Half-Day Health and Welfare Seminar (Morning)

  • Wednesday, November 14, 2018
  • 7:30 AM - 1:15 PM
  • 200 SW Market Street, Lobby Level


Registration is closed

Half-Day Health and Welfare Seminar

The WP&BC Health and Welfare Seminar is one of the most significant and popular events of the season in Portland's benefits community and this year's event will be no different.  Get a clear view of the future with insights from industry experts. Please join us for this exciting and informative half-day session.

WP&BC Health and Welfare Seminar
Wednesday, November 14, 2018
7:30 a.m to 1:15 p.m

200 SW Market Street
Lobby Level 
Portland, OR 97201

7:30 a.m. to 8:30 a.m.

Trends in HR Technology
8:30 a.m. to 9:30 a.m.
Sarah Friend, Executive Vice President, The Partners Group

This presentation will focus on how evolving HR technology is changing employee experiences, the perspectives and challenges of HR teams, benefits administration vs. enrollment tools and human capital management.

Before joining TPG in 2007 as a benefit consultant working with large employers, Sarah worked for 11 years with one of Oregon’s leading health plans in a variety of sales, operation and management positions. Sarah is now the Executive Vice President of Sales & Marketing for TPG in addition to her employee benefit work.

Sarah has a wealth of industry experience and is passionate about client service, leadership and innovation. Sarah has a strong reputation for her unique ability to communicate complex messages effectively to a broad audience.

Sarah graduated from Western Oregon University with a degree in Communication and Business. Sarah is active in the community and volunteers frequently for a number of non-profits. Sarah is married with three children and loves to spend time with family at the southern Oregon coast, water skiing and enjoying time together.

Legal Update:  Health & Welfare Benefit Plans
9:45 a.m. to 10:45 a.m.
Wally Miller, Schwabe, Williamson & Wyatt 

Change is the only constant in the legal world of health and welfare benefit plans. Wally will walk us through the most important developments on the legislative and litigation fronts over the past several months, including:
  • The federal lawsuit, brought by 20 GOP states and supported by the Department of Justice, that seeks to override the pre-existing condition prohibition and other provisions of the ACA;
  • The particulars and implications of Oregon's rebuttal of the new federal Association Health Plan regulations; and
  • Bills passed by the House, with bi-partisan support, enhancing the use of HSAs.

Wally Miller helps employers ensure that their retirement and welfare benefit plans comply with applicable state and federal laws. Since entering the employee benefit field 35 years ago, he has assisted clients in working through a cascade of new laws, from the Employee Retirement Income Security Act of 1974 (ERISA) through the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Health Insurance Portability and Accountability Act (HIPAA), the Pension Protection Act, and most recently, the Affordable Care Act.    

The Cost-saving Power of HRAs
Implementing a Health Reimbursement Arrangement
11:00 a.m. to 12:00 p.m.
Liz Manley, Sales Representative for PacificSource Administrators, Inc. (PSA)

A health reimbursement arrangement (HRA) can help you manage benefit costs while empowering employees to make informed decisions with their healthcare dollars.

If you've considered implementing an HRA but find your head swimming with questions, our next Speaker Series event is for you.  Our speaker, Liz Manley of PacificSource, knows the ins and outs of this type of account and will help you decide if it's a good fit for your organization. 

This presentation will include:
  • HRA plan design options
  • Advantages and disadvantages of HRA's
  • How reimbursement works
  • Administration considerations
PSA Sales Representative Liz Manley is working ot find the best benefit solutions for her clients.  She utilizes her 29 years in the employee benefit administration arena to that end.

Formerly of Manley Services, Liz has been in many different roles as a team member of a Third Party Administrator:  from the operations side of COBRA, to billing and enrollment, to service and most recently sales.  Liz holds a BA in Business Administration from Linfield College.  

12:00 p.m to 1:15 p.m.

Professional accreditation credits include: AIF, ASPPA, CFP CE, CPE for CPAs, CEBS, ERPA, NIPA, CLE Oregon State Bar, SHRM.

Free for members

Registration fee: $75.00 for non members. If you would also like to register for the afternoon session for an additional $25.00, please use the code in your confirmation email.

Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



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