Donegal Insurance Group Training Center
Union Community Bank
1205 River Road
Marietta, PA 17547
Overview (Program Summary)
8:30 a.m. to 9:00 a.m. – Registration and Continental Breakfast
9:00 a.m. to 12:15 p.m. – Program
12:15 p.m. to 1:15 p.m. – Lunch
1:15 p.m. to 4:30 p.m. – Program
4:30 p.m. to 6:30 p.m. – Happy Hour at Shanks Tavern, 36 S. Waterford Ave., Marietta, PA 17547
9:00 a.m. to 10:00 a.m. – The Interplay of Fiduciary Duty and Strategic Planning
Starting with an overview of the duties owed by directors and officers to the entity and its various constituencies under Pennsylvania and Delaware law, and then proceeding to explore how those duties are implicated in both the strategic planning process and the board and management’s execution of that plan.
10:00 a.m. to 11:00 a.m. – The Consolidated Appropriations Act, 2021 (CAA)
The CAA was enacted by Congress in December 2020. This defines a compendium of transparency, disclosure, and reporting requirements that group health plans and plan sponsors must navigate to fulfill their fiduciary responsibilities to plan beneficiaries.
11:00 a.m. to 11:15 a.m. – Break
11:15 a.m. to 12:15 p.m. – ESG, DEI and Why You Should Care
This will be a practical and solutions-focused discussion on these trending corporate governance issues.
12:15 p.m. to 1:15 p.m – Lunch
1:15 p.m. to 2:15 p.m. – Ethics topic
Faegre Drinker has presented an ethics topic for us on a number of occasions and never fails to make it entertaining and valuable.
2:15 p.m. to 2:30 p.m. – Break
2:30 p.m. to 3:30 p.m. – Deceptive Pricing Prohibitions
This program will address federal and state laws prohibiting deceptive pricing. The program will address the most common forms of bargain advertising and how to structure advertising campaigns to avoid claims of deceptive pricing. The program will also include strategies for substantiation of advertising and how to minimize the risk of class action lawsuits and government investigations.
3:30 p.m. to 4:30 p.m. – Inadvertent Disclosures
You may have seen the issues in the Alex Jones trial, such disclosures raise ethical issues. This program will discuss duty to notify the disclosing party, and proactive and reactive steps you can take to address inadvertent disclosures when they happen.
Please register below by September 26th.
- Ken Rollins, Pillar+Aught
- Sarah Ivy, Esq. Chair of the Employee Benefits and Executive Compensation Group, Saxton & Stump
- Kimberly Decker, Partner, Barley Snyder
- Tom Johnson, Faegre Drinker Biddle & Reath LLP
- Steve Williams & Chris Carusone, Cohen Seglias Pallas Greenhall & Furman PC
- Philip K. Miles III, McQuaide Blasko
Please note that the building entrance is off of N. Waterford Ave.
Cohen Seglias Pallas Greenhall & Furman PC
Faegre Drinker Biddle & Reath LLP
Pillar + Aught
Saxton & Stump