Upcoming Chapter and Industry Events 

Upcoming events

    • Tuesday, September 24, 2019
    • 10:00 AM - 11:45 AM


    WP&BC Governing Board

    ONLINE WEBINAR:

    Tuesday, September 24, 10 am-11:45 am PST

    Missing Participants & Uncashed Checks:

    WTF (without the fuss)

    Click below to Register:



     The Presentation: 

    • We’ll cover everything you ever wanted to know about missing participants and uncashed checks (and more)!
    • You’ll learn about the problems they cause, what guidance exists to deal with them, and best practices you should employ.
    • You’ll be regaled with missing participant tales – it will be an emotional whirlwind that will make you laugh and cry.
    • Finally, we’ll even tell you how to grow your business with missing participants.

    Our Speaker:  Spiro Preovolos, President, PenChecks

    Since joining PenChecks in 2002, Spiro has held several different positions, including Director of Operations, Director of Sales and Marketing, and most recently, Vice President of Strategic Development. This combination of hands-on operational and marketing experience has built a solid foundation for Spiro’s new role as company President, where he will focus more on strategic growth while continuing to oversee the IT, product management and sales and marketing functions. His responsibilities include cultivating strategic partnerships and initiating the development of new products and services to keep the company’s service offerings at the forefront of the rapidly changing retirement plan industry. 

    Spiro earned his Accredited Pension Representative (APR) designation from the National Institute of Pension Administrators (NIPA), and holds a B.A. in Philosophy from the University of Southern California.


    Continuing Education: 

    • 2 CE for AIF Certification (pending)
    • 2 CE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 CPE for CEBS
    • 1.75 hours MCLE for California attorneys
    • 2 hours for California CPAs
    • 2 hours for Certified Financial Planners (pending)
    • 2 hour for ERPA and Enrolled Agents 
    • 2 CE JBEA certifications


      Cost: $65 for members, $90 for non-members. 


    • Thursday, October 03, 2019
    • 5:00 PM - 7:00 PM
    • Moss Adams, 805 SW Broadway Portland, OR 97205
    Register


    New Challenges for Plan Sponsors & Opportunities for Service Providers


    Jason C. Roberts, founder and CEO of the Pension Resource Institute (PRI)


    Thursday, October 3, 2019
    5:00 pm to 7:00 pm
    Moss Adams, 805 SW Broadway, Portland, OR 97205

    As regulators and plaintiffs continue to scrutinize plan sponsor’s decisions, retirement plan advisors and consultants, including TPAs, are finding opportunities to differentiate their services and ensure they are supporting the reasonableness of their fees.  Because most of the challenges facing sponsors are unrelated to investments, successful service providers are expanding the nature and scope of their non-fiduciary services.  These services, however, take time to deliver and, often times, service providers struggle to generate necessary scale to remain profitable.  Jason Roberts, CEO of Pension Resource Institute and Retirement Law Group, will describe the most common risks for plan sponsors and how advisors and/or consultants can implement consistent and repeatable solutions to maximize their value.  Attendees will be provided with actionable, client-facing take-aways and job aids to enhance client prospecting and retention.

    About Jason C. Roberts

    Jason C. Roberts, Esq. is the founder and CEO of the Pension Resource Institute (PRI), a consulting firm that delivers compliance, training and technology-based solutions to financial institutions serving retirement investors.  He is also the managing partner of Retirement Law Group (RLG), a law firm focusing on ERISA, tax and investment-related matters.

    Prior to founding PRI and RLG, Jason was a partner and co-chair of the Financial Services Group at a leading ERISA law firm and the head of the Investment Fiduciary practice for a national securities law firm.

    Jason has been repeatedly recognized as one of the “100 Most Influential in Defined Contribution” by 401(k) Wire and a “Rising Star” by SuperLawyers Magazine. In 2015, he was selected by InvestmentNews as one of the Top 40 Advisors & Associated Professionals under 40, and the Wall Street Journal tapped Jason to participate in its Ask the Experts series interpreting the Department of Labor Fiduciary Rule.

    Jason received his BSBA in Finance & Banking from the Univ. of Missouri and his J.D. from UCLA Law School.

    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!  

    WP&BC Half-Day Seminars 

    November 19, 2109, 200 SW Market Street 

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


    • Tuesday, October 29, 2019
    • 11:45 AM - 1:00 PM
    • Webinar


    Register Here

    Webinar -  Unlimited PTO
    Tuesday, October 29, 2019
    11:45am - 1:00pm (Pacific)

    (download event flyer)

    ​If your organization has considered adopting Unlimited PTO, this webinar is for you.  The intent of this webinar is not to convince you that it’s the right thing to do.  Instead, it’s designed to provide you with all the critical information you need to make an informed decision…the pros AND the cons.  You’ll learn how unlimited PTO can impact your financials, your employees, your systems and required reporting.  Join us to learn more and determine if Unlimited PTO is right for your organization.

    Top Take Aways

    • The Pros and Cons of Unlimited PTO
    • What processes and departments are impacted when moving to Unlimited PTO
    • Recommendations for a successful implementation

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    Speaker: Laura Earley, CEBS | Account Executive | IMA Financial Group, Inc. | Denver, CO

    Laura Earley has been in the employee benefits field for over 20 years, managing benefit plans for such companies as Sports Authority, Verizon, KinderCare and CH2M.  She has an extensive background in health & welfare, wellness and retirement plan administration.  Laura has a Bachelor of Science Degree in Human Resources Management and she is a Certified Employee Benefits Specialist (CEBS).  She has been President of the Colorado Chapter of the International Society of Certified Employee Benefits Specialists (ISCEBS) three separate years, a member of the ISCEBS Professional Development Committee, is currently on the CEBS Committee of the International Foundation of Employee Benefit Plans (IFEBP), as well as an instructor for the International Foundation.

    Cost:
    FREE

    REGISTER

    Professional Development Credits available by attending this session

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    ​Qualifies for 1 CEBS continuing professional education (CPE) credit     



    ​​Requested 1 HR (General) credit towards aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification

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    This program is valid for 1 PDC toward SHRM-CP and SHRM-SCP recertification

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

    Sponsored By:

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    • Tuesday, November 19, 2019
    • 7:30 AM - 1:15 PM
    • 200 SW Market Street, Lobby Level, Portland, OR 97201


    Half-Day Health and Welfare Seminar (Morning)


    Registration coming soon!

    The WP&BC Health and Welfare Seminar is one of the most significant and popular events of the season in Portland's benefits community and this year's event will be no different.  Get a clear view of the future with insights from industry experts. Please join us for this exciting and informative half-day session.

    WP&BC Health and Welfare Seminar
    Tuesday, November 19, 2019
    200 SW Market Street
    Lobby Level 
    Portland, OR 97201
    7:30 a.m to 1:15 p.m

    Breakfast
    7:30 a.m. to 8:30 a.m.

    Topic TBD
    8:30 a.m. to 9:30 a.m.

    Topic TBD
    9:45 a.m. to 10:45 a.m.

    Topic TBD
    11:00 a.m. to 12:00 p.m.

    Lunch
    12:00 p.m to 1:15 p.m.

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

    Free for members

    Registration fee: $75.00 for non members. If you would also like to register for the afternoon session for an additional $25.00, please use the code in your confirmation email.

    • Tuesday, November 19, 2019
    • 12:00 PM - 6:00 PM
    • 200 SW Market Street, Lobby Level, Portland, OR 97201


    Half-Day Retirement Seminar (Afternoon)

    Registration coming soon!

    The WP&BC Retirement Seminar is one of the most significant and popular events of the season in Portland's benefits community and this year's event will be no different.  Get a clear view of the future with insights from industry experts. Please join us for this exciting and informative half-day session.

    WP&BC Retirement Seminar
    Wednesday, November 14, 2018
    12:00 p.m - 4:45 p.m. 
    Cocktail Hour 4:45 p.m. - 6:00 p.m.

    200 SW Market Street
    Lobby Level
    Portland, OR 97201

    Lunch
    12:00 p.m. - 1:15 p.m.

    Topic TBD

    1:15 p.m. to 2:15 p.m.

    Topic TBD

    2:30 p.m. to 3:30 p.m.

    Topic TBD

    3:45 p.m. to 4:45 p.m.


    Please Join us for Cocktail Hour

    4:45 p.m. to 6:00 p.m. 

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

    Free for members

    Registration fee: $75.00 for non members. If you would also like to register for the morning session for an additional $25.00, please use the code in your confirmation email.

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


    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 tune for more information!




Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education



                   

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