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

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Regional Seminar – John A. Logan College – Caterville

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

Wednesday, November 15, 2017
7:00 AM – 4:00 PM
Central Time

WHERE

John A. Logan College – Caterville
700 Logan College Drive
Caterville, Illinois 62918
USA
618-985-2828

PLANNER

Tony Halachoulis

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Regional Seminar – Jumer’s Hotel/Casino, Rock Island

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

Wednesday, March 22, 2017
7:00 AM – 4:00 PM
Central Time

WHERE

Jumer’s Hotel & Casino
777 Jumer Drive
Rock Island, Illinois 61201
USA
309-756-4600

PLANNER

Tony Halachoulis

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Regional Seminar – NIU Hoffman Estates Campus

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

Thursday, February 16, 2017
8:00 AM – 4:00 PM
Central Time

WHERE

NIU Outreach Campus-Hoffman Estates
5555 Trillium Blvd.
Hoffman Estates, Illinois 60192
USA
630-784-0406

PLANNER

Tony Halachoulis

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2016 Holiday Party

Friday, December 2nd,   7:00 pm to 11:00 pm

THANK YOU TO OUR HOLIDAY PARTY SPONSORS:
Lauterback and Amen LLPLegacy-Professionals-LogoMB Financial Bank
Sawyer Falduto Asset Managementsbh-full-logo-correct-rgb-colors-pngZacks-Investment-Mgmt

Room block available at Pheasant Run Resort
630-584-6300

 

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2017 MidAmerican Pension Conference

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 more and all with nationally renowned speakers.

The Trustee Workshop will be offered on Tuesday October 3rd, designed for those trustees that need a refresher or are new to a board.

After a busy day attending the conference, enjoy this 120 year-old National Historic Landmark of unmatched beauty and elegance. It is home to the 539-room St. Louis Union Station Hotel—a DoubleTree by Hilton Hotel, luxury offices, dozens of shops and restaurants, a lake and plaza for festivals, concerts, and other special events. And, of course, the stunning Grand Hall is a destination in its own right.

Keynote Speakers:

2017 MidAmerican Sponsorship Form
2017 MidAmerican Exhibitor Prospectus

  • The dates for the 2017 conference are October 3rd – 6th.
  • The venue will be the the St. Louis Union Station.
  • The IPPFA rate is $159.00 per night, plus taxes.
  • The IPPFA rate for parking is $12.00
  • Call the St. Louis Station directly at (314) 621-5262.
  • Registration Summary Page.

Off-site Accommodations:

Drury Inn St. Louis At Union Station
201 South 20th Street, St. Louis, MO 63103

Golf Registration is Still Open:

October 3, 2017 10:00 am

2017 Golf Registration Form
2017 Golf sponsorship form

CONFERENCE SPONSORS:

   

EVENTS:

       

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CERTIFIED TRUSTEE PROGRAM 17-5

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

Tuesday, August 22, 2017 – Tuesday, November 14, 2017
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

Tony Halachoulis

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CERTIFIED TRUSTEE PROGRAM 17-4

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

Monday, October 30, 2017 – Thursday, November 2, 2017
8:00 AM – 4:00 PM Central Time

WHERE

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

PLANNER

Tony Halachoulis

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CERTIFIED TRUSTEE PROGRAM 17-3

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

Wednesday, August 16, 2017 – Wednesday, November 8, 2017
8:00 AM – 4:00 PM Central Time

WHERE

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

PLANNER

Tony Halachoulis

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