Institutional Services Birmingham, AL
Amanda Fernandes Trust Officer Regions Bank, Institutional Services Birmingham, AL
Lee Ann Herron Vice President Regions Bank, Institutional Services Birmingham, AL
Jack Hirsch Advisory Services & Support Manager Regions Bank, Institutional Services Birmingham, AL
Rob Richardson Vice President Regions Bank, Institutional Services Birmingham, AL
Steve Scaro Vice President Regions Bank, Institutional Services Birmingham, AL
Fran Smitherman Director of Equity Research Regions Bank, Institutional Services Birmingham, AL
Brian Sullivan President & CIO Regions Bank, Institutional Services Birmingham, AL
Stuart White Vice President Regions Bank, Institutional Services Birmingham, AL
Ginny DeBardeleben Senior Vice President Renasant Bank Nashville, TN
David McElroy Director Institutional Sales RidgeWorth Investments Atlanta, GA
Keisha Cherry HR Generalist Sirote & Permutt Birmingham, AL
Angela Means Executive Director Southern Employee Benefits Conference Atlanta, GA
Forrest Cook Senior Consultant SS Nesbitt & Company Birmingham, AL
Brandy Turner Client Relationship Manager The Retirement Advantage, Inc. Birmingham, AL
John Bennett Benefits Counselor University of Alabama Birmingham, AL
Jonathon Halbesleben HealthSouth Chair of Health Care Management & Associate Professor University of Alabama Tuscaloosa, AL
John Leary Director, National Partnerships Virgin Pulse Charlotte, NC
Pam Bartlett Benefits Analyst Vulcan Materials Birmingham, AL
Denise Hays Benefits Analyst Vulcan Materials Birmingham, AL
Leslie Hicks Benefits Analyst Vulcan Materials Birmingham, AL
Jane Clements Mgr. Health and Welfare Plans Vulcan Materials Company Birmingham, AL
Jenny Gregory Mgr. Retirement Plans Vulcan Materials Company Birmingham, AL
Charles Lockhart Vice President Compensation & Employee Benefits Vulcan Materials Company Birmingham, AL
Bill Presson VP, Business Development Warren Averett Benefit Consultants Birmingham, AL
Joe Lyons DCIO Specialist, VP Wells Fargo Advantage Funds Clover, SC
Bob Hord Consultant Relations Wells Fargo Institutional Retirement and Trust Matthews, NC
Tony Willoughby Attorney Dominick Feld Hyde PC Birmingham, AL