2015 WCOA Annual Conference

MAY 18, 2015

8:00am - 9:00am Arrival and Registration
Continental Breakfast available
9:00 am - 9:15 am

Welcome - James Palmer, WCOA Chair

9:15 am - 10:15 am

Update on WI Retirement System
Matt Stohr, Administrator
Division of Retirement Services Department of Employee Trust Funds
Link to Powerpoint Presentation

10:15 am - 10:30 am Break
10:30 am - 11:30 am

Information About Alzheimer's and a Caregiver's
Experience with the Disease
Paul Braun, Sports Announcer for UW Hockey
Link to YouTube video

11:30 am -11:45 am Blair Testin Award
12:00 pm - 1:00 pm

Lunch (lower level)

1:00 pm -2:00 pm

What's Happening Nationally to Affect Seniors?
Lisa Lamkins, Advocacy Director, AARP
Link to Powerpoint Presentation

2:00 pm - 3:00 pm

Navigating the WRS too Strong Future
Ron Mensink, Quantitative Analytics Director,
State of Wisconsin Investment Board
Link to Powerpoint Presentation

3:00 pm - 3:15 pm Closing Remarks - James Palmer

MAY 18, 2015

American Family Headquarters, Madison, Wisconsin

The 24th Annual Conference began with registration and a continental breakfast. There were 107 registered participants and 7 guests. The presenters handouts are available below. The presentation by Paul Braun was not recorded, but is a similar presentation of August 2014. Minutes of the presentations were not taken. Conference Chair James Palmer welcomed the participants, opened the conference and introduced the presenters.

Matt Stohr, Administrator, Division of Retirement Services, Employee Trust Funds. Wisconsin Retirement System: An Update Demographic Trivia, Annuity Adjustments, Annuity Adjustment Projections

Paul Braun, Sports Announcer, UW Hockey Information About Alzheimer’s A Caregiver’s Experience with the Disease

Blair Testin Award Omer R. Jones

Lisa Lamkins, Advocacy Director, AARP What’s Happening in Washington Social Security, Protect Your Retirement Savings, Health Care and Services

Ron Mensink, Managing Director, Analytics and Fund Management, SWIB Navigating the WRS to a Strong Future Performance, Diversification, Risk Balancing, Controlling Costs, Internal Management

Closing Remarks – James Palmer

2015 Conference Presentors