Events 2017-18

Upcoming events

    • 21 Feb 2018
    • 5:00 PM - 7:00 PM
    • Moss Adams, Portland, OR
    When Regulators Step Back, Litigators Step In- An update on the changing landscape of ERISA enforcement and best practices

    The event will be on 2/21/2018 and will be held at Moss Adams. Wine/appetizers from 5:00 PM-5:30 PM and speaker will be from 5:30 PM-6:30 PM.

    About Our Presenter

    Erik Daley is the Managing Principal for Multnomah Group. He is a member of Multnomah Group’s Investment Committee and leads the firm’s tax-exempt practice. Erik consults regularly with clients on a variety of retirement plan related topics to help manage their fiduciary risks. He is also a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and industry events.

    Prior to co-founding the Multnomah Group in 2003, Erik served as a Vice President of Retirement Services and led the Portland, OR practice of a national retirement services firm. In that position Erik was a founding member of the firm’s Investment Committee and had oversight for business development in the Western United States.

    Erik is a member of the CFA Institute, the CFA Society of Portland, the American Society of Pension Professionals and Actuaries, the Portland Chapter of the Western Pension & Benefit Conference and the Society for Human Resource Management. Erik holds a B.B.A. from the University of Iowa.

    New for 2017! Members can attend monthly meetings at no cost. Members still need to register.

    • 02 May 2018
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Portland, OR

    Don’t miss our Western Benefits Conference, the premier event for pension and benefits professionals in Oregon and Southwest Washington. The conference offers an ideal opportunity to meet with industry leaders. Professional accreditations include: ASPPA, CPE for CPAs, CEBS, ERPA, CLE Oregon State Bar, SHRM.

    Stay tuned for more details!

Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education

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