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Welcome to The WP&BC Portland Chapter

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 


Upcoming events

    • Wednesday, March 06, 2024
    • 8:30 AM - 10:00 AM
    • 805 SW Broadway, Portland, OR 97205
    Register


    REGISTER TODAY!

    Building Financial Futures:

    Insight and analysis across the employee benefit and retirement savings industry

    Speaker: Rachael Brumund

    Wednesday, March 6, 2024

    8:30 Arrival, breakfast refreshments
    9:00 AM to 10:00 AM Presentation

    Location
    Moss Adams, 805 SW Broadway, Portland, OR 97205

    The Portland Chapter of the Western Pension & Benefits Council is excited to announce that Fidelity Investments will present “Building Financial Futures” on March 6, 2024 at 9:00 and share their latest Insights and analysis from across the employee benefits and retirement savings industry. Topics will include:

    • Trends in Retirement Plan Desigin
    • 401(k), 403(b) and IRA Contribution and Savings Data
    • Student Debt Programs
    • Latest Trends for Individuals living in (and nearing) Retirement

    Rachael Brumund is a vice president at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. 

    In this role, Mrs. Brumund is a wholesaler within the Defined Contribution Investment Only (DCIO) division. She is based out of Portland, Oregon where she is responsible for the distribution of Fidelity’s asset management capabilities through advisors, advisory firms, and recordkeepers that are focused on serving the small- and mid-sized defined contribution market. She supports her clients by representing Fidelity’s investment capabilities, investment thought leadership, capital markets perspectives, investment analytics, and retirement thought leadership. She has been in the financial industry since 2006. 

    Previously, Mrs. Brumund was a regional vice president with Transamerica. She has also worked for ADP and Goldman Sachs Asset Management. 

    Registration is free for members and $50 for non-members. 

    Professional accreditation credits include AIF (pending), ASPPA, CFP (pending), CLE Oregon State Bar (pending), CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM. 

    Register for Upcoming Events and Opportunities!

    WP&BC Portland 2024 Spring Conference
    May 15, 2024

    WP&BC Portland 2024 Spring Conference: Sponsorship Opportunities are available!
    Click here for more information

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


    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. 


    • Wednesday, May 15, 2024
    • 7:30 AM - 5:00 PM
    • 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 5:00 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

    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


    In the wake of the pandemic, only 20 percent of employees are engaged at work and only 30 percent feel connected to their teams. Over 60 percent of Americans are lonely. People are spending less time with friends, and more time alone, than ever before.

    In a lonely, nonstop, disengaged, overwhelmed workplace; with wall-to-wall Zoom meetings, 24/7 Slack messages, and the rapid rise of AI/ChatGPT; the value of meaningful human connection increases exponentially and the heart of business is about building belonging for your people.

    Given the nickname “Smiley” the first week of high school, Adam's keynotes give audiences the gift of human connection. As a community builder who has overcome his own battles with loneliness, and wrote a critically acclaimed book called Friendship in the Age of Loneliness which has been translated into multiple languages, he makes people feel seen, celebrated, and less alone.


    • Wednesday, July 17, 2024
    • 7:00 PM
    • 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!

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

EMAIL:
info@wpbcportland.org

PHONE:  
(503) 928-8780

Address:
1819 SW 5th Ave. #211
Portland, OR 97201

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