 | WELCOME TO THE WP&BC SEATTLE CHAPTER |
Spring Seminar - April 24, 2025
Thank you to all who particpated in this year's event.
A special thank you to the presenters.
If you have photos taken at the event, and are willing to share, please send to info@wpbcseattle.org.
We will post them on our website and on our LinkedIn page.
The Western Pension & Benefits Council, Seattle Chapter sponsors educational programs and events throughout the year addressing the latest trends and legal requirements affecting retirement and benefits professionals.
This Annual Spring Seminar provides an excellent opportunity to learn from preeminent speakers on important employee, retirement and benefit topics and provides a significant educational opportunity with local and national experts.
This year's event will be held at Perkins Coie Conference Center; 1201 Third Avenue; 49th Floor; Seattle, WA
Thank you to our 2025 Sponsors
REGISTRATION FEES - See discount codes to use for registering.
$0 - Plan Sponsor attend for No Fee
$275 - Members - WP&BC Seattle
$275 - Members - WP&BC Chapters - Affiliate
$325 - Members - Other Associations - Partner
$375 - Non members & guests (includes membership to 12/31/2025)
Be sure to use the special discount code if you are not a Seattle Chapter member.
- Plan Sponsors attend for no fee - CODE: Plan Sponsor
- WP&BC Chapters - CODE: Affiliate
- Professional Association Members - CODE: Partner
APRIL 24, 2025 SCHEDULE:
10:00 AM Registration & Social
10:30 Welcome and Introduction
10:35-11:30 Opening Session
Washington Update
Tina Anstett, J.P. Morgan Asset Management
11:30 - 1:00 - Lunch and session
Ethics in Retirement Plans
Brian Furgala, Senior Director, Retirement Services Strategy
PenChecks
1:00-1:50 - Education Session Breakouts (choose session onsight)
Cybersecurity and Fraud Intervention
David Donaldson, ERISA Smart &
Jason Priebe, Seyfarth Shaw LLP
Prescription Benefits
Gina Matter, McAteer
Omar Daoud, Community Health Plan of Washington
David Lam, WTW
1:50-2:05 - Break
2:05 - 2:55 - Education Session Breakouts (choose session onsight)
Common Retirement Plan Mistakes & Their Correction
Theresa Coluccio, Director, Moss Adams; Cris Sinan, Of Counsel;
Stephanie Neault, Audit Supervisor, Pension Assurance
Practical Approaches to Mental Health Parity
Sherrie Boutwell & Katrina Veldkamp, Partners
Boutwell Fay LLP and Jessica Rothe, HMA
2:55 - 3:15 - Break
3:15 - 4:05 - Closing Session
Plan Sponsor Fireside Chat
Yelena Neuman, Vice President of Huan Resources/Administration, Physicians Insurance and
Molly Rudd, Weyerhaeuser
4:05 - 6:00 - Cocktail Reception and Hors d’oeuvres
FEES*:
$0 - Plan Sponsors attend for no fee - Plan Sponsor
$275 - Members - WP&BC Seattle
$275 - Members - WP&BC Chapters - Affiliate
$325 - Members - Other Associations - Partner
$375 - Non members & guests (includes membership to 12/31/2025)
*This year we are pleased to extend special discount rates. Use CODE:
- HR & Benefits Professionals - Special Non-Fee rate - CODE: Plan Sponsor
- WP&BC Chapters - CODE: Affiliate
- Professional Association Members - CODE: Partner