2016 Conference Agenda

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Saturday, October 22, 2016

3 - 5 pm
InFRE Pre-conference Workshop
Ethics for Public Pension Professionals
Dennis Gatlin, Retired Director, Field Education Services, Colorado Public Employees Retirement Association

5:15 - 6:30 pm
Systems Roll Call

6:30 - 8 pm
Opening Reception

Sunday, October 23, 2016

8 am - 4 pm
Vendor Exhibits

9 am - Noon
InFRE Pre-conference Workshop
Fundamentals of Retirement Planning - CRC 1
Michael Wilson, CFP, Utah Retirement Systems and Integrity Financial Planning

Lunch (on your own)

5:15 - 8 pm
Dinner (provided)

Monday, October 24, 2016

8 am - 4 pm
Vendor Exhibits

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

8:30 - 8:45 am
President's Welcome
Erika Glaster, Executive Director, Massachusetts Teachers' Retirement System

8:45 - 10:15 am
Keynote - Eagles Don't Fly in Flocks, but Seagulls Never Get Lonely
Chad Hymas, CSP, CPAE, Chad Hymas Communications, Inc., 2011 Speaker Hall of Fame Inductee, and author of  Doing What Must Be Done

10:30 - 11:30 am
New Policies Can Help Americans Save for Retirement
Christian Weller, Ph.D, Senior Fellow, Center for American Progress and author of  Retirement on the Rocks

11:30 am - 12:30 pm
NASRA Update: Significant Reforms to State Retirement Systems
Keith Brainard, Research Director, National Association of State Retirement Administrators

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

1:30 - 2:30 pm
Washington Update
Thomas Lussier, President, The Lussier Group

2:45 - 3:45 pm
Considering Our Future Selves
Hal E. Hershfield, Ph.D, Assistant Professor of Marketing, Anderson School of Management, University of California Los Angeles

4 - 5 pm
Messaging GPS: Mapping Your Benefits Communications Strategy
Cathy Terrell, Deputy Executive Director, Employees Retirement System of Texas

Dinner (on your own)

Tuesday, October 25, 2016

8 am - 4 pm
Vendor Exhibits

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

8:15 - 8:30 am
Annual Business Meeting

8:30 - 9:30 am
National Pension Case Law Update
Robert Klausner, Esq., Klausner, Kaufman, Jensen & Levinson, P.A.

9:30 - 10:30 am
Elder Law and Planning for the Future 
Susan B. Geffen, Esq., elder law attorney, gerontologist and author of  TAKE THAT NURSING HOME AND SHOVE IT! How to Secure an Independent Future for Yourself and Your Loved Ones

10:45 am - Noon
Personalized Aging Strategies
Pinchas Cohen, M.D., Dean of the Leonard Davis School of Gerontology, University of Southern California and Executive Director, Andrus Gerontology Center at USC

Noon - 1 pm
Lunch (provided)

1:30 - 5 pm
NPEA Systems Showcase - Concurrent Breakout Sessions with Facilitators

  • DIY Video Production
    Susan Wood, Director of Communications, Public School and Education Employee Retirement Systems of Missouri
  • "Rob Speak" - Navigating the Language of the Retirement Industry
    Rob Rust, Vice President of Business Development, ICON Integration and Design
  • You Really Can Offer Investment and Retirement Advice to Your Participants
    Michael Wilson, CFP, Utah Retirement Systems
  • Increasing Retirement Knowledge: Wyoming's Teacher and Student Education Program
    George Eason, Education Services Coordinator, Wyoming Retirement System

7 pm
Dinner (provided)

Wednesday, October 26, 2016

Departure Day. Safe travels!