2019-2020 Event Calendar

October 16, 2019 

Retinking Retirement Income 

Patrick Goessling, MetLife and

The Business Case for Predictive Analytics

Matt Burns, BenitoHR

November 14, 2019 

Member Appreciate Event

The Collective Seattle

January 22 2020 


March 25, 2020 


April 30, 2020 

 Postponed to September 2020


Cancellation policy

Reservations must be cancelled on or before the reservation deadline in order to receive a refund for an event.

Please email if you need more information.

Payment by Check

You may also pay for reservations by check. Write the invoice number on the check, include a copy of the invoice and mail to:

WP&BC Seattle Chapter
19540 International Blvd., Ste. 105
Seatac, WA 98188

Upcoming events

    • 15 Sep 2020
    • (PDT)
    • Washington Athletic Club

    WP&BC Annual Seminar

    September 15, 2020  

    The Western Pension & Benefits Council (WP&BC) provides education at programs and events throughout the year concerning the latest trends and legal requirements affecting retirement and benefits professionals.  In addition, we offer each year an extended day of programming with our popular Annual Seminar, held at the Washington Athletic Club (the WAC) RESCHEDULED to Tuesday, September 15, 2020.  We hope you will join us for this exciting event.

    Be a 2020 Seminar sponsor!

    You are invited to be a part of the premier conference in the Seattle area for retirement and benefits professionals. Sponsorship offers organizations east and effective event marketing and provides an opportunity for greater visibility and name recognition.  We offer two levels fo sponsorship:

       Silver: $1,000 

    • Your company name and logo featured in a full page in conference program

    • Table at cocktail reception following the program

    • Logo on posters throughout the event venue

    • Logo displayed on screen between sessions

    • Logo and link to your company's website on the event web page

    • One registration for the Annual Seminar

      Gold: $2,500 - in addition to above, will receive:

    • Recognition by WP&BC from the podium during the lunch program

    • One annual membership to WP&BC Seattle Chapter

    • One registration to all regular Seattle Chapter events for one year.

      To register you can do so online, or you can download this form.  Scan and email or mail.  ubmit with check.  

    • 15 Sep 2020
    • 11:00 AM - 5:30 PM (PDT)
    • Washington Athletic Club

    WP&BC Seminar
    Tuesday, September 15

    IN THE COMING DAYS and weeks, as more information becomes clear, we will share that information with everyone.

    The committee has reached out to our speakers, sponsors and the facility seeking potential options to accommodate needs.  

    Know that our goal is to offer each and every member and guest an environment without any concerns to your health.  

    If you have questions, send email to, or call 206.653.7259

    The Western Pension & Benefits Council, Seattle Chapter's focus with our 2020 Seminar is to provide benefits professionals with tools, knowledge and new ideas to help pension and benefits plan participants. This year’s seminar will continue to offer key industry updates necessary to stay current as benefits professionals.

    Our luncheon speaker is Dave Chase, Health Rosetta.

    Immediately following the last session, plan to stay and visit with colleagues, speakers and sponsor representatives at the hosted cocktail reception.

    Schedule of Events

    10:45 - 11:15 Registration and seating for lunch

    11:15 - 12:30 Lunch / Keynote speaker

    12:45 - 1:45 Breakout Session 1A | Breakout Session 1B

    2:00 - 3:00 Breakout Session 2A | Breakout Session 2B

    3:15 - 4:15 General Session

    4:15 - 5:30 Sponsors' Reception

    Select a Session to View Details

    Dave ChaseDave Chase, Creator, Co-Founder & CEO Health Rosetta

    Chase leads the vision for Health Rosetta. Health Health Rosetta’s blueprint powers the health plans of your dreams: high quality, trustworthy, local, affordable care -- that you thought had disappeared forever -- from caregivers we know & trust. We free up compassionate, well-trained, community-based caregivers to rediscover love in medicine so they can do what they have always been called to do:

    serve their patients not just in disease, but toward their fullest health. A trusted & sacred caregiver-patient bond is built through transparency & openness that equips and empowers patients wherever they can best achieve their unique health goals -- at home or any setting best optimizing their well-being. By avoiding the 50% wasted healthcare spending, we can ensure our caregivers have the independence & resources to address the psychosocial and medical issues their patients face. Human-centered health plans restore health, hope & well-being.

    Through best-selling books & The Resident, where Chase serves as a consultant, collateral damage from the Extractive Era of healthcare is highlighted as well as the tremendous successes & opportunities with Health Rosetta-type health plans. The books, writing for various media outlets, TED talk and TV/film have reached over 10 million people with the goal of informing, enraging, empowering and activating a broad grassroots movement designed to restore hope, health & well-being to our communities.

    Chase co-founded Avado which was acquired by & integrated into WebMD/Medscape and founded Microsoft's $2B, 28,000 partner healthcare ecosystem.

    Outside of work, Chase is an oxygen-fueled mountain athlete.

    Credits: NA

    Thank you once again to the Employee Benefits Planning Association (EBPA) for co-sponsoring our keynote speaker.

    Angela Vogel, Counsel, Davis Wright Tremaine LLP

    Kate Tylee Herz, Counsel Davis Wright Tremaine LLP

    Jenny Haykin, Integrated Leaves & Accommodations Program Manager, Puget Sound Energy

    Paul Hogan, Internal Revenue Agent, Employee Plans Specialist

    David Lam, PharmDDavid Lam, PharmD, Senior Associate,
    Health and Benefits Consulting, Willis Towers Watson

    Pharmacy spend accounts for a significant portion of health care costs.

    This session will explore trends and new developments in the prescription and specialty drug industry and Pharmacy Benefit Management (PBM) landscape.

    Dr. David Lam is a pharmacy consultant in the health and group benefits practice at Willis Towers Watson (WTW) in Seattle, Washington. His primary responsibility is in providing actionable insights to employers to help ensure a cost-effective and sustainable pharmacy benefit.

    Bill Whitman, Thorson McDonald Whitman & Curnutt, PC
    Rob Dent, QKA, QPA, Northwest Plan Services, Inc.

    Glenn BonciGlenn Bonci, Managing Partner, HR Creative Group

    Simple is best. Yet there is something inherent in human nature drives us to make things more complicated than they need to be. Psychologists even have a term for it: complexity bias.

    People tend to believe that the more complex solution to a problem is always the better one!

    So we make things much more difficult than they need to be. We’re all guilty of this to one degree or another.

    Let’s talk about how to get to the real purpose of benefits, how they support the business, and how communications reveal their value. Simply!

    This year we are once again pleased to announce a partnership with Employee Benefits Planning Association (EBPA). They will hold their regular breakfast program in the morning. For those who choose to attend both events, we are offering a discount.


    Early Registration (by 9/08/2020) Member* Non-Member
    WP&BC Event Only (11 am-5 pm) $180 $300
    EBPA Event Only (7:45 am-10:45 am) $65 $85
    Both Events (10% discount) $221 $347


    Registration after 9/08/2020 Member* Non-Member
    WP&BC Event Only (11 am-5 pm) $200 $325
    EBPA Event Only (7:45-10:45 am) $80 $100
    Both Events (10% discount) $252 $383


    *Members of either organization receive the member rate and a 10% discount if attending both events.

    No refunds after September 8, 2020

Past events

21 May 2020 Engaging with your teams through pandemic
25 Mar 2020 WP&BC Quarterly Meeting-Postponed
22 Jan 2020 WP&BC Quarterly Meeting - January 22, 2020
14 Nov 2019 Member Appreciation Day & New Member Drive - November 14, 2019
16 Oct 2019 WP&BC Quarterly Meeting - October 16, 2019
27 Jun 2019 Roundtable Event for Plan Sponsors
04 Apr 2019 Spring Seminar Sponsorship - April 4, 2019
04 Apr 2019 Spring Seminar - April 4, 2019
21 Feb 2019 WP&BC Quarterly Meeting - February 21, 2019
14 Nov 2018 WP&BC Seattle Quarterly Meeting - November 14
06 Sep 2018 WP&BC Seattle Quarterly Meeting- September 6
28 Jun 2018 WP&BC Seattle Quarterly Meeting-CANCELLED
30 May 2018 Panel about Disability Claims Administration
20 May 2018 Western Pension & Benefits Council (WP&BC) is pleased to announce a new annual conference partnership for 2018!
30 Apr 2018 WP&BC Seattle Quarterly Meeting
07 Feb 2018 WP&BC Seattle Chapter Pop Up - Tax Reform Panel
25 Jan 2018 WP&BC Seattle Quarterly Meeting: Technology & Implementation Practices
11 Jan 2018 WP&BC Seattle Chapter Pop Up - 2018 Financial Outlook
07 Dec 2017 Employee Benefits Planning Association
29 Nov 2017 FREE for 2017 PNW ISCEBS Chapter Members
16 Nov 2017 WP&BC Seattle Chapter Pop Up - ACA Developments
14 Sep 2017 Paid Parental Leave Trends and Considerations
09 Jul 2017 2017 Western Benefits Conference - Anaheim
20 Jun 2017 WP&BC June 20,2017 Chapter Meeting
16 May 2017 May 16, 2017 - No chapter meeting in May
04 May 2017 PNW ISCEBS - Long Term Care Webinar
19 Apr 2017 The 2017 Spring Seminar
19 Apr 2017 Spring Seminar Sponsorship
30 Mar 2017 PNW ISCEBS event on Medicare Basics.
21 Mar 2017 March 21 Chapter Meeting
21 Feb 2017 February 21 Chapter Meeting
17 Jan 2017 January 17 Chapter Meeting
15 Nov 2016 November 15 Chapter Meeting - Cancelled
18 Oct 2016 October 18 Chapter Meeting
20 Sep 2016 September 20 Chapter Meeting
19 Jul 2016 2016 Western Benefits Conference
21 Jun 2016 June 21 Chapter Meeting
20 Apr 2016 Spring Seminar Sponsorship
20 Apr 2016 The 2016 Spring Seminar
15 Mar 2016 March 15 Chapter Meeting
16 Feb 2016 February 16 Chapter Meeting
19 Jan 2016 January 19 Chapter Meeting
17 Nov 2015 November 17 Chapter Meeting
02 Nov 2015 Member Appreciation Networking Event
20 Oct 2015 October 20 Chapter Meeting
15 Sep 2015 September 15 Chapter Meeting
19 Jul 2015 2015 Western Benefits Conference
16 Jun 2015 June 16 Chapter Meeting
22 Apr 2015 Spring Seminar Sponsorship
22 Apr 2015 The 2015 Spring Seminar
17 Mar 2015 March 17 Chapter Meeting
17 Feb 2015 February 17 Chapter Meeting
20 Jan 2015 January 20 Chapter Meeting
18 Nov 2014 November 18 Chapter Meeting
21 Oct 2014 October 21 Chapter Meeting
30 Sep 2014 Member Appreciation Networking Event
16 Sep 2014 September 16 Chapter Meeting
27 Jul 2014 2014 Western Benefits Conference
20 May 2014 May 20 Chapter Meeting
23 Apr 2014 The 2014 Spring Seminar
23 Apr 2014 Spring Seminar Sponsorship
18 Mar 2014 March 18 Chapter Meeting
18 Feb 2014 February 18 Chapter Meeting
21 Jan 2014 January 21 Chapter Meeting
19 Nov 2013 November 19 Chapter Meeting
29 Oct 2013 October 29 Chapter Meeting
30 Sep 2013 Member Appreciation Networking Event
17 Sep 2013 September 17 Chapter Meeting
21 Jul 2013 2013 Western Benefits Conference
21 May 2013 May 21 Chapter Meeting
23 Apr 2013 The 2013 Spring Seminar
19 Mar 2013 March 19 Chapter Meeting
19 Feb 2013 February 19 Chapter Meeting
15 Jan 2013 January 15 Chapter Meeting
27 Nov 2012 November Chapter Meeting
16 Oct 2012 October Chapter Meeting
18 Sep 2012 September Chapter Meeting
15 Jul 2012 2012 Western Benefits Conference
Western Pension & Benefits Council • Seattle Chapter
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