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Welcome to The WP&BC Denver Chapter

2017 Denver Benefits Summit

  • 20 Apr 2017
  • 8:00 AM - 4:30 PM
  • Charles Schwab Campus, I-25 & Lincoln, 10000 Bellwether Lane Second Floor Lone Tree, Colorado 80124
  • 4


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2017 Denver Benefits Summit

The Denver chapter of the Western Pension & Benefits Council is excited to present the 2017 Denver Benefits Summit, an all-day conference with multiple speakers and breakout sessions.

Pricing: $275 members/$425 non members.

Keynote Presentation:

Impact of the First 100 Days of the New Administration
Michael Kreps, Groom Law Group bio
The session will focus on recent developments related to retirement and health plans as well as the prospects for future action from Congress and the Administration.

Session Sponsor:

Lunch Presentation:

Maximize Your Productivity and Execute on Big Goals Amidst the Chaos
Dominick Quartuccio, executive coach, keynote speaker, author, trainer and facilitator.

Session Sponsor:

Breakout Sessions:

Old World vs. New World: A Benefits Manager’s Survival Guide in an Age of Accelerations
Rocke Blair, MCF Advisors

Moore’s law says computer chip processing speed doubles every two years generating non-linear acceleration of technology in our daily lives. How does today’s modern day benefits manager thrive in this environment so he/she stays relevant to the c-suite?  This session discusses advances in technology & data analytics to improve organizational excellence to optimize the income statement & the balance sheet making the employer viable & sustainable long-term.

Dissolution of Exchanges and Evolution of HR Technology
Krista Henry, VP Client Services Executive, Lockton Companies bio
Highlights of why exchanges did not take off as anticipated, and the evolution of new HR technology left in its wake.

Non-Qualified Plans
Brian Berglund, Bryan Cave bio
Discussion of selected topics associated with Internal Revenue Code Section 409A.

M&A: Benefit Plan Considerations
Patrick McFarlen, EKS&H bio
Edward Kim,
EKS&H bio

Session Sponsor:

Financial Wellness – The Next Evolution
Lee Gold, Mercer bio
The concept of financial wellness is moving beyond focusing on retirement savings to include many other important financial concerns of individuals, from credit scores to student loans, to personal coaching.  Studies indicate that education alone may not provide the impact that employers are seeking.

Form 5500:  What Does the Future Look Like?
Pattie Stahm bio
This session will review the significant number of proposed changes to Form 5500 for both retirement plans and welfare plans.

Session Sponsor:

10 Questions to Ask for Strategic Benefits Management
Stephanie Sterling, gloProfessional bio

Have you ever given a live chicken as an employee appreciation gift? Has a workers’ union ever tried to negotiate beer as part of a life insurance benefit?  If you work with benefits outside of the U.S., you will certainly encounter surprises.  It’s difficult enough to react to all the surprises that arise in day to day benefits for non-U.S. employees.   This session will outline ten questions to ask in order to strategically manage benefits internationally.

What to Expect When an IRS or DOL 401(k) Plan Auditor Comes Knocking
Patrick Blanchard, Compensation and Benefit Solutions
Erik Ammidown, CH2M
A notification of a plan examination can generate a great deal of anxiety for a plan sponsor. The presenters will discuss the process of the examination as well as effective approaches to complete a plan examination in an efficient manner.  You'll get an overview of the data most frequently requested by the DOL and IRS, and learn the top 10 issues usually discovered during an audit process. This session will include ample time for discussion and questions from participants.

Session Sponsor:

Trends in Successful DC Plans: Five to Look for in 2017
Peter Kapinos, VP Advisor Sponsor & Investment Marketing of Empower Retirement bio
In today’s competitive workforce, how do you evolve your retirement plan so that it gets the results you want?  What ideas are worth implementing within your plan – and toward what result?

Session Sponsor:

Civility and Professionalism (Ethics)
Lauren Bloom  bio
At a time when many lament that civility is quickly disappearing from everyday life, some professionals may question whether and how civility and professionalism interplay. This session will help the employee benefits professional better appreciate how civility can strengthen business relationships, mitigate the risk of litigation and enhance credibility when dealing with clients, colleagues, regulators, employees and even competitors. This session will also address the obligation of professional courtesy imposed by the Code of Professional Conduct, and will offer tips for compliance.

General Sponsors:




Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Kristen Sanchez
Chapter Administrator 

PO Box #13
Parker, CO 80134

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