Rock River Region Luncheon Holiday Luncheon
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Tavern on Clark
755 Clark Drive
Rockford, IL 61104
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|Delivery Method||In Person|
|Field of Study||Finance-Technical|
|NASBA CPE||Earn 1.50 CPE Hours|
|Government / Partner Colleagues||$ 20.00|
Please join your colleagues to network and celebrate the holiday season after the lunch & learn!
Overview of Pension Obligation Bonds
This session will help explain the basics of pension obligation bonds including the potential implications on the pension plan and local government.
Speakers: Jason Franken, FSA, EA, MAAA, Consulting Actuary and Principal, Foster & Foster
Dalena Welkomer, Senior Vice President, Robert W. Baird & Co.
Learning Objectives: Participants completing this session will be able to:
Understand the mechanics of Pension Obligation Bonds
Identify pros/cons of evaluating & issuing Pension Obligation Bonds
Create a framework to help evaluate the appropriateness and potential implications of Pension Obligation Bonds
Intended Audience: Individuals interested in learning about Pension Obligation Bonds, including the implications of issuing, issuance timing, rating agency considerations, investment of proceeds, and compliance with IL Pension Code guidelines.
Delivery Method: Group-Live
Program Level: Overview
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Finance - Technical
Earn About 1.0 CPE credit
Presented by the Downstate chapter
Registration & Cancellation Policy
Registrations are accepted on a first-in, first registered basis. 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 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.