Golf Outing

Highmark Blue Cross/Blue Shield

Medco
Sponsored Lunch

Express Scripts
Sponsored Lunch

Pre-Conference Meetings

Information Technology Topical Interest Committee
Moderator: Tom Drez, Christian Brothers Services

The purpose of the IT Group is to leverage our business and technology experience and knowledge to better support the missions of our organizations. This session is a forum for sharing ideas and information pertaining to current initiatives, discussing and evaluating technological trends and innovations that add value, and soliciting outside experience to further augment our knowledge in new and emerging technologies relevant to our operations.

• CBA Business & Technology Survey
• CBA IT Group 2008 Major B&T Initiatives
• CBA IT Group Survey Link Promotion
• CBA ITgroup PriorityFocusAreas

Communications Topical Interest Committee
“Changing Behavior, Encouraging Engagement”

Moderators: Holly Vincent Bean, The Ministers and
Missionaries Benefit Board

Persuasion. Taking action. Behavioral change. These are all in a day's work of the church benefits communicator. On a daily basis we're encouraging members to plan for retirement or adopt healthy lifestyles; we're helping churches comply with the new 403(b) regulations or coaching staff to adopt new technology. Our work is all about getting the audience to take action. This session will present a strategic approach to embracing change and encouraging engagement. In small group sessions, participants will discuss effective strategies for encouraging retirement planning, regulatory compliance, healthy practices, and the use of new technology.

• Linking ERM and Reputation Management

Retirement Benefits Topical Interest Committee
Moderator: David Adams, Evangelical Lutheran Church in America

403(b) regulations – Marlo Kauffman will lead a panel discussion on compliance with the final 403(b) regulations including the latest legal interpretations and what church plans are doing. Panelists include: Mitchell Smilowitz, Joint Retirement Board; Linda Olsen, Lutheran Church - Missouri Synod; Caroline Burks, GuideStone Financial Resources; and Del Johnson, Adventist Retirement Plan

Target date retirement funds – David Adams will lead a panel discussion on target date retirement funds for DC plans, covering pros and cons of target date funds vs. target risk funds, benchmarking, etc. Panelists include: Kate Watersworth, United Church of Christ; Candace Cox, American Baptist Churches (MMBB); and Dave Zellner, United Methodist Church

• CBA 403(b) pre-conference questions burks
• CBA 403(b) pre-conference questions johnson
• CBA 403(b) pre-conference questions kauffman
• CBA 403(b) pre-conference questions olsen
• CBA 403(b) pre-conference questions Smilowitz

Health Benefits Topical Interest Committee
Moderator: Steve Gustavson, YMCA

The pre-conference meeting serves as our primary annual meeting. Primary topics will include updates on healthcare purchasing coalition activities, behavioral health coverage and data management strategies and use in plan design and cost management programs.

CBA Annual Business Meeting
Barbara A. Boigegrain, CBA Board of Directors Chair, The United Methodist Church

• C1 – CBA Annual Business Mtg Agenda
• C2 – CBA Chair Report 2008
• C3 – CBA Annual Business Mtg Minutes
• C4 – CBA Sept 08 Financial
• C5 – CBA Budget 2009 FINAL
• C6 – CBA 2007 Audit

Report of Significant Developments
James P. Hamlett, CBA Planning Committee Vice Chair, Christian Church (Disciples of Christ)

• 2008 Statistical Survey

• The risk intelligent Enterprise 1
• The risk intelligent Enterprise 2
• Putting Risk in the Comfort Zone

Investments Panel Discussion
Moderator: Judith Freyer, The Presbyterian Church (U.S.A.)

Panelists: Alan McFarlane, Managing Director, Walter Scott Partners; Shaw B. Wagener, President, Capital Group International

Two respected strategists representing well-known investment management firms will comment on current issues regarding investments and the global economic environment. The session will be a moderated question and answer format with both pre-selected questions and an invitation for questions from the audience.

Retirement Benefits Breakout Session I: Defined Contribution Plans
Moderator: Marlo Kauffman, Mennonite Church USA

Fee transparency – Marlo Kauffman will lead a panel discussion by several benefit attorneys covering emerging legislation/regulations and industry trends. Panelists include: Brian O'Hare, Patterson Belknap Webb & Tyler; Bryan Pinheiro, Ballard, Spahr, Andrews & Ingersoll; and Danny Miller, Conner & Winters

Distribution options – David Adams will lead a panel discussion on distribution options including emerging trends for 401(k) plans and employee attitudes toward annuitizing; this could be fertile ground for collaboration to develop an educational piece that all member plans could use. Panelists include: Don Barnes, United Church of Christ; and Cindy Carlson United Methodist Church

CEO Breakout Session
(Open to CEO’s only)

Moderator: Michael A. Downs, CBA Planning Committee Immediate Past Chair, United Church of Christ

The CEO Topical Interest Group provides opportunity for discussion among CEOs on topics of mutual interest. Recent subjects have included compensation surveys, risk management, succession management, and business continuity, among others.

Health Benefits Breakout Session
Moderators: Steve Gustavson, YMCA, and Bradley Joern, Evangelical Lutheran Church in America

Speakers: David Starr, Williams & Jensen, PLLC and Jean C. Hemphill, Ballard Spahr

This break-out session will focus on current topics of interest to health plan sponsors focusing on health care legislation, compliance and the health care outlook with time for Q&A.

CFO Breakout Session
Moderator: Louis P. Barbarin, American Baptist Churches

This session will discuss financial topics that impact church pension boards and explore possibilities for collaboration.

Retirement Benefits Breakout Session II
Defined Benefit Plans
Moderator: Anna Hoover, The Presbyterian Church (U.S.A.)

Anna Hoover will host a roundtable discussion on the impact of recent investment losses on defined benefit plans. Participants will be asked to share their organizations’ views on the need to increase pension contributions and the possibility of making changes to plan design or investment policy.

Legal Breakout Session
Moderator: Robert H. Rydland, Evangelical Lutheran Church in America

This session will examine legal topics affecting church benefit plans including pending Church Alliance legislation, compliance with 403(b) written plan document requirements, housing allowance, state-mandated health benefits, and other timely developments in the ever-changing legal arena.

Investments Breakout Session
Moderator: David Zellner, The United Methodist Church

The session will be conducted as an open roundtable discussion where participants will exchange information regarding various investment topics of interest to those involved in managing, administering, and fiduciary oversight of investment programs to support retirement plans. The session will be moderated with various topics that include asset/liability management, new asset classes, socially responsible investing practices, investment manager selection, alternative investments, best practices for fiduciaries, participant fund options, and various other investment topics of interest to those attending the discussion.

Communications Breakout Session
"ERM2: Linking Enterprise Risk with Reputation Management"

Moderator: Holly Vincent Bean, The Ministers and Missionaries Benefit Board

Speaker: Kathy Tunheim, Tunheim Partners, Inc.

Our ability to serve those who serve ultimately hinges on the level of trust and confidence people have placed in us throughout the years. As church benefits organizations, we have worked hard to build a solid reputation, establish a brand identity and hence earn the trust and confidence of our many constituents. Yet, organization reputations and brand equity are increasingly vulnerable and at risk to erosion - especially if they are not actively managed. Join other church benefits colleagues as we explore the art and science of reputation management in ways that strengthen our service and brand by continually making deposits to our good-will reserves. Kathy Tunheim will be our speaker. She has served as president and chief executive officer throughout the firm’s evolution to Tunheim Partners, Inc. With her own areas of specialization in corporate communications and communications strategy, she maintains an active role in many of the agency’s client relationships. Another area of distinction is Kathy’s significant experience in governance: she has worked as communications counsel to numerous corporate boards of directors, and has served as trustee and board chair of numerous large nonprofit and philanthropic organizations. She is also a well known crisis communications counselor to senior executives, and is honored to have had the opportunity.

• Prager Information

• Watts Information