The Governing Board of

WP&BC presents

ONLINE WEBINAR: 

 Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets 

Laura Ann Bartlett, CEBS, AIFA
Senior Vice President
BOK Financial

Clint Dishman, CFA
Senior Vice President
BOK Financial

Recorded on Wednesday, May 18, 2022

Continuing Education Credits Available! 

 

The Presentation

Cryptocurrency headlines the news constantly with ever more confounding developments. How does it work, how is it created, and does it actually serve as a store of value? We will discuss these topics, as well as the rapidly changing regulatory environment as it related to crypto in retirement plans and other investment pools.

 

Learning Objectives:

• What are Crypto Assets?
• Current State
• Future State 
• Retirement Plan Considerations for Plan Sponsors and Advisors

Our Speakers

Laura Ann Bartlett, CEBA, AIFASenior 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 and New Mexico. 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 Governing Board, and an Executive Coach for the W.P. Carey Graduate School of Business at Arizona. lbartlett@bokf.com 

Clint DishmanSenior 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 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

  

Continuing Education:

• 2 CE for AIF 
• 2 CE for CEBS
• 2 CE for CFP 
• 2 CEC for ERPA 
• 2 CEC for JBEA
• 2 CPE for ASPPA certifications
• 2 CEC for NIPA certifications
• 2 hours for California CPAs 
• 1.5 hours of California MCLE
• 2 CEC for CRPS 

A Special Thank You to Our Sponsor!