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Welcome to The WP&BC San Francisco Chapter

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WP&BC San Francisco 2014 Spring Conference

  • May 22, 2014
  • 8:00 AM - 12:30 PM
  • The Palace Hotel, 2 New Montgomery St, San Francisco

Registration

    Join us for the  

San Francisco Chapter

SPRING CONFERENCE

 

Thursday, May 22, 2014
8:00 a.m. - 12:30 p.m.

The Palace Hotel
2 New Montgomery St.

San Francisco

SPONSORED BY:

COMPLETE PROGRAM DETAILS CAN BE DOWNLOADED HERE!

Highlights Include:

Keynote:  O.C. Tanner, PLANSPONSOR 2014 Plan Sponsor
 of the Year Award Winner!

Regulatory Update: 
Jean Ackerman

Breakouts:  Facebook and Intuit on Financial Wellness,
Jamba Juice and CA Dental Association, on Wellness,
and More!

 

 

CONFERENCE SCHEDULE

 

8:00 – 8:30

Registration and Hosted Continental Breakfast
8:30 – 8:45 Welcome & Opening Remarks
8:45 – 10:00 Keynote: O.C. Tanner, Plan Sponsor of the Year Award Winner, shares the company’s philosophy of commitment, caring and employee recognition.  They will describe how these best practices result in long-term loyalty and productivity excellence and how that translates to an effective retirement readiness program.
10:00– 10:15

BREAK
 

Track A

Track B

Track C
10:15 – 11:15 Legal Update:
Trucker¨Huss, APC		 Pension Risk: Managing Opportunities for Plan Sponsors:  Mercer Financial Wellness:
Facebook and
Intuit

11:15 – 11:30

BREAK
11:30 – 12:30 Revenue Equalization:
SageView Advisory Group		 Regulatory Update: 
Jean Ackerman of the DOL		 Establishing a Successful Wellness Program: 
Jamba Juice,
CA Dental Association and The Melita Group

FREE PASSES - Chapter Sponsors may use their free member tickets and guest passes for this meeting. Advance registration is required - email names to info@wpbcsf.org.

REGISTER EARLY to secure your place. The cost is $150 for WP&BC Members, $250 for Non-members, if you register in advance. At the door, the cost is $200 for WP&BC members, $300 for Non-members (space permitting!). No refunds after May 15, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, HRCI, CPAs, Actuaries, Attorneys, and others. The WP&BC San Francisco Chapter is a State Bar of California approved provider.

Easy ways to register: WEBSITE - your credit card number is secure (and you can follow with a check) when you register online.

Note: For your security we do not maintain credit card information in the office. To pay by credit card, you must register via the website. Confirmation receipts are generated immediately. Credit card charges will appear on your statement as "Governing Board," the WPBC Governing Board of Presidents.

Questions? Contact our office at (415) 730-5479 or email info@wpbcsf.org.

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

Direct Questions To:

Frank McDonald, MBA, Chapter Administrator

info@wpbcsf.org

Address:

Western Pension and Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608
916-550-2608

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