Today is November 20, 2008

Quadrennial Benefits Conferences 2008
Preliminary Agenda

Spirit, Determination, Success

Thursday

11:30-1:00 Lunch
1:00-4:00

Welcome, Worship, Opening Address

Conference Boards of Pension: Roles and Responsibilities

Benefits Education: "Ignorance May Be Bliss, But It's Also Costly"

4:00-6:00

Choice Sessions—Choose Two of Six Classes

  1. Central Conference Pension Initiative
  2. Socially Responsible Investing
  3. Benefits Access: Tips, Tricks, Q&A
  4. Decreasing Disability Prevalence:
    Early Intervention and Employee Assistance
  5. Benefits that Go the Distance:
    UMPIP, Financial Planning, Long-Term Care
  6. HealthFlex Benefits & Services
6:15-7:30 Dinner—Centennial Celebration

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Friday

“Summer Track”—New or Relatively New Board Members and Staff

7:00-8:00 Breakfast
8:00-8:30 Announcements, Worship
8:45-5:30

Basic Training for Conference Boards of Pensions

  • Retirement Plans
    • Retirement Plan Concepts
    • Actuarial Concepts
    • Retirement Plan Details for United Methodist Clergy
  • Welfare Benefits—Life and Disability
    • Clergy Plan Details and Conference Board Responsibilities
    • Additional Life and Disability Options for Clergy and Lay
5:30 Free Evening—Dinner on Your Own

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Friday

“Winter Track”—Experienced Board Members and Staff

7:00-8:00 Breakfast
8:00-8:30 Announcements, Worship
8:45-5:30

Managing Benefits

  • Benefits-Related Changes from General Conference
  • Denominational Health Considerations
    • Data Collection and Reporting
    • Retiree Health Plans and Policies 
  • Separate Structures, Joint Concerns:
    Working With the Board of Ordained Ministry for Mutual Advantage

Funding for the Future

  • Seeing the Big Picture
  • Methods and Models—Story from a Conference
  • Elements of a Funding Plan
  • Investment Assets & Strategy
5:30 Free Evening—Dinner on Your Own

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Saturday

7:00-8:00 Breakfast
8:00-9:00

Anticipating Changes on Capitol Hill
David Starr, Williams & Jensen

What the elections may mean as to legislative agenda, direction of government policy generally, what the new Congress may look like, and what the impact may have on health-care and the financial markets. 

9:15-10:15

Practices and Policies to Help Keep You Out of Court
GCFA & GBOPHB Legal Staff

10:20-11:15

"Yes, You Can!"
Keynote Speaker: Lloyd Bachrach

11:15-11:30

Closing Ceremony, Conclusion

11:30-Noon

Box Lunches Available

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