Events 2019-2020

Upcoming events

    • Tuesday, February 21, 2023
    • 5:00 PM - 7:00 PM
    • Moss Adams, 805 SW Broadway, Suite 1400, Portland, OR 97205
    Register


    Tax Preferred Accounts Ending in A:
    A Deep Dive Into HSA’s, FSA’s, HRA’s & TSA’s 

    Victoria Evans
    Owner / Director, Health and Welfare
    Professional Benefit Services

    Kent Smothers
    Regional Sales Manager, Empower Retirement

    Jeff Strittmatter
    Regional Vice President, Transamerica

    Tuesday, February 21, 2023 
    5:00 PM to 7:00 PM 

    Moss Adams
    805 SW Broadway, Suite 1400
    Portland, OR 97205
     

    Presentation Summary

    Tax regulations are only getting more complicated. As service providers and consultants, knowing how and when to utilize these benefits can increase your value proposition. Retirement and health plan solutions are often siloed and as a result they are underutilized. During this presentation we will help you understand how these plans work and where and when they should be utilized. 

    Learning objectives:

    • Fundamentals of consumer driven health accounts
    • Which clients and circumstances are appropriate for each type of plan
    • HSA/Recordkeeper integration opportunities & benefits
    Speakers

    Victoria Evans is an owner and Director of Health and Welfare for Professional Benefit Services, Inc. She is blessed to be a second-generation part-owner of the family business. Victoria has been managing operations for PBS’ health and welfare divisions for the past 8 years, which include Cafeteria Plans (FSAs, DCAP), Health Spending Accounts (HSAs), Health Reimbursement Arrangements (HRAs), COBRA administration and Self-Funded Health Plans. Victoria was instrumental in building out the self-funded division in 2015. She has her bachelor’s degree from Oregon State University in Business Administration and comes from a large Beaver family which enjoys attending as many sporting events as possible. Victoria is also a recent mother of two, enjoying raising two young kids born in 2021 and 2022 and prepping them to be future Beavers as well! 

    Kent Smothers is a Regional Sales Manager for Empower Retirement. In the Regional Sales Management role, he is responsible for partnering with advisors, third-party administrators, registered investment advisers and other distribution sources to help them grow their retirement practices. 

    Kent joined the organization in 2021. Prior to joining Empower, he worked with a well-known retirement plan recordkeeper and managed the sales team in the Oregon, SE Idaho, SW Washington region. 

    Kent currently maintains FINRA Series 7, 66, and 63 securities registrations and Oregon and Washington state licenses.

    Jeff Strittmatter is a Regional Vice President for Transamerica. 

    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.

    Registration is also open for our upcoming events:

    April 12: WP&BC Portland 2023 Spring Conference

    • Tuesday, March 14, 2023
    • 4:00 PM - 6:00 PM
    • Coopers Hall Mezzanine 404 SE 6th Ave. Portland, OR 97214
    Register


    Join the ASPPA Benefits Council Great Northwest and the Western Pension & Benefits Council Portland to celebrate Spring with a happy hour at one of our favorite urban wineries, Coopers Hall.

    Have a drink with your friends and peers and hear about upcoming events from both organizations.

    Registration is free. We look forward to seeing you on March 14!


    • Wednesday, April 12, 2023
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Portland, OR 97232
    Register

    WP&BC Portland 2023 Spring Conference  

    Wednesday, April 12, 2023 
    7:30 AM to 5:00 PM
    Oregon Convention Center
    Portland, OR

    Mark you calendar and plan on joining us for the 2023 Spring Conference. The WP&BC Portland Spring Conference is premier event for benefits professionals and employers in Oregon and Southwest Washington. The conference offers an ideal opportunity to learn from industry leaders and network with other professionals. 



    Early-Bird Registration Pricing (through February 28, 2023)

    Portland Chapter Member: $200.00

    Non-Member: $250.00


    Regular Registration Pricing (beginning March 1, 2023)

    Portland Chapter Member: $250.00

    Non-Member: $350.00


    Additional speakers and the full agenda will be available soon.


    Keynote Speaker Spotlight

    Colette Carlson

    At the heart of every sale, every interaction between a leader and a team member, every conversation with a customer… is a connection. How to make those connections effective, and leverage them for greater success, is the thread woven into every one of Colette’s presentations.

     

    Colette teaches audiences how to transform relationships through the power of connected conversations. Her keynote programs are so personalized, attendees often assume Colette is one of them. She has the outstanding ability to connect through engaging content and laugh-out-loud humor.

     

    With a Master’s Degree in Human Behavior, and more than 20 years of experience helping individuals change behaviors that impact their success, Colette understands the psychology, mindset, and skills required to make positive, long-lasting change.

     

    Colette is a Certified Speaking Professional (CSP), a designation held by fewer than 10% of the members belonging to the International Federation for Professional Speakers. In 2017, Colette was inducted into the CPAE Speaker Hall Fame®, a lifetime award that honors professional speakers who have reached the top echelon of platform excellence.

     

    Trusted clients include Boeing, Microsoft, Procter & Gamble, Federal Express, Fidelity, Domino’s Pizza, Great Clips, and the United States Government.


    Professional Accreditation Credits

    AIF (pending), ASPPA, CFP (pending), CLE OSB (pending), CPE for CPAs, CEBS, ERPA, NIPA, JBEA, and SHRM.




Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education

                                      


                  

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