Events 2019-2020

Upcoming events

    • Thursday, February 06, 2020
    • 5:00 PM - 7:00 PM
    • Stoel Rives, 760 SW 9th Ave, Suite 3000, Portland, OR 97205
    Register



    The SECURE Act:  Opening a Christmas Gift from Congress Presented by Steven Diess, EA, MAAA


    Thursday, February 6, 2020 

    5:00 p.m. to 7:00 p.m.

    Stoel Rives


    In late December, Congress passed a bipartisan spending bill containing sweeping retirement plan legislation, designed to encourage Americans to save more. This legislation contains provisions that will have a direct impact on retirement plans, many of which are effective immediately.  In this session, we’ll dive into the changes, exploring the implications for retirement plan participants, sponsors and administrators.

    Steve Diess, EA, MAAA, is President and an owner of Independent Actuaries, Inc . (IAI). Located in Lake Oswego, IAI is the largest independently-owned actuarial consulting firm in the Pacific Northwest.

    Steve has 25 years of experience in the pension plan consulting field, specializing in defined benefit and hybrid plan design and consulting. Prior to joining IAI, he was a consulting actuary at Mercer Human Resource Consulting.

    Steve is an Enrolled Actuary, and graduated from Santa Clara University with a mathematics degree. He is a frequent presenter at several different retirement-focused organizations, including the WPBC.

    Steve is a lifelong Oregonian, and lives in NE Portland with his wife and golden retriever.

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

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

    Mark your calendars for these upcoming WP&BC Portland events!

    Defined Contribution ESG Panel
    January 16, 2020, Moss Adams

    Legislative Update & Legal Update
    March 11, 2020, Stoel Rives

    Spring Social
    Date and Time TBA

    WP&BC Spring Conference 
    May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center


    Follow Us On LinkedIn!


    • Tuesday, February 25, 2020
    • 10:30 AM - 12:00 PM
    • Webinar

    Webinar - Reference-Based Pricing "Myths and Realities"
    Tuesday, February 25, 2020
    10:30am - 12:00pm (Pacific)

    (download event flyer)

    This session will provide a comprehensive overview of Reference-Based Pricing.  Starting with a dive into the background on the reasons reference-based pricing programs were started, we will then discuss the components of an RBP program.  The presentation will provide an explanation of key factors for identifying clients that RBP may be a viable option for.  We will also look at factors to evaluate the right TPAs, repricers, and stop loss carriers for a successful RPB program.

    Top Take Aways

    • Understanding of Reference-Based Pricing Strategy
    • Strengths and weaknesses of Reference-Based Pricing Programs - what’s true versus what isn’t
    • Keys for Identifying the right clients and vendors for successful implementation of Reference-Based Pricing Programs

    Speaker:  Donald L. Reiman, Founder and President of Echelon Group

    Don is the founder and president of Echelon Group, a full-service employee benefits and financial services company. Don is also the author of “RESET: Harnessing Change, Fear and Risk as Catalysts for and Extraordinary Life”. The book discusses his experience with redefining success, how it impacted his life, and how it can help others.
     
    Don is a native of Boise, Idaho and has thoroughly taken advantage of living in such a diverse area. Don regularly finds himself connecting with people wherever his adventures take him.

    Cost:
    FREE

    REGISTER

    Professional Development Credits available by attending this session

    Picture

    Picture

    ​Qualifies for 1.5 CEBS Compliance credits. Visit www.cebs.org/compliance for more information.


    ​​Requested  1.5 HR (General) credits towards aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification

    Picture

    Picture

    This program is valid for 1.5 PDCs toward SHRM-CP and SHRM-SCP recertification

     Qualifies for 1.5 ASPPA continuing education (CE) credits  

    ​A certificate will be provided to you after you meet the attendance requirements of the program. 

    Sponsored By:

    Picture


    • Wednesday, March 11, 2020
    • 5:00 PM - 7:00 PM
    • TBA
    Register


    Legislative Update & Legal Update



    March 11, 2020, Time TBA, Stoel Rives


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

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


    Mark you calendars for these upcoming WP&BC Portland Events, and stay tuned as new events will be added!  

    Spring Social

    Date and Time TBA

    WP&BC Spring Conference 

    May 21, 2020, 8:00 AM to 5:00 PM, Oregon Convention Center




    • Thursday, May 21, 2020
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center 777 NE Martin Luther King Jr Blvd Portland, OR 97232
    Register


    WP&BC Portland 2020 Spring Conference  

    Don’t miss our 2020 Spring Conference, the 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. 

    When: May 21, 2020 from 7:30 a.m. - 5:00 p.m.

    Where: Oregon Convention Center, Portland, OR

    Stay tuned for more information!




Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

Powered by Wild Apricot Membership Software