2015 annual training seminar | the direct approach · tmrs 2015 annual training seminar •...
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TMRS 2015 Annual Training Seminar • November 9–10, 2015
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MondayGeneral Sessions TMRS Training
TrackFinancial Track Sessions
7:30 — 8:30 am Registration • Continental Breakfast
8:30 — 9 Welcome and Opening Remarks Julie Oakley • Chair, TMRS Board of Trustees
9— 10Cybersecurity Threats and Countermeasures John Sileo • CEO, The Sileo Group
10 — 10:15 Break
10:15 — 11:15GASB — Due Diligence and Audit ProceduresBob Scott • CFO, City of CarrolltonSusan Warren • Partner, KPMG
Membership with TMRSSean Thompson • Travel Team, TMRS
11:15 — 12:15 pmGASB 68 — Accounting Examples and ResourcesBob Scott • CFO, City of CarrolltonRhonda Covarrubias • Dir. of Finance, TMRS
Retirement with TMRS Colin Davidson • Travel Team, TMRS
12:15— 1:00 Lunch
1:00 — 1:45Post-Lunch RemarksHon. José MenéndezTexas State Senator
1:45 — 2:45The Actuarial/Investment Partnership I Mark Randall • CEO, Gabriel, Roeder, Smith & Co.
Social Security and Medicare for CitiesTom Clark • Social Security Consultant
2:45 — 3 Break
3 — 4The Actuarial/Investment Partnership II TJ Carlson • CIO, TMRS
Solving Thorny Benefit ProblemsShannon Lucero • Travel Team, TMRSMichelle Mellon-Werch • Legal Dept., TMRS
5:30 — 7:30 Buffet Dinner followed by Rio San Antonio Cruises
Tuesday7 — 9 am Breakfast
8:30 — 9 Introductory Remarks
9 — 10 Legislative and Pension Overview Leigh Snell • Dir. of Federal Relations, NCTRDan Wattles • Dir. of Govt. Relations, TMRS
Tales around the Campfire – Anecdotes from the Field Travel Team, TMRS
10 — 10:15 Break
10:15 — 11:15Public Pension Plans and the Uniqueness of TMRSAlison Cooke Mintzer • Global Editor-in-Chief PLANSPONSOR/PLANADVISER
11:15 — 11:30 Farewell Remarks
Sec
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Beginning at 9 am both days, the City Information Suite will be open for benefit information, City Portal assistance, plan change questions, etc. in Conference Room 15.
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