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2008 SPRING SEMINAR

May 7, 2008 at the Oregon Convention Center

777 NE Martin Luther King, Jr. Blvd
Portland, Oregon 97232

PROGRAM OVERVIEW

Keynote Speaker
Tom Terry, CEO and co-founder
JPMorgan Compensation and Benefit Strategies

Sixteen Breakout Session Choices!
(For additional details on each session, including brief descriptions and the names of the speakers, refer to the full brochure PDF.)

  • Be Heard: Demonstrate Care Management and Wellness Savings to Your CFO
  • An Oveview of New 403(b) Regulations
  • Alphabet Soup: Understanding QDIA, QACA, and EACA
  • Behavioral Finance: Theories and Realties
  • Burdens and Opportunities: New Rules for Cafeteria Plans
  • Meet a 401(h) Plan
  • Fiduciary Roles: The Four Ws and an H
  • Re-envisioning Retirement
  • Health Care Reform in 2009: The Presidential Candidates' Plans and Their Impact on Employers
  • Wrap Rap: Wrap Documents and Summary Plan Descriptions
  • Why Pay Attention to Revenue Sharing?
  • Current Trends in Equity Compensation
  • Pharmacy Benefits Management: The Fiduciary Debate
  • Retirement Plan Fundamentals
  • Planning for an Audit
  • Boomers and Gen Y: Can't we get along?

An Entertaining Luncheon!
Chocolate Confessions with Joan Freed

A Full Day's Schedule

7:30 a.m. Continental Breakfast & Registration
8:15 a.m. Welcome & Keynote
9:45 a.m. Breakout Sessions (4 options)
10:45 a.m. Morning Break
11:00 a.m. Breakout Sessions (4 options)
12:15 p.m. Luncheon (included with registration)
1:30 p.m. Breakout Sessions (4 options)
2:30 p.m. Afternoon Break
3:00 p.m. Breakout Sessions (4 options)
4:00 p.m. Closing Reception

Continuing Education
Applications have been made to Oregon Insurance Division, Washington Dept. of Insurance, and Oregon State Bar for 5 hours of continuing education credit. Applications do not guarantee approvals, which are at the sole descretion of the certifying agencies.

Registration Fees

$195 WP&BC Members
$245 Non-members
$295 New Member*
Discount of $50 for each additional person registering from any one company.

*Join the Portland Chapter of WP&BC and along with registration get the member rate and save $50. Membership will be in effect through June 30, 2009. To take advantage of this offer, complete and attach a Membership Application along with your completed Seminar Registration Form and payment. Note: If you are registering on-line, select the "Joining as a new member" option provided in the on-line registration form below.