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WP&BC San Francisco Chapter Meeting: Industry Perspectives: A Discussion with Service Providers

  • November 05, 2014
  • 4:00 PM - 7:00 PM
  • Moss Adams, 101 Second Street, San Francisco


  • Chapter Sponsor Passes must be obtained ahead of time to use this registration type. Please check with your Chapter Sponsor representative.
  • This registration is only for paid registrants that have a unique code that allows you to bring one non-member guest to this event.

Registration is closed
WP&BC San Francisco Chapter Meeting
Wednesday, November 5, 2014

Industry Perspectives:  
A Discussion with
Service Providers 

Sponsored by:

Moss Adams
101 Second Street (at Mission)
San Francisco
Wednesday, November 5, 2014
4:00 - 4:30 p.m. Check in and hosted reception
4:30 - 6:00 p.m. Program
6:00 - 7:00 p.m. Hosted Social Hour

Please join us for a panel discussion with several leading service providers.  Representatives from Fidelity, Schwab, Wells Fargo and Principal will share their perspectives on industry issues. 

The discussion will focus on:

  • Expense Compression
  • Industry Consolidation
  • The Northern California Marketplace
  • Participant Perspectives
  • Is anything really new?
  • What is on the horizon?

Our panelists are:

  • Wells Fargo – Jim Chapman
  • Principal Financial Group – Greg Hanna
  • Fidelity – Mike West
  • Schwab – John Kahle

These organizations are active in the industry and also are San Francisco Chapter Sponsors.  This program is designed to be of interest to everyone! 

We look forward to a compelling conversation with industry leaders!  We look forward to seeing you on November 5. 

Networking: Check-in at 4:00 p.m. and start your networking at our hosted reception. The hosted Social Hour also continues from 6:00 - 7:00 p.m. following the program. Discuss issues raised during the program, catch up with old friends and make some new ones.

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

REGISTER EARLY to secure your place. The cost is $45 for WP&BC Members, $85 for Non-members, if you register in advance. At the door, the cost is $55 for WP&BC members, $95 for Non-members (space permitting). No refunds after October 30, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for CPAs, Actuaries and Attorneys. 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 (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

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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