2015 Conference Agenda

[Print-friendly version]

Saturday, October 24, 2015

5-6 pm
Systems Roll Call: Latest News from NPEA Member Systems
NPEA Attendees

6-7:30 pm
Opening Reception

Sunday, October 25, 2015

8 am-4 pm
Vendor Exhibits

8-11 am
InFRE Pre-conference Workshop
Psychological Aspects of Transitioning to Retirement

John Nelson, Career & Retirement Coach, Co-author, What Color is Your Parachute? For Retirement
International Foundation for Retirement Education (InFRE)

11 am-1 pm
Lunch (on your own)

1-8 pm
Kentucky Horse Farm and History Tour with Dinner

Monday, October 26, 2015

8 am-4 pm
Vendor Exhibits 

7:30-8:15 am
Breakfast (provided)

8:15-8:30 am
President's Welcome
Erika Glaster, Executive Director, Massachusetts Teachers' Retirement System

8:30-9:15 am
Managing Change in a Political Environment
Audrey Tayse Haynes, Kentucky Cabinet Secretary for Health and Family Services

9:15-10:15 am
Ten Transcendent Trends Impacting the Future of Retirement Systems
John Martin, CEO of Southeastern Institute of Research and The Generational Project

10:30-11:30 am
Shaking Up Retirement: Rethinking Retirement Security for Americans
Diane Oakley, Executive Director of the National Institute on Retirement Security (NIRS)

11:30 am-12:30 pm
Effective Marketing to All Generations
John Martin, CEO Southeastern Institute of Research and The Generational Project

12:30-1:30 pm
Lunch (provided)

Breakout Sessions

1:30-4:50 pm
Concurrent Breakout Sessions with Facilitators

  • Pension System Replacement Project Communications
    Adam Fambrough, Assistant Manager of Benefit Processing, Teachers Retirement System of Texas
    Jay Masci, PMP, Senior Project Oversight and Program Manager, Provaliant
  • Best Practices for Training our Member Services Staff
    Travis Almond, Member Services/Communications Manager, South Dakota Retirement Systems
  • Member Satisfaction Surveys and Metrics
    Terry O'Connor, Director of Members Services, Texas County & District Retirement System
  • Reaching Remote Audiences
    Julie Lockwood, Program Manager for Outreach Education, Arizona State Retirement System

Dinner (on your own)

Tuesday, October 27, 2015

8 am - 4 pm
Vendor Exhibits

7:30-8:15 am
Breakfast (provided)

8:30-8:45 am
NPEA Annual Business Meeting

8:45-9:45 am
National Case Law Update
Robert Klausner, Esq., Klausner, Kaufman, Jensen & Levinson, P.A.

9:45-10:45 am
Keynote
The Breakdown in Retirement Security

Teresa Ghilarducci, Chair of the Schwartz Center for Economic Policy Analysis at the New School

11 am-Noon
Strategies to Maximize Social Security Benefits
Mary Beth Franklin, Contributing Editor for Investment News

Noon-1:30 pm
Lunch (provided)

1:30-2:30 pm
A Word from Washington
Thomas Lussier, President, The Lussier Group

2:45-4:15 pm
Under the Digital Dome: The Forces of Change and Perspectives from State CIOs
Doug Robinson, Executive Director, National Association of State Chief Information Officers (NASCIO)

6-9 pm
Dinner (provided)

Wednesday, October 28, 2015

Departure day. Safe travels!