Western Pension & Benefits Council 
2022 Spring Conference 
April 28, 2022

7:30-8:00 REGISTRATION & BREAKFAST
Attendee gift sponsored by Perkins and Company |  WiFi sponsored by The Partners Group

8:00-8:15 PRESIDENT'S WELCOME
WP&BC Portland Chapter President Jason Douthit, Schwabe, Williamson & Wyatt

8:15-9:30 KEYNOTE SPEAKER

Leadership, Culture, and the Future of Work in a World of Flux, April Rinne

9:30-9:45 BREAK

9:45-10:45 BREAKOUT SESSION I

A. Retirement by the Numbers, Lynn Avitabile, Multi-Asset Solutions J.P. Morgan Asset Management

B. How to Bend the Medical Cost Curve with Self-Funded Health Plans , Garth Rouse, Professional Benefit Services 

C. Environmental, Social, and Governance Investing: Social Responsibility v. Fiduciary Responsibility, Christine Zinter & Heather Van Meter, Bullard Law 

10:45-11:00 BREAK 

11:00-12:00 BREAKOUT SESSION II

A.  In-Plan Guarantees and SECURE Act Guidance, Kyle Burley, Nationwide Retirement Solutions & Mike Cicotello, Annexus Retirement Solutions

B. Driving Employee Engagement in the New World of Work, Chase Sterling, PartnerWell, The Partners Group 

C. What to Expect from an EBSA Investigation, Andy Cameron, Employee Benefits Security Administration, U.S. Department of Labor 

12:00-1:30 LUNCH & KEYNOTE SPEAKER

Lunch sponsored by Hood River Capital Management LLC

Cybersecurity, Mike Fuller, Principal Financial Group

1:30-1:45 BREAK 

1:45-2:45 BREAKOUT SESSION III

A. 2021 PIMCO US DC Consulting Survey, Richard Merson, PIMCO 

B. Healthcare Ecosystems of the Future: The Next Wave of Healthcare Innovation, Daniel Corliss, Health Plan Advisor and Venture Capitalist

C. Building a Framework for an All Weather Portfolio, Allen Bond, Jensen Investment Management

2:45-3:00 BREAK

3:00-4:00 KEYNOTE

7 Principals to Creating a Winning Culture, Sean Murray

4:00-5:30 COCKTAIL HOUR
Cocktail Hour sponsored by Standard Insurance