Register today
for the 2026 WP&BC Seattle Chapter's
Annual Spring Seminar
AGENDA
8:00-8:30 Registration
Coffee and light breakfast
8:30-8:45 Welcome Address
8:45-9:30 Washington D.C. Update
Kendra Isaacson, Principal, Mindset & former senior advisor for Senator Patty Murray
9:30-10:15 Keynote Sponsor Address
Sam Henson, Partner, Creative Planning
10:15-10:30 Break
10:30-11:30 What to Expect in a DOL Investigation - Retirement & Health and Welfare Plans
Chris Swanson, Deputy Regional Director, Department of Labor
Kristy Buckley, Buckley Maxwell Dixon Dolezal
11:30-12:30 Litigation Update - Retirement & Health and Welfare Plans
Brad Huss, Partner, Trucker Huss
Rich Birmingham, Partner, Davis Wright Tremaine
12:30-1:30 Hosted Lunch Buffet
(Presentation TBD)
1:30-3:00 Hot Topics and Practical Solutions for Retirement Plans
Sherrie Boutwell, Partner, Boutwell Fay
(Additional Panel Speakers TBA)
Moderator: Scott Fisher, Institutional and Retirement Plan Advisor, Waverly Advisors
3:00-3:15 Break - Snacks, soft drinks
3:15-4:15 Artificial Intelligence & Automation in Benefits
Victor Li, Business System Analyst, Baker Tilly
Bill Bercek, Sr. Manager, Global Retirement & Investments, Amazon
4:15-5:15 Fireside Chat with Lisa Gomez & Phyllis Borzi
Moderator: Bruce McNeil, Partner, Leech Tishman
5:15-7:00 Reception and Vendor Tables
Appetizers & bar – 2 drink tickets provided
* Sponsorship offers your organization an easy and effective opportunity for business development opportunities and greater visibility and name recognition among employee benefit professionals. For more information visit the WP&BC Spring Seminar 2026 Sponsorship Opportunities on our website.
For any questions contact the WP&BC Seattle Chapter administrator at (206) 653-7259 or wpbcseattle@gmail.com, or send an email to the 2026 Spring Seminar Co-Chairs:
Lauren Mamaghani - laurenmamaghani@boutwellfay.com
Sarah Dixon - sarah@bmddlaw.com