2019 Spring National Meeting Agenda

Empowerment through connection

TUESDAY, APRIL 9, 2019

1:00 PM

Registration open until 5:00PM – Main Lobby of Griffin Gate Marriott

The Griffin Gate Marriott Resort

1800 Newtown Pike, Lexington, KY 40511

4:30 PM

New Financial Officers Meet & Greet – SFOF State Leaders, Staff , and Platinum Sponsors Only

Room – Spendthrift

5:30 PM

Board Bus—SFOF State Leaders, Spouses & Staff Only

Meet at the North Entrance of the Griffin Gate Marriott Resort

1800 Newtown Pike, Lexington, KY 40511

5:45 PM

SFOF State Leaders, Spouses & Staff Only Welcome Event

Woodford Reserve Distillery Tour and Dinner

Sponsored by Federated

WEDNESDAY, APRIL 10, 2019

7:30 AM

Registration opens until 12:00PM – Salon D & E Foyer

The Griffin Gate Marriott Resort

1800 Newtown Pike, Lexington, KY 40511

7:45 AM

Welcome Breakfast —All Attendees

Room: Salon D & E

The Griffin Gate Marriott Resort

1800 Newtown Pike, Lexington, KY 40511

8:30 AM

Panel Session 1 – A Lesson in Cyber Security – Salon D & E
Moderator: South Dakota Treasurer Josh Haeder

Panelists:

Mike Kelly, Head of Commercial Banking Technology Controls & Cybersecurity, JPMorgan Chase Bank, N.A.

Dennis Paiva, Director of Disbursements and Accounting – Office of Kentucky Treasurer Allison Ball

Gabe Small, Vice President of IT Infrastructure – Ascensus Government Savings

9:30 AM

Panel Session 2 – Opportunities and Headwinds State Pension Plans are Facing
Moderator: Indiana Treasurer Kelly Mitchell

Panelists:

Blake Brickman, Chief of Staff, Office of Kentucky Governor Matt Bevin

Daniel J. Tremblay, CFA, Multi-Asset Class Strategist, Fidelity Investments

Jonathan Williams, Chief Economist, American Legislative Exchange Council (ALEC)

10:30 AM

SFOF State Leaders and Staff Private Meeting – Room TBA

11:30 AM

Break

11:45 AM

Board Buses—SFOF State Leaders & Staff, Platinum, & Gold Sponsors

The Griffin Gate Marriott Resort North Entrance

1800 Newtown Pike, Lexington, KY 40511

12:00 PM

Lunch & Private Keeneland Racecourse Event

4201 Versailles Rd, Lexington, KY 40510

SFOF State Leaders & Staff, Platinum, & Gold Sponsors

4:30 PM

Board buses back to Griffin Gate Marriott Resort

6:00 PM

Spring National Meeting Opening Reception—All Attendees

Griffin Gate Marriott Resort – Salon D – E

Informative Bourbon Tasting during reception – Sponsored by the Kentucky Bourbon Distillers Association

7:00 PM

Spring National Meeting Opening Dinner—All Attendees

Speakers:

Derek Kreifels, President, SFOF

Kentucky Treasurer Allison Ball,  SFOF National Chair

Keynote Speaker: Kentucky Lieutenant Governor Jenean Hampton

THURSDAY, APRIL 11, 2019

8:30 AM

Breakfast – Room Salon C

Keynote Speaker: Dr. Christine Chow, Director – Hermes EOS

The Griffin Gate Marriott Resort

1800 Newtown Pike, Lexington, KY 40511

9:30 AM

Panel Discussion 3 – Integrating ESG Factors into Portfolio Analysis and Construction – Room Salon D & E
Moderator: West Virginia Auditor John “JB” McCuskey

Panelists:

Dr. Christine Chow, Director – Hermes EOS

Noah Friend, General Counsel, Office of Kentucky Treasurer Allison Ball

Francie Heller, Director – Arabesque Asset Management USA

Tyler White, President, Kentucky Coal Association

10:45 AM

Panel Discussion 4 – Advancements in Financial Literacy
Moderator: Kentucky Treasurer Allison Ball

Panelists:

Dr. Abdullah Al-Bahrani, Director of the Center for Economics Education, Northern Kentucky University

Ron Crane, Founder, Smart Women Smart Money Conferences

Debra Hoffer, President, Junior Achievement of Kentuckiana (Louisville-based branch)

David Perkis, Ph.D., B.S.E., Senior Economic Education Specialist, Federal Reserve Bank of St. Louis

12:00 PM

Lunch—Keynote Speaker:

Ron Ball, Author and Host of the television show, Choose Greatness: Your key to a happier life

1:00 PM

Private Meetings – Room TBA

4:00 PM

BREAK

5:00 PM

Board Busses North Entrance of Griffin Gate—all attendees

Special evening and dinner at Kentucky Horse Park

Tour the International Museum of the Horse and get a close up of some of the champions of horse racing at the Hall of Champions presentation.  The Hall of Champions is home to Kentucky’s retired “equine millionaires.” View the champions while listening to an impressive presentation of the horses’ backgrounds & history.

4089 Iron Works Pkwy, Lexington, KY 40511

8:30 PM

Board buses back to Griffin Gate Marriott Resort

FRIDAY, APRIL 12, 2019

8:00 AM

Breakfast and closing Potpourri Topics meeting – All are welcome – Room: Salon D & E

The Griffin Gate Marriott Resort

1800 Newtown Pike, Lexington, KY 40511

 

PRESENTERS:

8:30 AM

Bringing the FACTs to Budgeting and Accounting—Sheila Weinberg, Founder & CEO, Truth in Accounting

9:00 AM

Civil Asset Forfeiture—Stephanie Czuhajewski, Agentis Management

9:30 AM

State and Federal Banking Issues—Duane Davidson, Washington State Treasurer

10:00 AM

Open Topics

10:30 AM

Depart

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