The Capital Forum on Pensions (CFOP) provides an opportunity for Northern California retirement specialists to discuss employee benefits issues with colleagues. The program focuses on exchanging information and educating attendees about current regulatory, legislative, and administrative issues.
CFOP 2025 Brochure
We are delighted to introduce this year's
CFOP 2025 Speakers!
KEYNOTE:
Stephen Forbes, J.D., LL.M. (Taxation)
Dave Banathy, APA, ERPA, QPA
Murray Cleaner, C(k)P, CPFA, CHSA
Crystal Coleman, CPA, CEBS
Scott E. Galbreath, J.D., LL.M. (Tax)
Wendy Gilligan, J.D., LL.M. (Tax)
Jennifer Jackson, CPA
Jim Paul, J.D.
Marcel Weiland, J.D.
CONFERENCE TOPICS
KEYNOTE: General Legislative Update
1st Breakout Session Options:
(1) Using ESOPs and Executive Compensation for Succession Planning, with Scott Galbreath and Wendy Gilligan
(2) Plan Termination - It's Not Me, It's You...It's Over, with Jim Paul, Dave Banathy, and Jennifer Jackson
2nd Breakout Session Options:
(1) Improving Retirement Plan Participant Outcomes Through Managed Accounts, a.k.a. Everything You Need to Know About Managed Accounts, with Murray Cleaner
(2) OMG - We Found an Error in our Plan - What do we do?, with Crystal Coleman and Marcel Weiland
CFOP 2025 Agenda
MATERIALS
CFOP 2025 Brochure
CFOP 2025 Agenda
CFOP 2025 Speakers