AGENDA
May 15, 2024
7:30-8:00 REGISTRATION & BREAKFAST
8:00-8:15 PRESIDENT'S WELCOME
WP&BC Portland Chapter President Greg Jones, Professional Benefit Services
8:15-9:30 KEYNOTE SPEAKER
Creating Belonging and Human Connection in the Future of Work, Adam Smiley Poswolsky
9:30-9:45 BREAK
9:45-10:45 BREAKOUT SESSION 1
A. Creative Plan Design, Brian Furgala, PenChecks Trust F150
B. Bumps Along the Path to Retirement and the Potential to Reduce Their Impact, Lynn Avitabile, J.P. Morgan Asset Management F151
C. Harnessing the Power of Data Science and AI in Investing, Chris DiPrimio, Black Rock F152
11:00-12:00 BREAKOUT SESSION 2
A. Ethics, Brian Furgala, PenChecks Trust F150
C. What to Expect from an EBSA Investigation, Andy Cameron, EBSA F151
B. Claims Auditing: Key Strategies in Cost Containment, William Norris, Moss Adams F152
12:00-1:30 LUNCH & KEYNOTE SPEAKER
Strategies to Prevent and Recover from Burnout, Chase Sterling, Wellbeing Think Tank
1:30-1:45 BREAK
1:45-2:45 BREAKOUT SESSION 3
A. Beyond SECURE 2.0 - An Update on Legislation, Regulation, and Litigation, Michael Hadley, Davis & Harman LLP F150
C. Income in Retirement, Panel Discussion, Rich Merson, PIMCO and Eric Glinsky, Nationwide F151
B. Compliance Assistance on Mental Health Parity, Andy Cameron, EBSA F152
2:45-3:00 BREAK
3:00-4:00 GENERAL SESSION
Trivia Challenge
4:00-5:30 COCKTAIL HOUR
