WP&BC Seattle Quarterly Meeting: Technology & Implementation Practices

  • 25 Jan 2018
  • 3:00 PM - 6:00 PM
  • Moss Adams, 999 Third Avenue, Ste. 2800, Seattle

Registration

  • Registration fee for late or at door increases by $10 per registrant
  • Registration fee for late or at door increases by $10 per registrant

Registration is closed

Beating the Technology Trap

Identify needs, manage risk, and bring new technology to your organization.

Many WP&BC members face new challenges as they are asked to innovate the delivery of services and information to their clients.  Join Karim Lessard to walk through the five common organizational “traps” and tools needed to successfully implement technology projects and bring innovation to your company.

Karim Lessard, CEO, 7 Simple Machines - After 17 years as an entrepreneur in the banking industry, Karim started a consulting company to accelerate growth in non-profits and startups. He went on to found a startup where he learned the power of Lean and Agile methodologies and recognized how they could be implemented within large organizations to streamline technology projects and improve outcomes.

Karim is now co-owner and CEO of 7 Simple Machines, an enterprise software development and services company.  He’s also a husband, a father of two lovely children, and the owner of an ill-mannered golden retriever.

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Employer Panel  -  Watching the Dust Settle

Strategic and Successful Implementation Practices

With combined industry experience of more than 40 years, the employer panel of Javon, Tom and Wendy will discuss key tips and tools  to use in order to mitigate disruption and risk, and maximize efficiencies.  By tailoring actions and expectations, employers will gain insight and knowledge on how to develop a robust blueprint for a successful implementation.

Moderator -Erin Breyman, Consulting Actuary, Principal Financial Group

Wendy Rittereiser, City of Renton,  has been a leader in Employee Benefits, Compensation and HR Information Systems in both the public and private sector for over 20 years.  In the area of HR Information Systems, she has had a key role in two large-scale implementation (Workday and PeopleSoft), and led multiple small scale software implementations and upgrades.  Projects in Employee Benefits include the integration of benefit plans for three corporate acquisitions, administering the closure of Pension and 401(k) Plans, and leading the process to change record keepers and other vendors. 

Javon Thurman, Director of Retirement, Providence St. Joseph Health, leads a team of retirement professionals who are responsible for the 25 retirement plans that cover Providence St. Joseph Health, Swedish, and affiliates' caregivers.  Javon has over 13 years of experience in the industry.  Javon has led and or played a key role in a number of large- and small-scale implementations, including: integrating retirement plans for more than five mergers, acquisitions, and affiliations; transitioning record keepers and pension custodians; and transitioning payroll systems. Prior to working for Providence St. Joseph Health, Javon spent six years as a retirement benefit plan auditor.

Tom Murray, Senior Consultant, Point B, specializes in strategic execution and large-scale program/project management. He has led a variety of large scale system implementations, including an implementation of Workday that he is presently leading for a regional financial institution.  Prior to working as a consultant, Tom enjoyed a 10-year career as Director of Human Resources for a specialty consumer electronics retail supplies.

January 25, 2018 Chapter Meeting

sponsored by



Online registration closes noon January 23.
Register by phone until end of day at 206-623-8632.
No refunds after January 23.
$50 Members online; $60 at the door
$75 Non-members online; $85 at the door
Members must log in to get the member rate.

The January 25th chapter meeting will be held at the offices of:

Moss Adams LLP

999 Third Avenue, Ste. 2800, Seattle, WA 98104

Each attendee is responsible for their own parking.

3:00   Registration
3:15 - 4:05 Presentation
4:05 - 4:15 Break
4:15 - 5:05 Presentation
5:05 - 6:15 Social
           including beverages and light hors d'oeuvres

Western Pension & Benefits Council • Seattle Chapter
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