Upcoming Chapter and Industry Events 

Upcoming events

    • Tuesday, June 02, 2020
    • (PDT)
    • Thursday, December 31, 2020
    • (PST)
    • Recorded Webinar
    Register


    WP&BC Portland Chapter Recorded Webinar

    1Q 2020 Economic Review 

    Dan Quirk, CFA, CFP®

    Senior Investment Advisor, SageView


    This recorded webinar is an economic update presented by Dan Quirk from SageView. Topics include:

    • Major Economic Headlines from 1Q 2020

    • Global Economic Summary

    • CARES Act Summary

    • Plan Sponsor considerations for Coronavirus response

        Dan is a Senior Investment Advisor and investment committee member for SageView. His primary focus is on providing institutional clients with in-depth analysis of retirement plan investment options and other relevant information to assist them in their fiduciary investment decisions on behalf of plan participants. He also provides comprehensive wealth management services to individual clients. 

        Prior to joining SageView, Dan was the founding partner of Quirk Wealth Advisors, a wealth management firm based in Del Mar, CA. Previous to that, Dan was a partner at San Francisco-based Seacliff Capital, a market-neutral hedge fund that specialized in the financial services sector. Dan began his career in 1999 with JP Morgan as an equity research analyst covering the banking industry.

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

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

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.

        • Wednesday, July 29, 2020
        • (PDT)
        • Thursday, December 31, 2020
        • (PST)
        • Webinar
        Register


        WP&BC Portland Chapter Recorded Webinar

        The Pig in the Python is Retiring

        Lynn Avitabile

        Managing Director, J.P. Morgan Asset Management


        This is a recorded webinar originally presented on July 29, 2020.  


        The giant baby boomer generation (the Pig) is at the tail end of the part of their working and savings life cycle (the Python) and are getting ready to become retirees who are spending their money. How are people thinking about starting to deliver ways for this population to gain access – through the plan – to retirement options? What is helping and hurting that effort?

        Lynn Avitabile, Managing Director, is an investment specialist within Multi-Asset Solutions, based in New York. She focuses on our Target Date Fund solutions, and leads our educational efforts on that topic. An employee since 1984, Lynn spent 20 years within Human Resources. She headed Human Resources for J.P. Morgan Global Investment Management and served as a member of the investment company's senior leadership group for six years prior to joining Multi-Asset Solutions. Lynn earned a Bachelor of Science in Occupational Therapy from Quinnipiac College and an MBA from Duke University. She is Series 7, 63 and 3 licensed.

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

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

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.



        • Wednesday, September 16, 2020
        • (PDT)
        • Thursday, December 31, 2020
        • (PST)
        • Webinar
        Register


        WP&BC Portland Chapter Recorded Webinar

        What's New in Washington (and what actually matters to you)

        Bonnie Treichel, JC

        ZUNA


        This is a recorded webinar originally presented on September 16, 2020. 

        With rapid changing policy developments and the elections just around the corner, updates from Washington have been fast and furious – and changing often. Join Bonnie Treichel, JD, Co-Founder of ZUNA, for a session that will help attendees understand the landscape of what’s new from Washington.  Coming from the administrative agencies (IRS and DOL) as well as Congress, the session will discuss: 

        • SECURE Act implementation and follow-up guidance 
        • CARES Act 
        • Fiduciary Rule (round 3) 
        • ESG Guidance 
        • Private Equity in DC plans 

        Focusing on the parts of these issues that actually matter most for attendees, the session will help attendees piece together a game plan for year-end to ensure that clients and partners can prepare to take actionable steps on these important updates. 

        Bonnie M. Treichel is a Co-Founder and Chief Operations Officer of ZUNA, a national finance and benefit consulting firm. Bonnie brings experience to a variety of ERISA and retirement plan-related issues, and she is a frequent speaker on the topic of retirement plan issues at local, regional, and national conferences and events. She prides herself on advocating for clients as they seek to create a better workplace for their employees – helping them to retire with dignity.


        Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves the incoming Chair of the ABCs nationally; as the immediate past President for the ABC of the Great Northwest and works on various other committees for ASPPA. Bonnie is also a member of the Women in Pension Network and a member of the State Bar of California.


        She earned her J.D. from Pepperdine University School of Law, where she graduated with honors and received a certificate from the Palmer Center for Entrepreneurship & the Law. 

        Portland Chapter Members:  Free
        Non-Member:  $20

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

        If you are requesting continuing education credit, after completion of webinar viewing please email info@wpbcportland.org.



        • Thursday, September 24, 2020
        • 10:00 AM - 11:40 AM (PDT)
        • Webinar

        ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act

        Thursday, 24 Sep 2020

        10:00 AM - 11:40 AM

        To enroll click:

        Presentation:

        The SECURE Act brings new retirement plan design opportunities.  Join this webinar for a discussion of the Act’s various provisions from the perspectives of a recordkeeper and a TPAa nd how they are helping plan sponsors navigate the new options.  The speakers will discuss:

        • Provisions plan sponsors will find most impactful to their retirement plans.
        • How service providers are adapting to the new regulations.
        • Specific provision that need additional guidance from Treasury and the IRS.

         Our speakers:

        Stephanie Terry, CPA, QPA, QKA is a partner of Pinnacle Plan Designs and manages the ongoing administration of a wide range of qualified retirement plans. Stephanie’s 20 years of industry experience (with a special emphasis on plan operations, compliance, and reporting) equips her to lead Pinnacle’s administration of both defined benefit and defined contribution plans.

        Stephanie's area of specialty include:

        • Cash Balance Defined Benefit Plans
        • Traditional Defined Benefit Plans
        • 401(k) Plans
        • Profit Sharing Plans
        • Combination Plans

        Stephanie received her Bachelor of Science in Business Administration at the University of Arizona.  

        Maggie Younis is a National Director of Consultant Relations at Lincoln Financial.   She joined Lincoln in 2010 and has over 17 years of industry experience.   Prior to joining the Consultant Relations team, she served as a senior consultant for Lincoln’s Retirement Plan Design and Consulting Group where she was responsible for plan sponsor compliance communications and internal training on legislative and regulatory changes.  

        Maggie earned a bachelor’s degree in Economics from DePauw University.  She has earned the APA and APR designations from NIPA and the CPC, QPA, QKA and TGPC designations from ASPPA. She also holds the ERPA designation from the IRS.  Maggie served on NIPA’s Annual Forum and Expo Conference Planning Committee from 2011 – 2019 and was awarded the Outstanding Volunteer in 2015.  She is also a member of ASPPA’s Retirement Plan Academy Advisory Group, serving as Chair of the webcast committee from 2016-2019.  Maggie was awarded ASPPA’s Educator of the Year in 2018.

         Continuing Education:

        • 2 CE for AIF 
        • 2 CE for CEBS
        • 2 CECs for ERPA 
        • 2 CECs for JBEA
        • 2 CPEs for ASPPA certifications
        • 2 CECs for NIPA certifications
        • 2 hours for California CPAs 
        • 1.75 hours of California MCLE
        • 2 CECs for CRPS
        • 2 hours for Certified Financial Planners


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

        A Special Thank You to Our Sponsors

                      

                                     


        Marti Hack, Webinar Coordinator

        Western Pension Governing Board
        24001 Calle de la Magdalena, #2715

        Laguna Hills, CA 92653-2715

        http://www.westernpension.org 
        webinars@westernpension.org.

        949-859-6277

        • Tuesday, October 20, 2020
        • 11:00 AM - 12:00 PM (PDT)
        • Webinar
        Register



        WP&BC Portland Chapter Online Webinar

        On Beyond Fiduciary:  Effective Plan Governance 

        Andrew Larson, CPC

        Retirement Learning Center, LLC


        Tuesday, October 20, 2020 

           11:00 a.m. to 12:00 p.m.


        An often overlooked aspect of qualified retirement plan operations is the need for a prudent and comprehensive governance process. Plan rules and procedures are often contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities.  By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards. 


        Attend this course to

        • Understand the importance of a plan governance process 
        • Assist plan sponsors and committees in becoming better consumers of fiduciary services
        • Identify and address actual and potential conflicts of interest 
        • Avoid the legal implications of inconsistent plan-related documents, service agreements and contracts
        • Assess educational needs of committees and plan officials

        With over 35 years of experience in the financial services industry, Andy is a respected authority, frequent lecturer and author on industry topics. Andy’s background includes managing and consulting with major recordkeeping platforms, extensive product design for plan sponsors and advanced sales support for intermediaries who work with plans. As a retirement industry executive, he ran the recordkeeping and consulting practice for Universal Pensions, Inc. (UPI), and headed the BISYS Corporate University. He has served as an adjunct professor for the Central Lakes College system in Minnesota, and provides expert witness services on numerous industry topics. Andy is co-author of RLC’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors. He is a graduate of the University of St. Thomas in St. Paul, Minnesota, and maintains a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries. 

        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

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

        View Our Recorded Webinars! 

        WP&BC Portland Recorded Webinar: 1Q 2020 Economic Review by Dan Quirk from SageView

        WP&BC Portland Recorded Webinar: The Pig in the Python is Retiring by Lynn Avitabile from J.P. Morgan Asset Management

        WP&BC Portland Recorded Webinar: What's New in Washington (and what actually matters for you) Bonnie Treichel, JD ZUNA

        • Tuesday, November 17, 2020
        • 10:00 AM - 11:00 AM (PST)
        • Webinar



        WP&BC Portland Chapter Online Webinar in Collaboration with the WP&BC Sacramento Chapter


        More Details Coming Soon!


        Tuesday, November 17, 2020

           10:00 a.m. to 11:00 a.m.


        Registration Pricing
        Portland Chapter Members:  Free
        Non-Member:  $20

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

        View Our Recorded Webinars! 

        WP&BC Portland Recorded Webinar: 1Q 2020 Economic Review by Dan Quirk from SageView

        WP&BC Portland Recorded Webinar: The Pig in the Python is Retiring by Lynn Avitabile from J.P. Morgan Asset Management




      Western Pension & Benefits Council Portland Chapter

      Proud partners with professional accreditations for continuing education



                         

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