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ANDREW E. STAAB
SUMMARY OF PUBLIC SPEAKING PRESENTATIONS
(in reverse chronological order in past five years)
January 18 – 20, 2016 – International Foundation of Employee Benefits Plans (IFEBP) – Institute
for Apprenticeship, Training and Education Programs in Palm Springs, CA:
Best Practices in Administration – 450 attendees
Financial Literacy & Education – 200 attendees
U.S. Open Forum – 300 attendees
November 8 – 10, 2015 – IFEBP – 61st Annual Employee Benefits Conference in Honolulu, HI:
Working Effectively With Your A-Team (presented twice) – 107 & 128 attendees
Contemporary Issues in Apprenticeship Funds – 243 attendees
September 28 – 29, 2015 – IFEBP – Construction Industry Benefits Conference in Las Vegas, NV:
Apprenticeship & Training Programs – Preparing Tomorrow’s Workforce – 78 attendees
June 15 – 17, 2015 – IFEBP – Trustees & Administrators Institutes in San Francisco, CA:
Hot Topics in Apprenticeship & Training Programs – 33 attendees
Addressing Retirement Security & Financial Literacy (Part 2 Making It Happen) – 77
attendees
May 20, 2015 – Middle Atlantic Actuaries Association – in Baltimore, MD:
Financial Education…Why Should You Care? – 100 attendees
February 9 – 10, 2015 – IFEBP – Trustees & Administrators Institutes in Orlando, FL:
Addressing Retirement Security & Financial Literacy (Part 1 Policy) – 122 attendees
Addressing Retirement Security & Financial Literacy (Part 2 Making It Happen) – 107
attendees
October 13 – 14, 2014 – IFEBP 60th Annual Employee Benefits Conference in Boston, MA:
Be A Millionaire (Testing Your Financial Knowledge) (presented twice) 264 and 240
attendees
Working Effectively with Your Administrator – 208 attendees
2
July 14 – 15, 2014 – IFEBP Benefit Communication and Technology Institute in San Jose, CA:
Program Moderator for Entire Institute
October 21 – 22, 2013 – IFEBP 59th Annual Employee Benefits Conference in Las Vegas, NV:
Dealing With Conflicting Loyalties – Which Hat Are You Wearing (presented twice) – 288
and 233 attendees
Working Effectively With Your Attorney (presented twice) – 121 and 77 attendees
Training Funds in the U.S. and Canada – 75 attendees
September 18 – 19, 2013 – IFEBP Construction Institute & Collection Procedures Institute in
Boston, MA:
Unique Collection Cases – You Be the Judge – 75 attendees
Understanding the Collections Process – 142 attendees
June 25, 2013 – IFEBP Trustees & Administrator Institutes in San Francisco, CA:
Retirement Security Panel Discussion – 42 attendees
Dealing With Ethical Issues – 152 attendees
February 19, 2013 – IFEBP Trustees & Administrators Institutes in Orlando, FL:
Retirement Security Panel Discussion – 64 attendees
Dealing With Ethical Issues – 230 attendees
November 12 – 14, 2012 – IFEBP 58th Annual Employee Benefits Conference in San Diego, CA:
Legal Representation in Multiemployer Funds (presented twice) – 109 and 155
attendees
Are You Wearing the Right Hat? (presented twice) – 312 and 217 attendees
June 25, 2012 – IFEBP Benefit Communication and Technology Institute in Milwaukee, WI:
Financial Literacy Messages and Engagement – 44 attendees
June 12 – 13, 2012 – IFEBP Trustees and Administrators Institutes in San Francisco, CA:
Recruiting the Next Generation of Trustees – 17 attendees
Prioritizing Your Welfare Dollars – 42 attendees
3
February 14 – 15, 2012 – IFEBP Trustees & Administrators Institutes in Orlando, FL:
Recruiting the Next Generation of Trustees – 11 attendees
Prioritizing Your Welfare Dollars – 176 attendees
January 23 – 25, 2012 – IFEBP Trustees Institute for Jointly Managed Training & Education
Funds in Las Vegas, NV:
Issues and Challenges for Non-Construction Apprenticeship – 6 attendees
Financial Literacy for Apprentices – 207 attendees
October 31 – November 2, 2011 – IFEBP 57th Annual Employee Benefits Conference in New
Orleans, LA:
Refresher on Trustee Expenses – (presented twice) 185 and 544 attendees
Handling Conflicting Loyalties – When Neither Hat Fits – 154 attendees
Ask the Attorneys – 15 attendees
September 19 – 22, 2011 – IFEBP Construction Industry Benefits Institute and Collection
Procedures Institute in White Sulphur Springs, WV:
Money On the Move – Traveling Employees & Reciprocity – 27 attendees
Unique Collections Cases – You Be the Judge – 78 attendees
Unique Construction Cases – You Be the Judge – 96 attendees
June 14 – 15, 2011 – IFEBP Trustees & Administrators Institutes in Las Vegas, NV:
Succession Planning for Trustees – 9 attendees
Two-Hat Dilemma: How to Avoid the Common Conflict – 77 attendees
Avoiding Ethical Issues – 51 attendees
February 8 – 9, 2011 – IFEBP Trustees & Administrators Institutes in Orlando, FL:
Succession Planning for Trustees – 15 attendees
Two-Hat Dilemma: How to Avoid the Common Conflict – 147 attendees
Avoiding Ethical Issues – 205 attendees

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AndrewStaabPublicSpeakingSummary

  • 1. ANDREW E. STAAB SUMMARY OF PUBLIC SPEAKING PRESENTATIONS (in reverse chronological order in past five years) January 18 – 20, 2016 – International Foundation of Employee Benefits Plans (IFEBP) – Institute for Apprenticeship, Training and Education Programs in Palm Springs, CA: Best Practices in Administration – 450 attendees Financial Literacy & Education – 200 attendees U.S. Open Forum – 300 attendees November 8 – 10, 2015 – IFEBP – 61st Annual Employee Benefits Conference in Honolulu, HI: Working Effectively With Your A-Team (presented twice) – 107 & 128 attendees Contemporary Issues in Apprenticeship Funds – 243 attendees September 28 – 29, 2015 – IFEBP – Construction Industry Benefits Conference in Las Vegas, NV: Apprenticeship & Training Programs – Preparing Tomorrow’s Workforce – 78 attendees June 15 – 17, 2015 – IFEBP – Trustees & Administrators Institutes in San Francisco, CA: Hot Topics in Apprenticeship & Training Programs – 33 attendees Addressing Retirement Security & Financial Literacy (Part 2 Making It Happen) – 77 attendees May 20, 2015 – Middle Atlantic Actuaries Association – in Baltimore, MD: Financial Education…Why Should You Care? – 100 attendees February 9 – 10, 2015 – IFEBP – Trustees & Administrators Institutes in Orlando, FL: Addressing Retirement Security & Financial Literacy (Part 1 Policy) – 122 attendees Addressing Retirement Security & Financial Literacy (Part 2 Making It Happen) – 107 attendees October 13 – 14, 2014 – IFEBP 60th Annual Employee Benefits Conference in Boston, MA: Be A Millionaire (Testing Your Financial Knowledge) (presented twice) 264 and 240 attendees Working Effectively with Your Administrator – 208 attendees
  • 2. 2 July 14 – 15, 2014 – IFEBP Benefit Communication and Technology Institute in San Jose, CA: Program Moderator for Entire Institute October 21 – 22, 2013 – IFEBP 59th Annual Employee Benefits Conference in Las Vegas, NV: Dealing With Conflicting Loyalties – Which Hat Are You Wearing (presented twice) – 288 and 233 attendees Working Effectively With Your Attorney (presented twice) – 121 and 77 attendees Training Funds in the U.S. and Canada – 75 attendees September 18 – 19, 2013 – IFEBP Construction Institute & Collection Procedures Institute in Boston, MA: Unique Collection Cases – You Be the Judge – 75 attendees Understanding the Collections Process – 142 attendees June 25, 2013 – IFEBP Trustees & Administrator Institutes in San Francisco, CA: Retirement Security Panel Discussion – 42 attendees Dealing With Ethical Issues – 152 attendees February 19, 2013 – IFEBP Trustees & Administrators Institutes in Orlando, FL: Retirement Security Panel Discussion – 64 attendees Dealing With Ethical Issues – 230 attendees November 12 – 14, 2012 – IFEBP 58th Annual Employee Benefits Conference in San Diego, CA: Legal Representation in Multiemployer Funds (presented twice) – 109 and 155 attendees Are You Wearing the Right Hat? (presented twice) – 312 and 217 attendees June 25, 2012 – IFEBP Benefit Communication and Technology Institute in Milwaukee, WI: Financial Literacy Messages and Engagement – 44 attendees June 12 – 13, 2012 – IFEBP Trustees and Administrators Institutes in San Francisco, CA: Recruiting the Next Generation of Trustees – 17 attendees Prioritizing Your Welfare Dollars – 42 attendees
  • 3. 3 February 14 – 15, 2012 – IFEBP Trustees & Administrators Institutes in Orlando, FL: Recruiting the Next Generation of Trustees – 11 attendees Prioritizing Your Welfare Dollars – 176 attendees January 23 – 25, 2012 – IFEBP Trustees Institute for Jointly Managed Training & Education Funds in Las Vegas, NV: Issues and Challenges for Non-Construction Apprenticeship – 6 attendees Financial Literacy for Apprentices – 207 attendees October 31 – November 2, 2011 – IFEBP 57th Annual Employee Benefits Conference in New Orleans, LA: Refresher on Trustee Expenses – (presented twice) 185 and 544 attendees Handling Conflicting Loyalties – When Neither Hat Fits – 154 attendees Ask the Attorneys – 15 attendees September 19 – 22, 2011 – IFEBP Construction Industry Benefits Institute and Collection Procedures Institute in White Sulphur Springs, WV: Money On the Move – Traveling Employees & Reciprocity – 27 attendees Unique Collections Cases – You Be the Judge – 78 attendees Unique Construction Cases – You Be the Judge – 96 attendees June 14 – 15, 2011 – IFEBP Trustees & Administrators Institutes in Las Vegas, NV: Succession Planning for Trustees – 9 attendees Two-Hat Dilemma: How to Avoid the Common Conflict – 77 attendees Avoiding Ethical Issues – 51 attendees February 8 – 9, 2011 – IFEBP Trustees & Administrators Institutes in Orlando, FL: Succession Planning for Trustees – 15 attendees Two-Hat Dilemma: How to Avoid the Common Conflict – 147 attendees Avoiding Ethical Issues – 205 attendees