2021 Spring Seminar

2021 Virtual Spring Seminar – May 6, 2021

this Co-Sponsored event 

11:15 am – 4:45 pm

This year's Virtual Spring Seminar features keynote speakers 


Dave Chase  Kendra Kosko Isaacson 

Health Rosetta USS Senate HELP Committee

* Note the Employee Benefits Planning Association will hold a two hour education session.


2020 - 2021 Event Calendar

October 15, 2020 


First Session: They Say What? Political Speech and Activity in the Workplace.

Second Session: Plan Sponsor Panel Discussion - COVID19 Impaces

Joint meeting with the EBPA

Annual Seminar 2021 

The Annual WP&BC Seattle Chapter's Seminar for 2021 will be a VIRTUAL event.  We are excited to bring these exciting educational programs to you.  

This annual event is a joint meeting with the Employee Benefits Planning Association.  The EBPA will hold a two-hour educational program prior to our 1115 session.  For details on their program visit the EBPA website


Past Webinars available for viewing

WPBC Seattle Chapter - Engaging with your teams through pandemic  Password:  Zorn2Largent

WP&BC Seattle Chapter - COVID-19 effects on Data Security  Password:  Russ2Doug

Cancellation policy

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

Please email info@wpbcseattle.org if you need more information.


You must pay in advance for any virtual events in order to receive the link for the program.

If attending an in person meeting, you may pay for by check, no later than the date of the event. If you mail, please include the invoice number on the check, or include a copy of the invoice and mail to:

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

Upcoming events

    • 11 Mar 2021
    • 8:45 AM (PST)
    • Zoom Webinar

    Consolidated Appropriations Act 2021

    Impact on Employee Benefits

    Join Lisette Sell and Christine Hawkins of Davis Wright Tremaine LLP for a discussion of the 2021 Consolidated Appropriations Act (CAA). The lengthy CAA legislation includes a number of provisions impacting employer-sponsored employee benefits—some relating to the ongoing pandemic and others with broader and long-lasting applicability. In this webinar, Lisette and Christine will break down the impact to health, welfare, and defined contribution plans, including special relief for health and dependent care FSAs, protections from surprise billing, transparency requirements under the Mental Health Parity and Addiction Equity Act, extended employer assistance for student loans, partial plan termination relief, retirement plan disaster relief, and COVID-19 plan distributions.

    Lisette Sell is a member of the firm's employment services group where she focuses her talents on ERISA and employee benefit matters. Her vast experience over her 30 years in practice includes advising employers on documentary and operational compliance for their retirement plans and health and welfare plans.

    Lisette understands the constantly changing legal landscape that a company's human resources face and provides practical legal guidance on how to adhere to local, state, and federal employee benefit laws and regulations, and how to correct instances of noncompliance.

    Christine Hawkins assists clients who are restructuring their employee benefits and compensations programs to address changes in law, minimize risk and offer greater investment flexibility.  She regularly advises companies on the wide range of employee benefits and ERISA matters.  As part of her practice, she drafts plan restatements, amendments, 204(h) notices and summary plan descriptions. 

    Christine works with companies in healthcare, banking and finance industries, as well as government agencies and nonprofit organizations, handling benefits plans in both union and non-union contexts.  

    Long Term Care 

    Christine McCullugh will share information on how long-term care insurance can play a significant role in your clients’ overall financial plans. The odds are now 2 in 3 three that any one of us will need long-term care, and there are limited ways to pay for it. At a current estimated cost of about $90,000 per year for nursing home care, the accounts of even the most diligent savers will be quickly depleted. And in cases where an individual spends down assets to the point that Medicaid takes over, there are implications for the patient’s heirs. States increasingly pursuing the recovery of amounts paid by Medicaid for LTC patients whose estate still includes the family home; it is becoming more and more common for them to be required to sell the house in order to repay those expenditures. Loved ones for whom the patient intended to leave an inheritance may never see what the patient worked so hard to accumulate.

    But there is great news in this new market. Plans are better than ever, and now is a great time to bring them to your clients and explain why.

    Christine McCullugh is a nationally-known expert in long-term care insurance. She is President of LTC Solutions, Inc. (www.ltc-solutions.com), the group and individual LTCI brokerage she founded in 1996.

    Headquartered in Redmond, Washington, LTC Solutions’ 30+ employees advise carriers, brokers and employers on group LTCI. Christine is a speaker, consultant, and member of AHIP’s Long-Term Care Curriculum Review Committee, offering insights that are helping shape the future of LTC insurance.

    She is pleased to provide expertise and partnership opportunities to colleagues desiring a deeper understanding of this unique market and help presenting it to their employer clients.


    8:45 am - Registration/log in

    9:00-9:50 - Consolidated Appropriations Act 2021: Impact on Employee Benefits

    9:50-10:00 - Break

    10:00-10:50 - Long Term Care

    10:50 - 11:00 - Questions & Answers 


    Online registration closes at 2:00 pm March 10. Prior to the event, an email will be sent to paid registrants with the link to the webinar. Questions contact WP&BC Seattle Chapter via email: info@wpbcseattle.org, or by phone 206.653.7259.

    Certificate of Attendance is available upon request.  

    No refunds after March 10 deadline. 


    $25 per members; $35 per non-members and guests. WP&BC strives to bring timely and topical programs to members and colleagues.  Please do not share the webinar link with others which you will receive a day prior to the event. 


    Thursday, March 11, 2021 


    Webinar - email will be sent with link to the webinar.  

    • 06 May 2021
    • 11:00 AM (PDT)
    • Virtual Webinar

    WP&BC Seattle Chapter is excited to bring you the 2021 Spring Seminar - this year as a VIRTUAL Event!  

    11:00 am - registration and log in

    11:15 - 12:30 Keynote speaker  

    Dave Chase

    Health Rosetta


    12:45 - 1:45 pm

    Pandemic Impacts on Benefit Plans -or-

    Cybersecurity: Plan Impacts

    2:00 - 3:00 pm

    Pharmacy Landscape Today -or-

    Emergency Savings Accounts: Recent Developments

    3:15 pm our second keynote speaker will present 

    A Washington DC Update

    Kendra Kosko Isaacson,

    US Senate HELP Committee

    The full agenda can be found on our events page. 


    8:45 am - Registration/login for EBPA Session

    9:00 - 10:00 - First presentation

    10:00 - 11:00 - Second presentation

    11:00 - Registration/log in for joint sessions

    11:15  Dave Chase

    12:30 - Break

    12:45 - 1:45   Breakouts:

    Pandemic Impacts on Benefit Plans -or-

    Cybersecurity: Plan Impacts

    1:45 - Break

    2:00 - 3:00  Breakouts:

    Pharmacy Landscape Today -or-

    Emergency Savings Accounts: Recent Developments

    3:00 - Break

    3:15 - Kendra Kosko Isaacson

    4:15 - 4:45 - Sponsors’ Virtual Reception


    Online registration closes at noon May 5. Prior to the event, an email will be sent to paid registrants with the link to the webinar. Questions contact WP&BC Seattle Chapter via email: info@wpbcseattle.org, or by phone 206.653.7259.

    No refunds after May 5 deadline. 


    Registration by May 5, 2021  Member Non-Member

    WP&BC Event Only (11:15 to 4:45 ) $60 $90

    EBPA Event Only ( 9:00 to 11:00 ) $40 $60

    Both Events $100 $150

    EBPA and WP&BC strive to bring timely and valuable program of interest to our members and colleagues.  We ask you not share the webinar link with others which you will receive a day prior to the event. 

    DATE: Thursday, May 6, 2021 

    LOCATION: Webinar - email will be sent with link to the webinar.  

    • 06 May 2021
    • 11:00 AM - 5:30 PM (PDT)
    • Washington Athletic Club

    WP&BC Annual Seminar

    May 6, 2021  

    The Western Pension & Benefits Council ("WP&BC") provides educational programs and events each year addressing the latest trends and legal requirements affecting retirement and benefits professionals.  We also offer an extended day of knowledge based sessions at our popular Spring Seminar.

    For 2021, we will host a virtual conference via Zoom on May 6, 2021, which opens up exciting new opportunities for speakers and attendees outside of the Seattle area.  We hope you will join us for this exciting event.

    We are excited to announce that our keynote speakers will be Dave Chase, creator of Health Rosetta, and Kendra Kosko Isaacson, Senior Pensions Counsel, U.S. Senate Committee on Health, Education, Labor and Pensions (“HELP”).

    Dave will be presenting a version of his TEDx talk entitled “Healthcare Stole the American Dream – Here’s How We Take It Back” which sums up healthcare’s devastation of the middle class and the coming redemption.  

    Kendra will provide an insider’s guide to recent and proposed legislative activity on Capitol Hill.

    Be a 2021 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 easy and effective event marketing and provides an opportunity for greater visibility and name recognition.  We offer two levels fo sponsorship:

       Silver: $1,000 

    • One short video (up to 30 seconds) will play prior to a selected conference session
    • Display of your organization's logo (plus a link to your website) 
    • Conference registration announcement message and website
    • www.wpbcseattle.org
    • One paid registration for one attendee to the Spring Seminar

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

      • WP&BC will recognize Gold sponsors during the keynote speaker introduction

      • One paid 2021 annual membership to WP&BC Seattle Chapter for an individual at the sponsoring company

      • Sponsoring organization receives one paid registration to all 2021 Seattle Chapter events.

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

        Questions can be directed to info@wpbcseattle.org, or call 206.653.7259.

    Past events

    03 Dec 2020 Where Do We Go From Here? WP&BC & EBPA Joint Program
    15 Oct 2020 WP&BC and EBPA Joint Program
    10 Aug 2020 NAFE Amplified
    23 Jul 2020 July 23, 2020 Joint Webinar - EBPA & WP&BC
    21 May 2020 Engaging with your teams through pandemic
    19 May 2020 COVID-19 Data Security Risks to You and Your Organization
    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
    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
    30 May 2018 Panel about Disability Claims Administration
    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
    16 Nov 2017 WP&BC Seattle Chapter Pop Up - ACA Developments
    14 Sep 2017 Paid Parental Leave Trends and Considerations
    20 Jun 2017 WP&BC June 20,2017 Chapter Meeting
    19 Apr 2017 The 2017 Spring Seminar
    19 Apr 2017 Spring Seminar Sponsorship
    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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