2023 Pension Institute Webinar Series

Event Details


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Time 9:00am–2:15pm
Delivery Method Webinar
Field of Study Finance - Technical - 5.5 Economics - Technical - 1.5 Regulatory Ethics - Technical - 1.0
NASBA CPE Earn 8.00 CPE Hours
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Event Cost

Event Description

Plan to attend the 2023 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 14, 2023

Session 1:  9:00 AM - 10:15 AM - THE ECONOMY AT A TURNING POINT – 2023 AND BEYOND

Session Description: 2022 saw an abrupt shift in economic results with rising inflation, geopolitical strife, and aggressive central bank policy movement.  Join Jason Turner, Chief Investment Strategist for Wintrust Wealth Management, for a review of the factors that drove economic results in 2022 and have driven results so far this year.  Then look ahead to the concerns and forces that will drive the economy and markets for the remainder of the year, including the future direction of inflation, employment markets, and economic growth.

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

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


Session Description:  Jason Franken will present a look at what has changed and what remains the same with the actuarial process now that the consolidation of the assets is completed. He will focus on the consolidation’s impact on the actuarial assumptions, actuarial methods and discuss potential differences between the reports prepared locally versus the reports provided by the consolidated funds. Finally, he will discuss what information is not provided by the consolidated funds and why a municipality may still need to have an independent report completed.

Speaker: Jason Franken, Principal, Foster & Foster

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

Session 3:  1:00 PM - 1:50 PM - IMRF, WHAT IS HAPPENING!

Session Description: What is happening with IMRF? This session will focus on explaining IMRF operations, the changes taking place, and the returns for 2022. Learn about the changes occurring with the employers’ reporting requirements and the data available to participating employers.  Finally, this session will provide an overview of the operations of IMRF as an organization and what an employer can expect in 2023 and beyond.

Speaker:  Mark F. Nannini, Chief Financial Officer, Illinois Municipal Retirement Fund and IGFOA Past President

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

Day 2:  Wednesday, March 15, 2023

Session 1:  9:00 AM - 10:15 AM - LOVE ON THE ROCKS: A QILDRO STORY

Session Description: Follow a firefighter along his journey of marriage, divorce, retirement and QILDROs.

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

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


Session Description: Illinois has enacted a broad range of ethics laws that guide the behavior of local government officials and employees.  These laws require public officials and employees to act responsibly and to follow certain rules and procedures in the discharge of their public duties   This session will provide an introduction and overview of some of the more significant ethics laws that impact local governments, including prohibited conflicts of interest, the State Officials and Employees Ethics Act, the Illinois Governmental Ethics Act, and the criminal bidding provisions under the Illinois Criminal Code. 

Speaker:  James G. Wargo, Attorney, OKGC Law, LLC

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


Session Description: This session will provide a general overview of the administrative process for adjudicating applications and related claims before Illinois firefighter and police pension fund boards of trustees in their quasi-adjudicative role. The session will also review the process from application to hearing, and from decision to possible appeal,  and explore the role of the trustees as neutral decisionmakers. There will be an emphasis on the due process obligations, covering best practices, and addressing municipal intervention.

Speaker:  Carolyn Welch Clifford, Ottosen DiNolfo Hasenbalg & Castaldo, 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 14, 2023
NASBA CPE Credits: Earn about 8.0 CPE credits

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

Registration & 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 SponsorsCPE Registry Illinois 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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