2024 Annual Meeting

The Executive Committee is thrilled to announce that the AFBC will hold an in-person annual meeting this coming June! The meeting will be held at the lovely Kimpton Marlowe Hotel, located in Cambridge, Massachusetts. Please mark your calendars for June 19 – 21.

The meeting will follow our customary format with a reception the evening of the 19th and ½ day seminars the following Thursday and Friday. The tentative lineup of presentation topics and speakers for the 2024 Annual Meeting is below.* In addition to the AFBC's customary meeting format, if the minimum participant requirement is satisfied, the AFBC will offer an optional 45-minute tour of the Samuel Adams Boston Brewery located at 30 Germania St. Boston, MA 02130. The tour will begin promptly at 3pm on Thursday, June 20th. Tour participants must be at least 21 years of age and have a valid photo ID. Tour space is limited and will be filled on a first come, first serve basis. You will receive an email from the AFBC Secretary-Treasurer indicating whether your attendance for the brewery tour is confirmed or whether the tour space has been filled. If you would like to attend the brewery tour, you must register by Monday, June 3rd, 2024. A program containing a detailed schedule of the Annual Meeting will be provided to attendees prior to the meeting.  

Thursday, June 20, 2024Speaker(s)Topic
8:15 a.m. - 9:05 a.m.Todd Martin, JD
Pierson Ferdinand

Brian Gedicks, JD
Knights of Columbus

Navigating Chapter Risks and Liability

9:05 a.m. - 9:55 a.m.Scott Kosnoff, JD
Faegre Drinker

AI Regulation and Risk Management
9:55 a.m. - 10:45 a.m.Andrew Kay, JD
Venable LLP

Randy Seybold, JD
Venable LLP

Fraternal Benefit Societies in Litigation: Does Fraternal Status Matter?
11:00 a.m. - 11:50 a.m.

11:50 a.m. – 12:40 p.m.
Allison Koppel
American Fraternal Alliance

Craig Springfield, JD
Davis & Harman LLP

Bryan Keene, JD
Davis & Harman LLP

Fraternal Sector Update

Life Insurance & Annuity Tax Matters

Friday, June 21, 2024Speaker(s)Topic
8:15 a.m. – 9:00 a.m.Clark Cole, JD
Armstrong Teasdale LLP

Robert Lesko, JD
Pierson Ferdinand

Julie F. Wall, JD
Chittenden, Murday & Novotny LLC

Litigation Hot Topics

9:00 a.m. – 9:45 a.m.Francesca Morris, JD
Holland & Knight
One of These Things is Not Like the Others – Taxing Fraternal Beneficiary Societies

9:45 a.m. – 10:30 a.m.Benjamin Sykes, JD
Locke Lord

Thomas Bohac, JD
Locke Lord

Jessica English, JD

DOL's Final Investment Advice Fiduciary Rule

10:45 a.m. – 11:30 a.m.

11:30 a.m. - 12:30 p.m.
Morgan Tilleman, JD
Foley & Lardner LLP

Jonathan Goeringer, JD
Foley & Lardner LLP

Matthew Enenbach, JD
Kutak Rock LLP
Introduction to Life Reinsurance

Protecting the Attorney-Client Privilege

*Schedule, topics, and speakers are subject to change.

To register for the 2024 Annual Meeting, please complete the registration form and pay the registration fee. The registration form can be downloaded below or completed online.  

2024 Annual Meeting presentation materials are available HERE.

Registration Fees

  • $475 USD for members
  • $525 USD for non-members
  • Attendees may include a guest for an additional $125 USD. Guests are invited to the opening reception and all meals.
The registration fee includes CLE applications and processing.

Individual and group payments may be made by sending a check payable to "Association of Fraternal Benefit Counsel" to the AFBC Secretary-Treasurer, Ellen Reynolds, at the following address: AFBC c/o Modern Woodmen of America, 1701 1st Ave, Rock Island, IL 61201.  If making a group payment, please provide the names of all attendees with the payment. Individual payments may also be made using PayPal.

Registration Payment

Select Registration Type
The AFBC will refund 100% of fees for any cancellation request received on or before May 12, 2024. For any cancellation request received between May 13th and May 31st, the AFBC will refund the registration fee(s) minus any processing fees and, if applicable, meeting costs incurred related to the registration. No refunds will be made after May 31st.

Registration Form

If you are bringing a guest, please complete the following:

Hotel reservations are not included with the meeting registration. The AFBC has secured a limited number of rooms at the Kimpton Marlowe Hotel at a discounted pre-tax rate of $279 USD. Reserve your room here or by calling the hotel directly at 1-800-825-7140 (mention the Association of Fraternal Benefit Council (AFBC) to ensure you receive the group discount). The AFBC group rate is valid three days pre-arrival and three days post group departure and is subject to availability. Note, the online reservation link does not reflect the group rate for the three days pre-arrival and post group departure; if you book online and wish to extend your stay at the group rate (subject to availability), please email the Kimpton Marlowe Hotel Conference Services Manager, Haley Fusco, at Haley.Fusco@hotelmarlowe.com to have the group rate applied to your reservation. Reservations must be received by May 17, 2024, to receive the group rate. The hotel may charge fees for early departures or cancellations. Self-parking is available for $30 USD per day, and valet parking is available for $55 USD per day.