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WP&BC San Francisco 2017 Spring Conference

  • May 18, 2017
  • 7:30 AM - 12:30 PM
  • 23 Geary Street, San Francisco, CA 94108


  • This code is for sponsors to register

Registration is closed


Thursday, May 18, 2017
    8:00 a.m. - 12:30 p.m.

One Kearny Club 
23 Geary Street 





CLICK HERE for a detailed schedule of events, session summaries and speaker biographies



Keynote Address: Engaging Across the Ages
Michael Lynch, Vice President of Strategic Markets, Hartford Funds

Critical Conversations for Benefits and Business Success: A presentation by Brian Anderson, Chief Marketing Officer of POPin

DOL Regulatory, Enforcement & Legal Update with Jean Ackerman, Regional Director, US Department of Labor and Ed Bernard, Partner, Hanson Bridgett LLP

Future State of the ACA - A Panel Discussion
Bill Brusher
, Principal Benefits Strategy Specialist, Stanford Healthcare
Mary Powell, Director, Trucker Huss
Nate Randall, Founder & President, Ursa Major Consulting

Actuarial Hot Topics: The Evolution of Pension Plan Design
Christine Tozzi, FSA, EA, Senior Consultant, Willis Towers Watson

A Two-Part Session on Investment Perspectives:

Part I: Investment Evolution: A Desire for Defined Contribution Improvement:

Marco Merz, CFA, University of California 

Part II: Critical Considerations for Target Date Series Alignment 

Toni Brown,
 CFA, SVP, Senior Defined Contribution Specialist, American Funds
Hal Bjornson, Managing Director, J.P. Morgan
Adam Brown, Defined Contribution Investment Specialist, T. Rowe Price

Register Early to secure your place. The cost is $150 for WP&BC Members, $250 for Non-members, if you register in advance. At the door, the cost is $200 for WP&BC members, $300 for Non-members (space permitting!). No refunds after May 10, but substitutions are permitted at any time.

Continuing Education - CEUs are available for CPAs, Actuaries, Attorneys, and others. 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 (and you can follow with a check) when you register online. If you prefer call us and we'll get you registered.

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. Credit card charges will appear on your statement as "Governing Board," the WP&BC Governing Board of Presidents.

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

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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