Previous Meetings

Wednesday, June 7, 2017, 11:30 a.m. - 1 p.m.

Stuart Kasiske, ONEOK's VP of HR and In-house Counsel

Stay in Your Lane: Properly Allocating Benefits Roles, Responsibilities and Expectations to Maximize Outcomes and Minimize Liability Risks. This presentation will cover the following topics: • balancing legal and business roles as in-house counsel • knowing when to outsource a project and when you can DIY • maintaining separation between fiduciary and settlor functions • developing and documenting a prudent fiduciary process • unique challenges for HR benefits personnel • recent legislative, regulatory and case law developments Speaker Biography: Stuart Kasiske is currently VP of HR at ONEOK and former Senior Managing Attorney – Benefits at ONEOK. In addition to providing legal support for the company’s employee benefits, executive compensation and related functions, Stuart recently moved into a VP-level position in HR and is now responsible for benefits strategy and day-to-day administration of ONEOK’s employee benefit plans. Prior to joining ONEOK in 2013, Stuart spent 14 years in private practice, including 9 years in the Washington DC office of Morgan, Lewis & Bockius, where he served as outside counsel to numerous Fortune 500 companies, nonprofit organizations, Taft-Hartley funds and governmental clients. Stuart has a BS in business administration and communication from Southwest Baptist University, a JD from Pepperdine and a LLM from Georgetown. Stuart currently serves on the Board of Directors for Camp Fire Green Country. He is married and has a 15-year-old son who attends Holland Hall.

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Wednesday, May 3, 2017, 11:30 a.m. - 1 p.m.

Tom Robertson, JD, Barrow & Grimm - Retaliation in the Workplace

Retaliation in the Workplace and how it can impact your company: Is a bad reference retaliation? How do employers disprove retaliation claims? What is the time proximity of the retaliation to assure validity? Can retaliation be seen as harassment? Can an employee prove a termination was retaliation? How to train your managers and supervisors to avoid retaliation.

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Wednesday, April 5, 2017, 11:30 a.m. - 1 p.m.

Best Practices for Conducting Workplace Investigations by Randall Snapp, JD @ Crowe & Dunlevy

Best Practices for Conducting Workplace Investigations Employers are often faced with the necessity to conduct workplace investigations of employee complaints or concerns. Highlights include: • When is an investigation necessary and/or advisable? • Best practices for conducting an investigation • How to effectively deal with the complaint and attempt to minimize liability • Suggested procedures for conducting an investigation • How to utilize the results of the investigation

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Thursday, March 9, 2017, 11:30 a.m. - 6 p.m.

Kirk Turner, JD -Recent Developments in Employment Law

Kirk Turner of Newton, O'Connor, Turner & Ketchum will provide us with an update on all current labor and employment law issues. Kirk is one of our most popular speakers and will provide a fast-paced, interactive learning environment that you don't want to miss. About Our Speaker: W. Kirk Turner Newton, O'Connor, Turner & Ketchum Kirk has routinely been recognized as one of the Best Lawyers in America in labor and employment law, is one of top 50 lawyers in Oklahoma according to Super Lawyers Magazine and has been consistently recognized as a Super Lawyer in the area of labor and employment law, Kirk is a frequent and popular presenter on labor and employment topics for human resources, business and legal associations. He also regularly provides supervisory training to supervisor and managers for large, medium and small employers all over the country. Kirk is a graduate of the University of Arkansas School of Law. He is a member of the American, Arkansas, Oklahoma and Tulsa County (Labor and Employment Law sections) Bar Associations and is a past Chairman of the Labor and Employment Law Section of the Oklahoma Bar Association.

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Wednesday, February 1, 2017, 11:30 a.m. - 1 p.m.

Charlie Plumb, JD, McAfee Taft - Employee Handbook and Policy Updates for 2017

Charlie Plumb, JD will be sharing an overview of what we should be looking at when considering our Employee Handbook and Policy Updates for 2017. With laws changing and the level of risk for employers, how are we tracking documentation?, when was the last time we looked at our handbook and policies?, are policies different in other states and has that been addressed?, what policies are regulators going to look at more closely? These are just a few of the areas that Charlie will address in our meeting. Hope to see everyone there!!

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Wednesday, December 7, 2016, 11:30 a.m. - 1 p.m.

Randall Snapp, JD, Crowe Dunlevy - An Examination of the Aftermath of an Employee Discharge

An Examination of the Aftermath of an Employee Discharge: This presentation will focus on the myriad of legal issues that crop up in the wake of an employee discharge. Do you offer severance and get a release of claims? How do you handle the exit interview, removal of personal property and return of company property? What steps should be taken to safeguard proprietary confidential business information? These and other questions will be answered in an interactive discussion about the unpleasant business of ending the relationship with a bad employee and proactive steps you should take to protect your company.

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Wednesday, November 2, 2016, 11:30 a.m. - 1 p.m.

Eric Smith, JD - 401k Liabilities & Fiduciary Responsibilities

401K Liability and Fiduciary Responsibilities The presentation will cover the following topics: • Identification of who is, and who is not, a fiduciary under ERISA • Fiduciary duties • Prohibited transactions • Common fiduciary responsibilities in benefit plans o Selection of vendors o Selection of investment options o Plan administration o Monitoring of fees and expenses o Participant disclosures • Consequences of breach of fiduciary duties • New Fiduciary Regulation • Fiduciary litigation

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Wednesday, October 5, 2016, 11:30 a.m. - 1 p.m.

Stefan Mecke, JD, The Interactive ADA Accommodation Process

The Interactive ADA Accommodation Process Engaging in the interactive process through which the Employer and Employee work together to arrive at a reasonable accommodation is an important step for Employer’s working to avoid liability for disability discrimination and the failure to reasonably accommodate a disabled employee. Employers can greatly reduce the risk of ADA liability by engaging in the interactive process in good faith. Stefan will share experiences gained from defending such claims on behalf of employers and from conversations with plaintiff’s attorneys (representing employees against employers) and the Attorney General’s Office regarding the implementation of the interactive process. Stefan will also share recent developments in case law and provide attendees with guidelines for successfully implementing the interactive process. Stefan is a current Member of TEEOCA. Here is his contact information: Stefan A. Mecke, JD, MBA, SHRM-SCP, SPHR|Attorney|BARBER & BARTZ 525 South Main Street, Suite 800 | Tulsa, Oklahoma 74103 Phone: 918.599.7755 smecke@barberbartz.com

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Wednesday, September 7, 2016, 11:30 a.m. - 1 p.m.

“This Means Warr: Avoiding Wrongful Discharge Claims After Moore v. Warr Acres.” by Chris Thrutchley, Atty. Gable and Gotwals

“This Means Warr: Avoiding Wrongful Discharge Claims After Moore v. Warr Acres.” The presentation will cover: • The latest legal developments regarding a 2016 Oklahoma Supreme Court case, Moore v. Warr Acres • How Warr Acres expands the Burk wrongful discharge tort claim and exposes employers to increased risk of liability for wrongful discharge claims. • What employers should do in response to Warr Acres • What managers must know about best practices for minimizing risk of wrongful discharge claims. • Attendees will receive a “Termination Review Checklist” that incorporates the new Burk tort issues and can be used to provide final-filter review of termination recommendations.

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Wednesday, June 29, 2016, 11:30 a.m. - 1:30 p.m.  Members Only

Networking Event for Members - with Isabell Estes

Complimentary Member networking event to engage and learn more about where we work, our role and the things we like about TEEOCA, plus future recommendations. Our speaker, Isabell Estes will share information about networking: Importance of networking internally and externally: • Best practices for HR and C-Suite communication and how to add value • Networking events/meetings (always building sphere of influence) • Online presence - Social Media - LinkedIn • The importance of meaningful connections • Video Assessment This TEEOCA sponsored Program is HRCI and SHRM approved for 1 CEU

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