Regional Seminar – Lewis & Clark Community College – Edwardsville

Once again the IPPFA is proud to present its regional seminars. By attending one of our regional seminars you are given the opportunity to hear speakers and professionals that work in the public pension arena on a daily basis. Receive up to date information in the areas of legislation, investments, ethics, the economy and fiduciary responsibilities.

The 2018 IPPFA Regional Seminars will satisfy 8 hours of the required continuing pension trustee training.

Space is LIMITED, so register now for the seminar.

Remember, the training year for public pension trustee continuing education begins on August 13th of each year.

Details:

WHEN

Wednesday, June 20, 2018
7:00 AM – 4:00 PM
Central Time

WHERE

Lewis & Clark Community College –  Edwardsville
600 Troy Road
Edwardsville, Illinois 62025
USA
618-985-2828

PLANNER

Tony Halachoulis

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CERTIFIED TRUSTEE PROGRAM 18-4

The administration of a public pension fund is a very complex task. This four-part educational program is designed to increase a trustee’s basic knowledge of fiduciary responsibility, the fundamentals of investing, funding and actuarial concepts, medical and disability issues, administration of pension benefits, and legal and ethical issues. Illinois statutes hold the pension fund trustee to the standard of a “prudent expert,” yet give little direction on how a trustee can obtain a fundamental understanding of important legal and administrative tasks. To meet these needs, the IPPFA, an Association of Public Pension Funds, began a partnership with Northern Illinois University in 1999 to offer the public pension funds the Trustee Certification Program. This 32-hour program is broken down into four 8-hour modules. Register now to learn from professionals that have many years of experience in public pension fund administration and management.

Details:

WHEN

Tuesday, August 21, 2018 – Tuesday, November 13, 2018
8:00 AM – 4:00 PM Central Time

WHERE

Lewis and Clark Community College
600 Troy Road
Edwardsville, IL 62025
USA
618-656-8800

PLANNER

Mike Herbert

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CERTIFIED TRUSTEE PROGRAM 18-2

The administration of a public pension fund is a very complex task. This four-part educational program is designed to increase a trustee’s basic knowledge of fiduciary responsibility, the fundamentals of investing, funding and actuarial concepts, medical and disability issues, administration of pension benefits, and legal and ethical issues. Illinois statutes hold the pension fund trustee to the standard of a “prudent expert,” yet give little direction on how a trustee can obtain a fundamental understanding of important legal and administrative tasks. To meet these needs, the IPPFA, an Association of Public Pension Funds, began a partnership with Northern Illinois University in 1999 to offer the public pension funds the Trustee Certification Program. This 32-hour program is broken down into four 8-hour modules. Register now to learn from professionals that have many years of experience in public pension fund administration and management.

Details:

WHEN

Monday, April 30, 2018 – Thursday, May 3, 2018
8:00 AM – 4:00 PM Central Time

WHERE

Embassy Suites East Peoria Hotel Conference Center
100 Conference Center Drive
East Peoria, Illinois 61611
USA
309-427-0200

PLANNER

Tony Halachoulis

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CERTIFIED TRUSTEE PROGRAM 18-5

The administration of a public pension fund is a very complex task. This four-part educational program is designed to increase a trustee’s basic knowledge of fiduciary responsibility, the fundamentals of investing, funding and actuarial concepts, medical and disability issues, administration of pension benefits, and legal and ethical issues. Illinois statutes hold the pension fund trustee to the standard of a “prudent expert,” yet give little direction on how a trustee can obtain a fundamental understanding of important legal and administrative tasks. To meet these needs, the IPPFA, an Association of Public Pension Funds, began a partnership with Northern Illinois University in 1999 to offer the public pension funds the Trustee Certification Program. This 32-hour program is broken down into four 8-hour modules. Register now to learn from professionals that have many years of experience in public pension fund administration and management.

Details:

WHEN

Monday, October 29, 2018 – Thursday, November 1, 2018
8:00 AM – 4:00 PM Central Time

WHERE

NIU Campus, Hoffman Estates
5555 Trillium Blvd
Hoffman Estates, Illinois 60192
USA
815-753-8850

PLANNER

Mike Herbert

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CERTIFIED TRUSTEE PROGRAM 18-3

The administration of a public pension fund is a very complex task. This four-part educational program is designed to increase a trustee’s basic knowledge of fiduciary responsibility, the fundamentals of investing, funding and actuarial concepts, medical and disability issues, administration of pension benefits, and legal and ethical issues. Illinois statutes hold the pension fund trustee to the standard of a “prudent expert,” yet give little direction on how a trustee can obtain a fundamental understanding of important legal and administrative tasks. To meet these needs, the IPPFA, an Association of Public Pension Funds, began a partnership with Northern Illinois University in 1999 to offer the public pension funds the Trustee Certification Program. This 32-hour program is broken down into four 8-hour modules. Register now to learn from professionals that have many years of experience in public pension fund administration and management.

Details:

WHEN

Thursday, August 16, 2018 – Thursday, November 8, 2018
8:00 AM – 4:00 PM Central Time

WHERE

NIU Campus
5555 Trillium Blvd
Hoffman Estates, IL 60192
USA
815-753-8850

PLANNER

Mike Herbert

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CERTIFIED TRUSTEE PROGRAM 18-1

The administration of a public pension fund is a very complex task. This four-part educational program is designed to increase a trustee’s basic knowledge of fiduciary responsibility, the fundamentals of investing, funding and actuarial concepts, medical and disability issues, administration of pension benefits, and legal and ethical issues. Illinois statutes hold the pension fund trustee to the standard of a “prudent expert,” yet give little direction on how a trustee can obtain a fundamental understanding of important legal and administrative tasks. To meet these needs, the IPPFA, an Association of Public Pension Funds, began a partnership with Northern Illinois University in 1999 to offer the public pension funds the Trustee Certification Program. This 32-hour program is broken down into four 8-hour modules. Register now to learn from professionals that have many years of experience in public pension fund administration and management.

Details:

WHEN

Thursday, January 11, 2018 – Thursday, April 5, 2018
8:00 AM – 4:00 PM Central Time

WHERE

NIU Campus, Hoffman Estates
5555 Trillium Blvd
Hoffman Estates, Illinois 60192
USA
815-753-8850

PLANNER

Tony Halachoulis

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2017 Holiday Party

Complimentary Valet, Cocktails and Heavy Hors D’Oeuvres

ROOM BLOCK AVAILABLE
$149 per night plus taxes
Hotel Baker (630) 584-2100

THANK YOU TO OUR HOLIDAY PARTY SPONSORS:
    

 

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2018 MidAmerican Pension Conference

This event has ended.

For over 30 years the IPPFA has offered Public Pension Trustees the best and latest in trustee training. With the recent far reaching changes in pension law and with the difficult challenges yet to come, the IPPFA strives to prepare pension trustees for the future. Please join us for Training in Ethics, Investment Procedures, Fiduciary Responsibilities, Legal and Legislative Updates, and much, much more and all with nationally renowned speakers.

The Trustee Workshop will be offered on Tuesday October 2th, designed for those trustees that need a refresher or are new to a board. And as every year the IPPFA Golf Outing will be held before the conference on October 2nd.

After a busy day attending the conference, enjoy one of the many recreational facilities the Grand Geneva has to offer or dine, relax and network at one of the several restaurants and lounges on site. Need to get out?  Drive less than 10 minutes to one of Downtown Lake Geneva’s many restaurants.

Thank you to our sponsors:
        

Keynote Speakers:

2018 MidAmerican Pension Conference:

  • MidAmerican Pension Conference will be held at the Grand Geneva Resort in Lake Geneva, WI.
  • October 2nd – 5th, 2018.
  • The MidAmerican rate is $138.00 per night plus taxes and fees.
  • 20% Discount on all Spa services during the conference.
  • Call the Grand Geneva Resort & Spa direct at 1-800-558-3417.

Off-site Accommodations:

  • Holiday Inn Club Vacations at Lake Geneva Resort
  • 1-866-915-4224
  • Group Name: IPPFA, Group Code: IPP
  • Rate: $147.00 per night plus taxes & fees
  • Minimum of three nights
  • To book the MAIN DATES of 10/2/18 to10/5/18, please use the following link: Holiday Inn
  • To book the MAIN DATES PLUS THE SHOULDER DATES of 10/1/2018 to 10/6/2018, please use this link and adjust the arrival and departure date as necessary:
  • Holiday Inn  
  • Please be advised that this link will not work on a mobile device such as a tablet or smart phone, you must use a desktop
  • Harbor Shores of Lake Geneva
  • Group Code: IPPFA
  • Lakeview Room Rate: $99 per night plus taxes & fees
  • Parkview Room Rate: $79 per night plus taxes & fees
  • **IMPORTANT NOTE: Reservations MUST be made over the phone through Harbor Shores on Lake Geneva directly at 262-248-9181 or 888-746-7371.

Sponsorship & Exhibiting Opportunities

  • Welcome Reception Entertainment Sponsor $5000 – FILLED
  • Name Badge Sponsor $4000 – FILLED
  • Lunch Sponsor $3000 – Six available
  • Breakfast Sponsor $2000 – Six available
  • Don’t see what you’re looking for?  Call us at 630-784-0406 x106 and we can customize a package to fit your budget.
  • MidAmerican Exhibitor Prospectus

2018 MidAmerican Charity Golf Outing

  • October 2, 2018, 8:30 AM check-in, 10:00 AM Shotgun Start
  • $125 Per Golfer
  • Grand Geneva Resort Golf Course
  • Golf Registration 
  • Drone Ball Drop Registration
  • ALL GOLF REGISTRATIONS MUST BE DONE ONLINE.  NO PAPER REGISTRATIONS WILL BE ACCEPTED.
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2018 Illinois Pension Conference

ONLINE REGISTRATION is NOW open.

For over 30 years the IPPFA has offered Public Pension Trustees the best and latest in trustee training. With the recent far reaching changes in pension law and with the difficult challenges yet to come, the IPPFA strives to prepare pension trustees for the future. Please join us for Training in Ethics, Investment Procedures, Fiduciary Responsibilities, Legal and Legislative Updates, and much, much more and all with nationally renowned speakers.

The IPPFA rate is $150.00 per night, Embassy Suites by Hilton East Peoria, Illinois hotel guests get more with every stay, like free made-to-order breakfast, complimentary appetizers and beverages at the nightly Evening Reception and every room is a two-room suite with free parking.

Overflowing Accommodation:  Holiday Inn & Suites East Peoria

All you need to do is click on the link and you will be taken directly to the Holiday Inn website.  From this point, you just need to enter your arrival and departure dates and then click on the Check Availability button.  This will pull the rooms and rates directly from IPPFA contracted block.

Golf Details:

Sponsors:
        

Keynote Speakers:

Susana A. Mendoza was elected Illinois Comptroller on November 8, 2016. She became the first Hispanic to ever run for and win a statewide office in Illinois as a Democrat.  Prior to her statewide election, she made history by becoming the first woman ever elected as Chicago City Clerk. Under Mendoza’s leadership, more than 1.3 million Chicago City Vehicle Sticker customers were shifted from an inefficient and archaic seasonal sales program to Year-Round Sales. The new system, modeled after the Illinois Secretary of State’s license plate renewal program, resulted in millions of dollars of new revenue and vastly improved customer service at a lower cost to taxpayers. The program was awarded a 2015 “Bright Idea Award” from Harvard University.

Gordon is a client portfolio manager for the U.S. equity group, focusing on global equities. In this role, he works with portfolio managers to develop and communicate information about each strategy’s investment team, process and performance to institutional, retail and defined contribution analysts and advisers.  Gordon began working in the financial industry in 1986. He joined Nuveen Asset Management in 2012 as a client portfolio manager representing the firm’s global equity strategies. Prior to joining the firm, he was a managing director and director of global equities for RBC Global Asset Management. In this role, Gordon was responsible for managing the large-, mid-, small- and micro-cap equity teams and providing investment solutions to U.S. and international clients. He was also a member of RBC’s Investment Strategy Committee, which formulated macro investment strategies, and worked closely with the firm’s CIO to evaluate and adopt investment best practices. In addition, Gordon served at RBC as a portfolio manager on the large- and mid-cap growth equity team.

Previously, he worked at Alliance Capital Management as a senior portfolio manager with its large-cap growth team and a member of the company’s investment policy group. Gordon was also a senior vice president and global strategist at Scudder Kemper Investments. He began his career in the financial industry at Murray Johnstone International in Glasgow, Scotland.  Gordon has spoken at numerous regional and national conferences on various portfolio management topics and has frequently appeared on business programs on CNBC. A native of Glasgow, he earned a Stock Exchange Diploma from Heriot-Watt University in Edinburgh, Scotland.

 

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Regional Seminar – Lewis & Clark Community College – Edwardsville

Once again the IPPFA is proud to present its regional seminars. By attending one of our regional seminars you are given the opportunity to hear speakers and professionals that work in the public pension arena on a daily basis. Receive up to date information in the areas of legislation, investments, ethics, the economy and fiduciary responsibilities.

The 2017 IPPFA Regional Seminars will satisfy 8 hours of the required continuing pension trustee training.

 

Space is LIMITED, so register now for the seminar.

Remember, the training year for public pension trustee continuing education begins on August 13th of each year.

Details:

WHEN

Tuesday, June 20, 2017
7:00 AM – 4:00 PM
Central Time

WHERE

Lewis & Clark Community College –  Edwardsville
600 Troy Road
Edwardsville, Illinois 62025
USA
618-985-2828

PLANNER

Tony Halachoulis

Read more
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