Upcoming Events

A refund is provided for a meeting reservation that is cancelled on or before the reservation deadline for the event. Cancellations after the reservation deadline are not refundable, but the fee paid is transferable to another attendee for the same event.

Upcoming events

    • Tuesday, August 18, 2020
    • 2:00 PM - 3:00 PM (PDT)
    • Webinar
    Lights, Camera, Sell! with Sheri Fitts


    Tuesday, August 18, 2020  |  2:00 - 3:00 pm | Webinar format


    Imagine your next high-stakes presentation. Picture your quarterly committee meetings or investment reviews. Perhaps you're hosting a simple client meeting? Now imagine them in a virtual environment. Are you prepared?

    Will your virtual meetings provide you with an opportunity to shine? Will your meetings amplify your expertise and experience? Hosting an impactful meeting is more than simply downloading Zoom and pushing “Start my meeting."

    Rock your virtual meetings now! Don’t wait for the instruction manual. Lights, Camera, Sell! was specifically created to help you use the virtual environment to compete effectively – and confidently. 

    Sacramento Chapter Members:  Free
    Non-Member:  $20

    Two Step Registration Process

    1. Register through our website. You will receive a confirmation email.  
    2. Click on the link in the confirmation email to complete your register via Zoom.

    This will be an interactive meeting! Come prepared to have you camera on and interact with your fellow industry colleagues! 


    Sheri Fitts, a financial services marketing and brand guru, will completely upend the way you think about generating referrals, attracting the best-fit client, and driving sales and retention goals. From Utah to the United Kingdom, she has shared her expertise as a marketer and business owner with packed, in-person and virtual audiences. Sheri’s clients include leaders and advisors from such forward-thinking companies as Ameriprise, BlackRock, Charles Schwab, LPL Financial, Principal, Transamerica, Commonwealth, John Hancock and more. 

    Throughout her 30-year career she’s been an early adopter of technology. She sent her first email newsletter in 1998 and coded her first website in 2000. In 2006, she began teaching financial service organizations the ins and outs of LinkedIn – at a time when many were hoping the “Internet thing” would blow over. Today she continues to drive innovation and exploration through her work to help industry leaders broaden their reach through video and virtual media. Beyond simply turning on the camera and offering a talking-head solution, Sheri coaches leaders and their teams as they reimagine their next virtual high-stakes presentation. 

      Special thanks to our Chapter Sponsors


      Genovese Burford & Brothers

      NOT A MEMBER YET?  Find out how to join!

    Past events

    Wednesday, April 22, 2020 Webinar: Greater Tax Deferral Using Cash Balance Plans
    Wednesday, March 18, 2020 Recent Developments in ERISA Litigation and Tips on Fulfilling Your Fiduciary Duties
    Wednesday, January 29, 2020 2020 Annual Legislative & Regulatory Update
    Wednesday, November 13, 2019 What to Expect When You’re Expecting a Conversion: Best Practices When Changing Retirement Plan Providers
    Wednesday, September 18, 2019 Missing Participants/Uncashed Checks: WTF (without the fuss)
    Wednesday, August 28, 2019 2019-2020 Member Social
    Wednesday, June 05, 2019 Capital Forum on Pensions 2019
    Wednesday, May 08, 2019 The Value of the TPA
    Wednesday, April 24, 2019 Coming Together: Controlled Groups & Acquisitions
    Wednesday, March 20, 2019 Fiduciary Education & DOL Investigations
    Wednesday, January 30, 2019 2019 Annual Legislative & Regulatory Update
    Wednesday, December 05, 2018 Dec. 5th: Kick Off the Holidays with a Cheerful Year-End Checklist Review
    Wednesday, September 26, 2018 WP&BC Annual Social
    Wednesday, May 16, 2018 Capital Forum on Pensions 2018
    Wednesday, April 18, 2018 Eligibility Choices: Benefits and Consequences & Top Ten Distribution Failures: How to Correct Them
    Wednesday, March 21, 2018 Disaster Relief and 5500 Changes and 5th Circuit Decision on the Fiduciary Rule
    Wednesday, February 07, 2018 What's Happening with Litigation and Regulations? - Get the Latest Updates!
    Wednesday, November 01, 2017 Retirement Plan Issues in Mergers and Acquisitions?
    Wednesday, September 20, 2017 How to Reduce Fiduciary Liability - A Two Step Tango
    Wednesday, August 30, 2017 WP&BC Member Social
    Wednesday, May 24, 2017 Capital Forum on Pensions 2017
    Wednesday, April 19, 2017 457, 401(k), & 403(b) Plans - Which is right for your clients' or your organization?
    Wednesday, March 22, 2017 Employment Law
    Wednesday, February 01, 2017 Annual Legislative and Regulatory Update
    Wednesday, November 16, 2016 Compliance Panel
    Wednesday, October 19, 2016 Fiduciary Rule - what you need to know
    Wednesday, September 21, 2016 WP&BC Member Social
    Wednesday, May 25, 2016 Capital Forum on Pensions 2016
    Wednesday, April 27, 2016 Plan Fiduciary Compliance
    Wednesday, March 16, 2016 Health Care Update
    Wednesday, March 16, 2016 Financial Advisors
    Wednesday, January 20, 2016 Annual Legislative and Regulatory Update
    Wednesday, November 18, 2015 Compliance Panel
    Wednesday, October 21, 2015 Cash Balance Basics
    Wednesday, September 16, 2015 WP&BC Social Event!
    Wednesday, May 20, 2015 Capital Forum on Pensions 2015
    Wednesday, March 25, 2015 Chapter Meeting: Is Your Sensitive Data Protected?
    Wednesday, February 25, 2015 Chapter Meeting: Annual Legislative and Regulatory Update
    Wednesday, January 14, 2015 Breakfast Chapter Meeting - Health Care Reform Update
    Thursday, November 13, 2014 WEBINAR - Long Term Healthcare
    Wednesday, November 05, 2014 First Chapter Meeting of the 2014/2015 Year!
    Wednesday, October 29, 2014 WEBINAR - Roth Accounts and Conversions - Trick or Treat!
    Thursday, September 25, 2014 WP&BC Kickoff Social Event!
    Wednesday, May 21, 2014 Capital Forum on Pensions 2014
    Wednesday, March 19, 2014 Chapter Meeting: Annual Legislative and Regulatory Update
    Thursday, January 30, 2014 Chapter Meeting: An Update on Health Care Reform: Strategies for Compliance!
    Wednesday, October 23, 2013 Chapter Meeting
    Wednesday, September 18, 2013 Social Event
    Wednesday, May 01, 2013 Chapter Meeting
    Wednesday, February 20, 2013 Chapter Meeting: Annual Legislative and Regulatory Update
    Wednesday, January 16, 2013 Chapter Meeting
    Wednesday, October 24, 2012 Chapter Meeting
    Wednesday, September 19, 2012 Social Event

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