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AGENDA HIGHLIGHTS

·             Admin Hacks 

·      
Communications Success

·
            Creating a DC Plan

·      
Cyber-security Success

·      
Discussion Deck 

·
      Game On!

·      
Government Member Plan Asset Breakouts

·
      Guided to Success

·     
In or Out

·      
Interpreting Investments

·      
Legislative Advocacy Success

·      
Re-imagining Investment Success

·      
Regulatory Potpourri

·      
Retirement Readiness

·
      Slow and Steady Wins the Race

·
      Technology & Engagement

·      
Wellness Parallels

 

SCHEDULE

SUNDAY SEPTEMBER 18, 2016
7:30 a.m. – 6:30 p.m. Registration Desk Open  
1:00 p.m. - 2:00 p.m. Theresa Cruz Myers 2 Mile Fun Run/Walk T-Shirt Pickup
(registered runners only)
8:00 a.m. – 12:00 p.m.
Centennial Ballroom A, Third Floor
InFRE Pre-Conference Workshop  - "Fundamentals of Retirement Planning" 

Speaker: Michael L. Wilson, Utah Retirement System, owner of Integrity Financial Planning
(additional fee applies)

Being aware of how to plan for retirement at different career stages provides the groundwork for understanding the broad variety of factors that affect how well an employee achieves their retirement goals. This course will focus on how to implement the principles of retirement planning to achieve retirement preparedness.

Educational Program
9:00 a.m. – 11:00 a.m.
Granite, Third Floor
NAGDCA Board Meeting Governance
11:00 a.m. – 12:00 p.m.
Granite, Third Floor
ANC Foundation Board Meeting Governance
12:30 p.m. – 2:30 p.m.
Centennial Ballroom F, 
Third Floor
"Intro to DC Plan Success"
Speakers: Steven Montagna, City of Los Angeles
Michelle Berklacich, State of California 


This program focuses on the primary concepts related to achieving successful outcomes in a defined contribution plan. It may be particularly beneficial to government or industry professionals new to working with DC plans, or seasoned professionals interested in a fresh take on the building blocks of expanding participant success.

Educational Program
2:30 p.m. – 4:30 p.m.
Centennial Ballroom A,
Third Floor
InFRE Pre-Conference Workshop - "Course on Ethics"
Speaker: Dennis Gatlin, retired, Colorado PERA
(additional fee applies)

Ethical training helps individuals understand and prepare for ethical dilemmas that might be experienced as a retirement professional. This ethics course provides practical examples that help bridge the gap between knowing NAGDCA's Code of Ethics and the Certified Retirement Counselor® (CRC®) Code of Ethics, and being better prepared to do the right thing when faced with an ethical dilemma, particularly as it applies to public sector retirement plans. 

Educational Program
2:30 p.m. – 4:30 p.m. Off-Site Social Event Networking Event
4:45 p.m. – 5:15 p.m.
Mineral Hall D, Third Floor
Student/Mentor Orientation Networking Event
5:45 p.m. – 7:15 p.m.
Centennial Ballroom DE, 
Third Floor
President’s Reception Networking Event
MONDAY SEPTEMBER 19, 2016
 7:30 a.m. – 4:00 p.m.
Centennial Ballroom Foyer,
Third Floor
Registration Desk Open  
 12:00 p.m. - 2:00 p.m. Theresa Cruz Myers 2 Mile Fun Run/Walk T-Shirt Pickup
(registered runners only; additional fee applies)
7:30 a.m. – 8:15 a.m.
Centennial Ballroom DE,
Third Floor
Breakfast Buffet Networking Event
8:15 a.m. – 8:45 a.m.
Capitol Ballroom, 
Fourth Floor
Conference Opening and Welcome Governance
8:45 a.m. – 9:45 a.m.
Capitol Ballroom,
Fourth Floor
General Session - "Communications Success"
Speaker: Gary DeMoss, Invesco Consulting

Communications is the ultimate proving ground of success, because it’s the point at which participants engage with and act on information. This session explores the relationship of language to interpretation, why the “messenger” is as important as the “message,” and how to build the trust and confidence of your participants. 

Educational Program
9:45 a.m. – 10:00 a.m. Break  
10:00 a.m. – 11:00 a.m.
Capitol Ballroom,
Fourth Floor
General Session – "Legislative Advocacy Success"
Speakers: Susan White and Jon Sheiner, NAGDCA's Legislative Counsel
Moderator: Ben Taylor, Callan Associates


This session provides both a review of the current legislative landscape in Washington D.C. as well as a review of some of the fundamental principles of legislative advocacy success.

Educational Program
11:00 a.m. – 11:15 a.m. Break  
11:15 a.m. – 12:15 p.m.

Capitol Ballroom,
Fourth Floor





Mineral Hall B,
Third Floor







Mineral Hall D,
Third Floor

Concurrent Sessions- 3 Topics

"Retirement Readiness"
Speaker: Cathie Eitelberg, The Segal Group

"Retirement readiness" is a term we often use but may think of in very different ways. This session explores the variations in retirement readiness interpretations, and  options for measuring participant success.

"In or Out"
Speakers: Andrea Cockrell, City of Plano
Dona Vlha, City of Anaheim
Moderator: John Borne, Empower Retirement

This session will discuss ways to prevent assets from leaving your DC Plans under circumstances that may be detrimental to the participants and the Plan. Further, we will explore how to measure the success of your retention program.

"Wellness Parallels"
Speakers: Tom Traylor, E4 Holdings
Moderator: Mindy Harris, SST Benefits Consulting

"Financial wellness" is a new buzzword, but what does it mean? We'll explore this concept by seeing what we can learn from successful employer wellness efforts outside of our industry - those developed for health-related wellness initiatives. The parallels are striking and may stimulate ideas for crossover initiatives.

Educational Program
12:15 p.m. – 1:30 p.m.
Centennial Ballroom DE,
Third Floor
Opening Luncheon Networking Event
1:30 p.m. – 2:30 p.m.
Capitol Ballroom,
Fourth Floor
General Session - "Re-imagining Investment Success"
Speakers: Jamie Kalamarides, Prudential Retirement
Michael Buckius, Gateway Investment Advisors 
Co-moderators: Steven Montagna, City of Los Angeles and
Rod Crane, TIAA


Post-2008, there have been unprecedented transformations in monetary policy, economic growth expectations, inflation expectations, and currency relationships. This session will explore how these transformations may impact our vision of what future investment success will look like.

Educational Program
2:30 p.m. – 2:45 p.m. Break  
2:45 p.m. – 3:45 p.m.
Capitol Ballroom,
Fourth Floor
General Session - "Guided to Success"
Speaker: Sonia Choquette, worldwide author, spiritual teacher,
six-sensory consultant, and transformational visionary guide.


Creating success is about much more than information, ideas, and analytics. It’s about expanding our sense of what’s possible and trusting our unique power to create it. Best-selling author Sonia Choquette is a leader on showing us to use our intuitive and inner guidance to imagine, feel and trust our next inspired creations.

Educational Program
3:45 p.m. – 4:00 p.m. Break  
4:00 p.m. – 5:00 p.m. Concurrent Sessions - 3 Topics (repeated) Educational Program
TUESDAY, SEPTEMBER 20, 2016
 7:30 a.m. – 4:00 p.m.
Centennial Ballroom Foyer,
Third Floor
Registration Desk Open  
12:00 p.m. - 4:00 p.m. Guest Program
(registered guests only)
 
6:00 a.m.
Hyatt Regency Lobby,
Lobby Level
Theresa Cruz Myers 2 Mile Fun Run/Walk Participants: Meet in Hotel Lobby (registered runners only; additional fee applies)  
6:30 a.m.

Theresa Cruz Myers 2 Mile Fun Run/Walk Begins  
7:30 a.m. – 8:30 a.m.
Centennial Ballroom DE,
Third Floor
Breakfast Buffet  Networking Event
8:30 a.m. – 9:30 a.m.

Centennial Ballroom F,
Third Floor







Centennial Ballroom A,
Third Floor






Mineral Hall, Third Floor

Concurrent Sessions - 3 Topics

"Cyber-security Success"
Panelists: Trace Ridpath, Colorado Office of Information Technology; Tim Rouse, SPARK; Dirk Anderson, Coalfire Systems; Jonathan Trull, Microsoft Security Services
Co-moderators: Wendy Carter, The Segal Group and Trace Ridpath, Colorado Office of Information Technology

Cyber security, identity theft and data breaches are continually in the news. The panel will overview the threats and risks to the security of your participant data and the steps that can be taken to prevent breaches or reduce damages when they do occur.

"Game On!"
Speakers: Carl Steinhilber, MassMutual
Kathleen Wilson, ICMA-RC
Moderator: Michelle Berklacich, State of California

Virtual reality! Gamification! Real-time polling to guide group discussions! The future is here, and it brings us relevant, “wow factor” methods of engaging participants in their retirement plans.  

"Interpreting Investments"
Speakers: Joy Harris, Assistant Treasurer

How do we measure success within investments? What else is relevant beyond risk, performance and fees? This session will explore these key variables and explore ways to measure investor outcomes.

 

Educational Program
9:30 a.m. – 10:00 a.m. Break  
10:00 a.m. – 11:00 a.m. "Discussion Deck"

Crafted exclusively for the conference, this session will take an interactive approach to encourage thoughtful discussion in breakout groups. Each group discussion will be unique and allow members to learn from each other by discussing a range of engaging and interesting questions. You won’t want to miss this enriching networking session.

Centennial Ballroom A, Third Floor
Moderator: Barbara Healy, SST Benefits Consulting

Centennial Ballroom F, Third Floor
Moderator: Timothy Coyne, City of Baltimore Retirement Savings Plan

Mineral Hall B, Third Floor
Moderator: Kandi Winters, State of Florida

Mineral Hall D, Third Floor
Moderator: Jed Petty, Wellington Management Company

Mineral Hall F, Third Floor
Moderator: Mikaylee O'Conner, RVK

Agate, Third Floor
Moderator: Brian McCleave, Prudential

Educational Program
11:00 a.m. – 11:30 a.m. Break  

11:30 a.m. – 12:30 p.m.  


Agate, Third Floor


Granite, Third Floor



Capitol Ballroom 2, Fourth Floor


Mineral Hall B, Third Floor


Mineral Hall D, Third Floor


Mineral Hall F, Third Floor

Government Breakout Sessions by Asset Size
(Government members and students only)

Session #1: $100 million or less
Moderator: Troy Simonick, Sacramento Metropolitan Fire District Deferred Compensation Committee

Session #2: $101 million - $250 million
Moderator: Erin Sheridan, State of Indiana

Session #3: $251 million - $499 million

Moderator: Juan Ledsema, Santa Clara Valley Water, CA

Session #4: $500 million - $999 million
Moderator: Steve Toole, State of North Carolina 

Session #5: $1 billion - $3 billion

Moderator: Terry Hudgins, State of Tennessee

Session #6: > than $3 billion
Moderator: Paul Miller, Ohio Deferred Compensation
Educational Program
11:30 a.m. – 12:30 p.m.
Centennial Ballroom D,
Third Floor

12:00 p.m. - 4 p.m.
Hyatt Regency Lobby,
Lobby Level

Industry Members Business Meeting




Guest Program

(Registered guests only)

 
12:30 p.m. – 1:45 p.m.
Centennial Ballroom E,
Third Floor
Government Member Lunch and Business Meeting
  - Government Members              
Governance
1:45 p.m. – 2:45 p.m.
Capitol Ballroom,
Fourth Floor
General Session - "Regulatory Potpourri"
Speakers: Liz Masson, Hanson Bridgett, LLP
Nancy Hilu, Hanson Bridgett, LLP

This is a panel discussion of the current legal, regulatory and legislative issues relevant to the success of our plans. Take advantage of this opportunity to listen to a panel of legal experts discuss practical approaches to plan administration challenges created by these issues, and discuss new legal and regulatory developments of common interest.

Educational Program
2:45 p.m. – 3:00 p.m. Break  
3:00 p.m. – 4:00 p.m. Concurrent Sessions - 3 Topics (repeated) Educational Program
4:00 p.m. – 4:15 p.m. Break  
4:15 p.m. – 5:00 p.m.
Agate, Third Floor
Quiz Bowl – Elimination Round Miscellaneous
5:45 p.m. – 6:30 p.m.
Mineral Hall, Third Floor
Leadership Awards' Photos Miscellaneous
6:30 p.m. – 7:30 p.m.
Centennial Ballroom Foyer,
Third Floor
Networking Reception Networking Event
7:30 p.m. – 9:00 p.m.
Centennial Ballroom DE,
Third Floor
Annual Dinner
Jim Curry Presents the Music of John Denver
Networking Event
WEDNESDAY, SEPTEMBER 21, 2016
 7:45 a.m. – 10:30 a.m.
Centennial Ballroom Foyer,
Third Floor

Registration Desk Open

Luggage storage is available outside of the Centennial Ballroom Foyer from 7:30 a.m. to 1 p.m. (coordinated by the Hyatt Regency Denver)
 
7:45 a.m. – 8:30 a.m.
Limestone, Fourth Floor
Annual Conference - Member Focus Group
(By invitation only)
Miscellaneous
7:45 a.m. – 8:30 a.m.
Centennial DE, Third Floor
Breakfast Buffet Networking Event
8:30 a.m. – 9:15 a.m.
Capitol Ballroom, 
Fourth Floor
NAGDCA Retirement Knowledge Quiz Bowl
(open to all)
Miscellaneous
9:15 a.m. – 10:15 a.m.

Mineral Hall, 
Third Floor







Centennial Ballroom A, 
Third Floor







Centennial Ballroom F,
Third Floor















Concurrent Sessions - 3 Topics

"Admin Hacks"
Speakers: Kelly Hiers, Commonwealth of Virginia
Judy Fandale, Oakland County, MI
Moderator: Alex Hannah, ICMA-RC

Admin hack - a strategy or technique adopted in order to manage one's time and daily administration of public sector retirement saving plans activities in a more efficient way. Attend this discussion and hear NAGDCA members tips and tricks for making plan administration easier and more efficient! 

"Creating a DC Plan"
Speakers: Tom Mueller, Sanitation Districts of Los Angeles County
Brayton Connard, County of Monroe

What would your DC plan look like if you could design it from scratch? This session will look at key decisions with the goal of designing a “model” plan. We’ll hear different perspectives before the audience votes on each design feature. What will it look like? Join us to find out!

"Slow and Steady Wins the Race"
Speakers: Marc Pester, Prudential
Steve Muller, Nationwide
Wei-Yin Hu, Financial Engines
Moderator: John Maurer, Ohio Deferred Compensation

Spending accumulated retirement savings, including DC plan assets, so that it lasts a lifetime is a challenge few participants are equipped to handle. Find out how to help participants overcome behavioral obstacles to plan their “spend down” and what information, tools and assistance can help them avoid the mistakes that sabotage success.

Educational Program
10:15 a.m. – 10:30 a.m. Break  
10:30 a.m. – 11:30 a.m.
Capitol Ballroom,
Fourth Floor
Closing Session - "Technology & Engagement"
Speaker: Nathan Jaye, Founder of Ziprz

New technology is powering a profound evolution in how and where we engage our participants. We'll explore how to keep up with this rapidly rising curve and use it to create successful participant outcomes.

Educational Program