Butterfield Schechter & Van Clief LLP

Our Speakers

Our attorneys are regularly asked to speak and present on a range of topics at local and national events hosted by industry associations, interest groups and clients.

Upcoming Speaking Engagements
Butterfield Schechter & Van Clief LLP.

2015 Employee Ownership Conference

April 21-23, 2015, with pre-conference sessions on April 20.
Speaker: Marc S. Schechter
Topic: Broad Based Incentive Plans
Track: Compensation and Benefit Practices/Alternate Plans
Date: Tuesday, April 21st, 2015
Time: Concurrent Session 3, 3:30-4:45pm
Location: The Sheraton Denver Downtown Hotel, Denver, Colorado

Past Speaking Engagements

Western Pension & Benefits Council – San Diego Chapter

Seminars on Demand: Winter 2014
Tuesday, December 09, 2014
Speaker: Marc S. Schechter
Topic: Overview Of Automatic Rollovers And New Rules On After Tax Rollovers
Time: 8:30 AM - 11:30 AM (PST)
Location: Foley & Lardner, 3579 Valley Center Drive, Suite 300, San Diego, CA 92130
Event Link: http://www.wpbcsandiego.org/event-1803491

2014 California/Western States Chapter Conference

Wednesday, October 09, 2014 - Friday, October 10, 2014
Speaker: Marc S. Schechter
Track B: Experience with ESOPS
Session: 2B: Benefit Distributions
10:30-11:45am; Thursday, October 9, 2014
Location: Disney's Grand Californian Hotel® & Spa, Anaheim, California
Download: Event Presentation [PDF]

National Business Institute

May 20, 2014
Speaker: Robert K. Butterfield
Topic: Tax Exempt Organizations From Start to Finish
Location: Embassy Suites San Diego Bay-Downtown, 601 Pacific Hwy., San Diego, CA 92101
Time: 8:30 a.m. - 4:40 p.m.

San Diego Bar Association - Business Section

April 23, 2014
Speaker: Elizabeth Van Clief
Topic: ERISA and Retirement Benefits for Business and Employment Law Attorneys
Location: San Diego Bar Center
Time: Noon

The NCEO/Beyster Institute 2014 Employee Ownership Conference

Expert Roundtable Luncheon
Facilitator: Marc S. Schechter
Topic: Indemnification and Fiduciary Insurance
Date: Thursday, April 9, 2014
Time: 12:00 noon-1:15 p.m.

The NCEO/Beyster Institute 2014 Employee Ownership Conference

Speaker: Marc S. Schechter
Topic: Basic ESOP Financing
Date: Tuesday, April 8, 2014
Time: 10:30-11:45am
Location: Marriott Marquis Hotel, Atlanta, Georgia

Guest Speaker at CalWestern School of Law

March 13, 2014
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m. - 12:05p.m.

Guest Speaker at CalWestern School of Law

October 31, 2013
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m. - 12:05p.m.

Webinar

September 18, 2013
Speakers: Elizabeth Van Clief and Paul Woodard
Topic: 5 Sound Strategies for Dividing Retirement Benefits
Time: 12:00 p.m. - 1:00 p.m.

:: Register Here

Webinar

August 15, 2013
Speaker: Elizabeth Van Clief
Topic: 5 Sound Strategies for Dividing Retirement Benefits
Time: 12:00 p.m. - 1:00 p.m.

2013 Western Benefits Conference

July 23, 2013
Speaker: Elizabeth Van Clief - Moderator
Event: 2013 Western Benefits Conference
Workshop 37: Cross-Testing/New Comparability: A Review and Tips on Effective Use
Time: 4:00 p.m. – 5:15 p.m.
Location: Hilton San Diego Bayfront

2013 Western Benefits Conference

July 22, 2013
Speaker: Marc S. Schechter
Event: 2013 Western Benefits Conference
Workshop 5: The Big Picture and Current Issues for Retirement Plans Investing in Employer Securities
Time: 11:00 a.m. – 12:15 p.m.
Location: Hilton San Diego Bayfront

Webinar

May 30, 2013
Speaker: Elizabeth Van Clief
Topic: 5 Sound Strategies for Dividing Retirement Benefits
Time: 12:00 p.m. - 1:00 p.m.

The NCEO/Beyster Institute 2013 Employee Ownership Conference

April 25, 2013
Speaker: Marc S. Schechter
Topic: S Corporation ESOP Basics
Track: E1 - ESOP Basics, 4:00-5:15pm, Thursday, April 25, 2013
Location: Seattle, WA

Guest Speaker at CalWestern School of Law

March 5, 2013
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m. - 12:05p.m.

National Business Institute

December 5, 2012
Speaker: Robert K. Butterfield
Location: San Diego, CA
Time: 8:30 a.m. - 4:00 p.m.

SD 16th Annual Tax & Accounting Institute (CalCPA San Diego Chapter)

November 14-16, 2012
Speaker: Marc S. Schechter
Session: ESOPs - Session 2, 10:20-Noon, Wednesday, November 14
Location: Handlery Hotel & Resort, San Diego, California

2012 Annual Meeting of the California Tax Bar and California Tax Policy Conference

November 2, 2012
Speaker: Robert K. Butterfield
Topic: Retirement Plans, IRA Distributions, Rollovers And Roths (focus on Retirement Plans)

Guest Speaker at CalWestern School of Law

November 1, 2012
Speaker: Elizabeth Van Clief
Topic: Retirement Benefits in Divorce
Location: CalWestern School of Law
Time: 10:50 a.m.

A Celebration of Democracy. 2012 Chapter Conference. The ESOP Association. California/Western States Chapter

October 3-5, 2012
Speaker: Marc S. Schechter
Session: Session 6B: Creating Compensation and Incentive Systems that Support Your ESOP (Living the American Dream)
Friday, October 5, 10:30-11:45 AM
Location: Sheraton Wild Horse Pass, Phoenix, Arizona

North County Bar Association - Family Law Section

August 22, 2012
Speaker: Elizabeth Van Clief
Location: Department 12 of the Vista Courthouse
Time: Noon

The NCEO/Beyster Institute 2012 Employee Ownership Conference

April 25-27, 2012
Speaker: Marc Schechter
Location: Minneapolis, MN

ESOPs: From Soup to Nuts
2011 ESOP Association California/Western States Chapter Conference

October 7, 2011
Speaker: Marc Schechter
Session: Session 6B: Dealing With "Haves" and "Have-Nots": Guess Who's Coming To Dinner?
Location: Paradise Point Resort on Mission Bay in San Diego, California
Download: Event Brochure

ESOPs and Business Succession Planning

September 7, 2011
Speaker: Marc Schechter
Location: San Diego Bar Center

Dividing Government Plan Benefits in Divorce

August 24, 2011
Speaker: Elizabeth Van Clief
Location: North County Courthouse

THE NCEO / Beyster Institute 2011 Employee Ownership Conference

April 13-15, 2011
Speaker: Marc Schechter
Location: Denver, CO
Download: Event Presentation [PDF]

Retirement Benefits in Family Law: Procedures and Tips for Paralegals

June 26, 2010
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]

Retirement Benefits: Identifying and Dividing Retirement Benefits

June 15, 2010
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]

Retirement Benefits: Identifying and Dividing Retirement Benefits

May 19, 2010
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]

THE NCEO / Beyster Institute 2010 Employee Ownership Conference

April 20-22, 2010
Speaker: Marc Schechter
Location: Minneapolis, MN

Retirement Benefits in MSAs: How to Choose Appropriate MSA Language When A QDRO is Required

March 26, 2009
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]

Dividing Retirement Plans in an Unpredictable Economy

March 17, 2009
Event: San Diego Paralegal Association MCLE Event Getting Back To Basics...Divorce Settlements In A Difficult Economy | San Diego, CA
Speaker: Elizabeth Van Clief
Download: Event Presentation [PDF]

ESOPs in Business Succession Planning and Estate Planning

April 22-24, 2009
Event: The NCEO / Beyster Institute 2009 Employee Ownership Conference | Portland, OR
Speaker: Marc Schechter
Download: Event Presentation [PDF]

Employee Stock Ownership Programs: What Every Professional Business Advisor Should Know

December 8, 2008
Speaker: Marc Schechter
Location: UC San Diego Rady School of Management
Download: Event Presentation [PDF]

Everything You Need to Know About Listed Transactions Connected with Benefit Plans

November 2007
Event: San Diego Tax & Accounting Institute
Speaker: Robert K. Butterfield
Download: Event Presentation [PDF]