Pension Protection Act (PPA)/Presentation of Actuarial Report

National Conference on Employee Benefit Plans American Institute of Certified Public Accountants (AICPA) Conference

May 2010/11

CPAs

Funding Issues Facing Police & Fire Pension Funds

Illinois Public Pension Fund Association
(IPPFA) Conference)

April 2009

Police and Fire Pension Fund Trustees

GASB 43 AND GASB 45 panel with Karl Johnson of the GASB

Live studio production filmed by Accounting Continuing Professional Education Network (ACPEN)

Oct/Dec 2008/09

CPAs; Human Resources/Finance

OPEB disclosure and expense case study

Florida Institute of Certified Public
Accountants (FICPA)

Aug 2008

CPAs

OPEB disclosure and expense (Issues and Solutions)

Alabama Government Finance Officers Association (GFOAA) Annual Conference

July 2008

Finance Officers

OPEB disclosure and expense (Advanced)-co-led with David R. Bean of the GASB

Florida Government Finance Officers Association (FGFOA) Annual Conference

May 2008/06

Finance Officers

OPEB disclosure and expense

East Pennsylvania Government Finance Officers Association (GFOA)

Sept 2007

Finance Officers

OPEB (Issues and Solutions)

Illinois Government Finance Officers Association (IGFOA) Annual Conference

Sept 2005/07

Finance Officers

OPEB disclosure and expense

North Carolina Association of County
Finance Officers 2006 Annual Conference

Oct 2006

Finance Officers

Actuarial expert on retiree health benefits

North Carolina Big 10 Conference

Sept 2006

Finance officers of 10 largest counties in
NC

OPEB disclosure (Issues and Solutions)

Maryland Association of Community
Colleges (MACC)

Jun 2006

Human Resource Officers (Ocean City)

OPEB disclosure and expense (Basics)

Worth School Districts of Illinois

Jun 2006

30 school districts (Oak Lawn)

Understanding the actuarial cost methods

Director of Research and Technical Activities of the Governmental Accounting Standards Board (GASB)

Jun 2006

David R. Bean ; Mary Walsh (Wall Street Journal)

Retirement Plans Subject Matter Expert

Served as a subject matter expert on ?Retirement Plans: Living Longer Expands Planning Horizons?

Apr 2006

Published Article