2022 Pension Institute Webinar Series


Tuesday, March 15, 2022–Wednesday, March 16, 2022

  • Members $ 120.00 Before Mar 14, 2022 Members $ 120.00
  • Government / Partner Colleagues $ 120.00 Before Mar 14, 2022 Government / Partner Colleagues $ 120.00
  • Non-members $ 220.00 Before Mar 14, 2022 Non-members $ 220.00

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Plan to attend the 2022 Pension Institute featuring six (6) virtual learning sessions, which qualifies for the eight (8) hours of annual continuing education required by the Illinois Department of Insurance! See below for an overview of the topics to be presented. To view the complete agenda and session items, please click the link below.

Agenda, Session Descriptions, Speakers, and Learning Objectives
Speaker Bios

Day 1:  Tuesday, March 15, 2022

Session 1:  9:00 AM - 10:15 AM - Economic and Market Perspective for 2022 and Beyond

Session Description: The economy and markets have seen significant volatility and uncertainty the past several years.  Join Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, for a review of the factors driving economic results for 2021 and the reaction of markets so far this year.  He will also look ahead to the concerns and forces that will drive the economy and markets for the remainder of the year and in the near future.

Speaker:  Jason Turner, Chief Investment Strategies & Head of Multi-Asset Strategy, Wintrust Government Funds

Program Level - Update
Field of Study - Economics - Technical
NASBA CPE Credits: Earn about 1.5 CPE credits

Session 2:  11:00 AM - Noon - Improve Your Knowledge of Public Pensions

Session Description:  The presentation will review seven sources of information on public pensions that the attendee may use to improve his or her knowledge of public pensions.  Books, whitepapers and article will be discussed.  Enough information will be presented from each source so that, even without any follow-up, the participants will improve their knowledge of historical and current issues in public pensions.

Speaker:  Dan Ryan, Project Coordinator, IPPFA; Past President, IGFOA

Program Level - Overview
Field of Study - Finance - Technical
NASBA CPE Credits: Earn about 1.0 CPE credits

Session 3:  1:00 PM - 2:15 PM - Consolidation of Article 3 and 4 Pension Funds Update

Session Description: Join representatives of the IPOPIF and IFPIF as they provide an introduction to the Funds and a current status update related to ongoing transition activities and communication efforts.

Speakers:  Elizabeth Holleb, CPA, Finance Director, City of Lake Forest; Board Treasurer, IPOPIF and David Zaloga, CPA/MBA, Chief Financial Officer, Illinois Firefighters’ Pension Investment Fund

Program Level - Update
Field of Study - Finance - Technical
NASBA CPE Credits: Earn about 1.5 CPE credits

Day 2:  Wednesday, March 16, 2022

Session 1:  9:00 AM - 10:15 AM - Pension Benefit Administration Update: Tier 2 Changes & A Slew of Service Transfer Statutes

Session Description: This session will begin with a brief review of the Tier 2 legislative changes from 2020, followed by an introduction to the 2021 legislative changes related to Tier 2 Article 4 members electing “reciprocity”.  The Tier 2 discussion will conclude with an explanation of the 2022 annual Tier 2 figures released in November 2021.  The second half of the presentation will involve a discussion, including calculation examples, of four new service transfers available to Article 3 and Article 4 members.

Speaker:  Allison Barrett, Director, Lauterbach & Amen, LLP

Program Level - Update
Field of Study - Finance - Technical
NASBA CPE Credits: Earn about 1.5 CPE credits

Session 2:  11:00 AM - 12:15 PM - Actuarial Update

Session Description: This session will focus on consolidation actuarial issues including how the actuarial process will look after the consolidation of the Article 3 and 4 Pension Funds and discuss the steps each Fund has taken so far. We will discuss the actuarial responsibilities that each municipality will maintain after consolidation and what will be provided by the Consolidated Funds. Finally, we will examine how an extension of the amortization period to the year 2050 would impact the long-term financial health of your pension plans.

Speaker:  Jason Franken, Principal, Foster & Foster, Inc.

Program Level - Update
Field of Study - Finance - Technical
NASBA CPE Credits: Earn about 1.5 CPE credits

Session 3:  1:00 PM - 2:00 PM - The Ins and Outs of Downstate Police & Fire Pension Administrative Proceedings

Session Description: This session will review the wide array of pension related matters downstate police and fire pension funds are faced with including disability claims, survivorship claims, felony divestitures, over/underpayments in pension benefits, salary attached to rank issues, pension spikes and municipal underfunding.  The presentation will also explore the legal framework which guides pension board trustees in the adjudication of the various claims that come before them as well as cover best practices, policies and procedures pension trustees should consider when administering pension claims.

Speaker:  Jerry Marzullo, Esq., Asher, Gittler & D’Alba, Ltd

Program Level - Overview
Field of Study - Finance - Technical
NASBA CPE Credits: Earn about 1.5 CPE credits

Delivery Method:  Group Internet Based
Program Level:  See above sessions
Prerequisites:  No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study:  See above sessions

Last Review/Revision/Update: March 15, 2022
NASBA CPE Credits: Earn about 8.0 CPE credits

IGFOA reserves the right to modify the agenda, sessions, and speakers.

CPE hours: 8.00

For more information


Registration and cancellation policy

Payments by check should be mailed in advance or made at time of registration by credit card. 

Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $20 cancellation fee. 
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• Cancellation policy for chapter events may differ from this policy at the chapters’ discretion. 
• A written request for a refund must be emailed to the IGFOA prior to the event.

By submitting this registration, the applicant agrees to the registration and cancellation policy above.

IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full.   Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.

If you have questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.

Approved by the National Registry of CPE Sponsors

CPE RegistryIllinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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