2018 CPPC Annual Conference
 
AGENDA

CPE Credits will be available!
 
Tuesday, August 28
11:00 amGolf Outing
1:00 pmBachelor Gulch Hike - Sponsored by Cushing Asset Management
6:00 pmSponsor Appreciation Reception

Wednesday, August 29
6:30 am - 8:30 amRegistration Open
8:30 am - 9:20 amInvesting for Every Trustee
Rick Rodgers, Strategies Capital Management
9:20 am - 10:10 amFiduciary Responsibility
Jared Martin, Innovest Portfolio Solutions & Jason Mantas, Poudre Fire Department
10:10 am - 10:20 amAM Break
10:20 am - 10:25 amOpening Remarks
Kim McDaniel, City of Westminster & Rick Rodgers, Strategies Capital Management
10:25 am - 11:15 amEconomic Update
Scott Middleton, Innovest Portfolio Solutions
11:15 am - 12:05 pmBehavioral and Plan Health
Christopher Doto & Dawn Cullen, ICMA-RC
12:05 pm - 1:30 pmLunch
On Your Own
1:30 pm - 2:20 pmEmerging Markets
Suny Park, CFA, CPA, Janus Henderson Investors
2:20 pm - 3:10 pmHSAs
Patrick Delaney, T. Rowe Price
3:10 pm - 3:30 pmPM Break
3:30 pm - 4:20 pmGovt Survey and Participant Communications
Michael McAtamney & Sam McGibbon, Lincoln
4:20 pm - 5:10 pmCase for Actively Managed TDFs
Sue Walton, Capital Group/American Funds
6:30 pmDinner and Keynote Speaker
Dinner Sponsored by GW&K + Speaker Sponsored by Schwab

Thursday, August 30
7:30 am - 8:30 amBreakfast Buffet
8:30 am - 9:20 amGuide to Retirement
Kevin Morgan, JP Morgan
9:20 am - 10:10 amESG and SRI: The Fiduciary Standard
Clarice Avery, Natixis
10:10 am - 10:20 amAM Break
10:20 am - 11:10 amThinking Outside the Box: Delivering Measurable Results
Scott Boyd, Prudential
11:10 am - 12:00 pmTarget Date Funds
Rich Weiss, American Century
12:00 pm - 1:30 pmLunch
On Your Own
1:30 pm - 2:20 pmVoya Cares, Presented by Voya + Engaging Millennials in the Public Sector Workforce, Presented by TIAA
Kerry Woods, Voya & Stuart Robertson, TIAA
2:20 pm - 3:10 pmHealth Care During Retirement
Roberta Eckert, Nationwide
3:10 pm - 3:30 pmPM Break
3:30 pm - 4:20 pmAnatomy of a Recession
Evan Davis, Legg Mason
4:20 pm - 5:10 pm
6:30 pmDinner & Networking

Friday, August 31
7:30 am - 8:30 amBreakfast Buffet
8:30 am - 9:20 amDeminimus Accts / Collective Investment Trusts
Karin Stouffer, Millennium / Kevin Bowman, Schwab
9:20 am - 10:10 amEducation: Health & Wellness
Patrick Shea, Transamerica
10:10 am - 10:20 amAM Break
10:20 am - 11:10 amCyber Security
Doug Peterson, Empower
11:10 am - 12:00 pm100 is the New 80: The New Retirement Frontier
Dina Caggiula, Vanguard
12:00 pmClosing Remarks
Kim McDaniel, City of Westminster & Rick Rodgers, Strategies Capital Management

Conference Attire
Sponsor Reception - Business Casual
Conference Sessions - Business Casual
Wednesday Dinner - Business Casual
Thursday Dinner - Casual (jeans ok)