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!