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Welcome to The WP&BC Portland Chapter

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WP&BC Events

One of the great benefits of membership in WP&BC is getting to meet your fellow members to share ideas, network, socialize or volunteer for a cause. We also hold webinar and informational meetings on the latest industry topics. 

This calendar is updated frequently to include local as well as our national events. Please check back regularly. 

Upcoming events

    • Wednesday, October 11, 2023
    • 5:00 PM - 7:00 PM
    • Moss Adams, 805 SW Broadway, Suite 1400, Portland, OR 97205

    The Investment Case for Sustainable Investing: Why you should consider ESG risk factors and sustainable investing trends in your plans


    Jeff Vilker, Director, Defined Contribution
    IMPAX Asset Management

    Additional Panelists Will be Announced Soon

    Wednesday, October 11, 2023

    5:00 PM to 7:00 PM 

    Moss Adams
    805 SW Broadway, Suite 1400
    Portland, OR 97205 

    Presentation Summary

    Please join WP&BC Portland Chapter as we host an engaging panel discussion of experts discussing the case for sustainable investing and address the challenges that come from billions of us on the planet and the high-level demands of demand and consumption. We will look at the challenges and opportunities that may present themselves as we transition from an industrial economy that is depletive and generates a lot of waste to a sustainable economy one that is more circular

    Our panel will present the Investment Case for Sustainable Investing:

    • Economic case for clean energy is compelling.
    • Volatility in global markets may create opportunities for active investors.

    Attendees will learn: How to invest in the transition to a more sustainable economy:

    • As the world transitions from the current economy to the Next Economy, companies will find both opportunities and risks associated with the transition. Those opportunities and risks create critical information for investors.
    • Recognize that plan sponsor interest is growing as is confusion with terminology and acronyms. Work with an asset manager that is experienced and dedicated to the space.
    • Start the conversation with your clients to determine what is material to them – and help show them the path forward.
    • Debunk preconceived views such as high expense ratios & performance concessions and enforcing strong alignment with plan participant values & higher plan participant engagement.


    Jeff Vilker, Director of Defined Contribution, IMPAX Asset Management

    Jeff is responsible for building strategic relationships with key defined contribution (DC) market participants. He focuses on providing both solutions to DC consultants/advisors, platforms, plan sponsors and participants as well as thought leadership on ESG and sustainable investing. 

    Before joining Impax in 2022, Jeff served as the Director of Institutional Sales and Head of Retirement for Harris Associates’ Oakmark Funds for more than nine years. Prior to that, he worked in consumer packaging (International Paper), information technology (Cisco Systems) and aerospace (Gulfstream). 

    Registration is free for members and $50 for non-members.

    Professional accreditation credits include AIF (pending), ASPPA, CFP (pending), CLE Oregon State Bar (pending), CPE for CPAs, CEBS, ERPA, JBEA, NIPA, and SHRM.

    • Wednesday, May 15, 2024
    • 7:30 AM - 5:00 PM
    • Oregon Convention Center, 777 NE Martin Luther King Jr Blvd, Portland, OR 97232

    WP&BC Portland 2024 Spring Conference  

    Wednesday, May 15, 2024  
    7:30 AM to 5:00 PM
    Oregon Convention Center
    Portland, OR

    Mark your calendar and plan on joining us for the 2024 Spring Conference. The WP&BC Portland Spring Conference is premier event for benefits professionals and employers in Oregon and Southwest Washington. The conference offers an ideal opportunity to learn from industry leaders and network with other professionals. 

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:


(503) 928-8780

1819 SW 5th Ave. #211
Portland, OR 97201

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