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 accreditation credits include: ASPPA, CPE for CPAs, CEBS, ERPA, CLE Oregon State Bar, SHRM.

 
Prices:
Members: $250.00
Non-Members: $350.00

Click Here for the Full Agenda

Keynote Speakers

Keni Thomas — As a member of Bravo Company of the 3rd Ranger Battalion Sgt. Thomas was part of the Task Force Ranger special operations package deployed to Mogadishu Somalia.  Their mission was later recounted in the highly successful book and movie Blackhawk Down.  He was recently inducted into the VFW Hall of Fame and is a recipient of the American Patriot Award and the Bronze Star for Valor.  Keni is now an award-winning Nashville recording artist, and an acclaimed national speaker

Anne Greenwood —  As Senior Vice President, Sales and Marketing at Pax Ellevate Management LLC. Anne is responsible for sales and marketing initiatives related to the Pax Ellevate Global Women’s Index Fund.  Anne has over 25 years of experience at major wealth management firms leading national businesses as well as in regional roles.  She started her career in financial services as a financial advisor with a special focus on impact investing. Anne graduated magna cum laude with a Bachelor of Arts degree from Cornell University and earned a Masters of Public Administration from Harvard University.

Retireholi(k)s  — The hosts of the unconventional fun educational show Retireholi(k)s are experienced professionals from the TPA firm Plan Design Consultants, Inc.  Rather than recording the typical PowerPoint teleconference or webinar to educate their audience, they decided to produce an entertaining online show where they drink a couple beers and have real conversations about the retirement plan world.