Please join us for our next Chapter Meeting - 

Deciphering Crypto: Blockchain Technology and Cryptocurrency Assets

with
Laura Bartlett, CEBS, AIFA
&
Clint Dishman, CFA
of
BOK Financial

Mark your calendars -
Thursday, March 23rd  |  4:30 pm - 7 pm  |  Luna Lounge

TOPIC DETAIL

We will be discussing the potential impact of Cryptocurrency in Retirement Plans and the DOL Guidance on this subject. Questions we will consider include:

• What are the various types of cryptocurrency assets?
• What is the current state of crypto?
• What’s changed in the last twelve months?
• What does the future state look like?
• What are some considerations for retirement plan sponsors?
• Q&A

ABOUT THE PRESENTERS

LAURA ANN ABARTLETT, AIFA, CEBS
Senior Vice President
BOK Financial

For over 30 years, Ms. Bartlett has assisted organizations of all sizes to establish and grow qualified and non-qualified retirement plans for their employees, and implement fiduciary management processes to effectively oversee their investment funds. She helps clients to articulate their strategic objectives, and implement investment programs to achieve those objectives. 

As an Accredited Fiduciary Investment Analyst, Ms. Bartlett has been trained in a process to help organizations achieve the highest fiduciary standard in management of their investments. At BOKF, she leads the business development efforts for Institutional Wealth throughout Arizona, New Mexico, and the other Western States. A particular focus in this region is developing relationships with Native American Tribes and their related entities.

Ms. Bartlett has been a frequent speaker on retirement plan issues for industry organizations such as Western Pension and Benefit Council, International Society of Certified Employee Benefit Specialist, and Society of Human Resource Managers. She graduated from Southern Illinois University with BA in English, and then pursued her MBA at the University of Illinois-Chicago. She is a Past President of the Phoenix Chapter of Western Pension and Benefits Council, a past member of the WBPC Governing Board, and an Executive Coach for the W.P. Carey Graduate School of Business at Arizona.

lbartlett@bokf.com

CLINT DISHMAN, CFA
Senior Vice President
BOK Financial

Mr. Dishman manages the Strategic Investment Advisors, which provides the research and analytics that build the foundation for investment services within BOKF. Asset allocation research, manager selection and oversight, and market analysis conducted by the group is utilized by the various areas of Institutional Wealth, Private Wealth and BOK Financial Advisors to deliver sophisticated investment solutions for Wealth Management clients.

Clint is also responsible for the management of our Institutional Investment Advisors and Retirement Consultants as well as many of BOKF’s Collective Investment Trusts. In addition to serving as a member of the Asset Allocation Committee, he also serves as Chairman of the Investment Committee and is a member of the Alternative Investments Committee. 

Clint leads the Bank’s cryptocurrency working group. Clint has been providing consulting and investment management services since 1999. Clint is a Chartered Financial Analyst® (CFA) and a graduate of the University of Tulsa, where he earned a B.A. in business administration and his M.B.A.

cdishman@bokf.com

SCHEDULE

• 4:30 - 5:00 PM Registration/Reception
• 5:00 - 6:45 PM Meeting, Q&A
• Reception following
  
  

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP
• JBEA
• MCLE for California attorneys
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA
• AIF 
  
• • This program is eligible for 2 hours of CE credit for Broadridge Fi360 Solutions (includes CE for AIF, AIFA, and PPC Designees).

FURTHERMORE

• Have some food and beverages on us

REMINDER

• Members, please note: The deadline to submit an alternate slate of nominees for the 2023-24 WP&BC Sacramento Chapter Board of Directors is March 6, 2023.  

Sacramento Chapter Members:  Free
Non-Member:  $40

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!