Past Conference Presentations
2011 - Portland, Oregon
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2010 - St. Paul, Minnesota
- Sustaining Pension Plans in the New Normal Economy
Girard Miller, Senior Strategist, Public Financial Management Group - Ethical Lapses and Moral Hazards
Marianne M. Jennings, W. P. Carey School of Business, Arizona State University - Actuarial Projections Related to Sustainability
Eric Gary, Cavanaugh Macdonald Consulting - Securities Lending: Is It Right for My Portfolio?
Josh Lavender, JP Morgan
Lynn Thompson, Bank of Nova Scotia
Mike Cavanaugh, State Street Bank
Andrew Pettit, Brown Brothers Harriman & Co.) - Decision Making Tools & Techniques (Document)
Susan Williams, Orion Development Group - Making Sense of New Shareholder Rights and Responsibilities in the Wake of Banking Reform
John Wilson, TIAA-CREF - Fraud 101-- Creating Awareness
Larry Rosipajla, Forensic Alliance LLC - Risk in Investment Operations
Keith Keller, Duff & Phelps - How Technology Can Impact Your Compliance Plan
Tracey Straub, Compliance11 - Health Care Reform
Rick Johnson, Segal - Leveraging the Capabilities of Bloomberg
Mike Zaladonis and Rich Soares, Bloomberg Data Solutions - Managing Across Generational Differences
Susan Williams, Orion Development Group - Governance Risk and Management Practices in Investment Operations
Keith Keller, Duff & Phelps - GASB Update
Michelle Czerkawski, GASB - GASB Pension Project Panel Discussion
Michelle Czerkawski, GASB
Keith Brainard, NASRA
Pat Robertson, Public Employees Retirement System of Mississippi - Actuarial Impact of GASB's PV Document and Other Actuarial Issues Affecting Retirement Systems
Paul Zorn and James Rizzo, Gabriel, Roeder, Smith & Co.
Kim Nicholl, The Segal Company - Influence of International Accounting Standards on Government Pension Accounting
Tom Heseltine
Clifton Gunderson - Derivatives
Barb Davison, ITCI - Business Process Redesign: Learn and Fix What is Really Under the Hood
Ralph Smith
Orion Development Group - Regulatory Reform--What's Happening Now?
David Lui, US Bancorp - GFOA Budgeting Best Practices
Sue Iverson, GFOA
Luke Huelskamp, MERS
Charlene Powell, OPERS - Hedge Funds
Barb Davison
ITCI - IT Conversion Security Issues
Joel Eshleman
Clifton Gunderson - FAS 157 September Amendment
FV on Limited Partnerships and its Impact on Public Pension Funds
Tom Heseltine
Clifton Gunderson
Owen Ward -- Clifton Gunderson - Federal and State Legislative Updates
Ron Snell - Demographic Trends
Tom Gillaspy, Minnesota State Demographer
2009 - Sacramento, California
- GASB Update: The GASB Has Been Busy
David Bean - Financial Economics
Paul Zorn - GASB Update: Invitation to Comment Private Market Valuations
David Bean - Securities Lending
The Need for Risk Management
Bo Abesamis - Corporate Governance Best Practices
Aeisha Mastagni - Public Agency Review (Auditing Employers)
Adeeb Alzanoon - The Currency Hedging Conundrum
David Turkington - Employer Reporting Efficiencies
Paul King
Susan Williams - Investment Performance Calculations
John Simpson - Regulatory Panel
David Liu
Ann Oglanian - Economic Update
Michael Feroli - Legislative Update
Leigh Snell - Newfound Attention From The IRS: Where Do Public Plans Go From Here?
David Levine - Derivatives from an Accounting Perspective
Tom Heseltine - The ABCs of Enterprise Data Management for Investment Management Firms
Nancy Ross - Personal Trading Policy
Implementing an Automated Trading Platform
Nancy Ross - Tax Panel Discussion
David Levine
Mary Beth Braitman - FAS 157
Tom Rey - IRS Compliance
The Update
Roxanne Parks
Mary Beth Braitman - Employer Reporting Roundtable
2008 - Mobile, Alabama
- IRS Roundtable on Voluntary Compliance
Jeffrey Fleck, Mary Beth Braitman, Roxanne Story Parks - Personal Trading Policy & Implementing an Automated Platform
Sherry Johnstone, Deborah Kanner, Nancy Ross - Corporate Governance Divestment
Aeisha Mastagni - The Future of Public Sector Retirement Plans
Girard Miller - State of Alabama Compliance / SEC Case Study
Bill Stephens - Performance Calculations 101
John Simpson - Importance of Counterparty Risk Management and Diversification
Peter Bassler and Anthony Toscano - Financial Economics
Ed Macdonald - Reducing Contribution Volatility
Ed Macdonald - Electronic Communication
Bill Balderaz - Custody Transition
Alicia Markoff, Walt Knox, Stanley McDivitt - Intermediate Performance Calculations
John Simpson - Operational Due Diligence for Hedge Funds
Chris Addy - Credit Crunch Hits Economic Outlook
Sandy Batten - GASB Update
Karl Johnson - Audit Standards
Tom Heseltine - The New Image of Payments
Beth Hastings - Derivatives Panel
Lisa Dodge, Ash Tahbazian - Implementing GASB 50 and 51
Karl Johnson - Wait a minute . . . We’re the Good Guys (and Gals)!
Kelly Kenneally - Alternative Investment Audits
David Larsen - Picture Perfect: How Imaging Can Produce Real Benefits
Robert Hill, Phyllis Walker & Bob Johnson - Fair Value Accounting / FAS 157 and 159
David Larsen - Compliance Officer’s Toolkit
Ann Oglanian - What Gets Measured Gets Done - Using the Balanced Scorecard for Performance Management
Chris Ford and Peter DuBois - Online Reporting
Daryl Hull, Dick DeCleene, Shonda Bourquin, Patti Brammer - Private Equity and Alternative Assets
Carmen Matsumoto, Lisa Dodge - Actuarial Update
Paul Zorn - The Road From Long-Only to 130/30 and Long/Short
Paul Calderone
2007 - Seattle, Washington
- Public Pension Plan Trends
Keith Brainard - Internal Controls with Public Pension Focus
Art Hayes - The Value of Retirement Benefits to Texas, Part 1, Part 2
Ronnie Jung - Internal Investment Compliance Part 1, Part 2, Part 3
Sherry Johnstone, Ash Tahbazian, Lisa Dodge - Content Management Technology
Tim Nero - Current GFOA Issues and Initiatives
Ken Rust - Subcustodial Network Building and Due Diligence
Elizabeth Fortier - Operational Issues with Divestment Part 1, Part 2
Ronnie June, Jason Naber, Bailey Bishop, Jr. - Intangible Assets
Christopher Ray - Dealing with Change in the Workplace
Art Hayes - Risk and Controls in a Third-Party Securities Lending Program
Lynn Thompson - Humor in the Workplace
Art Hayes - Alternative Investment Audits
David Larsen - Life Cycle Funds
Ann Lester - Legislative and Regulatory Update
Paul Zorn - Retiree Healthcare and OPEB Planning (Part I),
Actuarial Valuation Issues
Alex Rivera - Unitized Values
Tim Lauer - Prime Broker Issues
John Valentine - Balanced Scorecard Fundamentals
Rene Ewing - Best Practices in Due Diligence on Investment Managers
Chris Fox - Retiree Healthcare and OPEB Planning (Part II),
How to Control OPEB Costs
Alex Rivera - Performance Calculations 101
David Spaulding - Balanced Scorecard Implementation
Jeff Zimmer - Private Market Valuations Part 1, Part 2
Bill Funcannon, Larry Hile - GASB Update -- What's Next?
David Bean - Tax Issues Affecting Public Pension Plans
David Levine - Fiduciary Issues Facing Pension Plans
David Levine
2006 - Savannah, Georgia
- Sorry, the presentations from this conference are currently unavailable.
2005 - Denver, Colorado
- OPEB Implementation
Brian Murphy - Get A Life
Chuck Cummings - Actuarial Basics 1
Rick Reed & Flick Fornia - Actuarial Basics 2
Rick Reed & Flick Fornia - Executive Risk 1
Herb Feldman - Executive Risk 2
Herb Feldman - GASB 40
Jeff Belden - Trends in Investment Accounting Technology
Jeremy Hurwitz - GASB Update
Karl Johnson - OPEB
Karl Johnson - GFOA Awards
Keith Brainard - National Pension Update
Leslie Thompson - AICPA Direction of Audit Standards
Michael Glynn - Accounting for Derivatives
Rajan Chari - Mandatory Social Security
Robert Walton - Pension Crisis
Ron Ryan - GFOA Budget Award
Stewart Smith
2004 - Columbus, Ohio
- Sorry, the presentations from this conference are currently unavailable.
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