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DESCRIPTION:Plan to attend the 2022 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 ObjectivesSpeaker Bios\nDay 1:  T
 uesday\, March 15\, 2022\nSession 1:  9:00 AM - 10:15 AM - Economic and Ma
 rket Perspective for 2022 and Beyond\nSession Description: The economy and
  markets have seen significant volatility and uncertainty the past several
  years.  Join Jason Turner\, Chief Investment Strategist for Wintrust Weal
 th Management\, for a review of the factors driving economic results for 2
 021 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 th
 e remainder of the year and in the near future.\nSpeaker:  Jason Turner\, 
 Chief Investment Strategies & Head of Multi-Asset Strategy\, Wintrust Gove
 rnment Funds\nProgram Level - UpdateField of Study - Economics - Technical
 NASBA CPE Credits: Earn about 1.5 CPE credits\nSession 2:  11:00 AM - Noon
  - Improve Your Knowledge of Public Pensions\nSession Description:  The pr
 esentation will review seven sources of information on public pensions tha
 t the attendee may use to improve his or her knowledge of public pensions.
   Books\, whitepapers and article will be discussed.  Enough information w
 ill be presented from each source so that\, even without any follow-up\, t
 he participants will improve their knowledge of historical and current iss
 ues in public pensions.\nSpeaker:  Dan Ryan\, Project Coordinator\, IPPFA\
 ; Past President\, IGFOA\nProgram Level - OverviewField of Study - Finance
  - TechnicalNASBA CPE Credits: Earn about 1.0 CPE credits\nSession 3:  1:0
 0 PM - 2:15 PM - Consolidation of Article 3 and 4 Pension Funds Update\nSe
 ssion Description: Join representatives of the IPOPIF and IFPIF as they pr
 ovide an introduction to the Funds and a current status update related to 
 ongoing transition activities and communication efforts.\nSpeakers:  Eliza
 beth Holleb\, CPA\, Finance Director\, City of Lake Forest\; Board Treasur
 er\, IPOPIF and David Zaloga\, CPA/MBA\, Chief Financial Officer\, Illinoi
 s Firefighters’ Pension Investment Fund\nProgram Level - UpdateField of St
 udy - Finance - TechnicalNASBA CPE Credits: Earn about 1.5 CPE credits\nDa
 y 2:  Wednesday\, March 16\, 2022\nSession 1:  9:00 AM - 10:15 AM - Pensio
 n Benefit Administration Update: Tier 2 Changes & A Slew of Service Transf
 er Statutes\nSession Description: This session will begin with a brief rev
 iew of the Tier 2 legislative changes from 2020\, followed by an introduct
 ion to the 2021 legislative changes related to Tier 2 Article 4 members el
 ecting “reciprocity”.  The Tier 2 discussion will conclude with an explana
 tion of the 2022 annual Tier 2 figures released in November 2021.  The sec
 ond half of the presentation will involve a discussion\, including calcula
 tion examples\, of four new service transfers available to Article 3 and A
 rticle 4 members.\nSpeaker:  Allison Barrett\, Director\, Lauterbach & Ame
 n\, LLP\nProgram Level - UpdateField of Study - Finance - TechnicalNASBA C
 PE Credits: Earn about 1.5 CPE credits\nSession 2:  11:00 AM - 12:15 PM - 
 Actuarial Update\nSession Description: This session will focus on consolid
 ation actuarial issues including how the actuarial process will look after
  the consolidation of the Article 3 and 4 Pension Funds and discuss the st
 eps each Fund has taken so far. We will discuss the actuarial responsibili
 ties that each municipality will maintain after consolidation and what wil
 l be provided by the Consolidated Funds. Finally\, we will examine how an 
 extension of the amortization period to the year 2050 would impact the lon
 g-term financial health of your pension plans.\nSpeaker:  Jason Franken\, 
 Principal\, Foster & Foster\, Inc.\nProgram Level - UpdateField of Study -
  Finance - TechnicalNASBA CPE Credits: Earn about 1.5 CPE credits\nSession
  3:  1:00 PM - 2:00 PM - The Ins and Outs of Downstate Police & Fire Pensi
 on Administrative Proceedings\nSession Description: This session will revi
 ew the wide array of pension related matters downstate police and fire pen
 sion funds are faced with including disability claims\, survivorship claim
 s\, 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 bo
 ard trustees in the adjudication of the various claims that come before th
 em as well as cover best practices\, policies and procedures pension trust
 ees should consider when administering pension claims.\nSpeaker:  Jerry Ma
 rzullo\, Esq.\, Asher\, Gittler & D’Alba\, Ltd\nProgram Level - OverviewFi
 eld of Study - Finance - TechnicalNASBA CPE Credits: Earn about 1.0 CPE cr
 edits\nDelivery Method:  Group Internet Based\nProgram Level:  See above s
 essions\nPrerequisites:  No prerequisites required\nAdvanced Preparation: 
 No advanced preparation required\nField of Study:  See above sessions\nLas
 t Review/Revision/Update: March 15\, 2022NASBA CPE Credits: Earn about 8.0
  CPE credits\nIGFOA reserves the right to modify the agenda\, sessions\, a
 nd speakers.
DTEND:20220316T140000
DTSTAMP:20260419T103549
DTSTART:20220315T084500
LOCATION:
SEQUENCE:0
SUMMARY:2022 Pension Institute Webinar Series
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