Butterfield Schechter 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 LLP.

Please check back for upcoming speaking engagements.

Past Speaking Engagements

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

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.

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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]