| Agenda |
|
| 7:30 AM |
Registration |
| 8:00 AM to 8:15 AM |
President's Welcome, Greg Jones, Professional Benefit Services |
| 8:15 AM to 9:30 AM |
Opening Keynote
The More Things Change...The More They Stay the Same
Lynn Avitabile, J.P. Morgan |
| 9:30 AM to 9:45 AM |
Break |
| 9:45 AM to 10:45 AM |
Breakout 1A: Navigating Plan Terminations
Brian Furgala, PenChecks Trust Company, F150
Breakout 1B: Taking Stock - Creative Retirement Options Beyond 401(k)s and 403(b)s
Panel Discussion: Rick Wagner, Moss Adams, Steve Diess, Independent Actuaries, Dan Litwora, Independent Actuaries, Ryan Christensen, Cable Hill Partners, F151
Breakout 1C: Washington Update
Irica Solomon, MissionSquare, F152
|
| 10:45 AM to 11:00 AM |
Break |
| 11:00 AM to 12:00 PM |
Breakout 2A: PEPs
Jeff Strittmatter, Transamerica, Haley Erickson, Group Plan Services, Marc Steinman, Pension Plan Specialists, F150
Breakout 2B: Cybersecurity and Retirement Plans: Thwarting the Modern-Day Willie Sutton
Andrew Larson, Columbia Threadneedle, F151
Breakout 2C: Roth Review
Brian Furgala, PenChecks Trust Company, F152 |
| 12:00 PM to 1:30 PM |
Lunch Keynote
Who Says Ethics Can't Be Fun?
Ilene Ferenczy, Ferenczy Benefits LawCenter |
| 1:30 PM to 1:45 PM |
Break |
| 1:45 PM to 2:45 PM |
Breakout 3A: Tariffs and Trade Wars and Slowing Global Growth...Oh My!
Current Market Outlook from Goldman Sachs
Jennifer Guenther, Goldman Sachs, F150
Breakout 3B: AI and the Future of the Retirement Industry
Naru Muraleedharan, Stax.ai, F151
Breakout 3C: RFP Best Practices
Panel Discussion: Jake O’Shaughnessy, SageView Advisory Group & Ted Grigsby, HYAS Group, Moderator Michael McAtamney, MissionSquare Retirement, F152 |
| 2:45 PM to 3:00 PM |
Break |
| 3:00 PM to 4:00 PM |
Afternoon Keynote
Build Your LinkedIn Presence
Lia Bliss |
| 4:00 PM to 5:30 PM |
Cocktail Hour at Oregon Convention Center |
| 5:30 PM |
WP&BC After Dark at Spirit of 77, 500 NE Martin Luther King Jr Blvd, Portland, OR 97232 |