2018 Conference Agenda

PRINT-FRIENDLY VERSION

Saturday, October 20, 2018

2:30 - 4:30 pm
InFRE Pre-Conference Workshop | Ethics for Retirement Professionals
Dennis Gatlin, Retired, Colorado Public Employee

4:45 - 6:15 pm
Systems Roll Call | Latest News from NPEA Member Systems

6:30 - 8:30 pm
Opening Reception

Sunday, October 21, 2018

8 am - Noon
Vendor Exhibits

9 am - Noon
InFRE Pre-Conference Workshop | Fundamentals of Retirement Plan Design, CRC 3
Michael Wilson, CFP, Utah Retirement Systems and Integrity Financial Planning

Lunch (on your own)

4:45 pm (meet in lobby for transportation to dinner)

5 - 9 pm
Dinner (provided)

Monday, October 22, 2018

8 am - 4 pm
Vendor Exhibits

8 - 9:00 am
Breakfast (provided)

9 - 9:15 am
President's Welcome 
Patrick Lane, Director of Member Services, Oklahoma Public Employees Retirement System

9:15 - 10:15 am
KEYNOTE | Projecting Personal Presence
Aaron Anderson, the Frontier Project

10:30 - 11:30 am
Federal Update on Retirement Issues 
Jeanine Markoe Raymond, Director of Federal Relations, National Association of State Retirement Administrators

11:30 am - 12:30 pm
Protecting Your Members from Financial Elder Fraud
Bob Mauterstock, CFP, Speaker, Author & Trainer

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

1:30 - 5 pm
CONCURRENT BREAKOUT SESSIONS WITH FACILITATORS

  • Social Security Advisors 
  • Best Practices in Contact Centers 
  • Web Counseling 
  • Lessons in Cybersecurity 

Dinner (on your own)

Tuesday, October 23, 2018

8 am - 4 pm
Vendor Exhibits

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

8:30 - 8:45 am
Annual Business Meeting

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

10 - 11:15 am
How to Apply Behavioral Finance to Public Sector DB and DC Plans 
Michael Wilson, CFP, Utah Retirement Systems and Integrity Financial Planning

11:30 am - 12:30 pm
Actuarial 101 
Paul Wood, ASA, FCA, MAAA, GRS Consulting

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

1:30 - 2:30 pm
Protecting Your Organization from Cybersecurity Threats
Frank Williams, Teachers Retirement System of Texas

2:45 - 3:45 pm
Member Roundtable | Member Engagement from the Start
Terry O’Connor, Texas County & District Retirement System
Ed Rezny, New York State Teachers’ Retirement System
Susan Wood, Public School & Education Employee Retirement Systems of Missouri

4 - 5 pm
How Improvisers Stay Calm Amid Uncertainty
Matt Newman, the Frontier Project

6:30 - 9:30 pm
Dinner (provided)

Wednesday, October 24, 2018

Departure Day. Safe travels!