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Power of 3
April 18 - 20, 2017, New Orleans, LA

Go beyond the standard retirement industry update
with Brian Furgala, Adam Pozek and Sarah Simoneaux.

 

Brian Furgala, Adam Pozek, and Sarah Simoneaux bring you a uniquely interactive workshop, focused on innovative ways to succeed in today's rapidly changing retirement services workplace. Hear Brian speak on technical and compliance issues, then find out from Sarah and Adam how to put that knowledge into practice with management strategies, proven communication techniques and real world case studies. Enjoy networking with your peers, gain valuable insight to help deal with workplace challenges, and discover ways to create opportunities in our increasingly complex business. You can bet we'll have some fun, too!

What is new and exciting this year:

The workshop remains the “Power of 3” but is co-chaired by two new faces. Adam Pozek of DWC ERISA Consultants, and Brian Furgala, Esq. of Gray Robinson will be joining Sarah Simoneaux in welcoming everyone to the Hotel Monteleone in the French Quarter of New Orleans, LA for this year’s workshop. Although we have a new location, New Orleans has what everyone loved about Savannah - a great local culture within walking distance of the hotel.

We have also shortened the workshop to one full day and one half day in response to attendees’ requests to limit their time out of the office. However, we will offer the same CPE as in years past, including 2 ethics credits.

What is the same – and what everyone loves about Power of 3!

You can still expect the same fun, informative sessions, just with new faces – and new perspectives! You can look forward to the same mixture of in-depth sessions and invaluable networking. We are very fortunate to have the same sponsors coming back this year as we have had for the last several years – keeping costs reasonable for participants. Importantly, unlike many other industry events, we are not increasing our workshop cost of attendance and have again negotiated hotel room rates below $200 per night.

 

WORKSHOP INFORMATION

  • Early Bird Registration is $695 each (regularly $895) for the first 2 attendees from the same company; $595 for each additional attendee (regularly $795). Early Bird prices are available through March 15, 2017.
  • Registration includes materials provided in electronic form. Attendees will receive the electronic files in time to print them out if they choose to. There will be power outlets available in the meeting room for those who wish to have access to the materials electronically during the workshop.
  • For cancellation prior to March 1, 2017, a $100 processing fee will be charged. For cancellations during the month of March 2017, $450 per person is deducted from the registration amount, and the balance is refunded. For cancellations after March 31, 2017, there is no refund of any portion of the registration amount.
  • Download the Workshop Agenda
  • Session Descriptions

 

ACCOMMODATIONS

The conference will be held at New Orleans’ Hotel Monteleone, a beautiful, historic hotel in the heart of the French Quarter. Click here to reserve with our negotiated rate now.

 

 

 

TWO NEW FACES: BRIAN FURGALA AND ADAM POZEK

Brian Furgala, Esq., CPC, QPA

Mr. Furgala is an employee benefits attorney with GrayRobinson, P.A. in Orlando, Florida.  He represents private and public sector employers, as well as tax-exempt organizations, in achieving their retirement plan, fringe benefit or executive compensation objectives.  Mr. Furgala works with clients in complying with their plan-related fiduciary duties, consulting with employers and fiduciaries on problem solving in relation to the management and operation of the plans, representing clients involved in Internal Revenue Service audits, Department of Labor investigations and ERISA litigation, drafting plan documents, and providing technical advice and consulting to service providers, accountants and actuaries.  His practice also includes assisting employers in implementing executive compensation packages and compliance with 409A requirements.

Leveraging his pre-law career in retirement plan administration, he uses a practical and efficient approach to help entities in the design, installation and operation of qualified and non-qualified retirement and welfare plans.  Mr. Furgala held various positions within the retirement plan services department of a large financial institution; handling the daily administration of qualified plans as well as the annual nondiscrimination testing and government reporting.  He has also earned the Qualified Pension Administrator (QPA) designation and the Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA).  Mr. Furgala’s prior experience in plan administration and designations makes him uniquely qualified to assist clients in understanding their benefit plans and related employment matters.

Mr. Furgala is a frequent speaker on various employee benefit topics and remains active in volunteer leadership roles in ASPPA.



Adam Pozek

Mr. Pozek is a nationally known author and speaker with more than 25 years of experience in the retirement plan industry. As a partner at DWC ERISA Consultants, Mr. Pozek is known for designing customized plans for clients and assessing benefit programs in relation to mergers and acquisitions. He also consults with plan fiduciaries to help them establish and document prudent practices as required by ERISA.

Mr. Pozek is actively involved with the American Society of Pension Professionals & Actuaries (ASPPA) where he serves as Vice President, member of the Leadership Council and member of the Government Affairs Committee (Steering Committee and Chair of the IRS Q&A Subcommittee).

Mr. Pozek's articles have been published in The Journal of Pension Benefits, The Journal of Financial Services Professionals, Plan Consultant Magazine and The 403(b) Advisor. He has provided testimony to the ERISA Advisory Council and co-authored several comment letters and proposals to the Treasury Department and Congress.

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