Events

The San Francisco Chapter holds Brown Bag Lunch  Meetings, Field Trips, Chapter Meetings, and a Spring Conference in San Francisco. All registration is online. 

Cancellation Policy: Cancellations received five (5) business days prior to an event are eligible for a refund. Substitutions are welcomed at any time. Thank you for understanding our need for a cancellation policy due to our commitments for meeting rooms and food and beverage. 

Upcoming Events 

    • October 25, 2018
    • 4:00 PM - 7:00 PM
    • Schwab - 215 Fremont Street, 8th Floor
    Register


    Please join us on Thursday, October 25, 2018!
    Schwab - 215 Fremont Street, 8th Floor
    Industry experts will lead an engaging panel discussion as we explore the complexities of the Socially Responsible Investing (SRI)/ Environmental, Social, Governance (ESG) landscape as it relates to DC plans. There is growing interest and demand for SRI/ESG funds, particularly from Millennials who are becoming the largest generation in the workforce. 
    | 4:00-4:30 p.m.| Registration and introduction
    | 4:30-5:30 p.m.| Panel Discussion 
    | 5:30-6:00 p.m.| Q&A
    | 6:00-7:00 p.m.| Social Hour / Networking
    Panel of Speakers
    Ben Spater, Director, Trucker Huss
    Ben concentrates his practice on the design and tax-qualification of retirement plans including pension, profit sharing and 401(k) plans, the taxation of employee benefits, executive compensation and ERISA. 
    Chris Donnager, Director, MFS Investment Management
    Christopher Donnager, AIF, is a director in the Investment Specialist Group, a subsidiary of MFS Investment Management® (MFS®). He is responsible for the firm’s investment management business through retirement plans in the southwestern United States.
    Michon Caton, Director of Retirement Benefits, Gap, Inc.
    Michon is the Director of Retirement Benefits, PTO and Financial Education at GAP, Inc. Michon also serves as a Senior Benefits Analyst of Retirement Benefits. She has been with GAP for over 19 years.
    Topics will include:
    • DOL's position and fiduciary considerations for offering SRI/ESG investment options in a retirement plan.
    • An investment manager's philosophy and process, and what that means for risk, returns and investment option evaluation.
    • The plan sponsor's practical perspective and process on how they align company morals and values within the fiduciary parameters.
    • Panel viewpoints on how to handle SRI/ESG fund requests, employee education, brokerage accounts, committee consideration process and plan documentation.


    SAVE THE DATES FOR UPCOMING CHAPTER MEETINGS

    TUESDAY, DECEMBER 11, 2018

    THURSDAY, JANUARY 31, 2019

    TUESDAY, MARCH 12, 2019

    WEDNESDAY, MAY 15, 2019


    REGISTER EARLY

    The cost is $55 for WP&BC Members, $95 for Non-members. No refunds after October 10, 2018, but substitutions are permitted at any time.

    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.

    CONTINUING EDUCATION

    CEUs for this event are available for Attorneys, CPAs and Actuaries. 

    EASY WAYS TO REGISTER

    WEBSITE - your credit card number is secure (or you can register and send in a payment by 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. NOTE: 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.

Past events

September 25, 2018 WP&BC SF "Industry Networking" Membership Event
June 19, 2018 2018 San Francisco Chapter Conference
May 09, 2018 SF Chapter Field Trip: Bluxome Street Winery
April 19, 2018 WP&BC San Francisco Chapter Meeting - Ask the Retirement Experts
February 01, 2018 WP&BC SF "Industry Networking" Event
December 07, 2017 WP&BC San Francisco Chapter Meeting (Topics: Fiduciary Rule and Tax Reform) and Holiday Event
November 14, 2017 November 14 - WP&BC SF Brown Bag Lunch: We'll Save you a Seat at the Mortality Table Part II
November 08, 2017 SF Chapter Field Trip: San Francisco Opera
October 10, 2017 WP&BC San Francisco Chapter Meeting: The Convergence of Health and Wealth-Unlocking the Power of Health Savings Accounts (HSAs)
July 09, 2017 2017 Western Benefits Conference
June 15, 2017 WP&BC SF "Membership Appreciation" Event
May 25, 2017 May 25 - WP&BC SF Brown Bag Lunch: Not for Nothing: IRS Issues Proposed New Guidelines on Not for Profit Deferred Comp Plans
May 18, 2017 WP&BC San Francisco 2017 Spring Conference
April 26, 2017 WP&BC San Francisco Chapter Meeting: The Impact of a Non-Retirement Ready Workforce
April 13, 2017 SF Chapter Field Trip: DaDA Bar
March 16, 2017 WP&BC San Francisco Chapter Meeting: ACA Update Implications of Repeal and Replace
January 19, 2017 WP&BC San Francisco Chapter Meeting: 2017 Legal and Legislative Update for Employee Benefit Plans
November 10, 2016 WP&BC San Francisco Chapter Meeting: California Secure Choice
October 18, 2016 WP&BC SF "Field Trip" - Recology Tour of San Francisco
September 22, 2016 WP&BC San Francisco Chapter Meeting: Creative Solutions Addressing Well-Being
July 14, 2016 WP&BC SF Brown Bag Lunch: Underfunded Multi-Employer Plans-Are They Running Out of Options?
May 19, 2016 WP&BC San Francisco 2016 Spring Conference
April 26, 2016 WP&BC San Francisco Chapter Meeting: Low Interest Rates; Myths and Misconceptions
April 12, 2016 WP&BC SF "Field Trip" - City Hall
March 22, 2016 WP&BC San Francisco Chapter Meeting: What's in Your Toolbox to Help You De-Risk?
February 25, 2016 WP&BC SF Brown Bag Lunch: The Auditors Are Coming! How to Prepare for Audit Season
January 21, 2016 WP&BC San Francisco Chapter Meeting - Legislative Update
November 10, 2015 WP&BC San Francisco Chapter Meeting: Addressing Risk in Retirement Plans
October 07, 2015 Western Pension & Benefits Council: Silicon Valley Fall Conference
September 15, 2015 WP&BC San Francisco Chapter Meeting: Current Market Trends and Economic Outlook
August 27, 2015 WP&BC SF Brown Bag Lunch: The ACA is Here to Stay and Compliance is Mandatory!
June 09, 2015 WP&BC SF Brown Bag Lunch: Data Breach Dynamite!
June 02, 2015 WP&BC SF "Field Trip": Wells Fargo History Museum
May 13, 2015 WP&BC San Francisco 2015 Spring Conference
May 12, 2015 WP&BC SF Fleece Wear
April 29, 2015 WP&BC SF "Membership Appreciation" Event
April 09, 2015 WP&BC San Francisco Chapter Meeting: Beyond K: What Other Employee Benefits are Occupying our Clients' Attention?
March 25, 2015 2015 Silicon Valley Spring Conference
March 19, 2015 WP&BC San Francisco Chapter Meeting: How Financial Wellness Programming Can Help Plan Sponsors Improve Employee's Lives
March 06, 2015 WP&BC SF "Field Trip": Grand Central Station of the West!
January 14, 2015 WP&BC San Francisco Chapter Meeting: Looking Back and Looking Forward: How to Position Your Benefit Plans in 2015
January 08, 2015 WP&BC SF Brown Bag Lunch: We're Saving you a Seat at the Mortality Table
November 05, 2014 WP&BC San Francisco Chapter Meeting: Industry Perspectives: A Discussion with Service Providers
October 30, 2014 WP&BC SF "Field Trip": SF PUC Headquarters
October 23, 2014 WP&BC SF Brown Bag Lunch: Cash Balance Redux: Final Regulations on Hybrid Plans
September 24, 2014 Silicon Valley Fall Conference
September 16, 2014 WP&BC San Francisco Chapter Meeting: Pension Nuggets
July 10, 2014 WP&BC SF Brown Bag Lunch: Law Firms and Retirement Plans
May 22, 2014 WP&BC San Francisco 2014 Spring Conference
May 08, 2014 WP&BC SF Brown Bag Lunch: Government Pensions: A Citizen's Perspective
April 07, 2014 WP&BC San Francisco Chapter Meeting with The Commonwealth Club: Money for Life
March 19, 2014 2014 Silicon Valley Spring Conference: Employee Benefits - Today and Beyond
March 11, 2014 WP&BC San Francisco Chapter Meeting: Pension Nuggets
January 22, 2014 WP&BC San Francisco Chapter Meeting: Washington & Regulatory Update
January 15, 2014 WP&BC SF Brown Bag Lunch: Proxy Season 2014: Trends & Issues
November 12, 2013 WP&BC San Francisco Chapter Meeting: Health & Welfare Benefits: PPACA Panel Discussion
October 02, 2013 WP&BC San Francisco Chapter Meeting: General Counsel Perspectives
September 18, 2013 Silicon Valley Fall Conference
September 13, 2013 WP&BC SF Brown Bag Lunch: Open Forum on Open Enrollment
August 22, 2013 WP&BC SF Brown Bag Lunch: Supreme Court Speaks on DOMA - Now What?
June 26, 2013 WP&BC SF Brown Bag Lunch: Health Care Reform - What's on Your Mind?
May 02, 2013 WP&BC San Francisco Spring Conference
April 18, 2013 WP&BC San Francisco Chapter Meeting: Overview of the VFCP
March 27, 2013 Silicon Valley Spring Conference -“Adding More Light to Your Benefits World”
March 13, 2013 WP&BC San Francisco Chapter Meeting: Pension Nuggets
February 07, 2013 WP&BC San Francisco Chapter Meeting: The Impact of the Recent Elections/Legislative Update
November 14, 2012 WP&BC San Francisco Chapter Meeting: An Emerging Concern: CyberCrime and the Employee Retirement Plan
September 21, 2012 WP&BC SF Brown Bag Lunch: Pension Funding Target Rates and Map 21 Changes
September 19, 2012 Silicon Valley Fall Conference
September 13, 2012 WP&BC San Francisco Chapter Meeting: Special Guest: Ted Benna (Father of the 401K Plan)
Western Pension & Benefits Council San Francisco Chapter


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