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Spring Seminar - 2023

  • 27 Apr 2023
  • 10:00 AM - 6:00 PM
  • Space Needle


WP&BC Seattle Chapter - 2023 SPRING SEMINAR 

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.

Be sure to visit the 2023 Spring Seminar for details on the presentations, presenters, and sponsors.  

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 the Seattle Space Needle, 100 ft. level.  We open the day's event with Kendra K. Isaacson. AND we are very pleased to have Phyllis Borzi as our luncheon speaker.  

After the Fireside Chat with Brandon Diersch, moderated by Justin Truckenbrod, we welcome attendees to stay and enjoy the sponsor hosted cocktail reception and hors d'oeuvres.  

Head over to the 2023 Spring Seminar for updates and details.

AGENDA: NOTE:  Sessions with * have been approved for one hour of Insurance Credit from the Office of the insurance commissioner

10:00 AM Registration

10:30 - 11:15 - Opening Session. Kendra K. Isaacson – Pensions Policy Director and Senior Tax Counsel for Senator Patty Murray

11:15 - 12:30 – Luncheon Speaker - Phyllis Borzi – former Assistant Secretary of Employee Benefits Security Administration *

12:30 - 1:00 - break before education sessions

1:00 - 1:50 -  Education session  - 2 breakouts / 2 separate rooms - Discussion Topics: Health & Welfare Plans/ Retirement Plans

1:50 - 2:00 - break before education sessions

2:00 - 2:50 - Education Session - 2 breakouts / 2 separate rooms – - Discussion Topics: Cyber Security / DEI *

2:50 - 3:00 - break before Fireside Chat

3:00 - 4:00 - closing session – Fireside Chat with Brandon Diersch - Total Rewards at Microsoft, Moderated by Justin Truckenbrod.

4:00 - 6:00 - Cocktail Reception/hors d’oeuvres

* These sessions approved for one continuing education credit from the Office of the Insurance Commissioner.


$275 - Members - WP&BC Seattle 

$275 - Members -  Other WP&BC Chapters and EBPA

$325 - Members - Partner Associations

$375 - Non members & guests (includes membership to 12/31/2023)

Early Registration deadline.

This year we are pleased to announce a partner rate for members of other WP&BC Chapters and the Employee Benefits Planning Association (EBPA). Members of these associations use Code: Affiliate

We also are offering a discount to members of other like professional associations. Use Code: Partner

Visit our 2023 Spring Seminar for more information

Questions, call 206.653.7259 or send email to 

Thank you to our Premier Sponsor:

If your company is interested in sponsorship, visit our sponsor page.

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

Direct Questions To:

WP&BC Seattle
(206) 653-7259 - Phone


WP&BC - Seattle Chapter
1402 Lake Tapps Pkwy SE, Ste. F104-133
Auburn, WA 98092

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