May 6 Spring Seminar - VIRTUAL

  • 06 May 2021
  • 9:00 AM
  • Virtual Webinar


  • Afternoon Sessions begin promptly at 11:15 and includes two keynote presentations and afternoon educational sessions
  • Morning session begins promptly at 9:00 am. Registration includes all day educational events, plus two keynote presentations. 9 am to 4:45 pm.
  • For members of EBPA, use code: EBPA2021Mem to receive special member pricing.
  • For members of EBPA, use code: EBPA2021Mem to receive special member pricing. Includes AM and PM sessions, plus two keynote presentations
  • Includes: PM Educational events and both Keynote speakers - 11:15 to 4:45 pm
  • Includes: Educational events AM and PM and both Keynote Speakers. 9 AM to 4:45 PM
  • Visit EPBA website:

    For Member Pricing use code: WPBC2021Mem

    Morning Sessions will begin promptly at 9 am and will end after Keynote presentation by Dave Chase.

Online registration is closed. If you need to register now, contact the WP&BC office - 206.653.7259


WP&BC Seattle Chapter and the Employee Benefits Planning Association (EBPA) are excited to bring you the

2021 Virtual Spring Seminar

The focus of our 2021 Virtual Spring Seminar is to provide tools, knowledge and new ideas to help pension and benefits plan participants. This year’s virtual seminar will bring key industry updates necessary to stay current as benefits professionals.

Our midday keynote speaker is Dave Chase, Health Rosetta. And this year we are pleased to bring you a second keynote presentation by Kendra Kosko Isaacson, US Senate HELP Committee.

Registration starts at 8:45 am. At the end of the day, join us for a Sponsor’s Reception.

Schedule of Events

David LaMarche, Chief Administrative Officer, Eastside Health Network

Jaja Okigwe, President and CEO, First Choice Health

Anisha Sood, Chief Financial & Strategy Officer, First Choice Health

Too often when managing benefits, we make trade-offs between the cost of our health plan and the ease of use for our employees. Why does it seem that the cheapest plans cause the most questions and/or problems? What if that didn’t have to be the case? A new approach around direct contracting has been developed, the focus of this presentation, making it easier to access care, lower your costs and boost the quality of health outcomes for members.

Anisha Sood

David LaMarche, Chief Administrative Officer, Eastside Health Network

David LaMarche joined Eastside Health Network (EHN) in May 2017. David is an experienced health care professional with over 23 years of experience in managed care contracting, business development, finance and clinical operations. He is responsible for the leadership facets of EHN including strategy, contacting, network development, and quality. David also provides oversight for the organization’s key operational functionalities. Prior to his time at EHN, David spent nearly 20 years at Virginia Mason where he developed and expanded at-risk and population-based payment models with performance measures linked to risk- adjusted total cost of care and quality metrics. He also led strategic planning related to health care reform, reimbursement trends and new business opportunities. David earned an MBA from Anaheim University’s Akio Morita School of Business and a B.A. in Business Administration from Washington State University.

Jaja Okigwe

Jaja Okigwe, President and CEO, First Choice Health

Jaja Okigwe joined First Choice Health in April 2018 as CEO. With 20 years of healthcare industry experience, Okigwe brings with him a portfolio of expertise that will drive strategy and innovation. Jaja previously worked with Premera Blue Cross serving as Director of Operations, then Vice President of Special Products Development where he led the strategic planning for Stop Loss that resulted in a 20 percent increase in new business. In 2007, he assumed the role of Vice President of Strategic Development and in 2014, was promoted to Senior Vice President of that same division. Jaja is well-positioned to lead First Choice Health as we continue to adapt and innovate in the ever-changing health landscape.

Anisha Sood

Anisha Sood, Chief Financial & Strategy Officer, First Choice Health

Anisha joined First Choice Health from investment firm Echo Health Ventures, a joint collaboration between two BlueCross BlueShield insurance companies, where she led investments in venture and growth-stage healthcare technology and services companies. During her time at Echo, Anisha also served on the Board of Directors for a number of the firm’s portfolio companies. Anisha has spent her career in healthcare, previously consulting for the Gates Foundation and working in Credit Suisse’s Healthcare group as a Vice President of Investment Banking in New York. She received her MBA from Carnegie Mellon and BS in Biomedical Engineering from the University of Southern California.

Christine McCullugh, President, LTC Solutions

LTC Basics – definition, types of care, cost of care, risk of needing care, Medicare, Medicaid

WA Trust – plan design, triggering of benefit, vesting, important dates, who’s eligible for the plan, employee process to opt out of tax, employer process for processing payroll taxes Payroll Tax compared to LTC insurance

LTC Market – LTC Carriers offerings

Employers with a LTC Plan – what to consider

Employers looking for a LTC Plan – what to consider

Christine McCullugh

Christine McCullugh, President, LTC Solutions

Christine McCullugh’s career began with American Express LTC in Boston, moving to the Northwest in 1992 to manage the Oregon American Express LTC office. In 1996 she started LTC Solutions, Inc. and has become recognized by insurance companies, benefit brokers and employers as a national expert in group LTC insurance. LTC Solutions is headquartered in Redmond with 30+ employees and over 300 employer clients nationwide.

Christine is a speaker, consultant, and member of AHIP’s Long-Term Care Curriculum Review Committee, offering insights that are helping shape the future of LTC insurance. She provides expertise with the most up to date information of the LTC market. Recently she was brought in to testified at the WA Senate Health and Long Term Care Committee HB 1323 supporting an amendment to extend the opt out to 12/31/2. This will provide more time for the committee to study opportunities for greater coordination between the private market and the trust program.

Dave Chase, creator, Health Rosetta

The Future We Choose: We are living through what will be looked back as the single biggest inflection point of our lifetimes. Every community will make an explicit decision to advance or move further backwards on community well-being. From Florida to Alaska, we have inspiring stories and the blueprint behind the great news that we already invest enough money to expect world class healthcare and fund what drives the other 80+% of health outcomes.

Dave Chase

Dave Chase, creator, Health Rosetta

Chase leads the vision for Health Rosetta which is to empower community-owned health plans. Health Rosetta’s blueprint and platform powers the health plans of your dreams: high quality, trustworthy, local, affordable care -- that you thought had disappeared forever -- from caregivers we know & trust. We free up compassionate, well-trained, community-based caregivers to rediscover love in medicine so they can do what they have always been called to do: serve their patients not just in disease, but toward their fullest health. A trusted & sacred caregiver-patient bond is built through transparency & openness that equips and empowers patients wherever they can best achieve their unique health goals -- at home or any setting best optimizing their well-being. By avoiding the 50% wasted healthcare spending, we can ensure our caregivers have the independence & resources to address the psychosocial and medical issues their patients face. Human-centered health plans restore health, hope & well-being.


Mercer Seattle’s Health Business Leader and Leave Experts will discuss the impact of the COVID-19 pandemic on employee benefit programs and subsequent emerging trends in 2021. Recent employer survey data on cost, behavioral health, virtual care, disability and leave will lay the foundation for a dynamic discussion of strategies to consider in a post-pandemic environment. Standard benchmarks from Mercer’s National Survey of Employer-Sponsored Health Plans will be shared and bolstered by COVID spot poll results and emerging tech industry trends. Exploring alternatives to traditional in-office perks and accelerating DE&I (Diversity, Equity & Inclusion) in rewards has never been more important. At the same time, we know that economic uncertainty and impacted budgets are likely to lead to great scrutiny over value and decision-making in 2021 and beyond. The panel will take a holistic and pragmatic approach from medical to voluntary benefits, focused on maximizing value and highlighting next steps employers can take deliver a more inclusive benefits package. The latest updates on leave legislation and trends related to the vaccine will also be reviewed.

Ted Burik, Senior Analyst, US Government Accountability Office

      Senior Director of Cybersecurity Consulting, Moss Adams

Plan sponsors and administrators collect, process, transmit, and store sensitive data, such as Social Security numbers, birthdates, addresses and other personally identifiable information (PII). They also share this data with service providers, such as record keepers, payroll providers, and third-party administrators. The use of PII makes plan sponsors and their service providers prime targets for cyber criminals and hackers. This session will discuss the current cybersecurity trends and breaches, review the recent GAO report to clarify fiduciary responsibility and establishment of minimum expectations to protect PII. We will also describe some of the cybersecurity best practices all organizations should have in place to help mitigate cybersecurity risk.

Ted Burik

Ted Burik, Senior Analyst, US Government Accountability Office

Mr. Burik is a senior analyst with the US Government Accountability Office and has worked on income security and retirement issues for the last 16 years. He received an undergraduate degree from the University of Connecticut and a graduate degree in public policy from the University of Southern California. He lives with his wife in Marin County, California.

Troy Hawes

Troy Hawes, CISSP, CISM, CISA, PCI QSA, HITRUST CCSFP, Senior Director of Cybersecurity Consulting, Moss Adams

Troy has been providing IT and cybersecurity consulting services since 2001 and is a Senior Director of Cybersecurity Consulting at Moss Adams LLP. He serves clients in a variety of industries including communications and media, utilities and critical infrastructure, health care, SEC registrants, and higher education. He has conducted technology assessments based on the internationally recognized standards and has served as technical counsel on hundreds of technology security projects and is a thought leader for the firm on IT compliance and cyber risks.

David La

David Lam, PharmD, Pharmacy Subject-Matter Expert, Willis Towers Watson

Dr. David Lam is a pharmacy consultant in the health and group benefits practice based out of Seattle, Washington. His primary responsibility is in providing actionable insights to employers to help ensure a cost-effective and sustainable pharmacy benefit. Core functions include pharmacy benefit manager auditing, pharmacy benefit plan analysis and design, specialty pharmacy strategy, and vendor procurement/oversight. His clients include mid-market as well as national/global employer groups.

Prior to joining Willis Towers Watson, Dr. Lam worked for a large Blues plan in the Pacific Northwest providing clinical consultant services to a number of marquee clients and mid-market employers. His managed care experience includes clinical program development and strategic formulary/utilization management consulting to employer groups in Washington, Oregon, and Alaska. Prior to working in managed care, Dr. Lam practiced in a hospital system as the Lead Clinical Pharmacist in the Neonatal Intensive Care Unit taking care of over 4000 premature babies and had a dual role as the Medication Safety Officer.

Dr. Lam is able to leverage his deep clinical experience and business insights to help client organizations derive maximum value from their pharmacy benefit.

Jason Ewas, Senior Policy Manager, Commonwealth

Eric Sholberg, CPA, AIFA; Retirement Plan Advisor; Brighton Jones

American workers need and want to build more emergency savings—and pioneering employers and financial institutions are now in a unique position to help them save. One critical barrier to automatic emergency savings was a lack of clarity around employers’ ability to direct their employees’ earnings to a designated financial institution savings product.

Recently, a large national corporation announced the launch of an emergency savings program providing employees a way to set aside liquid after-tax savings easily and automatically. The program gives 90,000 non-union employees the ability to divert a portion of their paychecks into rainy-day funds within their 401(k) plans—a critical boost to employee financial security in the midst of a pandemic.

Jason Ewas

Jason Ewas, Senior Policy Manager, Commonwealth

Jason Ewas is a Senior Policy Manager at Commonwealth where he advances policies that support short-term financial security. Prior to joining Commonwealth, Jason was the first Director of the Economic Mobility Lab in the Mayor’s Office at the City of Boston. At the Economic Mobility Lab, he set the strategic direction for the office, managed a team, and collaborated with departments to advance innovative projects on emergency savings and childcare. Prior to his work at the Lab, he was a Fellow in the Mayor’s Office, where he co-lead the City’s work in supporting employee-owned companies. In addition to his work at the City of Boston, Jason brings years of non-profit experience in tutoring and mentoring in Boston and upstate New York. He has a Masters in Public Administration from the McCormack Graduate School at UMass Boston and a Bachelors of Arts in English from Cornell University.

Eric Sholberg

Eric Sholberg, CPA, AIFA; Retirement Plan Advisor; Brighton Jones

As a Lead Advisor in our retirement plan practice at Brighton Jones, I work with our team every day to create better experiences for companies and their employees. We work for them to create a strong fiduciary process that includes the elimination of unnecessary costs and plan benchmarking, improve plan operations and relationships with their current service providers, look for opportunities to improve the design of the plan, and offer effective communication programs and investment experiences.

Kendra Kosko Isaacson, Senior Pensions Counsel, Senate Committee on Health, Education, Labor and Pensions (HELP)

Kendra will discuss the legislative agenda of the Biden Administration, the legislation in effect, the 2021 American Rescue Plan Act, the impact of the Butch Lewis Emergency Pension Plan Relief Act of 2021 included in the American Rescue Plan Act, and the legislative initiatives being considered by the Administration.

Kendra Kosko Isaacson

Kendra Kosko Isaacson, Senior Pensions Counsel, Senate Committee on Health, Education, Labor and Pensions (HELP)

Kendra Kosko Isaacson serves as Senior Pensions Counsel to the Senate Committee on Health, Education, Labor and Pensions (HELP), where she advises Ranking Member Patty Murray (D-WA) and other committee members on ERISA and all retirement-related issues. She is also a member of the Committee’s Oversight Team where she assists with nominations and financial conflicts of interest.

Kendra received her B.A. in Government from Dartmouth College, a J.D., with honors, from the Catholic University Columbus School of Law, and an LL.M in Taxation with a certificate in Employee Benefits from the Georgetown University Law Center.  After law school, Kendra was an Associate with Slevin & Hart, P.C. and also with Venable LLP in Washington, DC. Before joining the HELP Committee, Kendra worked in the Employee Benefits Security Administration at the Department of Labor where she worked in the Office of Policy and Research. Kendra speaks frequently on retirement policy.

Event Fees

Members of WP&BC or EBPA will receive member pricing.

Morning Session: 8:45am-12:30pm – includes Dave Chase keynote
Members: $40, Non-Members: $60 – Morning Session Registration

Afternoon Session: 11:15am-4:45pm – includes Dave Chase and Kendra Kosco Isaacson keynote sessions
Members: $60, Non-Members: $90 – Afternoon Sessions Registration

All-Day: 8:45am-4:45pm includes all educational and keynote sessions
Members: $100, Non-Members: $150 – All-day Registration


Webinar - email with link to the webinar will be sent 48 hours prior to the event.


Online registration closes at noon May 5. Prior to the event, an email will be sent to paid registrants with the link to the webinar. For questions, please email or or call 206.653.7259.

No refunds after May 5 deadline.

Western Pension & Benefits Council • Seattle Chapter
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