Upcoming Chapter Events

  • Connect with like-minded benefit professionals.
  • Learn from experts - ask questions, share ideas, get immediate feedback.  
  • Earn professional designation education credits (CEBS CPE, SHRM-PDC, HRCI CE, ASPPA/ARA).
2020 Virtual Fiduciary summit - Session 2
VIRTUAL
11/19/2020
DATE​

​November 19, 2020
​
TIME

11:00 am - 1:00 pm (Pacific)
​
LOCATION
​
Virtual
​
COST

​$150 registration Fee
*Enter “ISCEBS20” in Comment Box to waive the $150 registration fee!​
​TOPICS
  • SECURE Act - What You Need to Know
  • ​New Employee Benefit Plan Audit Standard
  • What You Need to Know As a Fiduciary for 2020
  • How to Evaluate the Reasonableness of Plan Fees
  • How to Maximize Participant Outcomes & Successful Plan Design
  • Recent Lawsuits & Legal Update
  • Plan Benchmarking and RFP Best Practices
  • Health, Wealth and the Future of Retirement
  • Ask the Experts – Local & National Round Tables
SPEAKERS

  • ​​​Bill Small, Co-Founder & Principal – Highland Capital Advisors (Issaquah, WA)
  • Dave Rowe, Senior Consultant & Equity Partner – Highland Capital Advisors (Issaquah, WA)
  • Jeff Hunkins, Vice President, Retirement Plan Counselor - American Funds
  • Jeff Belfiglio, Partner - Davis Wright Tremaine LLP
  • Owen Kiernan, Associate Director, DCIO - MFS Investment Management
  • Timothy Gordon, AVP, DCIO, Intermediary Sales Consultant - T. Rowe Price
  • ​​Sasha Franger, Director of Thought Leadership - Empower Retirement
​​
CONTINUING EDUCATION
  • 2 Hours CPE/CEBS 
  • 2 Hours of CPE/CPA Credit
  • 2 Hours of HRCI/SPHR/PHR/GPHR General Credit
  • 2 Hours of SHRM Professional Development Credits (PDCs)
​MORE INFORMATION & REGISTRATION

​Click Here
​
See the Webinar Coalition page for additional opportunities!
Click link to see Prior Chapter Presentations

Other Educational Events of Interest

The Pacific NW Chapter partners with several other organizations which provide education for employee benefit professionals.  Below is a list of programs being offered by some of these organizations. Please take a look to see if there are programs that help meet your professional development needs. Be sure to check back as this list will be regularly updated.  

Due to the COVID-19 pandemic, in person events are likely canceled.  Individuals should check with the sponsoring organizations about the availability of any educational program listed below. 



2020 ISCEBS, IFEBP
 
66th Annual IFEBP Employee Benefits Conference
 
11/15-18/2020
Honolulu, HI
https://www.ifebp.org/education/usannual/Pages/annual-employee-benefits-conference-2001.aspx

10/8/2020
Bridgerland SHRM – Chapter Conference – Logan, UT
 Link: http://bridgerlandshrm.org/events/

10/8/2020
CU SHRM – Law Update – Orem, UT
 Link: https://centralutahshrm.org/meet-reg1.php?id=25

10/13/2020
SLC SHRM – Secrets to Making Diversity Work, Handling Difficult People and Conflict– webinar
 Link: https://slshrm.org/events/#!event/2020/10/13/professional-development-meeting

10/13/2020
Barran Liebman – Developments in Private Sector Law:  Legal Update for Traditional Labor Law– Salem, OR
 Link: https://barran.com/seminars/developments-in-private-sector-labor-law--legal-update-for-traditional-labor-law_2020-10-13/view/

10/14/2020
BAN – Introduction to Consumer Directed Healthcare and Account-Based Plans: HDHPs, HSAs, FSAs, HRAs
link:  https://benefitadvisorsnetwork.com/blog/introduction-to-consumer-directed-healthcare-and-account-based-plans-hdhps-hsas-fsas-and-hras-3/

10/15/2020
Total Rewards PDX – Total Rewards Management – Portland, OR
link: https://www.cwcg.org/event-3562046

10/21/2020
SW WA SHRM – SW SHRM 2020 Annual HR Conference – Ridgefield, WA
link: https://swshrm.org/meet-reg1.php?id=66

10/21/2020
PHRMA – Achieving High Performance– Portland, OR
link: https://www.portlandhrma.org/events/EventDetails.aspx?id=1307226&group=

10/27/2020
SLC SHRM – Understanding Utah’s Demographics for Workforce Planning and How Has Utah Been Affected by COVID 19, Trust the Team, Managing Business Continuity & Talent in a New Era  – webinars
Link: https://slshrm.org/events/#!event/2020/10/28/understanding-utah-8217-s-demographics-for-workforce-planning-how-has-utah-been-affected-by-covid19

11/10/2020
SLC SHRM – How to Manage Change, Evolve & Lead, The Future of Work, Engagement, Well-Being and Inclusion – webinar
link: https://slshrm.org/events/#!event/2020/11/10/professional-development-meeting

11/12/2020
CU SHRM – Suicide in the Workplace – Orem, UT
 Link: https://centralutahshrm.org/meet-reg1.php?id=26

11/13/2020
Bullard Law – Mini Law School for HR Professionals – webinar
Link: https://bullardlaw.com/events/events.html

11/18/2020
PHRMA – Legal Update– Portland, OR
link: https://www.portlandhrma.org/events/EventDetails.aspx?id=1307234&group=

11/18/2020
BAN – HR for 2021 – webinar
link: https://benefitadvisorsnetwork.com/blog/hr-for-2021/

11/19/2020
SLC SHRM – Unwritten Rules & the Power of Social Cohesion – webinars
Link: https://slshrm.org/events/#!event/2020/11/19/unwritten-rules-the-power-of-social-cohesion

11/19/2020
SKC SHRM – Superchargin Performance: Build a Coaching Culture to Deliver Results Now – webinar
Link: https://www.southkingcountyshrm.org/event-3874302

12/2-4/2020
Ogletree Deakins – Labor Law Solutions – Las Vegas, NV
 Link: https://na.eventscloud.com/ehome/index.php?eventid=528468&

12/9/2020
BAN – End of Year Compliance Roundup – webinar
link: https://benefitadvisorsnetwork.com/blog/end-of-year-compliance-roundup-2/

12/10/2020
 CU SHRM – Shooter in the Workplace – Orem, UT
 Link: https://centralutahshrm.org/meet-reg1.php?id=27

​​12/15/2020
SLC SHRM – 529’s As a No Cost Employee Benefit – webinar
Link: https://slshrm.org/events/#!event/2020/12/15/529s-as-a-no-cost-employee-benefit
Let us know at pnwiscebs@gmail.com if you have an idea for topic!

​QUESTIONS:
Please contact pnwiscebs@gmail.com
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