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WP&BC San Francisco Chapter Meeting: Looking Back and Looking Forward: How to Position Your Benefit Plans in 2015

  • January 14, 2015
  • 4:30 PM - 7:00 PM
  • The Hyatt Regency, Five Embarcadero Center, San Francisco, CA


  • 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, January 14, 2015

Looking Back and Looking Forward:
How to Position Your Benefit Plans in 2015


Sponsored by:

The Hyatt Regency San Francisco
5 Embarcadero Center (Market St. at Drumm)
San Francisco, CA 
4:00 - 4:30 p.m.: Registration
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour

Program Notes: 

Please join us on January 14th for an informative discussion about how the regulatory and legislative landscape may impact your employer sponsored plans.

  • Mary Powell from Trucker♦Huss will focus on health and welfare issues, including a discussion of health care reform.
  • Bob Holcomb of Empower Retirement will discuss retirement plans and the current policy and legislative climate.
  • Scott Floyd will speak about how Kaiser will position their health and welfare benefits for the coming year.

This is an important program for all benefits professionals. Our panelists will offer their perspectives on recent regulatory and legislative changes and how the political environment may impact employee benefits. 

  • How will the ongoing political struggles on issues such as health care reform, the debt ceiling and possible spending cuts potentially impact your benefits?
  • What topics should you consider adding to your committee meeting agendas?

Our speakers will present what they see as potential changes and key issues for these programs, as well as share their viewpoints on practical concerns that may impact plan costs, administration, governance and human capital.


Bob Holcomb, Executive Director, Empower Retirement
Mary Powell, Director, Trucker♦Huss
Scott Floyd, Executive Director, Kaiser Permanente

Karen Casillas, Vice President, CAPTRUST

Following the Program: Stay for the social hour immediately 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 January 8, but substitutions are permitted at any time.

CONTINUING EDUCATION - CEUs are available for ASPPA, 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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