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Monday, October 14
 

7:00am EDT

Breakfast Buffet
Monday October 14, 2024 7:00am - 8:00am EDT
Monday October 14, 2024 7:00am - 8:00am EDT
Regency A-B

7:30am EDT

Breakfast with the Board
Monday October 14, 2024 7:30am - 7:45am EDT
Monday October 14, 2024 7:30am - 7:45am EDT
Regency A-B

7:30am EDT

Sponsor Exhibits
Monday October 14, 2024 7:30am - 4:00pm EDT
Monday October 14, 2024 7:30am - 4:00pm EDT
Pre-Function Area

8:00am EDT

President's Welcome
Monday October 14, 2024 8:00am - 8:15am EDT
Speakers
avatar for Susan Wood

Susan Wood

Director of Communications, PSRS/PEERS of Missouri
Susan is the director of communications for the Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS) and is responsible for overseeing the daily activities of the communications department. She joined PSRS/PEERS in 2010. Susan oversees a staff comprised... Read More →
Monday October 14, 2024 8:00am - 8:15am EDT
Regency C

8:15am EDT

Keynote: This Sh!t Works: A No-Nonsense Guide to Networking Your Way to More Friends, More Adventures and More Success
Monday October 14, 2024 8:15am - 9:15am EDT
Discover the power of networking with Julie Brown! Business leaders globally emphasize that strong relationships forged through networking are crucial for personal and professional success. Yet, only 25% of professionals actively network and a mere 24% of companies have a strategy for cultivating these connections.

Enter Julie Brown, a dynamic speaker who not only inspires but sparks transformation. Julie demystifies networking, guiding you from understanding the “why” to navigating the “how,” leaving you eager to embrace networking. Join us for a journey that will equip you with the tools to conquer any networking challenge!

Speakers
avatar for Julie Brown

Julie Brown

Julie Brown is a sought-after speaker, networking expert, business strategist, life of every networking party, Author of This Sh!t Works: A No-Nonsense Guide to Networking Your Way to More Friends, More Adventures, and More Success, as well as the host of the This Sh!t Works podcast... Read More →
Monday October 14, 2024 8:15am - 9:15am EDT
Regency C

9:15am EDT

Break
Monday October 14, 2024 9:15am - 9:35am EDT
Monday October 14, 2024 9:15am - 9:35am EDT

9:35am EDT

Sponsor Spotlight
Monday October 14, 2024 9:35am - 10:15am EDT
Monday October 14, 2024 9:35am - 10:15am EDT
Regency C

10:15am EDT

Break
Monday October 14, 2024 10:15am - 10:30am EDT
Monday October 14, 2024 10:15am - 10:30am EDT

10:30am EDT

An Overview of Resources Available to You from NIRS
Monday October 14, 2024 10:30am - 11:30am EDT
This session will provide an overview of the data available to you from the National Institute on Retirement Security (NIRS), including the most popular NIRS reports, Pensionomics and Better Bang for the Buck
 

Speakers
avatar for Dan Doonan

Dan Doonan

Executive Director, National Institute on Retirement Security
Dan Doonan is the executive director of the National Institute on Retirement Security. With the Board of Directors, Doonan leads the organization’s strategic planning, retirement research, and education initiatives.Doonan has more than 20 years of experience working on retirement... Read More →
Monday October 14, 2024 10:30am - 11:30am EDT
Regency C

11:30am EDT

Lunch
Monday October 14, 2024 11:30am - 1:00pm EDT
Monday October 14, 2024 11:30am - 1:00pm EDT
Regency A-B

1:00pm EDT

Breakout 1: Communicating Across Generations
Monday October 14, 2024 1:00pm - 2:00pm EDT
Attend the Communicating Across Generations breakout session to discover innovative strategies for bridging the gap in pension benefit communication across diverse workplace demographics. In an age where various generations have distinct preferences for information consumption, mastering effective communication is key. Melissa Harris, Chief of Communications at the Employees’ Retirement Fund of Dallas, will unveil how their organization tackles this challenge by blending traditional and contemporary communication channels. Don’t miss this opportunity to gain insights on engaging both seasoned and newer employees.
Speakers
avatar for Melissa Harris

Melissa Harris

Chief of Communications, Employees Retirement Fund of the City of Dallas
Melissa is a Communications professional with over 25 years of award-winning experience in print, video production and marketing communications. Currently, Melissa serves as Chief of Communications for ERF. Before ERF, she served as Online Producer for Air Force Television (AFTV... Read More →
Monday October 14, 2024 1:00pm - 2:00pm EDT
Regency D-E

1:00pm EDT

Breakout 2: Staff Training Panel
Monday October 14, 2024 1:00pm - 2:00pm EDT
Join us for an engaging and informative panel discussion designed to enhance staff training and foster professional growth. Expert industry panelists from pension systems will share their insights on various topics, including effective communication, leadership development, and time management. Attendees will have the opportunity to ask questions and gain practical tips to apply in their work.
Speakers
avatar for Denise Weeks

Denise Weeks

Programs Manager, North Dakota Retirement & Investment Office
After five years of teaching Business in a North Dakota Public School and six months of working at the North Dakota Public Employees Retirement System, Ms. Weeks started working for North Dakota Teachers’ Fund For Retirement in 2000. She received the Certified Retirement Counselor... Read More →
avatar for Suzanne Mayer

Suzanne Mayer

Executive Director, State Universities Retirement System of Illinois
Suzanne Mayer was named executive director of SURS in December of 2021. Prior to being named executive director, she served for 10 months as both interim executive director and chief benefits officer.Mayer has been with the SURS since 2002 and served as a retirement counselor, counseling... Read More →
avatar for Sonya Kinley

Sonya Kinley

Chief Human Resources Officer, Teachers Retirement System of Georgia
Sonya Kinley is the Chief Human Resources Officer for the Teachers Retirement System of Georgia (TRS). She is responsible for leading the human resources division, with a focus on achieving recruiting, employee relations, and training and development initiatives that represent the... Read More →
Monday October 14, 2024 1:00pm - 2:00pm EDT
Redbud

1:00pm EDT

Breakout 3: Data Analytics Panel
Monday October 14, 2024 1:00pm - 2:00pm EDT
Discover how pension systems are adapting to the data explosion and leveraging data analytics to better serve their members and employers. Panel speakers from pension systems and industry experts will share their experiences working with data and the resulting benefits. Our sponsors will talk about the importance of the accuracy of the data being used for those analytics.
Speakers
avatar for Rob Rust

Rob Rust

Vice President, Data Sales, Linea Solutions
Rob has 38 years working in the public pension arena. Twenty-three years working for the Public School & Education Employee Retirement Systems of MO as Director of Member Services and Asst. Executive Director, and 15 years with Icon Integration & Design (2009 – 2024) and Linea Solutions... Read More →
avatar for Nicholas Rea

Nicholas Rea

Director of IT Services, South Dakota Retirement System
Nick is the Director of IT Services at the South Dakota Retirement System (SDRS). Prior to his current role, he was the first data analyst at SDRS. As an analyst and in his current role, he has worked to establish data services by developing reporting solutions, automating manual... Read More →
avatar for Jonathan O'Reilly

Jonathan O'Reilly

Director of Operations Audit and Business Intelligence, Texas Teachers Retirement System
Data Analytics Panel: Jonathan O’Reilly is the Director of Operations Audit and Business Intelligence at Teacher Retirement System of Texas (TRS). Before joining TRS in 2023, he led analytics teams at Care.com, Blue Cross and Blue Shield of Texas, and Texas Health and Human Services... Read More →
avatar for Laurie Mitchell

Laurie Mitchell

Senior Business Consultant, Tegrit
Laurie Mitchell has worked in the pension industry since 2003, when she joined the Michigan Office of Retirement Services. There, she served in many roles, including leading portions of their pension replacement project, and served eight years as their Customer Service Director. After... Read More →
Monday October 14, 2024 1:00pm - 2:00pm EDT
Regency F

2:15pm EDT

Breakout 1: Communicating Across Generations
Monday October 14, 2024 2:15pm - 3:15pm EDT
Attend the Communicating Across Generations breakout session to discover innovative strategies for bridging the gap in pension benefit communication across diverse workplace demographics. In an age where various generations have distinct preferences for information consumption, mastering effective communication is key. Melissa Harris, Chief of Communications at the Employees’ Retirement Fund of Dallas, will unveil how their organization tackles this challenge by blending traditional and contemporary communication channels. Don’t miss this opportunity to gain insights on engaging both seasoned and newer employees.
Speakers
avatar for Melissa Harris

Melissa Harris

Chief of Communications, Employees Retirement Fund of the City of Dallas
Melissa is a Communications professional with over 25 years of award-winning experience in print, video production and marketing communications. Currently, Melissa serves as Chief of Communications for ERF. Before ERF, she served as Online Producer for Air Force Television (AFTV... Read More →
Monday October 14, 2024 2:15pm - 3:15pm EDT
Regency D-E

2:15pm EDT

Breakout 2: Artificial Intelligence Panel
Monday October 14, 2024 2:15pm - 3:15pm EDT
Leveraging AI to Better Serve Your Members
In this panel discussion, panelists will discuss the various ways artificial intelligence can be leveraged to enhance the service provided to your members and participating employers. The intent is for the panel discussion to be interactive, so come ready to share and discuss some of your own professional experiences. The discussion will start with an overview of what AI is today and some common misconceptions. Since organizations are at different places on their AI journey, a summary discussion will take place to discuss the initial steps in establishing an AI mindset in your organization. Whether it be knowing the right tools for the right purposes, establishing proper governance, or data security, the panelists will provide insights into how to build a successful AI culture within your organization. The final half of the panel aims for participants to share their own experiences using AI and discuss the multiple use cases and opportunities AI can provide to better serve your members.
Speakers
avatar for Vincent Houle

Vincent Houle

Associate Principal Consultant, Linea
Vincent is an Associate Principal Consultant at Linea Solutions and has been in the Pension and Benefits administration industry for nearly 20 years. He has been a strategic partner for a variety of funds, large and small, in North America, guiding them through their modernization... Read More →
avatar for Amy Timmons

Amy Timmons

Sr VP & Sr Consultant, Administration & Technology Consulting, Segal
Amy S. Timmons, FSA, MAAA, EA, CFA, PMP Senior Vice President and Senior Consultant, Administration and Technology Consulting Amy is a Senior Vice President and Senior Consultant in Segal’s Administration and Technology Consulting Practice (ATC). Amy is an efficiency expert assisting... Read More →
Monday October 14, 2024 2:15pm - 3:15pm EDT
Redbud

2:15pm EDT

Breakout 3: Data Analytics Panel
Monday October 14, 2024 2:15pm - 3:15pm EDT
Discover how pension systems are adapting to the data explosion and leveraging data analytics to better serve their members and employers. Panel speakers from pension systems and industry experts will share their experiences working with data and the resulting benefits. Our sponsors will talk about the importance of the accuracy of the data being used for those analytics.
Speakers
avatar for Rob Rust

Rob Rust

Vice President, Data Sales, Linea Solutions
Rob has 38 years working in the public pension arena. Twenty-three years working for the Public School & Education Employee Retirement Systems of MO as Director of Member Services and Asst. Executive Director, and 15 years with Icon Integration & Design (2009 – 2024) and Linea Solutions... Read More →
avatar for Nicholas Rea

Nicholas Rea

Director of IT Services, South Dakota Retirement System
Nick is the Director of IT Services at the South Dakota Retirement System (SDRS). Prior to his current role, he was the first data analyst at SDRS. As an analyst and in his current role, he has worked to establish data services by developing reporting solutions, automating manual... Read More →
avatar for Jonathan O'Reilly

Jonathan O'Reilly

Director of Operations Audit and Business Intelligence, Texas Teachers Retirement System
Data Analytics Panel: Jonathan O’Reilly is the Director of Operations Audit and Business Intelligence at Teacher Retirement System of Texas (TRS). Before joining TRS in 2023, he led analytics teams at Care.com, Blue Cross and Blue Shield of Texas, and Texas Health and Human Services... Read More →
avatar for Laurie Mitchell

Laurie Mitchell

Senior Business Consultant, Tegrit
Laurie Mitchell has worked in the pension industry since 2003, when she joined the Michigan Office of Retirement Services. There, she served in many roles, including leading portions of their pension replacement project, and served eight years as their Customer Service Director. After... Read More →
Monday October 14, 2024 2:15pm - 3:15pm EDT
Regency F

3:30pm EDT

Breakout 1: Communicating Across Generations
Monday October 14, 2024 3:30pm - 4:30pm EDT
Attend the Communicating Across Generations breakout session to discover innovative strategies for bridging the gap in pension benefit communication across diverse workplace demographics. In an age where various generations have distinct preferences for information consumption, mastering effective communication is key. Melissa Harris, Chief of Communications at the Employees’ Retirement Fund of Dallas, will unveil how their organization tackles this challenge by blending traditional and contemporary communication channels. Don’t miss this opportunity to gain insights on engaging both seasoned and newer employees.
Speakers
avatar for Melissa Harris

Melissa Harris

Chief of Communications, Employees Retirement Fund of the City of Dallas
Melissa is a Communications professional with over 25 years of award-winning experience in print, video production and marketing communications. Currently, Melissa serves as Chief of Communications for ERF. Before ERF, she served as Online Producer for Air Force Television (AFTV... Read More →
Monday October 14, 2024 3:30pm - 4:30pm EDT
Regency D-E

3:30pm EDT

Breakout 2: Artificial Intelligence Panel
Monday October 14, 2024 3:30pm - 4:30pm EDT
Leveraging AI to Better Serve Your Members
In this panel discussion, panelists will discuss the various ways artificial intelligence can be leveraged to enhance the service provided to your members and participating employers. The intent is for the panel discussion to be interactive, so come ready to share and discuss some of your own professional experiences. The discussion will start with an overview of what AI is today and some common misconceptions. Since organizations are at different places on their AI journey, a summary discussion will take place to discuss the initial steps in establishing an AI mindset in your organization. Whether it be knowing the right tools for the right purposes, establishing proper governance, or data security, the panelists will provide insights into how to build a successful AI culture within your organization. The final half of the panel aims for participants to share their own experiences using AI and discuss the multiple use cases and opportunities AI can provide to better serve your members.
Speakers
avatar for Vincent Houle

Vincent Houle

Associate Principal Consultant, Linea
Vincent is an Associate Principal Consultant at Linea Solutions and has been in the Pension and Benefits administration industry for nearly 20 years. He has been a strategic partner for a variety of funds, large and small, in North America, guiding them through their modernization... Read More →
avatar for Amy Timmons

Amy Timmons

Sr VP & Sr Consultant, Administration & Technology Consulting, Segal
Amy S. Timmons, FSA, MAAA, EA, CFA, PMP Senior Vice President and Senior Consultant, Administration and Technology Consulting Amy is a Senior Vice President and Senior Consultant in Segal’s Administration and Technology Consulting Practice (ATC). Amy is an efficiency expert assisting... Read More →
Monday October 14, 2024 3:30pm - 4:30pm EDT
Redbud

3:30pm EDT

Breakout 3: Staff Training Panel
Monday October 14, 2024 3:30pm - 4:30pm EDT
Join us for an engaging and informative panel discussion designed to enhance staff training and foster professional growth. Expert industry panelists from pension systems will share their insights on various topics, including effective communication, leadership development, and time management. Attendees will have the opportunity to ask questions and gain practical tips to apply in their work.
Speakers
avatar for Denise Weeks

Denise Weeks

Programs Manager, North Dakota Retirement & Investment Office
After five years of teaching Business in a North Dakota Public School and six months of working at the North Dakota Public Employees Retirement System, Ms. Weeks started working for North Dakota Teachers’ Fund For Retirement in 2000. She received the Certified Retirement Counselor... Read More →
avatar for Suzanne Mayer

Suzanne Mayer

Executive Director, State Universities Retirement System of Illinois
Suzanne Mayer was named executive director of SURS in December of 2021. Prior to being named executive director, she served for 10 months as both interim executive director and chief benefits officer.Mayer has been with the SURS since 2002 and served as a retirement counselor, counseling... Read More →
avatar for Sonya Kinley

Sonya Kinley

Chief Human Resources Officer, Teachers Retirement System of Georgia
Sonya Kinley is the Chief Human Resources Officer for the Teachers Retirement System of Georgia (TRS). She is responsible for leading the human resources division, with a focus on achieving recruiting, employee relations, and training and development initiatives that represent the... Read More →
Monday October 14, 2024 3:30pm - 4:30pm EDT
Regency F
 
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