Please join us for our November Luncheon!
Case Studies in Ethics
Come and join us for lunch and an hour of ethics. We will have several case studies for group discussion led by Greg Fowler with HealthEquity and Lori Reay with DWC.
About Our Presenters:
Greg Fowler, HealthEquity - VP of Strategic Partner Relations
Greg works with health plan, broker and referral partnerships to support their growth with HealthEquity across the full spectrum of consumer-directed health benefits: Health Savings Accounts (HSA), Flexible Spending Accounts (FSA), Health Reimbursement Arrangements (HRA), Commuter and COBRA.
Greg joined HealthEquity in November 2017 and spent 3 years leading the large group servicing teams as Senior Vice President of Enterprise Service Delivery. Prior to joining HealthEquity, he spent over 17 years in the retirement industry working for National Benefit Services, LLC (NBS), most recently as their Senior Vice President, Retirement and a member of the Senior Leadership Team. Greg is passionate about retirement and Health Savings Accounts and the convergence of them both.
Greg earned his Master of Business Administration from Brigham Young University and his Bachelor of Science degree in Accounting from the University of Phoenix. He is former President of the Salt Lake Chapter of the Western Pension Benefits Council and past member of the Western Pension Benefits Council Governing Board. He previously served on the American Society of Pension Professionals and Actuaries (ASPPA) Annual Conference Planning Committee (co-chair for 2016 and 2017) and has presented at the conference on Health Savings Accounts, Voluntary Compliance Program (VCP) submissions, and other business development sessions. Greg is also a member of the IRS Pacific Coast TE/GE Council. Greg is married and has 4 kids ranging in age from 8 – 18.
Lori Reay, CPA, CPC, QPA, QKA - DWC - Partner, Retirement Plan Consultant
Lori has nearly 20 years of experience working in the retirement plan industry. She works closely with financial advisors and clients to design and implement plans that meet their goals and objectives.
Lori is a former recipient of the American Institute of CPAS Women to Watch Emerging Leaders Award. She is former President of the Salt Lake Chapter of the Western Pension Benefits Council and ad hoc committee member for the ASPPA Retirement Plan Academy, and has served on the Retirement Plan Fundamentals Certificate Taskforce. She is a former member of the Utah Valley University Alumni Board, including a one-year term as the VP of Finance and Development, and a former member of the Utah Valley University Gift Planning Advisory Board.
November Meeting: Case Studies in Ethics
Date: Friday, November 19, 2021.
Time: 12:00pm MST
Larson & Company
11240 S. River Heights Drive, Suite 300
S. Jordan, UT 84095
We will maintain remote attendance options for those who would prefer to attend remotely:
*Phone number and Conference ID provided after registration.
Members are free. Non-members are welcome, and the $40.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on November 17, 2021, to ensure we have space available for you.
If you require any assistance or would like to notify us of your dietary restrictions, please do not hesitate to contact us at firstname.lastname@example.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.
Western Pension & Benefits Council, Salt Lake Chapter
P.O. Box 11641, Salt Lake City, UT 84147