Presenter, 2016 Annual Business Law Institute

American Bar Association

Co-Presenter, American Law Institute CLE Employee Benefits and Practice

Reviewer, State Bar of Texas

Co-Presenter, Hispanic National Bar Association Corporate Counsel Conference

Tax Section of State Bar of Texas

American Bar Association

SouthWest Benefits Association

Reviewer, State Bar of Texas

American Bar Association 2015 Joint Fall CLE Meeting; Panelist

State Bar of Texas, Texas Department of Insurance

State Bar of Texas CLE – Advanced Tax Law Course, Dallas, Texas

Comments regarding Notice 2014 discrimination testing standards appliable to softly frozen defined benefit pension plans

American Bar Association - Real Property Trust and Estates Section - Spring Symposium

Prepared by Qualified Plans and Plan Transactions and Terminations Committees of the Employee Benefit Group of RPTE

Moderator, Southwest Benefits Association and the Internal Revenue Service

ABA Joint Committee on Employee Benefits Teleconference; Presentation was also given on November 27, 2012

Employee Benefits Distributions and Defined Benefit Plans Update; Comment submitted as part of the American Bar Association Real Property Trust – Estates Section, Employee Benefit Plans – Other Compensation Arrangements Group

State Bar of Texas; Primary author and helped write comments that were submitted to the Internal Revenue Service

State Bar of Texas; Primary author and helped write comments which were submitted to the Internal Revenue Service

Presented at ABA-RPTE Symposium, Washington, D.C.; Speaker

American Bar Association - Joint Committee on Employee Benefits Teleconference

Co-PresenterGulf States Area TEGE Council Employee Benefits – Exempt Organizations Update

Presented to the Non-Profit PEG Group at the Baptist General Convention of Texas