Thursday April 30, 2015 from 7:30 AM to 10:00 AM EDT
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A complimentary continental breakfast will be provided. Breakfast, registration, and networking will begin at 7:30 AM. The panel discussion will begin at 8:00 AM.


Country Club of Rochester 
2935 East Avenue
Rochester, NY 14610

Driving Directions 


Kimberly Sullivan 
This seminar qualifies for 2.0 continuing professional education (CPE) credits in Specialized Knowledge. Insero & Company CPAs, P.C. is a registered provider of CPE credits through the State Education Department of New York, Sponsor ID #001757.


Top 10 Governance & Operational Issues for Your Defined Contribution Plan 

Join our panel of experts for a discussion of the Top 10 Governance & Operational Issues for Your Defined Contribution Plan. Learn what to know before the auditors knock on your door. Panelists: Leslie Whitney of Fiduciary Investment Advisors, Jennifer Martlew of Insero & Company CPAs, P.C. , and Christian Hancey and Eric Paley of Nixon Peabody.

Highlights include:

  • ERISA fiduciary best practices
  • Practical insights from recent lawsuits
  • Common operational errors
  • Self-correction strategies

Meet Our Panelists:

Leslie Whitney

Leslie Whitney, AIF
Fiduciary Investment Advisors

Jennifer Martlew

Jennifer Martlew, CPA, CFE
Insero & Company CPAs, P.C.

Christian Hancey

Christian Hancey, Esq.
Nixon Peabody

Eric Paley

Eric Paley, Esq.
Nixon Peabody