Event
2022 Annual Conference AgendaÂ
Agenda
Please Note:
- All meetings will be held in Grand Pacific D.
- Breakfast and lunch on Monday and Tuesday will be in Grand Pacific A-C.
- Saturday’s reception and Monday’s dinner will be in Hook & Plow.
Saturday, October 22
2:00 PM – 4:00 PM
InFRE Pre-Conference Workshop: Ethics
Dennis Gatlin
4:00 PM – 4:15 PM
Break
4:15 PM – 5:30 PM
Systems’ Roll Call
5:30 PM – 6:30 PM
Opening Reception (provided)
Hook & Plow
Sunday, October 23
8:00 AM – Noon
Sponsor Exhibits
9:00 AM– Noon
InFRE Pre-Conference Workshop: CRC-1 – Fundamentals of Retirement Planning
Michael Wilson, CFP, CRC
12:00 PM – 5:30 PM
Lunch (on your own)
5:30 PM – 9:30 PM
Dinner Cruise (provided)
Monday, October 24
8:00 AM – 4:00 PM
Sponsor Exhibits
7:00 AM – 8:00 AM
Breakfast (provided)
Located in Grand Pacific A-C
8:00 AM – 8:15 AM
President’s Welcome
8:15 AM – 9:45 AM
Adaptability to Change
Chad Carden, The Carden Group
9:45 AM – 10:00 AM
Break
10:00 AM – 11:00 AM
Sponsor Spotlight
11:00 AM – 12:15 PM
Windfall Elimination Provision & Government Pension Offset
Michael Wilson, CFP, CRC
12:15 PM – 1:30 PM
Lunch (provided)
Located in Grand Pacific A-C
1:30 PM – 2:30 PM
DeEscalation Training
Myra Golden
2:30 PM – 2:45 PM
Break
2:45 PM – 3:45 PM
Contact Center Metrics
David Robinson, Teacher Retirement System of Texas
3:45 PM – 4:00 PM
Break
4:00 PM – 5:00 PM
Lessons Learned About Chat
Stacey Shahangian & Susan Wood, Public School and Education Employee Retirement Systems of Missouri
6:00 PM
Murder Mystery Dinner (provided)
Hook & Plow
Tuesday, October 25
8:00 AM – 4:00 PM
Sponsor Exhibits
7:00 AM – 8:00 AM
Breakfast (provided)
Located in Grand Pacific A-C
8:00 AM – 8:15 AM
Business Meeting
8:15 AM – 9:15 AM
Legislative Update
Jeannine Markoe Raymond, National Association of State Retirement Administrators
9:15 AM – 9:30 AM
Break
9:30 AM – 11:00 AM
Multi-Generational Communication
Haydn Shaw
11:00 AM – 11:15 AM
Break
11:15 AM – 12:15 PM
National Pension Case Law Update
Robert Klausner, Esq., Klausner, Kaufman, Jenson and Levinson, P.A
12:15 PM – 1:30 PM
Lunch (provided)
Located in Grand Pacific A-C
1:30 PM– 5:00 PM
Combat Brain Training
John Kennedy
5:30 PM – 9:00 PM
Dinner at the Skyview Observatory (provided)
Wednesday, October 26
Departure Day
