2022 MidAmerican Pension Conference

The IPPFA MidAmerican Pension Conference is dedicated to providing quality education for pension fund trustees. This event will be a hybrid conference offering the option of in-person or virtual attendance. The training will satisfy the required 8 hours of continuing education plus an additional 8 hours of training on cybersecurity, pension obligation bonds, and consolidation updates.
*Handouts may be found on the Conference App.
*Instructions for obtaining credit hours on the conference App Open Instructions.

Virtual Conference Schedule

(All times Central Time)

Wednesday, October 5

Session TimeSession Title
12:30 PM - 2:30 PM CT Cybersecurity Training
Presenters:
Tina Fletcher, President, ULLICO
Taylor Muzzy, Jacobs, Burns, Orlove & Hernandez LLP
2:30 PM - 3:15 PM CT Rules & Regs
Presenters:
Jerry Marzullo, Deputy Counsel, IPPFA
Break 3:15 PM - 3:30 PM
3:30 PM - 4:15 PM CT Ask Your Attorney
Presenters:
Jeff Goodloe, Deputy Counsel, IPPFA
Keith Karlson, Deputy Counsel, IPPFA
Jerry Marzullo, Deputy Counsel, IPPFA
Rick Reimer, General Counsel, IPPFA
4:15 PM - 5:00 PM CT Legal Updates and Recent Court Cases
Presenters:
Jeff Goodloe, Deputy Counsel, IPPFA
Keith Karlson, Deputy Counsel, IPPFA
Jerry Marzullo, Deputy Counsel, IPPFA
Rick Reimer, General Counsel, IPPFA

Thursday, October 6

Session TimeSession Title
8:30 AM - 9:00 AM CT Opening Ceremonies / Welcome Address
Presenter: James McNamee, President, IPPFA
9:00 AM - 9:50 AM CT Keynote Speaker
Presenter: Lieutenant General Stephen Lanza
Break 9:50 AM - 10:00 AM
10:00 AM - 11:30 AM CT Ponce Panel - The Future of the State of Illinois
Presenters:
Stephanie Kifowit, State Representative, 84th House District
Seth Lewis, State Representative, 45th District
Justin Marlowe, Professor, The University of Chicago
Phil Ponce, Journalist and Host of Chicago Tonight, WTTW
Paul Vallas
11:45 AM - 12:30 PM CT Consolidation Session - The Arizona Story
Presenters:
Scott McCarty, Finance Director, Queen Creek Arizona
Brian Moore, Trustee, Public Safety Personnel Retirement System
Lunch Break 12:30 PM - 1:30 PM
1:30 PM - 2:15 PM CT What’s The Buzz: DOI Filings & New Service Transfers
Presenters:
Allison Barrett, Director, Lauterbach & Amen, LLP
A.J. Weber, Lauterbach & Amen
2:15 PM - 3:00 PM CT Police/Fire Retirees and Medicare
Presenters:
Mary Kate Guy, Research Assistant, IPPFA
Dan Ryan, Project Coordinator, IPPFA
Break 3:00 PM - 3:15 PM
3:15 PM - 4:00 PM CT Retirement Planning
Presenter:
Christopher Sagan, Wealth Advisor, Puzzle Wealth Solutions
John Klaas, Puzzle Wealth Solutions
4:00 PM - 4:45 PM CT Retirement Healthcare Funding
Presenter: Joel Babbitt, Benefit Coordinator, IPPFA Benefits

Friday, October 7

Session TimeSession Title
8:30 AM - 9:30 AM CT Consolidation Session - Local Actuaries vs. State Actuaries
Presenters:
Jason Franken, Principal Actuarial Consultant, Foster & Foster
Todd Schroeder, Lauterbach & Amen, LLP
9:30 AM - 10:30 AM CT Consolidation Update Panel
Presenters:
William Atwood, Executive Director, Illinois Firefighters' Pension Investment Fund
Kent Custer, Chief Investment Officer, Illinois Police Officers' Pension Investment Fund
Richard White, Executive Director, Illinois Police Officers' Pension Investment Fund