2025 Preconference Sessions
P2F2 will offer three preconference sessions that will take place concurrently from 9:00 - 11:45 AM on Sunday, October 26 at the Sheraton Downtown Phoenix hotel just before our annual conference gets underway. The cost to attend one of the sessions is $125, which includes course material and lunch.
Here's some information about each of the preconference sessions.
Help! I Need a New General Ledger: What do I Do?
Many of our pension systems will be migrating from one General Ledger (GL) package to a new one in the next 5 years, especially in light of Microsoft's announcement that they will no longer support Dynamics GP after 2029. That migration process can be very difficult and time consuming--and where do you start?
This preconference session will walk you through the process from beginning to end. We'll first look at the various options for GL packages, including the pros and cons of each. We'll discuss ERP systems, cloud-based systems and stand-alone options. We'll also review the most common solutions used by public pension systems.
Once we've reviewed the different options, experts in the field will discuss the best way to structure the migration process. We'll see a timeline of what needs to be done and when. We'll discuss the role of outside consultants and where you might want to use one. We'll even dig into some of the details, including how to update your chart of accounts.
Finally, we'll hear lessons learned from colleagues who have recently migrated to a new GL, giving you a head start on what to do and what not to do in your own migration.
For those who are interested, demos of the three most common GL packages will be available Sunday afternoon.
Follow the Money: Understanding the Financial Lifecycle of a Pension Plan
This preconference session takes participants on a guided journey through the financial ecosystem of a pension plan - from the moment contributions are received to the final stages of benefit payments and reporting. Participants will gain a foundational understanding of how money flows through a pension system, including:
Tackling Processing Challenges in Private Equity with AI
Saddle up and join us for an engaging training session where we'll round up the most pressing reporting challenges faced by limited partners in the world of Private Equity. This session will delve into the complexities of managing and interpreting data from general partner reports, a task that often feels like herding cattle across the open range. A highlight of the session will be a live demo of an AI tool, designed to extract and organize data from general partner reports. Watch as the AI tool lassos the data you need, transforming it into actionable insights with the precision of a seasoned cowboy.
After attending this session, you will be able to:
Here's some information about each of the preconference sessions.
Help! I Need a New General Ledger: What do I Do?
Many of our pension systems will be migrating from one General Ledger (GL) package to a new one in the next 5 years, especially in light of Microsoft's announcement that they will no longer support Dynamics GP after 2029. That migration process can be very difficult and time consuming--and where do you start?
This preconference session will walk you through the process from beginning to end. We'll first look at the various options for GL packages, including the pros and cons of each. We'll discuss ERP systems, cloud-based systems and stand-alone options. We'll also review the most common solutions used by public pension systems.
Once we've reviewed the different options, experts in the field will discuss the best way to structure the migration process. We'll see a timeline of what needs to be done and when. We'll discuss the role of outside consultants and where you might want to use one. We'll even dig into some of the details, including how to update your chart of accounts.
Finally, we'll hear lessons learned from colleagues who have recently migrated to a new GL, giving you a head start on what to do and what not to do in your own migration.
For those who are interested, demos of the three most common GL packages will be available Sunday afternoon.
Follow the Money: Understanding the Financial Lifecycle of a Pension Plan
This preconference session takes participants on a guided journey through the financial ecosystem of a pension plan - from the moment contributions are received to the final stages of benefit payments and reporting. Participants will gain a foundational understanding of how money flows through a pension system, including:
- Pension Contributions: Explore the sources and structures of employee and employer contributions
- Actuarial Information: Learn how actuarial valuations influence funding decisions and assess plan health
- Investments: Examine how pension assets are invested, portfolio strategies, risk management, and how investment returns are instrumental in the health of a system
- Expenses: Understand the types of administrative and investment expenses
- Benefit Payments: Review the process and timelines for disbursing retirement, survivor and disability payments
- Reporting: Delve into financial reporting and disclosure requirements
Tackling Processing Challenges in Private Equity with AI
Saddle up and join us for an engaging training session where we'll round up the most pressing reporting challenges faced by limited partners in the world of Private Equity. This session will delve into the complexities of managing and interpreting data from general partner reports, a task that often feels like herding cattle across the open range. A highlight of the session will be a live demo of an AI tool, designed to extract and organize data from general partner reports. Watch as the AI tool lassos the data you need, transforming it into actionable insights with the precision of a seasoned cowboy.
After attending this session, you will be able to:
- Define the key reporting challenges faced by limited partners in Private Equity investments
- Discuss practical solutions for improving data management and reporting accuracy
- Demonstrate the functionality of an AI tool designed to extract data from general partner reports
- Analyze the benefits of leveraging AI technology to enhance reporting processes for limited partners
Preconference Session Registration
To register for a preconference session, as you register to attend the P2F2 annual conference, select "Preconference with lunch" or "Preconference without lunch" when you get to the "Settings" tab.
If you decide to register for a preconference session after you've already registered for the annual conference, you will need to contact Dave DeJonge, P2F2 administrator, at admin@p2f2.org to register for the preconference session. He will be able to create a new $125 invoice and get you registered.
If you want to attend a preconference session but do not want to attend the full conference, contact Dave DeJonge at admin@p2f2.org.
To register for a preconference session, as you register to attend the P2F2 annual conference, select "Preconference with lunch" or "Preconference without lunch" when you get to the "Settings" tab.
If you decide to register for a preconference session after you've already registered for the annual conference, you will need to contact Dave DeJonge, P2F2 administrator, at admin@p2f2.org to register for the preconference session. He will be able to create a new $125 invoice and get you registered.
If you want to attend a preconference session but do not want to attend the full conference, contact Dave DeJonge at admin@p2f2.org.