If you're not a member - Join us today!

Membership is valid through June 30, 2022
(Membership year is July 1 - June 30)

Join other pension and benefits professionals in the San Francisco Bay Area
who have realized the benefits of this unique, multidisciplinary organization.

Please know that we are committed to offering our members a full and interactive experience, which will include virtual events until it is safe and acceptable to meet in person.

In recognition of the fact that our meetings will be virtual for as long as needed, we will continue to offer a reduction
for the 2021-2022 Program year. Membership fee will remain at $95.00 for individual professional members,
as well as reductions to other levels.
Trust us, we can't wait to get back to normal and meet in person!
Our community is vibrant because of you and your participation. Thank you!

One-time Membership Fee Waiver: We understand these are challenging times. If you are unable to pay the discounted fee,
 please select the one-time waiver option and remain part of our community. We are committed to our members during this time and want to help our community through this so we all can come through it stronger together!

About our Chapter

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, and investment, insurance and legal areas of the industry. Our membership reflects a cross-section of professionals from professional service firms and corporations. It is our goal to bring these disciplines together to better understand and produce effective employee benefit programs.

Upcoming events

    • May 19, 2022
    • 11:00 AM - 12:00 PM
    • Virtual Zoom Meeting

    Data Management - Cyber Insurance 101

    Please join us!
    Thursday, May 19, 2022
    11:00 a.m. - 12:00 p.m.


    Francis Tam
    Partner, Moss Adams LLP

    Lilian Morvay, JD
    Principal and Founder
    Independent Broker Dealer Consortium LLC

    Francis is a Partner at Moss Adams who has practiced public accounting with a focus on risk and compliance consulting since 1994. He concentrates on risk mitigation activities relating to information technology and security. His expertise includes the application of industry-specific cybersecurity frameworks including the payment card industry (PCI-DSS) security framework, National Institute of Standards and Technology (NIST) cybersecurity framework, AICPA’s system and organization controls (SOC 1-2-3) guidance, and others.

    Francis helps his clients develop a comprehensive approach to information security and technology controls, which may include cost-benefit or system analyses, compliance and internal controls reviews, project management and quality assurance, business process reengineering, penetration testing, external operational assessments, policy development, or financial audits. He works with clients in a variety of industries, including financial services, technology, communications, and life sciences.

    Lilian has over 30 years of legal, insurance and risk management experience in the professional liability arena, with a specific focus on Independent Broker-Dealers and RIAs.  As a litigator, claims director, underwriter, and insurance broker, Lilian has developed a deep understanding of this industry, which she has parlayed into the development of IBDC-RIAC. 

    IBDC-RIAC is an organization comprised of security defense law firms, compliance, cybersecurity, cryptocurrency, ERISA and insurance consultants, the “Member Firms”, that work collaboratively to defend and support IBDs and RIAs.  IBD and RIA members have access to complimentary hotline services, seminars, webinars and an annual risk management conference, provided by the IBDC-RIAC Alliance Members.   The distinguishing feature of IBDC-RIAC is the high level of expertise among the Alliance Member Firms and their willingness to work together in concert for the benefit of IBDs and RIAs.

    Registration fee: $25.00


    Sponsored by

Western Pension & Benefits Council San Francisco Chapter

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