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Welcome to The WP&BC Denver Chapter

2018 Denver Benefits Summit

  • 26 Apr 2018
  • 8:00 AM - 5:00 PM
  • Charles Schwab Campus, I-25 & Lincoln, 10000 Bellwether Lane Second Floor Lone Tree, Colorado 80124
  • 7


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2018 Denver Benefits Summit

The Denver chapter of the Western Pension & Benefits Council is excited to present the 2018 Denver Benefits Summit, an all-day conference with multiple speakers and breakout sessions.

Pricing: $275 for members and $425 for non-members


Registration and Breakfast: 7:00am-7:45am

Welcome and Opening Remarks: 8:00am-8:15am

Keynote Morning Presentation: 8:15am-9:45am

  • Washington Update: It Isn't Pretty...A Review of Employee Benefits Policy in Washington DCJanet BoydDirector of Government Relations and Legislative Counsel, The Dow Chemical Company, will provide an overview of the current status and outlook for legislative and regulatory action on benefits issues in Washington DC.
Sponsored by:

Breakout Session #1: 10:00am-10:50am

  • Dynamic Defaults: The Future of Default Investing? Presented by Dan Bruns, Vice President, Product Strategy, Morningstar Investment Management

Target-date funds have become the most common default investment offering in defined contribution plans today, but they’re not perfect. TDFs can be a less expensive, one-size-fits-all solution. Research shows that more personalized solutions like managed accounts may help participants save more, invest in a more appropriate portfolio, and withdraw from their retirement account when they retire, but they often come at a higher cost. Please join Morningstar Investment Management LLC speaker Daniel Bruns to explore:

  • The possible advantages and disadvantages of both TDFs and managed accounts
  • Measuring the cos/benefit of a more personalize solution
  • How to use participant data to conduct an analysis of a retirement plan, and quantitatively determining the optimal default investment while considering a possible cost differences between default investments
  • The potential benefits of a dynamic investment approach

Sponsored by:

  • Retirement Plan Due Diligence for Mergers and Acquisitions - Presented by Doug Conkel, Principal and Senior Benefits Consultant, Milliman & Michael Morin, Principal and Consulting Actuary, Milliman

Mergers and acquisitions (M&As) can raise complicated issues for your benefit plans. Join Doug Conkel and Mike Morin of Milliman to hear how a pre-M&A due diligence process can help you protect your company’s financial interests. In addition, gain an understanding of the implications of alternative courses of action and hear how to make informed decisions to ensure a successful integration.

Sponsored by:

  • HR, Benefits, and Technology Trends you can’t afford to miss - Presented by Brad Mandacina, Lockton

Who doesn’t like to be part of the “next big thing,” especially when it comes to technology? Here’s your chance! This session will share the hottest topics in HR technology and employee engagement – including practical tips you can take back to your own organization.  

Learn how artificial intelligence can help with day to day HR processes, schedule meetings and even predict success in a role. Leverage the latest social trends to improve your employee experience, and settle the debate of “best of breed” vs. “all in one”. 

Join us to learn about:

  • Enhancements in user experience 
  • Best of breed vs. all in one
  • Trends in machine learning that will be here before January 1st

Breakout Session #2: 11:00am-11:50am

  • Updates on ERISA and Benefits Litigation -  Presented by Steven Collis, Partner, Holland & Hart and Michael Beaver, Partner, Holland & Hart

Two seasoned ERISA litigators will walk through current trends in ERISA litigation, including the pitfalls that often result in litigation when plans are not properly structured and monitored.

  • Risks and Challenges of an Internationally Mobile Workforce - Presented by David Crosby, director global mobility, CH2M

The world is constantly changing and evolving, the pace of business is ever increasing and operating 24/7. Be it immigration, tax, relocation, international human resources, labor law, expatriate assignments, or talent management, our world and the rules that we operate in are in a constant state of flux.

In this session you will learn some of the challenges and risks associated with an internationally mobile workforce. In this interactive session, we will review real world case studies and discuss the risks and challenges that were presented as well as potential solutions to reduce those risks.

Sponsored by:

  • Macro Economic Viewpoint: Life – A Natural Progression of Events. Bob Baur, Executive Director & Chief Global Economist, Principal Global Investors
    Description: General US and Global Economic Overview. This session will delve into the trends and forces that brought the US and global economic and investment environment to its current state; then use that background to present a roadmap for the future direction of the US and global economies as well financial markets and potential investment opportunities

Lunch Presentation: 12:00pm-1:30pm
  • Defining Your Culture Product. Presented by Patrick Kelly, President, Change Point Consulting. 

Defining and aligning your company around a strong culture has become more important than ever. Yet many companies find it difficult to define and maintain culture in our changing world. It is time companies begin to look at their culture like a product their employees choose to buy every day. It's not enough to say 'we want to hire the best talent'. You must ask 'do we have a culture top talent would want to join?' Creating a strong, authentic culture can not only become a revenue generator but also your greatest competitive advantage. In this session, learn about how quickly today's workforce demands are changing, what you should focus on when looking at your culture product, how to apply the Change Point 7 Pillars of Culture to your company, and how to use this to create a culture road map for your company.

Sponsored By:

Breakout Session #3: 1:40pm-2:30pm

  • Retirement Plan Corrections - Presented by Wally Lloyd. A Primer on IRS Examinations and DOL Investigations.
Sponsored by:
  • Fundamentals of Equity Compensation. Presented by Ali Nardali of Counsel, Morrison Foerester and Edward Kim, Consulting Senior Manager, EKS&H.
An overview of tax, legal, accounting and behavioral implications of various equity-based compensation awards.This presentation will also discuss best practices with respect to specific types of businesses and growth stages.

Sponsored by:

  • Healthcare for Retirement Professionals. Presented by David Weiner, WTW.
The evolving regulatory landscape has complicated the development of total rewards strategies for employers. This introduction to health & welfare benefits will provide an overview of the mechanics of health & welfare plans, cover the effects of tax reform on health & welfare plans, and discuss how employer health & welfare benefit strategy impacts retirement benefit strategy.

Ethics and Ethical Dilemmas: 2:50pm-4:00pm

  • Paul Zeisler of Paul Zeisler Consulting will lead a discussion of ethics and the differences between ethics, morals and professional standards, together with examples of ethical dilemmas that practitioners may face.

Sponsored By:

Reception: 4:00pm-5:00pm

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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