Our main goal is to educate our members through a variety of programs and opportunities, one of the ways we do this is through our Governing Board webinars - offered monthly. We are also proud to announce that you can now purchase and view past webinars in case you missed them the first time. You get your CE credits by completing a short quiz at the end of the program. View our past events below!

Learn more about the CE credits we offer here.


WEBINAR PRICING

 

MEMBERS:

$50.00 1 Hour Webinars

$65 - $90 2 Hour Webinars

 

NON-MEMBERS

$65.00 1 Hour Webinars

$90.00 - $115 2 Hour Webinars

 

For groups of 4 or more please contact Bridget Davidson for discounted pricing.


NOT A MEMBER YET?


Get more CE credits, for less. Become a member and get discount pricing on webinars, chapter meetings and annual conferences. 


Click on one of our chapter locations above to find the city nearest & you.


Nothing near you yet? Learn about our At-Large Membership


BECOME A MEMBER!

...............................................................................................


Our Webinars are brought to you by:


             


         

Our Webinars are brought to you by:


             

Upcoming events

    • 18 May 2022
    • 10:00 AM - 11:40 PM (PDT)
    • ONLINE WEBINAR
    Register


    The Governing Board of

    WP&BC presents

    ONLINE WEBINAR: 


     Deciphering Crypto: Understanding Blockchain Technology and Cryptocurrency Assets 


    Laura  Ann Bartlett, CEBS, AIFA
    Senior Vice President
    BOK Financial


    Clint Dishman, CFA
    Senior Vice President
    BOK Financial


    Wednesday, May 18, 2022

    10:00 AM to 11:40 AM PDT


    Continuing Education Credits Available! 


     


    The Presentation


    Cryptocurrency headlines the news constantly with ever more confounding developments. How does it work, how is it created, and does it actually serve as a store of value? We will discuss these topics, as well as the rapidly changing regulatory environment as it related to crypto in retirement plans and other investment pools.

     

    Learning Objectives:

    • What are Crypto Assets?
    • Current State
    • Future State 
    • Retirement Plan Considerations for Plan Sponsors and Advisors


    Our Speakers


    Laura Ann Bartlett, CEBA, AIFA
    Senior Vice President, BOK Financial 

    For over 30 years, Ms. Bartlett has assisted organizations of all sizes to establish and grow qualified and non-qualified retirement plans for their employees and implement fiduciary management processes to effectively oversee their investment funds. She helps clients to articulate their strategic objectives and implement investment programs to achieve those objectives. 


    As an Accredited Fiduciary Investment Analyst, Ms. Bartlett has been trained in a process to help organizations achieve the highest fiduciary standard in management of their investments. At BOKF, she leads the business development efforts for Institutional Wealth throughout Arizona and New Mexico. A particular focus in this region is developing relationships with Native American Tribes and their related entities. 


    Ms. Bartlett has been a frequent speaker on retirement plan issues for industry organizations such as Western Pension and Benefit Council, International Society of Certified Employee Benefit Specialist, and Society of Human Resource Managers. She graduated from Southern Illinois University with BA in English, and then pursued her MBA at the University of Illinois-Chicago. She is a Past President of the Phoenix Chapter of Western Pension and Benefits Council, a past member of the Governing Board, and an Executive Coach for the W.P. Carey Graduate School of Business at Arizona. lbartlett@bokf.com 



    Clint Dishman
    Senior Vice President, BOK Financial 

    Mr. Dishman manages the Strategic Investment Advisors, which provides the research and analytics that build the foundation for investment services within BOKF. Asset allocation research, manager selection and oversight, and market analysis conducted by the group is utilized by the various areas of Institutional Wealth, Private Wealth, and BOK Financial Advisors to deliver sophisticated investment solutions for Wealth Management clients. Clint is also responsible for the management of our Institutional Investment Advisors and Retirement Consultants as well as many of BOKF’s Collective Investment Trusts. In addition to serving as a member of the Asset Allocation Committee, he also serves as Chairman of the Investment Committee and is a member of the Alternative Investments Committee. Clint has been providing consulting and investment management services since 1999. Clint is a Chartered Financial Analyst® (CFA) and a graduate of the University of Tulsa, where he earned a B.A. in business administration and his M.B.A. cdishman@bokf.com

      

    Continuing Education:

    • 2 CE for AIF (pending)
    • 2 CE for CEBS
    • 2 CE for CFP (pending)
    • 2 CEC for ERPA 
    • 2 CEC for JBEA
    • 2 CPE for ASPPA certifications
    • 2 CEC for NIPA certifications
    • 2 hour for California CPAs 
    • 1.5 hours of California MCLE
    • 2 CEC for CRPS 

    Pricing:

    • Early Bird (through May 13): $65 for members, $90 for non-members 
    • Regular: $90 for members, $115 for non-members  


    A Special Thank You to Our Sponsor!



Past events

22 Apr 2022 Changing Audit Standards for Employee Benefit Plan Audits
17 Mar 2022 Monday Morning For Markets
16 Feb 2022 Coverage: Related Employers, Mergers and Acquisitions
27 Jan 2022 Post Year-end Plan Adoption; Funding update after the American Rescue Plan
16 Nov 2021 Outlook for Retirement Legislation in the 117th Congress: Budget Reconciliation Bill and SECURE 2.0
27 Oct 2021 The Paper Chase: New Rules on Electronic Disclosures and Lifetime Income Illustrations
29 Sep 2021 Cybersecurity for Retirement Plans: What Sponsors and Vendors Should Know About the Recent DOL Guidance
24 Aug 2021 Retirement Income: The Pension Plan of the Future
24 Jun 2021 Recurring Legacy Issues and New Challenges in 403(b) Plan Compliance
25 May 2021 A Detailed Dive into Qualified Domestic Relations Orders
22 Apr 2021 Demystifying the Annual 401(k) Plan Audit & The End of the Limited Scope Audit
30 Mar 2021 ERISA Litigation Update: Recent ERISA Lawsuits And Their Impact On Plan Fiduciaries And Service Providers
17 Feb 2021 401(k) Testing Techniques: before, during and after
28 Jan 2021 Correcting Elective Deferral Failures: who, what, when, where and why?
26 Jan 2021 Annual ABC's of Pension Plans
07 Dec 2020 Ethics: Doing The Right Thing Because It Is The Right Thing To Do. . . According To The Rules.
29 Oct 2020 ONLINE Webinar: Spooky Documents - Defined Contribution Plan Restatements
24 Sep 2020 ONLINE Webinar: New Retirement Plan Designs as a Result of the SECURE Act
27 Aug 2020 ONLINE Webinar: ERISA Goes to the Supreme Court—An Analysis of Recent Supreme Court Decisions and Pending Cases
06 Aug 2020 ONLINE Webinar: The Emerging Cybersecurity Risks as a Result of COVID-19
25 Jun 2020 ONLINE Webinar: Loans: Correcting Taxation, Qualification and Fiduciary Failures + COVID19
28 May 2020 ONLINE Webinar: More Strange but True Tales of 403(b) Plans
07 Apr 2020 ONLINE Webinar: COVID-19 - Helping Employees during the Pandemic
17 Mar 2020 ONLINE WEBINAR: ERISA Litigation Recent Hot Issues
25 Feb 2020 ONLINE WEBINAR: Deep Dive on RMDs
22 Jan 2020 ONLINE WEBINAR: Coming Full Circle: Compensation for Self-Employed Individuals
19 Nov 2019 ONLINE Webinar:Ethics – The Fun Way!
24 Sep 2019 ONLINE Webinar:Missing Participants & Uncashed Checks: WTF (without the fuss)
21 Aug 2019 ONLINE Webinar:Voluntary Closing Agreements—The Non-EPCRS Correction Program
14 May 2019 ONLINE Webinar:Courts, Congress & Compliance What’s New for ERISA Litigation, Benefits Legislation, and Agency Guidance for 2019?
23 Apr 2019 ONLINE Webinar:Pension De-Risking – Solutions for Managing Defined Benefit Pension Obligations
20 Mar 2019 ONLINE Webinar: Missing 401(k) Plan Participants: Gone But Not Forgotten
20 Feb 2019 ONLINE Webinar: 401(k) Testing: Testing Techniques, HCE Determination and Compensation Options
29 Jan 2019 ONLINE Webinar: One Year In: The Qualified Business Income Deduction and its Impact on the Retirement Plan Industry
12 Dec 2018 Online Webinar: Ethics and Professional Responsibility - 2018
14 Nov 2018 Online Webinar: Financing Health: Trends, Challenges and Opportunities
30 Oct 2018 Online Webinar: Employee Benefits in Mergers and Acquisitions – the Sequel
18 Sep 2018 Online Webinar: Disclosures, Notices, and Filing Requirements for Your Retirement Plan
23 Aug 2018 Online Webinar:Everything You and Your Clients Should Know About Beneficiary Designation Forms
12 Jun 2018 Online Webinar:403(b) Hot Topics (and that’s not an oxymoron)
26 Apr 2018 Online Webinar:RETIREMENT PLAN POLICY STATEMENTS
20 Apr 2018 RECORDED Webinar: An Update on ERISA Litigation
27 Mar 2018 ONLINE Webinar: An Update on ERISA Litigation
22 Feb 2018 ONLINE Webinar: Safe Harbor 401(k) plan corrections
09 Jan 2018 ONLINE Webinar: The Entity, the Plan and the Return: Taxation and Deduction Issues for Qualified Retirement Plans
31 Dec 2017 Recorded Webinar: The Dos and Don'ts of Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar - Advanced Qualified Domestic Relations Orders
31 Dec 2017 Recorded Webinar - Defined Contribution Compliance Reboot
31 Dec 2017 Recorded Webinar: Advanced Compliance Testing – How to Put the Rules to Work for Plan Sponsors
31 Dec 2017 Recorded Webinar - THE COMPLEX WORLD OF REHIRES
31 Dec 2017 Recorded Webinar - Recovering Pension Overpayments - Navigating the Maze
31 Dec 2017 Recorded Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
31 Dec 2017 Recorded Webinar: Introduction to Cash Balance Plans for Non-Actuaries
31 Dec 2017 Recorded Webinar: Ethics for TPAs and Other Professionals - 2017
31 Dec 2017 RECORDED WEBINAR: 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
31 Dec 2017 RECORDED WEBINAR: DB/DC Update on New Regulations opens Retirement Plan Innovation
31 Dec 2017 Recorded Webinar: Negotiating Good Service Agreements
30 Mar 2017 Online Webinar: Improve Plan Results
15 Dec 2016 Online Webinar: Ethics for TPAs and Other Professionals
01 Dec 2016 Online Webinar: Missing Participants & Uncashed Checks: Problems Never Contemplated by ERISA
02 Nov 2016 Independent Third Party Audits – Why a 403(b) Audit is not a 401(k) Audit
27 Oct 2016 Webinar - Top Ten Audit Deficiencies
23 Aug 2016 Online Webinar: Save More Tomorrow
17 May 2016 Online Webinar: Smooth Sailing Ahead: Negotiating Your Ship through the New Rules for Mid-Year Changes to Safe Harbor 401(k) Plans
04 May 2016 Online Webinar: The New Fiduciary Rules: What Do You Need to Know and Do Now?
21 Apr 2016 Online Webinar: Tales From an ERISA Plan Auditor – Dream Clients and Nightmare Clients
23 Mar 2016 Online Webinar: Cybersecurity
18 Feb 2016 Online Webinar: Risk Management for Retirement Benefits Professionals
27 Jan 2016 Online Webinar: The ESOP Exit Option – Benefits and Advantages
10 Dec 2015 ONLINE WEBINAR: Ethics for TPAs and Other Professionals
23 Oct 2015 Online Webinar: Welfare Plan Issues for Same-Sex Married Couples
22 Sep 2015 Online Webinar: Pension De-Risking – Where Do We Stand Now?
09 Jun 2015 Online Webinar: Health Plans and Beyond
Powered by Wild Apricot Membership Software