Events & Training

2018 Annual Seminar

The 2018 TMRS Annual Seminar was held in Lakeway at the Lakeway Resort & Spa on November 7 - 9. The theme of the Seminar was “Sailing into Retirement.” In addition to panel discussions and presentations on the topics of investments, transparency, rate stability, and training, our visiting experts discussed educational storytelling, Texas demographics, and cybersecurity.

2017 Annual Training Seminar

Our 2017 annual training event for cities, "Strong by Design," was held in Grapevine on October 25–27, 2017.

2016 Annual Training Seminar

Our annual training event for cities, “The Power of Partnership,” was held on September 7-9, 2016. The training was focused on those who administer TMRS at our member cities: City Correspondents, HR and Finance personnel, and City Portal Administrators and users.

2015 Annual Training Seminar

The TMRS Annual Training Seminar for 2015, "The Direct Approach," was held in San Antonio, Texas, on November 9-10, 2015. In addition to focusing on pension issues and administrative training, the 2015 seminar showcased TMRSDirect, our online project to provide "straight-through processing" for TMRS cities and members.

Financial Presentations

• Kicking the Tires Without Stubbing Your Toe – Pension Plan Due Diligence and Audit Procedures for Employers
  Robert Scott and Susan Warren
  
• Swinging from Theory into Practice – Accounting for Your Pension Plan and Resources for Employers
  Robert Scott and Rhonda Covarrubias
  
• The Actuarial Changes and the Investment Assumption
  Mark Randall
  
• Overview of TMRS Investments
  TJ Carlson
• Federal and State Legislative Overview
  Leigh Snell and Dan Wattles

TMRS Training Presentations

• Membership in TMRS
  TMRS Travel Team
• Retirement with TMRS
  TMRS Travel Team
  
• Social Security and Medicare
  TMRS Travel Team
  
• Solving Thorny Benefit Problems
  TMRS Travel Team
  
• Tales Around the Campfire
  TMRS Travel Team
  

Seminar Flyers

• MyTMRS flyer
• TMRS Direct/City Portal flyer

The 2014 Annual Seminar

The TMRS Annual Training Seminar, "Exploring TMRS," was held in Austin on November 17-18.
2014 Flyer and Registration | Agenda

Overview

• TMRS – The Year in Review
  David Gavia
  

General Session Presentations

• Generations Matter Presentation | Ten Transcendent Trends Reshaping Retirement Systems Flyer | Generations Matter Flyer
  John W. Martin
  
• Federal and State Legislative and Regulatory Update (Federal | State)
  Jeannine Markoe Raymond and Dan Wattles
  
• GASB Disclosure Requirements
  Robert Scott and Rhonda Covarrubias
  
• The Breakdown in Retirement Security and the Role of Smart Employer Plans
  Teresa Ghilarducci
  

TMRS Training Presentations

• How Does TMRS Membership Work?
  TMRS Travel Team
  
• What Does it Mean to Retire with TMRS?
  TMRS Travel Team
  
• What Issues Can Affect Members?
  TMRS Travel Team
  

Financial Presentations

• Investment Update
  TJ Carlson
  
• Actuarial Update – Exploring the New GASB Changes
  Mark Randall
  
• Communicating to Elected Officials, the Public, Cities, and Members
  Bill Wallace
  

2013 Annual Seminar - Austin

This 2013 TMRS Annual Training Seminar, "Ahead of the Curve," was held Tuesday, November 19 through Wednesday, November 20.

General Session Presentations

• Retirement Security for All (link to text of speech), Karen Freidman, Pension Rights Center
• Public Pensions • A National Overview, Keith Brainard, NASRA
• Practical Economics in a Noisy World, Jim Kee, South Texas Money Management

Financial Presentations

• The Coming Actuarial Changes, Mark Randall, GRS
• Staying Ahead of the Invesment Curve, Marcia Beard, RVK
• Update on GASB Changes, Rhonda Covarrubias and Leslee Hardy, TMRS
• Legislative and Legal Summary, Michelle Mellon-Werch and Dan Wattles, TMRS

Training Track Presentations

• How Does Membership Work, TMRS Staff
• What Does it Mean to Retire with TMRS, TMRS Staff
• What Issues Can Affect Members, TMRS Staff
• How Can Cities Improve the TMRS Partnership,TMRS Staff

2012 Annual Seminar - Sugar Land

The 2012 TMRS Annual Training Seminar, "TMRS Retirement Toolkit," was held Sunday, October 7 through October 9 at the Sugar Land Marriott Town Square.

General Session Presentations

• Pension Straight Talk, Kelly Kenneally, NIRS
• TMRS Legislative Update | TMRS Facts (handout), Dan Wattles, TMRS
• Legal Protections of Public Pensions, Robert D. Klausner, TMRS Fidicuary Counsel
• The Real Value of a TMRS Benefit, David Rodriguez and Leslee Hardy, TMRS

Training Track Presentations

• Membership, Lorraine Moreno, TMRS
• Retirement, Colin Davidson, TMRS
• Death, Divorce and Taxes, Shannon Lucero, TMRS
• TMRS — The Whole Picture, Travel Team, TMRS

Financial Presentations

• Actuarial Update, Mark Randall, GRS
• Navigating the Current Environment, Jim Voytko and Marcia Beard, RVK
• GASB's and Moody's Proposed Changes, David Kausch, GRS
• Payroll 101, Sean Thompson and Debbie Muñoz, TMRS