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WP&BC San Francisco Chapter Meeting: Creative Solutions Addressing Well-Being

  • September 22, 2016
  • 4:00 PM - 7:00 PM
  • SPUR Urban Center, 654 Mission Street, San Francisco, CA 94105


Registration is closed
WP&BC San Francisco Chapter Meeting
Thursday, September 22, 2016 
Creative Solutions Addressing
Financial Well-Being 
Sponsored by:

Thursday, September 22, 2016 
SPUR***A Cool New Location for a SF Chapter Event 
654 Mission Street
San Francisco, CA 94105 
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:
Have you or your clients discussed adding Financial Wellness to your benefits? 
Health wellness programs have been around for a while and are making a difference in the quality of life for employees. But what about an employee's financial wellness?

Financial stress is the #1 stress for employees. More than even employers are being asked by their employees for assistance in becoming more financially sound, savvy, and successful. The retirement industry has spent billions on general retirement planning education. But the game is changing, the stakes are higher, and employees want more. 

Join us for an interactive discussion that will detail how Cisco Systems is taking on this growing need. You will hear firsthand how Cisco went from concept to strategy to implementation. And, of course lessons learned and how the program has evolved. 

Katie Hockenmaier, CIPM, Principal, Mercer     
Katie leads defined benefit and defined contribution institutional clients in designing, monitoring and improving their retirement plans. She works with clients in the corporate and public arenas to assess varying economic environments and implement best practices that are customized to each client's specific needs to hone their retirement programs and facilitate employee retention.

Scott Knowles, Sr. Manager, Global Benefits, Cisco Systems, Inc. 

Scott designed and executed Cisco's Financial Wellness strategy, which provided Cisco employee's with a productive, personalized experience that enables them to create their own journey to optimal financial health that's most relevant to them and their family. Scott has also served in in a consultative role supporting country HR managers related to compliance, administration, and communications of the Canadian and Puerto Rico retirement savings programs. Additionally, he has participated in the development and rollout of a global retirement governance structure across Tier 1 countries in several theatres including AsiaPac, LatAm and EMEA.

Scott’s specialties include employee benefit administration and sourcing, vendor management, contract negotiations, project management including vendor search, selection and implementation, benefit design and strategy consulting, and client relationship management. 


Moderator: Jackie O'Connor, Wells Fargo Retirement Solutions 

Following the Program: Please join us for a social hour immediately following the program to discuss issues raised during the program. Catch up with old friends and make some new ones, too!

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 September 19, 2016, 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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