Join us at the beautiful Hotel deLuxe in downtown Portland for an inspiring discussion led by Ann Schleck about courageous leadership in life and the workplace. Ann, a founding member of WiPN, has spent her entire career in the retirement industry and has served as a plan sponsor, a service provider and, since the mid-1990’s, an industry consultant. She will be joined by a panel of other fearless female leaders from the greater Portland area, including an advisor, two plan sponsors (one former), and a Broker Dealer/RIA executive. Through the lens of brave leadership, the group will share experiences and explore perspectives on their extensive and diverse personal and career paths.
Opportunities to network are built into the agenda, and food and beverages will be provided. The event opens with networking at 4:30 pm and proceeds with the formal program from 5:00 pm until 6:00 pm. We will conclude the gathering with an hour of networking, finishing up by 7:00 pm.
This event is open to all attendees and WiPN membership is not required.
Self-park available in parking structure on SW 15th and Yamhill (subject to availability). Street and valet parking also available.
About Our Speakers
Ann Schleck has spent her entire career in the retirement industry and has served as a plan sponsor, a service provider and, since the mid-1990’s, an industry consultant. Ann provides client-ready content and consulting to service providers, broker dealers and retirement advisors. Ann was previously a partner and national practice leader for the defined contribution practice at Deloitte. She has been ranked 15th by 401kWire.com among the “100 Most Influential People in Defined Contribution” and was named a top-rated consultant by Global Investor.
Bonnie M. Treichel is a senior consultant for Multnomah Group and the firm’s chief compliance officer. Bonnie works hand-in-hand with employers to enhance retirement plan benefits for employees. At Multnomah Group, she brings experience to a variety of ERISA and retirement plan related issues. Bonnie is an American Society of Pension Professionals and Actuaries (ASPPA) member; she serves as the president for the ABC of the Great Northwest; and works on various committees for ASPPA, including the DOL Subcommittee of the Government Affairs. Bonnie is a member of the Women in Pension Network and a member of the State Bar of California. In her spare time, she enjoys volunteering for the San Diego Financial Literacy Center and Make-A-Wish. Bonnie earned her J.D. from Pepperdine University School of Law and her undergraduate degree from Truman State University in Kirksville, Missouri.
Bridget McNamara-Fenesy is President of M Holdings Securities, Inc. (M Securities), the exclusive broker/dealer and registered investment adviser, for M Member Firms. She oversees all aspects of M Securities’ operations, while developing differentiated resources designed to support Member Firms. She is also responsible for M Wealth, M’s turnkey asset management program, M Funds, the M proprietary mutual fund offering, and M Retirement Services. Bridget is also a member of M Financial’s Executive Leadership team. Bridget earned her BA in psychology from the University of Notre Dame, her JD from the University of Denver, Sturm College of Law, and her Certified Employee Benefits Specialist (CEBS) certification from the Wharton School of Business. She is a member of WiPN, FSI, and AALU, and holds FINRA Series 7, 24, and 63 licenses.
Gretchen Reed joined Oregon Episcopal School (OES) as CFO in June 2015 with over two decades of experience in education and non-profit finance. OES is an independent school in Portland for 870 students in grades pre-K through 12, with over 200 employees. Gretchen’s responsibilities cover both HR and finance, and include approximately $45 million in employee assets in the school’s 403b plan. Her volunteer experience includes board leadership roles for non-profits and schools.
Heather Hansen Lyell
Heather Hansen Lyell is the head of Global Privacy at Columbia Sportswear. Heather is a legal compliance professional with a professional background and expertise in Privacy, Global HR Leadership, and Employee Benefit Plans (including retirement, health, and deferred compensation). In her previous role, Heather was a director of benefits at ESCO Corporation, responsible for ESCO’s global employee benefit strategy, ensuring effective and cost efficient management of all employee benefit plans. Prior to ESCO, Heather worked at law firm Ogletree Deakins where her responsibilities included benefits work for plan sponsors and advisors.