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WP&BC San Francisco Chapter Meeting: What's in Your Toolbox to Help You De-Risk?

  • March 22, 2016
  • 4:00 PM - 7:00 PM
  • Charles Schwab, 211 Main 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.

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WP&BC San Francisco Chapter Meeting
Tuesday, March 22, 2016

What's in Your Toolbox to Help You De-Risk...?
Sponsored by:

Tuesday, March 22, 2016 
Charles Schwab
211 Main Street
San Francisco, CA 
4:00 - 4:30 p.m.: Registration and Networking
4:30 - 6:00 p.m.: Program
6:00 - 7:00 p.m.: Social Hour


Program outline:
Our panel will cover a variety of topics that can help mitigate risk in today’s complex retirement administration arena.  It’s imperative that we all stay ahead of the high waters and maneuver safely down the retirement road!  You can also come with your questions and try to stump the experts!


Karen Casillas, Vice President, Retirement Plan Consultant, CAPTRUST

Marc Fosse, Director, Trucker Huss

Meenu Natarajan, Retirement Programs Manager, Global Total Rewards, Franklin Templeton

Adam Sorensen, Director, Total Reward for

Adam Sorensen is Director, Total Rewards at Ancestry, where he has global responsibility for the company’s compensation, benefits, retirement, employee recognition and HRIS initiatives. He joined the company in 2013. Prior to joining Ancestry, Adam was Global Practice Leader at WorldatWork, a global association for compensation and benefits professionals, where he worked with total rewards professionals around the world to develop strategies to attract, motivate, and retain top talent. Adam was previously the Global Work/Life Manager at Intel, where he led the company’s flexibility, childcare, and work/life training initiatives. Adam holds a Master of Organizational Behavior and B.S. in Psychology from Brigham Young University and is a Certified Global Remuneration Professional.

Ancestry is the largest provider of family history and personal DNA testing, harnessing the information found in family trees, historical records, genetics and health history to help people gain a new level of understanding about their lives. Ancestry has more than 2 million paying subscribers across all its family history websites and approximately 1.4 million DNA samples in the AncestryDNA database. Our mission is to help everyone discover, preserve and share their family history.

Bertha Minnihan, CPA, Partner, National Practice Leader, Employee Benefit Plan Audit Services, Moss Adams LLP 
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 $55 for WP&BC Members, $95 for Non-members, if you register in advance. No refunds after March 18, 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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