Ethics Session

  • 15 Nov 2023
  • 4:00 PM - 7:00 PM
  • Pyramid Club, 1735 Market Street, Philadelphia

Registration


Registration is closed


This session will discuss how our applicable codes of conduct apply in common situations that we all face regularly.  This session will approach ethics from a case study approach with practical suggestions about how to avoid accidentally finding yourself in an ethical quagmire. 

Approved for 1 credit hour for ASPPA, ERPA, NAPA, NTSA 

About our speaker:

Kelsey Mayo’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She is recognized by Chambers USA as a leading lawyer for Business (Employee Benefits & Executive Compensation).

Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations, including the American Society of Pension Professionals and Actuaries and CPA organizations. Kelsey was a long-time volunteer on both ASPPA and ACOPA’s Government Affairs Committees and now serves as the American Retirement Association’s Director of Regulatory Policy.

Kelsey also brings her background in accounting as well as her study for the actuarial exams to bear for the benefit of her clients. She is uniquely positioned to understand how benefits integrate with a company’s financial concerns and to assist owners and executives in managing these benefit programs.

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