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Welcome to The WP&BC San Francisco Chapter

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Western Pension & Benefits Council History

A 70 Year History Of Serving Pension & Benefits Specialists

The Western Pension & Benefits Council (WP&BC) was founded in 1954 to address the educational needs of pension specialists. Through the years, WP&BC has expanded their scope and to include education opportunities for those with responsibilities in the health and welfare fields. Today, the WP&BC is recognized as one of the premier educational and professional organizations in the western United States for the dynamic field of employee benefits

WP&BC is a tax exempt educational organization with a Governing Board consisting of all Chapter Presidents and an Executive Committee appointed from their ranks. The world of employee benefits is constantly changing. Today, more than ever, you need the tools and resources to effectively manage your responsibilities as a benefits professional.

WP&BC San Francisco Chapter History

Western Pension & Benefits Council was founded in 1954 in San Francisco to bring together all professionals involved in pension and other employee benefits work to promote education, exchange information and foster sound principles and practices in the field. Chapter members are plan sponsors and professionals from the accounting, actuarial, administrative, banking, consulting, investment, insurance and legal areas of the industry. Our membership reflects a cross-section of professionals from the professional service firms and corporations. It is our goal to bring these disciplines together to better understand and produce effective employee benefit programs.

Our WP&BC San Francisco Chapter Board Members

Robert Gower
rucker Huss

Vice President
Marc Fosse
Seyfarth Shaw LLP

Michon Caton
Reward Partner

Brad Wall
Audit Partner
Moss Adams LLP

Immediate Past President
Victoria Fung
Senior Defined Contribution Specialist, Global Investment Services
T. Rowe Price

William D. Berry
Compensation and Benefits Senior Counsel
Orrick Herrington & Sutcliffe

Karen Casillas
Vice President | Financial Advisor

Karen Mack
Gallagher Benefit Services, Inc.

Lori McKenzie
Vice President, Sales and Consultant Relations;
West Region Manager
Charles Schwab

Sandy Purdy

Alison Wright
Partner, Employee Benefits Group
Hanson Bridgett LLP

Committee Chairs
Program Chairs

Marc Fosse
Seyfarth Shaw LLP

Virginia Krieger-Sutton
Johnson & Dugan Insurance Services

Newsletter Editor

Membership Liaison
Robert Gower
Trucker Huss, APC

Victoria Fung
Senior Defined Contribution Specialist, Global Investment Services
T. Rowe Price

Brown Bag Lunches
Sandy Purdy

Field Trips
Lori McKenzie

Our WP&BC San Francisco Chapter Past Presidents

Karen Mack 2019-2021
Kevin Nolt 2017-2019
Tina Chambers 2015-2017
Andrew Ferguson 2013-2015
Jill M. Kleiner 2011-2013
Timothy G. Shortt 2009-2011
Ronald J. Triche 2007-2009
Constance M. Hiatt 2005-2007
Jon C. Chambers 2003-2005
Ian Altman 2001-2003
Lee A. Trucker 1999-2001
Gary W. Blank 1997-1999
Kent P. Buckles 1995-1997
R. Bradford Huss 1993-1995
Jennifer H. Loucks 1991-1993
Virginia L. Gibson 1989-1991

Gary W. Blank 1987-1989
Lauren D. Upson 1985-1987
Dan C. White 1983-1985
Barbara B. Creed 1981-1983
William C. Kuehne 1979-1981
Richard K. Sponenberg 1978-1979
Thomas D. Terry 1976-1978
John F. Hazelwood 1974-1976
Dean E. Showers 1972-1974
Fred E. Seibert 1970-1972
Herbert Abram 1968-1970
Barrett N. Coates, Jr. 1966-1968
David S. Anderegg 1964-1966
George E. Britton 1962-1964
James B. Zischke 1960-1962
Myles L. Grover 1958-1960
Joseph L. Seligman, Jr. 1954-1958

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

Direct Questions To:

Frank McDonald, MBA, Chapter Administrator


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

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