Ethics – A Practical Approach

  • 19 Jul 2022
  • 10:00 AM - 11:40 AM (PDT)


  • A member of any chapter of the WP&BC in good standing.


The Governing Board of

WP&BC presents


 Ethics - A Practical Approach  

Lynn M. Young, EA, FSEA,
Partner / Consulting Actuary
Pinnacle Plan Design, LLC


Amanda Rae Iverson, CPA, MBA, PHR, SHRM-CP, APM
Chief Operating Officer
Pinnacle Plan Design, LLC


Tuesday, July 19, 2022 

10:00 AM to 11:40 AM PDt

Continuing Education Credits Available! 


Early Bird (through July 12)
65 for members, $90 for non-members 


     $90 for members, $115 for non-members  

    The Presentation

    When thinking of an ethical dilemma, do you hear yourself say it was a business decision? Can one have a different set of personal standards than their business standards? 


    Learning Objective:

    • This sessions will delve into how we arrive at decisions and strategies one can take to approach ethical dilemmas. We will look at practical applications of the code of conducts we are subject to, along with the JBEA regulations and Circular 230.   

    Our Speakers

    Lynn M. Young, EA, FSEA,
    Partner / Consulting Actuary 
    Pinnacle Plan Design, LLC 

    Lynn M. Young is a partner of the firm and is an enrolled actuary with over 38 years experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an enrolled actuary, Lynn specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is the Past-President of the American Society of Enrolled Actuaries (ASEA, formerly ACOPA). Lynn, along with her fellow actuaries at Pinnacle, authored the 2016-present Editions of the Defined Benefit Answer Book, published by Wolters Kluwer.

    Amanda Rae Iverson, CPA, MBA, PHR, SHRM-CP, APM
    Chief Operating Officer
    Pinnacle Plan Design, LLC 

    Amanda Rae Iverson is a partner at Pinnacle and the firm’s chief operating officer. Amanda is responsible for managing the firm’s internal operations including accounting, human resources, growth strategy, and efficiency analysis.


    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 


    • Early Bird (through July 12): $65 for members, $90 for non-members 
    • Regular: $90 for members, $115 for non-members  

    A Special Thank You to Our Sponsor!

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