2017-2018 Event Calendar

September 14, 2017  - Paid parental leave trends and considerations

       Alex Henry,
Willis Towers Watson
       Aaron Goldstein, Dorsey & Whitney LLP

January 2018

March 2018

June 2018

Cancellation policy

Reservations must be cancelled on or before the reservation deadline in order to receive a refund for an event.

Please email if you need more information.

Payment by Check

You may also pay for reservations by check. Write the invoice number on the check, include a copy of the invoice and mail to:

WP&BC Seattle Chapter
PO Box 58530
Seattle, WA 98138-1530

Upcoming events

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

    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.


    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

    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

    • 07 Feb 2018
    • 11:30 AM - 1:00 PM
    • BDO, 800 Fifth Ave., 38th Floor, Seattle
    New this year, we are offering "pop-up meetings" when a  topic of immediate interest arises, or a special presenter is in town on a timely issue.

    On Friday, December 22, 2017
    the 1,100-page tax bill was signed into law. The bill promises to bring about the most impactful tax reform that plan sponsors and their advisors have seen in decades.

    Join Davis Wright Tremaine LLP attorneys Jeff Belfiglio, Amy Hwang, and Christine Hawkins as they provide an overview of the 2017 Tax Act and its impact on employee benefits, including the Affordable Care Act, executive compensation, and fringe benefit programs.

    This lunchtime pop-up meeting will be Wednesday, February 7, 2018, from 12 - 1 pm, at the office of BDO, 800 Fifth Ave, 38th Floor, Seattle.
    February 7 Pop-up Meeting

    Online registration closes two days prior to the meeting.  In order to assure a lunch is available, register before February 5. For questions contact the WP&BC Seattle Chapter office at 206-623-8632.

    No refunds after February 5.

    $30 Members online; $40 at the door
    $40 Non-members online; $50 at the door
    Members must log in to get the member rate.

    The February 7 pop-up meeting will be held at BDO,
    800 Fifth Ave., 38th Floor, Seattle

    11:30   Registration & Lunch

Past events

11 Jan 2018 WP&BC Seattle Chapter Pop Up - 2018 Financial Outlook
07 Dec 2017 Employee Benefits Planning Association
29 Nov 2017 FREE for 2017 PNW ISCEBS Chapter Members
16 Nov 2017 WP&BC Seattle Chapter Pop Up - ACA Developments
14 Sep 2017 Paid Parental Leave Trends and Considerations
09 Jul 2017 2017 Western Benefits Conference - Anaheim
20 Jun 2017 WP&BC June 20,2017 Chapter Meeting
16 May 2017 May 16, 2017 - No chapter meeting in May
04 May 2017 PNW ISCEBS - Long Term Care Webinar
19 Apr 2017 Spring Seminar Sponsorship
19 Apr 2017 The 2017 Spring Seminar
30 Mar 2017 PNW ISCEBS event on Medicare Basics.
21 Mar 2017 March 21 Chapter Meeting
21 Feb 2017 February 21 Chapter Meeting
17 Jan 2017 January 17 Chapter Meeting
15 Nov 2016 November 15 Chapter Meeting - Cancelled
18 Oct 2016 October 18 Chapter Meeting
20 Sep 2016 September 20 Chapter Meeting
19 Jul 2016 2016 Western Benefits Conference
21 Jun 2016 June 21 Chapter Meeting
20 Apr 2016 Spring Seminar Sponsorship
20 Apr 2016 The 2016 Spring Seminar
15 Mar 2016 March 15 Chapter Meeting
16 Feb 2016 February 16 Chapter Meeting
19 Jan 2016 January 19 Chapter Meeting
17 Nov 2015 November 17 Chapter Meeting
02 Nov 2015 Member Appreciation Networking Event
20 Oct 2015 October 20 Chapter Meeting
15 Sep 2015 September 15 Chapter Meeting
19 Jul 2015 2015 Western Benefits Conference
16 Jun 2015 June 16 Chapter Meeting
22 Apr 2015 The 2015 Spring Seminar
22 Apr 2015 Spring Seminar Sponsorship
17 Mar 2015 March 17 Chapter Meeting
17 Feb 2015 February 17 Chapter Meeting
20 Jan 2015 January 20 Chapter Meeting
18 Nov 2014 November 18 Chapter Meeting
21 Oct 2014 October 21 Chapter Meeting
30 Sep 2014 Member Appreciation Networking Event
16 Sep 2014 September 16 Chapter Meeting
27 Jul 2014 2014 Western Benefits Conference
20 May 2014 May 20 Chapter Meeting
23 Apr 2014 The 2014 Spring Seminar
23 Apr 2014 Spring Seminar Sponsorship
18 Mar 2014 March 18 Chapter Meeting
18 Feb 2014 February 18 Chapter Meeting
21 Jan 2014 January 21 Chapter Meeting
19 Nov 2013 November 19 Chapter Meeting
29 Oct 2013 October 29 Chapter Meeting
30 Sep 2013 Member Appreciation Networking Event
17 Sep 2013 September 17 Chapter Meeting
21 Jul 2013 2013 Western Benefits Conference
21 May 2013 May 21 Chapter Meeting
23 Apr 2013 The 2013 Spring Seminar
19 Mar 2013 March 19 Chapter Meeting
19 Feb 2013 February 19 Chapter Meeting
15 Jan 2013 January 15 Chapter Meeting
27 Nov 2012 November Chapter Meeting
16 Oct 2012 October Chapter Meeting
18 Sep 2012 September Chapter Meeting
15 Jul 2012 2012 Western Benefits Conference
Western Pension & Benefits Council • Seattle Chapter
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