Past Speakers

2017 Sherman (Presenting2)

Year

Location

Newport Beach, California

2015
Lexington, Kentucky
2014
Portland, Oregon
2013
Charleston, South Carolina

Speaker

Topic

Bill Acheson
University of Pittsburgh
Guerrilla Tactics for Effective Presentations
Nonverbal Communication: The Hidden Message
Dennis Ackley
Ackley Associates
Getting Members and Taxpayers to Appreciate Your Pensions
Making Retirement Education Work
Ken Alberts
Gabriel, Roeder, Smith and Company
Pension Plan Design and Implementing Changes
Actuarial 101: Easy to Understand Basics for Non-Actuaries
Actuarial Basics
Travis Almond
South Dakota (SDRS)
What You Need to Know about Managing Your Retirement Income...
Suzanne W. Anderson
Duluth TRA
Using Your Web Site to More Effectively Reach Your Members
Barbara J.C. Baird
Illinois (SRS)
Reaching Out to Our Retired Members
Coping with Disaster: Natural and Pandemics
Paul Bartlett
Citrix Systems
Best Practices and Benefits for Online Learning
Barbara Beerman
Missouri (MOSERS)
Making the Grade in Financial Education: One System's Transcript
Terri Bierdeman
Ohio (STRS)
Exploring DB/DC Controversy
Dana Bilyeu
NASRA
The Public Pension Debate
Zac Bissonnette
Author/Journalist
Retirement Isn't Just for Your Parents
Bernadette Blankenship
Alaska Retirement and Benefits
Remote Counseling Challenges in Alaska
Keith Brainard
NASRA
Bringing Positive DB Messages Home to Our Members
Exploring DB/DC Controversy
Making the Case for Defined Benefit Plans
Social Security Update
Betsy Butler
Ohio (PERS)
Trend-Tracking: Uncovering Resources to Spot Societal Trends...
John Cardillo
New York (NYSTRS)
Setting the Record Straight: Meeting Today's Media Challenges
Scott Cauley
Massachusetts (MTRS)
Reaching Out to Our Retired Members
Rod Clark
Centers for Medicare/Medicaid Svcs.
Medicare Prescription Drug Coverage
Joseph Coughlin, Ph.D.
MIT AgeLab
Aging as an Extreme Sport
Cindy and Steve Crescenzo
Crescenzo Communications
Strategic Creative Communications: Writing Across All Media
Write and Rewrite: Putting Your Words to Work
Susie Dahl
Missouri (MPERS)
It Doesn't Stop at Retirement: Developing Programs for Retirees
David Daly
NPEA Administrator
Annual Statements: A Retirement Planning Tool for All Members
Setting the Record Straight: Meeting Today's Media Challenges
Transitioning to Retirement
John Daly
University of Texas at Austin
Better Communications Make Better Educators
Chris DeRose
Michigan (MERS)
Exploring the DB/DC Controversy
Ady Dewey
Pension Dialog
Using Today's Media to Reach Members and Other Stakeholders
Cheryl Dugre
Massachusetts (Holyoke Contributory)
Reaching Out to Our Retired Members
Adam Fambrough
Texas (TRS)
Engaging Business Users on Technology Implementation
Rebecca Frasher
Ohio (STRS)
Has Retirement Planning Really Changed, or Have We?
InFRE Ethics for Public Pension Professionals
Karen Frederick
Sagitec Solutions
Leveraging Technology in Pension Education
Marc Freedman
Author/CEO of Civic Ventures
In Search of a Purpose: Encore Careers
Tripp Frohlichstein
MediaMasters Training
Presentation Skills: A Great Investment
Positive Communications in a Negative Climate
Crafting the Right Message for All Constituents
Mary Futrell
North Shore Senior Center
Your Brain Fitness Lifestyle and Memory Camp Techniques
Rick Garnitz
Lifespan Services
Keys to Motivating Members to Take Action
Dennis Gatlin
Colorado (PERA)
What Can You Learn from the Counseling Field?
InFRE Ethics for Public Pension Professionals
Kathy George
Provaliant Retirement

Consultant Panel: Managing Technology Implementations
Leveraging Technology in Pension Education

Erika Glaster
Massachusetts (MTRS)
It Doesn't Stop at Retirement: Developing Programs for Retirees
Strategies to Raise Pension Awareness
Bringing Our Members Online: Member Self-Service Roundtable
Mark Goldstein
Impact Presentations Group
Effective Communication in an Ever-Changing World
Nicole Hamler
Missouri (PSRS/PEERS)
Disaster Recovery: How Prepared Are You?
Peter Hapgood
Public Pensions, Inc.
Winning the Retirement Game
Cindy Hounsell
Women's Inst. for a Secure Retirement
Women's Retirement: Issues and Solutions
Larry Johnson
Author/Speaker
Building a Culture that Values Straight Talk and Rewards Integrity
Megan Johnson
Generational Humorist
Zap the Gap: How to Deal with Multiple Generations
Rick Johnson
Lake Research Partners
Making the Case for Defined Benefit Plans
Dustin Joyce
Mayors' Nat'l Dollar Wi$e Campaign
A Look at Financial Education Programs at Local, State and...
David Keeling
Author, Actor, Humorist & Speaker
Understanding the Learning Brain
Kelly Kenneally
NIRS
The National Defined Benefit Coalition: A Preview
NIRS: Update on Educational Programs and Research
Teena Kennedy
American Writing Services
The Write Way to Reach Our Members
Raymond Kirk, Ph.D.
US Office of Personnel Management
A Look at Financial Education Programs at Local, State and...
Robert Klausner, Esq.
Klausner, Kaufman, Jensen & Levinson
National Case Law Update
Bruce Kohl
Securities Div., State of New Mexico
A Look at Financial Education Programs at Local, State and...
Randy Krum
InfoNewt President and Author
The Science, Design and Strategy Behind Infographics
DIY Infographics
Mary Kusske, CFP
Kusske Financial Management
Retirement Planning Today: Chaos, Crises and Choices
Patrick Lane
Oklahoma (OPERS)
What You Need to Know about Managing Your Retirement Income...
Larry Langer
Buck Consultants
GASB Reporting: Communications Strategies for the New Rules
Communications Challenges of GASB 67/68
Curtis Lewis
Citrix Systems
Best Practices and Benefits for Online Learning
Megan Lightle
South Carolina (PEBA)
Social Media: Making the Case with Your Leadership
Ben Lott
L.R. Wechsler
Consultant Panel: Managing Technology Implementations
Vincent Lujan
New Mexico (NMERB)
Communicating Through Teamwork: The Southwest Airlines Model
Thomas R. Lussier
Lussier, Gregor, Vienna & Associates
Washington Update
Shedding Light on the Changing State of the Pension Industry
The National Public Pension Debate: A Member Q&A
Word from Washington
Jay Masci
Provaliant
Engaging Business Users on Technology Implementation
Sue Maxwell
Lee Memorial Health Systems
Senior Sensitivity Training
Mark McChesney
Kentucky Retirement Systems
Beyond Computers: The Rise of Mobile Devices...
eDiscovery: Requirements and Strategies for Disclosure...
Social Networks: The Good, the Bad and the Ugly...
The Changing Security Landscape
Threats, Vulnerabilities & Solutions: Protecting You...
The Next Big Thing Is Here: The Internet of Things...
Is There an App for That?
Gina McGrail
Colorado (FPPA)
Comparing Disability Retirement Benefits and Requirements
Betty Meredith
InFRE
Women's Retirement: Issues and Solutions
What You Need to Know about Managing Your Retirement Income...
Sue Mosher
California (CALSTRS)
Leveraging Technology in Pension Education
Mary Most Vanek
Minnesota (PERA)
Communications Challenges of GASB 67/68
Terry Mumford
Ice Miller
Health Care Reform: What's Behind Us? What Lies Ahead?
The Realities of Working in Retirement
Are You Qualified: A Guide to Tax Qualification and PPA Issues
John Nelson, Ph.D.
Author
A Comprehensive Approach: Retirement Well-Being Model
InFRE's Retirement Knowledge Questionnaire/Readiness Research
Dianne Oakley
NIRS
Raising the Bar: Policy Solutions for Improving Retirement Security
Terry O'Connor
Texas (TCDRS)
Evolution of the Contact Center Roundtable
Thornton Parker
Author/Consultant
Stocks, Boomers & Retirement
John Paulson
Minnesota (PERA)
Using Your Web Site to More Effectively Reach Your Members
Leveraging Technology in Pension Education
Barbie Pearson
Texas (TRS)
Engaging Business Users on Technology Implementation
Michael Pegues
Retirement Systems of Alabama
Targeting Your Member Communications
Guide to Better Business Writing Parts 1 and 2
John Pelizza
The Sage Colleges
Communicating by Mind and Body
Ronda Peterson
Missouri (PSRS/PEERS)
Pension Planning 101: Tools for Your New and Mid-Career Members
Tony L. Pierce
Houston Firefighters (HFRRF)
Using Your Web Site to More Effectively Reach Your Members
Mike Pratt
Levi, Ray & Shoup
Leveraging Technology in Pension Education
Anne Rapp
Missouri (MOSERS)
Using Your Web Site to More Effectively Reach Your Members
Bob Rhoads
Mississippi (PERS)
Coping with Disaster: Natural and Pandemics
Aimee Rives
Kentucky Retirement Systems
It Doesn't Stop at Retirement: Developing Programs for Retirees

Cindy Rougeou
Louisiana (LASERS)

Coping with Disasters: Natural and Pandemics
Robert Rust
ICON Integration & Design
Engaging Business Users on Technology Implementation
William SaintAmour
Cobalt Community Research
Leveraging Member-Generated Metrics: Benchmarking...
Steven Sass
Center for Retirement Research
The Social Security Fix-It Solution
Diane Savage, CFP, CRC
Goodlife
Retirement: Yes, No, Maybe!
InFRE Ethics for Public Pension Professionals
Retirement Preparation for the Organization
What You Need to Know about Managing Your Retirement Income
Retire? Reinvent? Recycle? Rewire?
Meir Schecter
Maximus, Inc.

Consultant Panel: Managing Technology Implementations

Jim Schilmoeller
Provaliant Retirement
Leveraging Technology in Pension Education
Nancy Schlossberg
University of Maryland - College Park
Reinventing Retirement
Kevin Seibert
InFRE
Benchmarking Retirement Readiness in Public Sector Plans
A Framework for Planning for Retirement Income
Peter Shankman
Social Media Entrepreneur
The Near-Future World of One Screen
Joel Sheppard
Utah (URS)
Implementing New Legislation, Communicating Benefit Changes...
Dearld Snider
Missouri (PSRS/PEERS)
Using Your Web Site to More Effectively Reach Your Members
Social Media's Role in Communicating with Your Members
Call Centers: Enabling Technology to Enhance Customer Service
Dr. Marion Somers
Author, Geriatric Care Manager
Elder Care Made Easier: Helping Seniors Physically and Financially
Michael Spencer
Chartered Financial Analyst
Pension Investing 101
Michael Supronowicz, Esq.
Higgins, Roberts, Beyerl and Coan
Keep Your Nest Egg: The Latest Estate Planning Strategies
Jane Suhr
Minnesota (TRA)
Bringing Our Members Online: Member Self-Service Roundtable
Joseph Tabers, CSP
Productive Training Services
Using Stories and Real Life Examples to Motivate Your Listeners
Effective Interactive Presentation Skills for Retirement Professionals
Catherine Terrell
Texas
(ERS)
Implementing New Legislation, Communicating Benefit Changes...
Using Your Website to More Effectively Reach Your Members
Transitioning Members to Online Education
Sue Thiel
Massachusetts (MTRS)
Implementing New Legislation, Communicating Benefit Changes...
Whats the Point: Supporting Your Message Through Design
Elements of Design in Member Communications
Jeff Thredgold
Thredgold Economic Associates
Economic and Financial Outlook for Tomorrow's Pension Educators
Judy Price Utley
Retirement Systems of Alabama
Transitioning to Retirement
Developing a Pre-Retirement Program
Stacie Verslues
Missouri (PSRS/PEERS)
Pension Planning 101: Tools for Your New and Mid-Career Members

Gena Wilimitis
Securities Div., State of New Mexico

A Look at Financial Education Programs at Local, State and...
Cory Wood
Utah (URS)
Communicating with Multi-Tier Members
Pension Plan Design and Implementing Changes
Susan Wood
Missouri (PSRS/PEERS)

Pension Planning 101: Tools for Your New and Mid-Career Members
Bringing Our Members Online: Member Self-Service Roundtable