TOPICS:
Session 1: Would You Build a House This Way? Creating a Framework for Your Health Plan
Session 2: Healthcare Under Pressure: Regulation, Litigation, and the New Employer Reality
Rice University, Houston, TX – TPSU For Health Plan Fiduciaries
July 8 @ 8:00 am - 2:00 pm
When
Wednesday, July 8, 2026
8:00AM - 2:00PM
(Program begins promptly at 8:30AM)
Location
Rice University
Rice Memorial Center
6100 Main Street
Houston, TX 77005
Farnsworth Pavilion
Contact
The Plan Sponsor University
[email protected]
855-755-4015 option 2
Eligibility
Registration is open to Plan Fiduciaries who serve as a Plan Fiduciary, for their company's retirement plan.
TPSU Program is not a function of the host institution
Resources
Download Agenda
Download Speaker Bio(s)
Download Driving Directions
"The use of this official seal confirms that this activity has met HR Certification Institute's® (HRCI®) criteria for recertification credit pre-approval."
The Plan Sponsor University is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP.
Agenda
Speaker(s)
Adjunct Lecturer
Jamie Greenleaf, AIF®, CBFA
Fiduciary Consultant and Principal
Greenleaf Advisors
Jamie Greenleaf, AIF®, CBFA is a Fiduciary Consultant and Principal of Greenleaf Advisors, as well as Co-Founder of Fiduciary In A Box. She is dedicated to helping employers implement disciplined, defensible fiduciary processes for ERISA-governed health plans—improving outcomes for both organizations and their employees.
Jamie’s mission is to reduce risk, ensure compliance, and drive stronger financial outcomes through proactive oversight, education, and transparency. With a distinguished foundation in retirement plan fiduciary governance, she brings that same rigor and structure to the healthcare space, guiding employers to design and manage high-quality, cost-effective benefit programs.
A recognized industry thought leader, Jamie, is a sought-after speaker and has delivered keynote presentations at leading conferences. She is also the recipient of the Marshall Allen Legacy Award for her contributions to advancing fiduciary best practices.
Jamie is passionate about transforming benefits from a cost center into a strategic asset, making them more meaningful, transparent, and sustainable for employers and the people they serve.
Driving and Parking Directions
