WP&BC Portland Chapter Online Webinar: Professional Ethics: Using Ethical Practices as a Business Building Strategy

  • Wednesday, March 31, 2021
  • 11:00 AM - 12:00 PM
  • Webinar


Registration is closed

WP&BC Portland Chapter Online Webinar 

Professional Ethics: Using Ethical Practices as a Business Building Strategy

Bonnie M. Treichel, JD
Chief Solutions Officer
Endeavor Retirement

Wednesday, March 31, 2021
11:00 a.m. to 12:00 p.m.

While ethics presentations may have the perception of being boring, this session aims to provide practical scenarios that you can position with clients to demonstrate how you are distinguishable from your competitors.  Join Andy Larson of the Retirement Learning Center and Bonnie Treichel of Endeavor Retirement for a practical discussion where you will learn the following (and you might laugh a little too): 

  • Ethical obligations related to safeguarding client information in today’s digital world.
  • In a time where regulations and legislation keeps coming, when do you know enough?  What’s your obligation to know more? 
  • With conflicts all around, how do you remain objective?
  • Where cross-selling abounds, how do you maintain confidentiality and internal controls?

Explore these topics and others on Wednesday, March 31 at 11 am PT while considering how to position these ethical issues in a way that ensures your clients and prospects will understand your value proposition.

Bonnie Treichel is the Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry.  Having served in each of those roles in her career – a plan sponsor, an ERISA attorney, and an advisor – Bonnie has witnessed many angles of the retirement plan.  She puts that experience to work by helping to find solutions for the day-to-day issues that are an inevitable part of running a successful retirement plan.

Bonnie is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and is often quoted in industry publications.  Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves as the Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest; and works on various other committees for ASPPA.  

Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.  She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law.  When she isn’t working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retriever Sunny, running, riding her bike, and volunteering for Make a Wish.  

Registration Pricing
Portland Chapter Members: Free
Non-Member: $20

Pending professional accreditation credits include: AIF, ASPPA (Ethics), CFP, CPE for CPAs, CEBS, ERPA, NIPA, JBEA, and SHRM.

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