Western Benefits Spring Conference 

Don’t miss our Western Benefits Conference, the premier event for pension and benefits professionals in Oregon and Southwest Washington. The conference offers an ideal opportunity to meet with industry leaders

When: May 3, 2017 from 7:30 a.m. - 5:00 p.m.
Where: Oregon Convention Center, Portland, OR
Sponsors: Opportunities still available. Learn more

Keynote Speakers

Ross Shafer
 — Six time Emmy Award winning comedian and business writer best known for his roles as a talk and game show host on Comedy Central and more. His latest books include “Behave Like a Startup” and “Success: It’s On You.” 
Conference Topic: Why we should all behave like startups

Tom Foster
 — National spokesperson at MassMutual Financial Group. Tom has more than 30 years of experience working with retirement plans, covering product development, training, marketing and relationship management.
Conference Topic: Retirement readiness and the bottom line

Lew Minsky — President and CEO of the Defined Contribution Institutional Investment Association (DCIIA). Lew was formerly an attorney in the Office of the General Council Department of Commerce, and has advised plan sponsors, service providers and fiduciary committees on governance, public policy and compliance issues. He has provided expert testimony to Congressional committees and federal regulatory agencies.
Conference Topic: The paths forward — the future of retirement savings and retirement security 

Breakout Speakers

Patrick Carter — JP Morgan
Conference Topic: Spending in retirement 

Lisa Massena — State of Oregon

Conference Topic: OregonSaves

Tim Cooper — Brown & Brown Northwest 

Conference Topic: Self Insurance — tips, traps and myths

Andrew Larson — Columbia Threadneedle

Conference Topic: The lost art of plan design

Phil Keisling —Hatfield School of Government at Portland State University 

Conference Topic: Oregon's High TECC Problem — How Rising PERS Rates Will Fuel An Unprecedented Increase in State and Local Governments' Total Employer Costs of Compensation

Mike Roesler — Principal Financial 
Conference Topic: Nonqualified deferred compensation plans

Tiffany Wilding — PIMCO
Conference Topic: Capital markets — outlook and implications 

Benjamin Prinzing — Kadalyst
Conference Topic: How to forecast medical costs, measure outcomes and improve health 

Jean Ackerman — Regional Director in the U.S. Department of Labor EBSA San Francisco Office
Conference Topic: ESBA update 

Enter to Win a Raffle Prize

Complete speaker evaluations for your chance to enter a raffle. Four raffle winners will receive either an Echo Dot, Amazon Fire Tablet or a wine basket. Winners will be drawn during the Hosted Bar Reception from 4-5pm. Participants must be present to win. 

Conference Schedule

7:30am Registration
8:00am-8:15am President's Welcome
8:15am-9:30am Keynote
Speaker: Ross Shafer 
9:45am-10:45am Breakout Session
A: OregonSaves with Lisa Massena
B: Spending in Retirement with Patrick Carter
C: Self-insurance: Tips, Traps & Myths with Tim Cooper
10:45am-11:00am Break 
11:00am-12:00pm Breakout Session
A: Capital Markets Overview with Tiffany Wilding
B: The Lost Art of Plan Design with Andy Larson
C: How to Forecast Medical Costs with Benjamin Prinzing
12:00pm-1:30pm Keynote
Speaker: Tom Foster  
1:45pm-2:45pm Breakout Session 
A: Oregon PERS with Phil Keisling
B: Non-Qualified Deferred Comp. with Mike Roesler 
C: Jean Ackerman, Regional Director in the U.S. Department of Labor EBSA San Francisco Office — Government Update 
2:45pm-3:00pm Break 
3:00pm-4:00pm Keynote
Speaker: Lew Minsky 
4:00pm-5:00pm Hosted Bar Reception 

Professional Accreditation

  • CPE for CPAs
  • CEBS
  • ERPA
  • CLE Oregon State Bar
  • SHRM
Register Today
  • $250 members (includes SHRM members)
  • $350 non-members

Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education

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