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Employee Benefits for Small Employers – Replay

Saturday, November 30, 2019 @10am

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Guest:

Christopher S. Lockman
Employee Benefits Attorney
Verrill

Chris pursued a career in the law because he enjoys solving problems.  Chris is an employee benefits and executive compensation “generalist” capable of advising clients on a range of legal issues affecting both the pension plans and welfare benefit plans.  Chris has significant experience correcting retirement plan administrative errors, defending IRS audits and DOL investigations, and maintaining and terminating pension plans administered by bankrupt entities.  As a member of the Firm’s ERISA Litigation practice group, Chris also defends fiduciary breach claims and claims for benefits under both pension and welfare benefit plans.

Problems and solutions come in many forms, and Chris assists plan fiduciaries, sponsors, and service providers with general ERISA compliance, fiduciary advice, and plan design.  Specific to welfare benefit plans, Chris regularly assists clients with health care reform compliance, wellness programs, and consumer-driven health care arrangements such as health savings accounts (HSAs), Flexible Spending Accounts (FSAs), a Health Reimbursement Arrangements (HRAs).

Chris understands the importance of developing and implementing efficient solutions to business problems. While his practice is focused exclusively on employee benefits and executive compensation, Chris’s clients benefit from his background in bankruptcy law and business. Prior to joining Verrill Dana, Chris served as a law clerk in United States Bankruptcy Court for the Western District of Pennsylvania and, while in law school, worked at a multinational securities brokerage firm.  These experiences helped to shape the business perspective Chris brings to his practice and to his clients.

A Maine native, Chris enjoys nature and the outdoors.  He is co-chair of the Firm’s Sustainability Committee and during his time away from the office can be found exploring the wilds of Maine, hiking, canoeing, and paddle-boarding with his family.

Public Service

Board of Directors, Healthcare Purchaser Alliance of Maine (formerly the Maine Health Management Coalition)

Memberships

New England Employee Benefits Council
Maine Employee Benefits Council

Education

  • Duquesne University Law School (J.D., 2009), cum laude
  • Allegheny College (B.A., 2004), cum laude

Clerkships

  • Honorable Jeffery A. Deller, U.S. Bankruptcy Court – Western District of Pennsylvania

Bar Admissions

  • Maine, 2011
  • Pennsylvania, 2009

Court and Other Admissions

  • U.S. District Court for the Western District of Pennsylvania, 2009
  • U.S. District Court for the District of Maine, 2012

Honors

Gerald K. Gibson Memorial Award
Susan H. Wilkie Professional Responsibility and Ethics Award
Received Katahdin Counsel Recognition for Pro Bono efforts (2016)
Selected by peers for inclusion in New England Super Lawyers© under
Employee Benefits

Healthcare Today

Saturday, November 24, 2019

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Guest:

Kevin LewisKevin Lewis,
CEO

Maine Community Health Options

Kevin comes to Maine Community Health Options with extensive experience in healthcare management and advocacy in various leadership roles.

Before MCHO, Kevin was CEO at Maine Primary Care Association, where his efforts included improving health care access for underserved populations and representing Maine’s community health centers.

He served as director of continuing care at Maine Hospital Association and as the legislative liaison at the Wisconsin Department of Health and Family Services. Kevin has a BA from Dartmouth College, a Master of Public Policy degree from the University of Michigan, and is a graduate of the Johnson &; Johnson Health Care Executive Program at UCLA.

Recruiting Retail Employees in a Tight Labor Market

Saturday, November 16, 2019 @10am

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Guest:

Curtis Picard
CAE, President and CEO
Retail Association of Maine

Curtis Picard joined the Retail Association of Maine (formerly the Maine Merchants Association) in November of 2007.

Prior to his current position, Curtis was Vice President of Business Development and International Trade for the Vermont Chamber of Commerce. He was responsible for the chamber’s International Trade Program with offices in Shanghai, China and Taipei, Taiwan. Additionally, he coordinated the annual VT Business and Industry EXPO, the largest Business to Business tradeshow in Northern New England and managed the Vermont Aerospace and Aviation Association (VAAA), a group formed to support the aviation industry in Vermont and an affiliate of the Vermont Chamber of Commerce.

Picard serves on the board of directors of the Maine Tourism Association, Topsham Development, Inc., and the Maine Society of Association Executives. He has previously served on the boards of the Council of State Retail Associations, National Retail Federation and InforME. He was appointed by the DECD Commissioner to the Maine Small Business and Entrepreneurship Commission. In 2018, he was honored with the J. Thomas Weyant Award by the National Retail Federation recognizing the state retail association executive of the year.

He graduated from the University of Vermont in 1991 with a B.S. in Business Administration and he received a New York University Certificate in Sports and Event Management in 1993.  He is a 2008 graduate of the U.S Chamber’s Institute for Organization Management and earned his Certified Association Executive (CAE) designation in January of 2012.

Picard is a runner who has completed four marathons and a former volunteer firefighter.  He is married with one son and lives in Topsham.

The Work Life Balance Myth

Saturday, November 9, 2019 @ 10am

Download the Show Audio Here

Guest:

David McNeff, CEO
Peak Consulting Group
Author
The Work Life Balance Myth

Allow me to introduce Dave McNeff this morning.  Some of you may know Dave already but here is a brief review of his activities, since not many of us really know what he does all day…

Turns out, Dave does a number of things in his professional life, all of which have something to do with working with people and their interesting behaviors most days of the week.

His primary focus is  spending  a great deal of time with Corporate clients and their key executives and their management teams – across a wide number of sectors including Pharma, BioScience, Private Equity, Financial Services, Manufacturing, Technology etc .  Most of this work involves focusing on executive talent development with teams looking to improve performances in growth environments. 

In addition, he spends time in Conflict Resolution work – primarily in the M&A and International corporate space. The focus here is  getting executive teams to get along when they don’t want to after a significant organizational change,  which is  always a challenging exercise for everyone involved.

Finally, he does Trial Consulting in the Federal Courts, primarily for Patent Litigations in the Pharmaceutical sector.  This involves profiling Juries, profiling Judges and Judge Panels and coaching Expert Witnesses for trial.  Though, it might sound tedious, it has been said “… you can’t pay for that kind of entertainment…!”

Dave has known GSN through his introduction to us by Peter Blacklow, lo those many years ago,  and he has a historical perspective that we think will be helpful as we meet here today.