Events

2017-2018 Event Calendar

September 14, 2017  - Paid parental leave trends and considerations

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

January 25, 2018 - Beating the Technology Trap

      Karim Lessard, CEO,  Simple Machines

      Panel Presentation - Moderator: Erin Breyman, Principal Financial Group; Wendy Rittereiser, City of Renton; Javon Thurman, Providence St. Joseph Health; Tom Murray, Point B.

Sponsored by:

April 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 wpbc@asi-seattle.net 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

    • 30 Apr 2018
    • 3:00 PM - 6:00 PM (PDT)
    • Davis Wright Tremaine LLP; 777 108th Ave NE, Ste. 2300; Bellevue
    Register
    How do you answer the question:


    “So, what’s new?"

    Join us for an afternoon in Bellevue to discuss new and trending plan design options for your retirement and health and welfare plans, including the benefits that attract and retain employees in today’s marketplace, and opportunities to simplify and streamline your plan administration.

    Schedule:

           3:00-3:15 - Registration
           3:15-4:00 - Pam Hembrow and Jennifer Schuessler (Retirement)
           4:00-4:15 - Break
           4:15-5:00 - Tara McErlean and Patrik Parsons (Health and Welfare)
           5:00-6:00 - Wine and appetizers

    Speakers:

    Pam Hembrow is Manager, Global Retirement Benefits at Microsoft Corporation, where she is responsible for the US 401(k) and Non-Qualified Plans and has governance over Microsoft’s retirement plans outside of the US. She has also worked to develop Microsoft’s Financial Wellbeing program in the US, including employee tools, advice, and communications. Over the last 18 years, Pam has worked as a recordkeeper, program manager, and consultant across all benefits and is energized by the opportunity to be innovative and create unique and targeted offerings to improve employee short-term and long-term financial wellbeing. Pam holds the Certified Employee Benefits Specialist (CEBS) designation and currently sits on the board of the Silicon Valley Employers Forum.

    Jennifer Schuessler is Regional Sales Director at Empower Retirement. In her role, Jennifer is responsible for marketing corporate retirement plan services to intermediaries and plan sponsors and has 12 years of industry experience. She joined the organization in 2007 and previously served as a Communications Program Manager, where she managed the sales strategy for the firm’s communication and education offering nationally. Jennifer has also served as Strategic Communications Manager and Financial Education Consultant. Before joining the firm, she served as a Financial Advisor for MWA Financial Services, Inc. Jennifer holds a bachelor’s degree from the University of Kansas where she studied business administration and Spanish. She also maintains her Certified Financial Planner (CFP®) professional designation and has a graduate certificate in Financial Planning from Kansas State University. She currently maintains FINRA Series 6, 63, and 65 securities registrations, to coincide with sponsoring broker-dealer’s registration. Jennifer holds FINRA Series 7 credentials.

    Tara McErlean is VP, Sales at Care.com, where she leads the acquisition of new Care@Work client partners for the Western half of the U.S. She oversees a team of Enterprise Sales Directors and works closely with them on solution design for future client partners. Before joining Care@Work, Tara was a Regional Vice President of Sales at International SOS. She brings more than 20 years of experience in business services sales and account management leadership with a focus on solution sales for large enterprise customers across many different industries. Originally from Philadelphia, Tara now lives in Richmond Beach with her husband, Paavo, son, Finn and two dogs, Sherman and Izzy.

    Patrik Parsons is Director of Sales for the PNW at Care.com, where he helps a wide range of employers create family care solutions. Patrik is a PNW Native and a Northwest University graduate, he grew up in Spokane before eventually making his home in Bothell with his Wife and two children (with another on the way). Patrik has experience within the HRIS space and was introduced to the world of employee benefits as a channel partner manager for ADP, where we worked directly with medical benefit brokers. Patrik is passionate about building partnerships and bringing value to his clients by focusing on creative solutions for his enterprise clients.

    April 30, 2018 Quarterly Meeting

    Online registration closes noon Friday, April 27.
    Register by phone until 10 am April 30 at 206-623-8632.
    No refunds after April 27.
    $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 April 30th quarterly meeting will be held at the offices of:

    Davis Wright Tremaine LLP

    777-108th Avenue NE, Ste. 2300, Bellevue, WA

    Each attendee is responsible for their own parking.


           3:00-3:15 - Registration
           3:15-4:00 - Pam Hembrow and Jennifer Schuessler (Retirement)
           4:00-4:15 - Break
           4:15-5:00 - Tara McErlean and Patrik Parsons (Health and Welfare)
           5:00-6:00 - Social including beverages and light hors d'oeuvres

    • 20 May 2018
    • 23 May 2018


    WP&BC and NIPA (National Institute of Pension Administrators) will jointly host the NAFE (NIPA Annual Forum and Expo) at The Cosmopolitan Hotel in Las Vegas on May 20-23. WP&BC will expand NAFE’s already robust retirement-focused conference agenda to include other benefits topics, including Health and Welfare and Executive Compensation topics. Extensive networking opportunities will be available in the evenings and throughout the day, along with an exhibit hall for sponsors.

    The Governing Board of WP&BC is very excited about this partnership and we hope our members will embrace a fresh conference approach that includes: better technology support and remote access, a history of well-attended and well-executed conferences, and a venue that has proven popular with our attendees across the West. Please be on the lookout for more information soon!
    www.nipa.org
    www.westernpension.org

    If you have any questions, please contact Kristen Sanchez at (866) 763-6082 or via e-mail at office@westernpension.org

Past events

07 Feb 2018 WP&BC Seattle Chapter Pop Up - Tax Reform Panel
25 Jan 2018 WP&BC Seattle Quarterly Meeting: Technology & Implementation Practices
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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