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DESCRIPTION:Plan to attend the 2021 Pension Institute featuring six (6) vir
 tual learning sessions\, which qualifies for the eight (8) hours of annual
  continuing education required by the Illinois Department of Insurance! Se
 e below for an overview of the topics to be presented. To view the complet
 e agenda and session items\, please click the link below.\nAgenda\, Sessio
 n Descriptions\, Speakers\, and Learning Objectives Day 1:  Wednesday\, Ap
 ril 28\, 2021\nSession 1:  9 AM - 10:30 AM - Economic Update\nSession Desc
 ription: This session will provide an update on the current economic and f
 inancial markets. It will also will highlight domestic and global public m
 arkets along with economic factors that could provide either a boost or im
 pact how financial markets functions going forward.\nSpeaker:  Floyd Simps
 on\, CFP\, CPA\, Senior Managing Consultant\, PFM Asset Management\, LLC\n
 Program Level - UpdateField of Study - Economics - TechnicalNASBA CPE Cred
 its: Earn about 1.5 CPE credits\nSession 2:  11 AM - Noon - Strategies for
  Meeting Pension Obligations Employing Bond Issuance and Long-term Investm
 ents\nSession Description:  The consideration of Pension Obligation Bonds 
 is once again gaining significant traction as communities explore availabl
 e strategies to address the challenges of underfunded pension funds. This 
 session will provide an an overview on when and why pension obligation bon
 ds should be issued as well as investment strategies regarding the investm
 ent of proceeds from pension obligation bonds.\nSpeakers:  Andrew Kim\, Di
 rector\, Public Finance\, PMA Securities\, LLC\, Timothy A. Palmer\, CFA\,
  Senior Portfolio Manager\, PMA Asset Management\, LLC\, and Erik Stoltz\,
  Institutional Sales Manager\, PMA Companies\, LLC\nProgram Level - Overvi
 ewField of Study - Finance - TechnicalNASBA CPE Credits: Earn about 1.0 CP
 E credits\nSession 3:  1 PM - 2:30 PM - Introduction to the Illinois Polic
 e Officers' Pension Investment Fund (IPOPIF) and the Illinois Firefighters
 ' Pension Investment Fund (IFPIF)\nSession Description: Join representativ
 es of the IPOPIF and IFPIF as they provide an introduction to the Funds\, 
 a current status update\, and an update related to ongoing transition plan
 ning and communication efforts.  Participants will be encouraged to engage
  in an interactive dialogue with the presenters as part of the session. \n
 Speakers:  Elizabeth Holleb\, Finance Director\, City of Lake Forest and D
 ave Zaloga\, CPA/MBA\, Chief Financial Officer\, Illinois Firefighters’ Pe
 nsion Investment Fund\nProgram Level - UpdateField of Study - Finance - Te
 chnicalNASBA CPE Credits: Earn about 1.5 CPE credits\nDay 2:  Thursday\, A
 pril 29\, 2021\nSession 1:  9 AM - 10 AM - Pension Benefit Administration 
 Update:  Tier 2\, Qildros and Conversions Knowing What You Don't Know\nSes
 sion Description: This session will begin with a brief discussion of the u
 pdate to the definition of a “Tier 2” member\, with a detailed review of t
 he changes to Tier 2 benefits resulting from the “consolidation” legislati
 on.  Next\, the session will review the purpose of each of the required QI
 LDRO forms and discuss the implications of remitting benefits with incompl
 ete or missing QILDRO documents.  Lastly\, the session will review the com
 ponents and process of calculating a conversion benefit under Article 3 an
 d Article 4\, highlighting the common errors and their consequences.\nSpea
 ker:  Allison Barrett\, Director\, Lauterbach & Amen\, LLP\nProgram Level 
 - UpdateField of Study - Finance - TechnicalNASBA CPE Credits: Earn about 
 1.0 CPE credits\nSession 2:  10:30 AM - Noon - Actuarial Update\nSession D
 escription: This session will focus on consolidation actuarial issues incl
 uding how the actuarial process will look after the consolidation of the A
 rticle 3 and 4 Pension Funds. The speaker will try to answer the question 
 “Will each municipality need its own valuation\, or will the Consolidated 
 funds provide everything you need?” Additionally\, the session will examin
 e how an extension of the amortization period to the year 2050 would impac
 t the long-term financial health of downstate fire and police pension plan
 s.\nSpeaker:  Jason Franken\, Principal\, Foster & Foster\, Inc.\nProgram 
 Level - UpdateField of Study - Finance - TechnicalNASBA CPE Credits: Earn 
 about 1.5 CPE credits\nSession 3:  1 PM - 2:30 PM - The Ins and Outs of Do
 wnstate Police & Fire Pension Administrative Proceedings\nSession Descript
 ion: This session will review the wide array of pension related matters do
 wnstate 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 mu
 nicipal underfunding.  The presentation will also explore the legal framew
 ork which guides pension board trustees in the adjudication of the various
  claims that come before them as well as cover best practices\, policies a
 nd procedures pension trustees should consider when administering pension 
 claims.\nSpeaker:  Laura Goodloe\, Esq.\, Partner\, Puchalski Goodloe Marz
 ullo\, LLP\nProgram Level - OverviewField of Study - Finance - TechnicalNA
 SBA CPE Credits: Earn about 1.5 CPE credits\nDelivery Method:  Group Inter
 net Based\nProgram Level:  See above sessions\nPrerequisites:  No prerequi
 sites required\nAdvanced Preparation: No advanced preparation required\nFi
 eld of Study:  See above sessions\nNASBA CPE Credits: Earn about 8.0 CPE c
 redits\nIGFOA reserves the right to modify the agenda\, sessions\, and spe
 akers.
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DTSTART:20210428T090000
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SUMMARY:2021 Pension Institute Webinar Series
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