Guns & Hoses 2008

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Pre Conference Workshops

Pre Conference Workshops

SUNDAY, SEPT. 21st, 2008 • PRE-CONFERENCE WORKSHOPS

WORKSHOP ONE Trustee Fundamentals: “The Member’s Voice”
7:30	Registration for Workshop One
8:00	Workshop One Commences As a new trustee you are entrusted with new responsibilities, investment terminology and policies, and fiduciary obligations. We recognize that it is a lot to take on all at once, which is why we have designed this two-hour intensive workshop. We take the major topics of fiduciary responsibilities, corporate governance, investment basics and pension administration and distill them down to their essential elements. You will be guided through the following key concepts so that you are equipped with a framework of understanding that will enhance the value of the sessions offered in the main conference: 1. Fiduciary Responsibilities Your role and responsibilities to your members Avoid conflicts of interest by learning due diligence methods 2. Board Governance How to establish effective lines of communication between you, the Board, money managers and staff 3. Investment Fundamentals Key terminology and an overview of the markets Define risk, return and diversification Distinctions between asset classes and allocation strategies Examine different investment styles and strategies 4. Pension Administration Design and create winning relationships between you, your staff and administrators 5. Where do you go for dependable resources to get answers to all of your questions? John KEANE, Jacksonville Fire & Police Pension (FLORIDA) Bobby DEAL, Jacksonville Fire & Police Pension (FLORIDA)
10:00	Workshop One Concludes

WORKSHOP TWO DROP Plan Intensive: From Forward DROPS to Back DROPS, a Comprehensive Look at Design and Implementation of Plans
10:15	Workshop Two Commences Although Deferred Retirement Option Plans have been around for sometime, finding cost-neutral ways of implementing them can be challenging. This workshop will address the creative ways of structuring DROPS to offer your Trustees close to retirement more alternatives. Two Trustees will walk you through the latest innovations in DROP plans as well as the latest variations including Forward DROPS, Back DROPS, FLOPS, and PROPS. From evaluating the feasibility to selecting and implementing the plan, this workshop will provide insight on: Why are DROP plans so popular? What are the issues to address when considering DROPS? Are they really doing what they are supposed to do? Structuring the plan to be cost neutral and other cost constraints Providing for methods of distribution IRS regulations on distributions and contributions We will take a look at the different DROP plans for Pensions from across the Nation. If you have a DROP plan, then we want to hear from you. We will be compiling the plans to provide a CD-ROM for participants in this workshop. Please email jwilson@iirusa.com if you have a variation of a DROP plan. Pete MORIN, Austin Police Retirement System (TEXAS) Jay SMITH, Orlando Police Pension Board (FLORIDA)
12:00	Workshop Two Concludes