Joseph Semo Publications/Presentations

PUBLICATIONS

Hugh Christie and Joseph Semo, ADR in the Workplace: Managing Retention and Termination of Employees, in F. Peter Phillips, ed., ADR Deskbook for the Business Lawyer: A Cross-Disciplinary Workbook (2016).

“Insurance Protection for ERISA Funds”, Co-Author with Brian L. Smith (IFEBP-Benefits Magazine) April 2013.

“Independent Adviser: Lose the Illusion” (Corporate Board Member Magazine) May 31, 2007.

“New Requirements Now Effective for the Board Compensation Committee: Now Is the Time to Perform a Self Assessment and Obtain Independent Counsel” (Corporate Board Member Magazine) April 10, 2007.

Contributing author, ABA Section of Labor and Employment Law, Employee Benefits Law (1991 & Supps.) and updates for the ABA Labor Section Employee Benefits Committee provided thereafter; Co-author, “The Multiemployer Pension Plan Amendments Act of 1980; Explanation, Analysis, Recommendations and Suggested Amendments to Multiemployer Plans,” 362 BNA Pension Reporter, October 5, 1981. Author, “ERISA Preemption, A Comparison of Wayne Chemical, Inc. vs. Columbus Agency Services Corp. and Dawson vs. Wheland.” 3 Journal of Pension Planning and Compliance 368, September 1977. “Salary Reduction SEPs Can Be a Low-Cost Employee Benefit.” 49 Taxation for Accountants, August, 1992; “Benefits Legislation in the New Congress,” Milliman & Robertson Perspectives, March, 1995; “Salary Reduction SEPs Can be a Low-Cost Employee Benefit,” Tax Ideas, March, 1995.

PRESENTATIONS

Lecturer on various employee benefit and other legal issues including:

International Foundation of Employee Benefit Plans – 61st Annual Employee Benefits Conference (November 2015 – “Best Practices in the New Cyberworld”)

International Foundation of Employee Benefit Plans – 60th Annual Employee Benefits Conference (October 2014 – “Cyber Liability Insurance”)

International Foundation of Employee Benefit Plans – 58th Annual Employee Benefits Conference (November 2012 – “Insurance for ERISA Funds”)

International Foundation of Employee Benefit Plans – 57th Annual Employee Benefits Conference (October 2011 – “Hot Topics”)

International Foundation of Employee Benefit Plans – 55th Annual Employee Benefits Conference (November 2009 – “The Role of Consultants/Managers – What Are They Really Doing For You”)

The Alternative Investing Summit East (April 15, 2007-Panelist: “The Role of Alternative Investments in the Asset Allocation Process) (Lansdowne, Virginia);

The Ninth Annual Alternative Investing Summit (December 4, 2006-Panelist: “Fund of Funds, A New Perspective”) (Laguna Niguel, California);

International Foundation of Employee Benefit Plans – 52nd Annual Employee Benefits Conference (October 2006 – “Ask the Attorneys”)

The Seventh Annual Institutional Capital Investing Forum (October 2004 – Moderator/Participant: “Pension Fund Executive Roundtable”) (Washington, D.C.);

CompTel/Ascent Alliance Annual Conference (February 2004 – “Employee Benefits”) (Anaheim, CA);

University of Chicago Dept. Of Anesthesia & Critical Care and Medical Business Solutions, LLC – Fifth Annual anesthesia Billing and Management Seminar 2004 (April 2004 – “Looking Out for #1: Exploring Employee Benefits”)

International Foundation of Employee Benefit Plans – 49th Annual Employee Benefits Conference (November 2003 – “Domestic Partner Benefits”)

The Sixth Annual Institutional Capital Investing Forum (October 2003 – “Migration from Investor to Shareholder – The Changing Interest of Large Institutional Investors”) (Washington, D.C.);

Mid-Atlantic Actuarial Club (9/2003 – “An Overview of Pension Legislation”) (Silver Spring, Maryland);

International Foundation of Employee Benefit Plans – 48th Annual Employee Benefits Conference (September 2002 – “Trustee/Attorney Client Privilege Expectation”);

International Foundation of Employee Benefit Plans – 47th Annual Employee Benefits Conference (October 2001 – “Ethical Considerations for Attorneys”);

The Columbia and Wharton Business School Clubs of Washington, D.C. (May 21, 2001 – Negotiating Strategies to Protect Your Career in Today’s Job Market);

The 2nd Annual Public Funds Summit (January 2001-“Scrutinizing the Fiduciary Obligations of a Board of Trustees”);

International Foundation of Employee Benefit Plans – 46th Annual Employee Benefits Conference (November 2000 – “Legislative Developments in Health Care”);

Mid-Atlantic Actuarial Club (September 2000 – “An Overview of Pension Legislation”) (Bethesda, Maryland);

National Employee Benefits Institute Fall Conference (September 2000 – “Overview of Legislative Deliberations of the 106th Congress”);

The Third Annual Institutional Capital Investing Forum (September 2000 – “Fiduciary Responsibility: Liability and Ethics”) (Washington, D.C.);

Absolute Returns Strategies Summit (April 2000 – “Managing [Investment] Risk”) (Hamilton, Bermuda);

The Third Annual Equity Investment Strategies Summit (September 1999 – “Focus On Risk Management”)(Miami, Florida);

Sixth Annual Fire and Police Pension Funds Forum (September 1998 – “Legislative/Washington Update”)(Miami, Florida);

National Coordinating Committee for Multiemployer Plans Annual Conference – 1998;

American Bar Association 1990 Annual Convention (on Severance Arrangements – Real Property Section Program);

Emerging Business Committee of the Corporation, Finance and Securities Section of the D.C. Bar panel on Advising Emerging Businesses – Critical Employment Issues (Nov. 14, 1989);

No-Load Mutual Fund Association programs, “How to Start and Operate a Mutual Fund” (Blue Sky Compliance);

American University Law School Federal Regulation Program (on ERISA); and

IRA (Individual Retirement Account) Hotline Seminar Series (suggesting how financial institutions might establish IRS products to generate fee based income; sponsored by the Laux Publishing Company).