TMRS 2015 Annual Training Seminar • November 9–10, 2015 Salon M Salon K Salon I Monday General Sessions TMRS Training Track Financial Track Sessions 7:30 — 8:30 am Registration • Continental Breakfast 8:30 — 9 Welcome and Opening Remarks Julie Oakley • Chair, TMRS Board of Trustees 9— 10 Cybersecurity Threats and Countermeasures John Sileo • CEO, The Sileo Group 10 — 10:15 Break 10:15 — 11:15 GASB — Due Diligence and Audit Procedures Bob Scott • CFO, City of Carrollton Susan Warren • Partner, KPMG Membership with TMRS Sean Thompson • Travel Team, TMRS 11:15 — 12:15 pm GASB 68 — Accounting Examples and Resources Bob Scott • CFO, City of Carrollton Rhonda Covarrubias • Dir. of Finance, TMRS Retirement with TMRS Colin Davidson • Travel Team, TMRS 12:15— 1:00 Lunch 1:00 — 1:45 Post-Lunch Remarks Hon. José Menéndez Texas State Senator 1:45 — 2:45 The Actuarial/Investment Partnership I Mark Randall • CEO, Gabriel, Roeder, Smith & Co. Social Security and Medicare for Cities Tom Clark • Social Security Consultant 2:45 — 3 Break 3 — 4 The Actuarial/Investment Partnership II TJ Carlson • CIO, TMRS Solving Thorny Benefit Problems Shannon Lucero • Travel Team, TMRS Michelle Mellon-Werch • Legal Dept., TMRS 5:30 — 7:30 Buffet Dinner followed by Rio San Antonio Cruises Tuesday 7 — 9 am Breakfast 8:30 — 9 Introductory Remarks 9 — 10 Legislative and Pension Overview Leigh Snell • Dir. of Federal Relations, NCTR Dan Wattles • Dir. of Govt. Relations, TMRS Tales around the Campfire – Anecdotes from the Field Travel Team, TMRS 10 — 10:15 Break 10:15 — 11:15 Public Pension Plans and the Uniqueness of TMRS Alison Cooke Mintzer • Global Editor-in-Chief PLANSPONSOR/PLANADVISER 11:15 — 11:30 Farewell Remarks S e c u r e O n li n e A c c e s s fo r M e m b e rs a n d C itie s TM The Direct Approach Beginning at 9 am both days, the City Information Suite will be open for benefit information, City Portal assistance, plan change questions, etc. in Conference Room 15. 8

2015 Annual Training Seminar | The Direct Approach · TMRS 2015 Annual Training Seminar • November 9–10, 2015 Salon M Salon K Salon I Monday General Sessions TMRS Training Track

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TMRS 2015 Annual Training Seminar • November 9–10, 2015

Salon M Salon K Salon I

MondayGeneral Sessions TMRS Training

TrackFinancial Track Sessions

7:30 — 8:30 am Registration • Continental Breakfast

8:30 — 9 Welcome and Opening Remarks Julie Oakley • Chair, TMRS Board of Trustees

9— 10Cybersecurity Threats and Countermeasures John Sileo • CEO, The Sileo Group

10 — 10:15 Break

10:15 — 11:15GASB — Due Diligence and Audit ProceduresBob Scott • CFO, City of CarrolltonSusan Warren • Partner, KPMG

Membership with TMRSSean Thompson • Travel Team, TMRS

11:15 — 12:15 pmGASB 68 — Accounting Examples and ResourcesBob Scott • CFO, City of CarrolltonRhonda Covarrubias • Dir. of Finance, TMRS

Retirement with TMRS Colin Davidson • Travel Team, TMRS

12:15— 1:00 Lunch

1:00 — 1:45Post-Lunch RemarksHon. José MenéndezTexas State Senator

1:45 — 2:45The Actuarial/Investment Partnership I Mark Randall • CEO, Gabriel, Roeder, Smith & Co.

Social Security and Medicare for CitiesTom Clark • Social Security Consultant

2:45 — 3 Break

3 — 4The Actuarial/Investment Partnership II TJ Carlson • CIO, TMRS

Solving Thorny Benefit ProblemsShannon Lucero • Travel Team, TMRSMichelle Mellon-Werch • Legal Dept., TMRS

5:30 — 7:30 Buffet Dinner followed by Rio San Antonio Cruises

Tuesday7 — 9 am Breakfast

8:30 — 9 Introductory Remarks

9 — 10 Legislative and Pension Overview Leigh Snell • Dir. of Federal Relations, NCTRDan Wattles • Dir. of Govt. Relations, TMRS

Tales around the Campfire – Anecdotes from the Field Travel Team, TMRS

10 — 10:15 Break

10:15 — 11:15Public Pension Plans and the Uniqueness of TMRSAlison Cooke Mintzer • Global Editor-in-Chief PLANSPONSOR/PLANADVISER

11:15 — 11:30 Farewell Remarks

Sec

ure

Onli

ne A

ccess fo

r Members and CitiesTM The Direct Approach

Beginning at 9 am both days, the City Information Suite will be open for benefit information, City Portal assistance, plan change questions, etc. in Conference Room 15.