HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 02_10/07/2009DEPARTMENT
erv
•F MANAGEMENT
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Division of Retirement
Municipal Police Officers' & Firefighters'
Retirement Trust Funds' Office
PO Box 3010
Tallahassee. Florida 32315-3010
Toll Fr-ee:877.738.6737
Tel: 850.922-0667
Fax: 850-921.2 161
www-d ms-MyFlorida-com
Governor Charlie Crist Secretary Linda H. South
IMPORTANT MEETING NOTICE -October 21-23.2009
You are cordially invited to attend the 41'` Annual Police Officers' & Firefighters' Pension Conference scheduled for
October 21-23, 2009, sponsored by the Department of Management Service's Division of Retirement. The Conference
will be Geld at the Radisson Resort Orlando-Celebration, 2900 Parkway Blvd., Kissimmee, Florida.
This conference is offered free of charge as a public service by the Department and is uniquely designed for pension
plans established under Chapters 175 & 185, Florida Statutes. A copy of the program is available on the Web site.
Wednesday's program, on October 21'`, is being offered specifically for new trustees and those interested in
understanding the basics of the administration and operation of the Chapter 175 & 185 pension plans. It will include
lectures on the trustees' responsibilities, including legal, actuarial, and investment issues. Participants will be
encouraged to ask questions and participate in group discussions focusing on the fundamentals of pension fund
management. If you are interested in finding out more about the Chapters 175 & 185 retirement plans or are a new
trustee on the pension board, we encourage you to participate in this day's special program.
Thursday and Friday's program, on October 22 and 23, is designed for both the new and seasoned trustee and will
feature presentations on legal, investment, actuarial, and ethics issues. There will be an opportunity for questions
after each speaker's presentation to provide you with a chance to address concerns specific to your plan.
We are adjourning early on Friday to give you plenty of time to return home, so make plans to stay for the entire
program so as not to miss any of the presentations.
You do not have to be a pension trustee to attend. All police officer and firefighter plan participants, board of trustee
members, city officials, administrators, accountants, actuaries, investmen# advisors, legal counselors, and other
advisors, should take advantage of this unique, insightful and informative conference.
Participants may register on the morning of the Conference at the Radisson's Convention Center. There is no pre-
registration or fee for participating. The program is offered absolutely free of charge. However, we encourage you to
make your hotel reservations right away by calling the Radisson Resort at (407) 396-7000, or toll free at 1-800-333-
3333, as the hotel is holding a limited number of rooms at a special Conference rate of $139 single/double until
Seatember 30, our program code is MPO. Visit our Web site at http://www.myflorida.com/frs/mpf for a link to the
Hotel reservations site, maps to the hotel, and other information about the Conference.
As an added bonus, the Hotel is hosting a "Welcome Receation" for all participants on Wednesday. October 21, from
5:00 p.m. to 6:00 p.m. You are encouraged to take advantage of this opportunity to meet the speakers and your fellow
participants!
We will keep our fingers crossed that there will be no hurricanes threatening, but just in case, please check our Web
site for updates on the status of the program. If a warning is issued, we will cancel and reschedule for a later date, so
make sure to check the Web site before traveling to Orlando. We look forward to seeing you at the Conference in
October!
Sincerely,
~~~
Patricia F. Shoemaker
Benefits Administrator
Municipal Police Officers' and
Firefighters' Retirement Funds
We serve those who serve Florida.
41ST ANNUAL POLICE OFFICERS' AND FIREFIGHTERS' PENSION CONFERENCE
October 21, 22 & 23, 2009
Radisson Resort Orlando-Celebration -Orlando, Florida
WEDNESDAY OCTOBER 21 2009 -SPECIAL NEW TRUSTEE PROGRAM
8:30 a.m. - 9:00 a.m. REGISTRATION-NO REGISTRATION FEE
Coffee & Tea Available
9:00 a.m. - 4:00 p.m. PANEL DISCUSSION-OPEN FORUM MEETING BETWEEN SPEAKERS & PARTICIPANTS
9:00 a.m. - 10:00 a.m. WORKSHOP SESSION-PATRICIA F. SHOEMAKER-DIVISION OVERVIEW
10:00 a.m. - 10:15 a.m. REFRESHMENT BREAK
lO:ISa.m. - ll:lSa.m. WORKSHOP SESSION-H. LEEDEHNER-LEGAL ISSUES
11:15 a.m. - 12:1$ p.m. WORKSHOP SESSION -BRADLEY HEINRICHS -ACTUARIAL ISSUES
12:15 p.m. - 1:15 p.m. LUNCH ON YOUR OwN
1:1Sp.m. - 2:1Sp.m. WORKSHOP SESSION-MIKEWELKER&JOEBOGDAHN-INVESTMENT ISSUES
2:1 S p.m. - 3:00 p.m. WORKSHOP SESSION -PANEL DISCUSSION WITH QUESTIONS FROM PARTICIPANTS
3:00 p.m. - 3:15 p.m. REFRESHMENT BREAK
3:15 p.m. - 4:00 p.m. WORKSHOP SESSION -PANEL DISCUSSION W[TH QUESTIONS FROM PARTICIPANTS
4:00 p.m. ADJOURN UNTIL THURSDAY
PANEL MEMBERS:
Patricia F. Shoemaker, Division Overview
Florida Division of Retirement
Municipal Police Officers' &. Firefighters' Retirement Trust Fund Office
Tallahassee, Florida
H. Lee Dehner, Legal Issues
Christiansen & Dehner, P.A.
Sarasota, Florida
Bradley Heinrichs, Actuarial Issues
Foster & Foster Consulting Actuaries, Inc.
Fort Myers, Florida
Mike Welker & Joe Bogdahn, Investment Issues
Bogdahn Consulting
Orlando, Florida
WEDNESDAY, OCTOBER 21, 2009
*5:00 p.m. - 6:00 p.m.* THE RADISSON CORDIALLYINT~ITES YOU
TO A "WELCOME RECEPTION" FOR ALL
PARTICIPANTS & SPEAKERS
41sT ANNUAL POLICE OFFICERS' AND FIREFIGHTERS' PENSION CONFERENCE
October 21, 22 & 23, 2009
Radisson Resort Orlando-Celebration -Orlando, Florida
THURSDAY. OCTOBER 22, 2009 -FIRST DAY OF REGULAR PROGRAM
7:30 a.m. - 8:00 a.m. REGISTRATION-NO REGISTRATION FEE
Coffee & Tea Available
8:00 a.m. - 8:30 a.m. INVOCATION
Chaplain, Orlando Police Department
PLEDGE OF ALLEGIANCE
Orlando Firefighters' & Police Officers' Honor Guard
WELCOME
Sarabet6 Snuggs
Director, Division of Retirement
Tallahassee, Florida
8:30 a.m. - 9:30 a.m. ECONOMIC OUTLOOK - HOW IT AFFECTS YOUR PLAN
Bob Ohanesian
Chief Executive Officer, Portfolio Manager
ICC Capital Management
Orlando, Florida
9:30 a.m. - 10:30 a.m. PENSION SAFETY FOR PUBLIC SAFETY
Robert A. Sugarman
Attorney at Law
Sugarman & Susskind, P. A.
Coral Gables, Florida
10:30 a.m. - 10:4$ a.m. REFRESHMENT BREAK
10:4$ a.m. - 11:4$ a.m. DUTIES & RESPONSIBILITIES OF THE BOARD OF TRUSTEES
H. Lee Dehner
Attorney at Law
Christiansen &Dehner, P. A.
Sarasota, Florida
11:4$ a.m. - 1:00 p.m. LUNCH ON YOUR Owty
1:00 p.m. - 2:00 p.m. ETHICS LAWS
Chris Anderson, III
Chief Assistant General Counsel
Florida Commission on Ethics
Tallahassee, Florida
2:00 p.m. - 3:00 p.m. UPDATE FROM THE OFFICE OF FINANCIAL REGULATION
TBA
Office of Financial Regulation
Department of Financial Services
Tallahassee, Florida
3:00 p.m. - 3:1$ p.m. REFRESHMENT BREAK
3:1$ p.m. - 4:1$ p.m. ACTUARIAL REPORTING ISSUES
Larry Wilson
Senior Consultant & Actuary
Gabriel, Roeder, Smith & Company
Ft. Lauderdale, Florida
4:1$ p.m. - 4:4$ p.m. UPDATE FROM THE DIVISION OF RETIREMENT
Patricia F. Shoemaker
Benefits Administrator
Municipal Police Officers' & Firefighters' Retirement Trust Funds
4:4$ p.m. ADJOURN UNTIL FRIDAY
41ST ANNUAL POLICE OFFICERS' AND FIREFIGHTERS' PENSION CONFERENCE
October 21, 22 & 23, 2009
Radisson Resort Orlando-Celebration -Orlando, Florida
FRIDAY, OCTOBER 23, 2009 -SECOND DAY OF REGULAR PROGRAM
7:30 a.m. - 8:00 a.m. REGISTRATION -NO REGISTRATION FEE
Coffee & Tea Available
$:OO a.m. - 9:00 a.m. UPDATE ON MILITARY ENTITLEMENTS (USERRA) & COMPLIANCE WITH
GENERAL LAW PROVISIONS-CHAPTER 112, F. S.
Kenneth R. Harrison, Sr.
Attorney At Law
Sugarman & Susskind, P. A.
Coral Gables, Florida
9:00 a.m. - 10:00 a.m. "'SHOOT THE PATIENT OR FIND ACURE" -FINANCIAL URGENCY & FUNDING OF
PENSION BENEFITS
Richard A. Sicking
Attorney at Law
Coral Gables, Florida
10:00 am. - 10:15 am. REFRESHMENT BREAK
10:15 a.m. - 1 I :15 am. CHAPTERS 175 & 185 LEGISLATION AND OTHER UPDATES
Bonni S. Jensen
Attorney at Law
Pent' & Jensen, LLC
West Palm Beach, Florida
11:15 a.m. - 12:15 p.m. NEGOTIATING PENSION BENEFITS IN TODAY'S CLIMATE
Paul Donnelly
Attorney at Law
Donnelly & Gross, P. A.
Gainesville, Florida
12:15 p.m. - 12:30 p.m. CLOSING COMMENTS FROM THE DIVISION
Patricia F. Shoemaker
Benefits Administrator
Municipal Police Officers' & Firefighters' Retirement Trust Fund
12:30 p.m. CONFERENCE ADJOURNS
Radisson Hotels & Resorts, Radisson Resort Orlando-Celebration :Area Map -Powered by 1... • Page 1 of 1
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2900 PARKWAY BOULEVARD
KISSIMMEE, Flor(da 34747
Phone: (407) 396-7000
FAX: (407}396-4577 •
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