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• Industry Event: Women in Finance Forum

  • When
    Wednesday, April 24, 2024
  •  
    4:30 PM - 6:30 PM
  • Location
    Coopers Hall, 404 SE 6th Avenue, Portland, OR 97214

  Event Title: Women in Finance Forum
  

  Date: April 24, 2024

  Time: 4:30 PM - 6:30 PM

  Location: Coopers Hall, 404 SE 6^th Avenue, Portland, OR 97214

  Cost: Free

  RSVP: https://lp.constantcontactpages.com/ev/reg/e7jb3w6

  Join us for an exclusive opportunity to connect with influential women in Portland's financial industry at the Women in Finance Forum. This collaborative event, brought to you by CFA Society Portland, Portland Women in Investment Management, Women in ETFs, Women in Financial Services, and We Inspire Promote Network, aims to empower and inspire women to excel in finance.

  The Women in Finance Forum aims to achieve three primary goals: firstly, to expand membership by attracting new members to each participating organization, thereby fostering a stronger community of women in finance. Secondly, the forum endeavors to drive a meaningful shift in industry metrics by actively encouraging more women to assume positions of responsibility within the financial services sector, thereby promoting positive change in gender dynamics. Lastly, through collaborative efforts among the hosting organizations, the forum seeks to provide unique value to its members by pooling resources and expertise, thereby fostering growth and advancement opportunities for women in the finance industry.

  We're thrilled to have Jane Warner, Senior Wealth Planning Strategist at BMO Private Bank, as our keynote speaker. Jane brings over 27 years of financial services expertise to the Women in Finance Forum. Specializing in customized financial planning solutions for high-net-worth individuals and families, Jane's strategies aim to maximize income and estate tax efficiency. With a background in Psychology, Education, and Law, she has held prominent roles at institutions like Mass Mutual, Guardian Life, and Wells Fargo. Jane's insights into business succession, real estate wealth transfer, and insurance strategies make her a valuable resource for attendees.

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• WP&BC Portland 2024 Spring Conference Sponsor Sign Up

  • When
    Wednesday, May 15, 2024
  •  
    6:30 AM - 5:00 PM
  • Location
    Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Portland, OR 97232

  
  

  Sponsor the WP&BC Portland 2024 Spring Conference!

  Sponsor Brochure

  Wednesday, May 15, 2024  
  7:30 AM to 5:00 PM
  Oregon Convention Center
  Portland, OR

  WHY SPONSOR? 

  WP&BC Portland’s Spring Conference is the premier event in the Pacific Northwest for retirement and benefit professionals. The event will take place at the Oregon Convention Center in Portland, OR. 

  Sponsoring is an ideal opportunity for your business to build and develop quality relationships with prospective and existing clients. When you exhibit during Spring Conference, you will interact directly with professionals from across the area. 

  Take advantage of Spring Conference to: 

  • Reach the largest group of retirement and benefit professionals in the Northwest 
    
  • Communicate your products and services 
    
  • Build new connections and affirm existing relationships 
    

  WP&BC Portland offers a variety of sponsorship options and pricing to suit your business needs. 

  
  

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• WP&BC Portland 2024 Spring Conference

  • When
    Wednesday, May 15, 2024
  •  
    7:30 AM - 5:30 PM
  • Location
    Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Portland, OR 97232

  Register

  
  

  
  

  WP&BC Portland 2024 Spring Conference  

  Wednesday, May 15, 2024  7:30 AM to 5:30 PM
  Oregon Convention Center
  Portland, OR

  Save the date and make arrangements to join us for the 2024 Spring Conference. The WP&BC Portland Spring Conference stands as the foremost gathering for benefits professionals in Oregon and Southwest Washington. This event provides a perfect chance to gain insights from industry experts and connect with fellow professionals.

  
  

   Registration Pricing:
  Portland Chapter Member Early Bird (through April 12): $200.00
  Portland Chapter Member (after April 12) $250.00

  Non-Member Early Bird (through April 12): $250.00
  Non-Member (after April 12): $350.00

  Click Here for the Agenda

  Professional Accreditation Credits:
  AIF (pending), ASPPA, CFP (pending), CLE OSB (pending), CPE for CPAs, CEBS, ERPA, NIPA, JBEA, SHRM
  

  Keynote Speaker: Adam Smiley Poswolsky
  Workplace Belonging and Future of Work Expert, Internationally Renowned Keynote Speaker and Bestselling Author
  

  

  
  

  When companies want to increase workplace belonging, human connection, and team engagement, they call ADAM “SMILEY” POSWOLSKY. Smiley is an internationally renowned keynote speaker, workplace belonging expert, and bestselling author of three books that have been translated into multiple languages, including including The Quarter-Life Breakthrough and Friendship in the Age of Loneliness. Smiley shares industry-shaping insights and practical tools to attract and retain top talent across generations, create a culture of belonging, and engage high-performing teams, at world-class organizations like Apple, Google, Verizon, JPMorgan Chase, and the U.S. Navy. Smiley’s TED talk has been viewed 2 million times, and he has delivered 600 keynotes in front of 250,000 people in 25 countries. Smiley’s work has been featured in 100 media outlets, including Harvard Business Review, the Wall St. Journal, Fast Company, the New York Times, the New Yorker, and the World Economic Forum.

  
  

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• 2nd Annual Summer Shindig Portland Pickles Baseball Game!

  • When
    Wednesday, July 17, 2024
  •  
    7:00 PM
  • Location
    Walker Stadium, 4727 SE 92nd Ave, Portland OR 97266

  

  
  

  Save the Date!
  July 17, 2024

  
  

  Join the WP&BC Portland for the 2nd Annual
  Summer Shindig Portland Pickles Baseball Game!

  The Western Pension & Benefits Council, Portland Chapter (WP&BC Portland) is hosting an event at historic Walker Stadium.

  Come join us for a Portland Pickles game. This is going to be a family friendly event, so be sure and bring the whole team.

  Registration will be available soon. 

  *Tickets are for standing room in a dedicated event space on the terrace at Walker Stadium. 

  See you there!

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