2026 NAPA NONQUALIFIED PLAN + WORKPLACE WEALTH FORUM
Barry Downey will be speaking (see topics listed below) at the 2026 NAPA Nonqualified Plan + Workplace Wealth Forum, September 27-29, 2026, in Chicago, IL. Registration is required to participate in this event.
Registration and Conference details/agenda can be found at https://napanqdcforum.org
Moderator for: Equity Compensation Plans
Monday, September 28th at 10:35 AM – 11:35 AM (CT)
Case Study: ABC Credit Union Avoids Future Excise Tax Exposure by Transitioning from a 457(f) Plan to Split Dollar
Monday, September 28th at 1:40 PM – 2:05 PM (CT)
Risk Mitigation and Carve-Out Benefit Plans as Executive Benefits
Monday, September 28th at 3:20 PM – 4:20 PM (CT)
Advanced Nonqualified Plan Designs and Distribution Strategies (General Session 7)
Tuesday, September 29th at 11:05 – 11:55 AM (CT)