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WELCOME TO THE WP&BC SEATTLE CHAPTER

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2025 WP&BC Spring Seminar

  • 24 Apr 2025
  • 10:00 AM - 6:00 PM
  • Perkins Coie Conference Center, 1201 Third Avenue, 49th Floor, Seattle WA

Registration

  • Place this code for discount: Plan Sponsor
  • Use code: Affiliate
  • Use Code: Partner
Registration is closed

We're pleased to announce the

2025 WP&BC Seattle Chapter's Spring Seminar


Thursday, April 24, 2025


10:00 am - 6:00 pm


Perkins Coie Conference Center 

1201 Third Avenue, Seattle, WA 


More information is available on our 2025 Spring Seminar page

 10:00  Registration and Social
 10:30  Welcome and Introduction
 10:35 - 11:30

Washington Update

Tina Anstett, J.P. Morgan Asset Management
 11:30 -1:00

Lunch speaker: Ethics In Retirement Plans

Brian Furgala, Senior Director-Retirement Services

Strategy • PenChecks
 1:00 - 1:50  Education breakout - select one
 

Prescription Benefits

Gina Matter, McAteer; Omar Daoud, Community Health Plan of Washington; David Lam, PharmaD, Director | Health & Benefits Consulting, WTW
 

Cybersecurity and Fraud Intervention

David Donaldson, ERISA Smart &

Jason Priebe, Seyfarth Shaw LLP
 1:50 - 2:05  Break
 2:05 - 2:55  Education breakout - select one

Common Retirement Plan Mistakes & Their Correction

Theresa Coluccio, Director, Moss Adams; Cris Sinan, Of Counsel, Barlow Coughran Morales & Josephson, P.S.;

Stephanie Neault, Audit Supervisor, Pension Assurance
 

Practical Approaches to Mental Health Parity

Sherrie Boutwell & Katrina Veldkamp, Partners,

Boutwell Fay, LLP and Jessica Roth, HMA
 2:55 - 3:15  Break 
 3:15 - 4:05  Plan Sponsor Fireside Chat 
 4:05 - 6:00  Hosted Cocktail Reception/Hors d'Oeuvres

Registration Fee:

$0 - Special non-fee for Plan Sponsors*

$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)

*We are pleased to extend special discount rates. Use CODE:

Plan Sponsors attend for no fee - CODE: Plan Sponsor
WP&BC Chapters - CODE: Affiliate
Professional Association Members - CODE: Partner

    Questions?  Contact info@wpbcseattle.org, or call 206.653.7259 

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

    Direct Questions To:

    WP&BC Seattle
    info@wpbcseattle.org
    (206) 653-7259 - Phone

    Address:

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

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