AGENDA
May 15, 2024
7:30-8:00 REGISTRATION & BREAKFAST
Attendee gift sponsored by Perkins and Company | WiFi sponsored by The Partners Group | Breakfast sponsored by Fidelity Institutional Asset Management
8:00-8:15 PRESIDENT'S WELCOME
WP&BC Portland Chapter President Greg Jones, Professional Benefit Services
8:15-9:30 KEYNOTE SPEAKER
Adam Smiley Poswolsky, Workplace Belonging and Future of Work Expert, Internationally Renowned Keynote Speaker and Bestselling Author
9:30-9:45 BREAK
9:45-10:45 BREAKOUT SESSION 1
A. Bumps Along the Path to Retirement and the Potential to Reduce Their Impact, Lynn Avitabile, J.P. Morgan Asset Management F151
B. Creative Plan Design, Brian Furgala, PenChecks Trust F150
C. Harnessing the Power of Data Science and AI in Investing, Chris DiPrimio, Black Rock F152
11:00-12:00 BREAKOUT SESSION 2
A. Ethics, Brian Furgala, PenChecks Trust F150
B. Claims Auditing: Key Strategies in Cost Containment, William Norris and Chuck Nefkens, Moss Adams F152
C. What to Expect from an EBSA Investigation, Andy Cameron, EBSA F151
12:00-1:30 LUNCH & KEYNOTE SPEAKER
Lunch sponsored by Saalfeld Griggs PC
Strategies to Prevent and Recover from Burnout, Chase Sterling, Wellbeing Think Tank
1:30-1:45 BREAK
1:45-2:45 BREAKOUT SESSION 3
A. Beyond SECURE 2.0 - An Update on Legislation, Regulation, and Litigation, Michael Hadley, Davis & Harman LLP F150
B. Compliance Assistance on Mental Health Parity, Andy Cameron, EBSA F152
C. Income in Retirement, Panel Discussion, Rich Merson, PIMCO and Eric Glinsky, Nationwide F151
2:45-3:00 BREAK
3:00-4:00 GENERAL SESSION
Trivia Challenge
4:00-5:30 COCKTAIL HOUR
Cocktail Hour sponsored by The Standard
