Tuesday, November 28, 2006

Off-Site
Encinitas Ranch

The purpose of the IT Group is to leverage our business and technology experience and knowledge to better support the missions of our organizations.  This session is a forum for sharing ideas and information pertaining to current initiatives, discussing and evaluating technological trends and innovations that can add value, and soliciting outside experience to further augment our knowledge in new and emerging technologies relevant to our operations.  This session is open to everyone that wishes to attend.

CBA IT Group 2006 Annual B&T Survey
CBA IT Group 2006 Major B&T Initiatives
CBA IT Group 2006 Annual B&T Survey Link

• Update on “soon to be final” 403(b) regulations
  Speaker: Danny Miller
• Benchmarking – “How do we know we’re doing a good job?”
  Speakers:  Dave Adams and Frank O’Brien, with John Preis, YMCA Retirement Fund
• Financial planning and coaching before, during and after seminary
  Speakers: Pat Coller with Nigel Parker, Church of God
• Housekeeping items including suggestions for 2007

Retirements – agenda2006B

Wednesday, November 29, 2006

Room & Location

Research released earlier this year indicates that in many denominations the number and percentage of clergy under the age of 35 has declined significantly over the past twenty years.  This plenary will explore the findings of this research covering nine denominations and the implications for the church and your work in the future. 

Weems Handouts

As you prepare yourself to move into another phase of your life it is critical that you take stock of your strengths, weaknesses, goals, expectations, priorities and how you combine your thinking, feeling and spiritual attributes to cope with your life. Many people think that going into retirement is not that big of a deal. Those people usually have problems. Preparing for retirement is more than just making sure your money is together. If you have acquired some bad habits or lost touch with how you interact with your life the change of retirement can be overwhelming. It is critical to understand the relationship between what you think, what you feel and how you incorporate your spiritual life into your decision making. Emotional powerhouses – those people who accept responsibility for their lives do much better when they move into new situations than emotional victims – those people who blame everyone else for their problems. We will explore what makes emotional and spiritual powerhouses and how that can help in coping with the changes brought about by retirement.

Sheperd Handouts

Moderator:  Victor Raskin, Chief Investment Officer, YMCA Retirement Fund
Panelists:  Bill Gross, Managing Director and Chief Investment Officer, PIMCO; Luis Maizel, Senior Managing Director, LM Capital Group; Walter Scott, Chairman, Walter Scott and Partners

Panel discussion on investment markets and future trends.  Three leading institutional investment management practitioners will comment on the current US and world economic and investment environment. The panelists also will inform attendees of their views and opinions regarding the best future investment opportunities.      

Moderators:  Anna Hoover of the Presbyterian Church (USA) and Saundra Michael-Bowers of the Christian Church (Disciples of Christ)

• Accommodating “phased retirement” in DB plans
  Speakers: Saundra Michael-Bowers and Pat Coller with James Kemper, Ice Miller Law Firm

• Funding adequacy and financial reporting for church DB plans
  Speakers: Anna Hoover, with Lisa Schilling, United Methodist Church

• Open discussion including any follow-up discussion from pre-conference presentations on proposed 403(b) regulations and benchmarking
  Speakers: Anna Hoover and Saundra Michael-Bowers

This session will give the results of a survey in which ten denominations have participated in. This survey measured self report health and well being indicators, religious formation and job characteristics including stress related to being either a clergy person or a lay worker of the church. The self report survey data has been aligned where available with pharmacy claim data.  These results should cause us to further examine the health of the workers of the Church with findings that appear to be quite distinctive to this population.  Keith G. Meador, MD, ThM, MPH, Professor of Psychiatry and Behavioral Sciences at Duke University Medical Center will present the results, their implications and how this will allow us to discuss possible interventions.

The Mayo Clinic may well be the world's most trusted source of health information.  For this reason the educational information they provide can reach members in ways that insurance company content cannot.  Kurt Hobbs, Health Management Strategy Consultant to the Mayo Clinic, will address how strategic planning with communications experts can create tailored campaigns that serve member well-being and drive participant change.

CEO Breakout Session

Moderator: Barbara A. Boigegrain, CBA Planning Committee Immediate Past Chair, General Secretary and CEO, The United Methodist Church

Interactive conversations with CEO’s

CFO Breakout Session
Moderator:  Louis P. Barbarin, CFO and Treasurer, The Ministers and Missionaries Benefit Board

This session will discuss financial topics that impact church pension boards and Explore possibilities for collaboration.

Retirement Benefits Committee Breakout Session II
“Defined Contribution Plans”
Moderators:  Marlo Kauffman, Mennonite Church and Karen DeRocker, Ministers & Missionaries Benefit Board of the American Baptist Churches USA

• Investment Choices
  Speakers: Marlo Kauffmann with Gary Campbell, Presbyterian Church in America
  • Default elections
  • Lifecycle funds
  • Member advice

• Current Issues in Plan Design
  Speakers: James Kemper, Ice Miller and Karen DeRocker with Curt Sharp, Guidestone Financial Resources

• Roth contributions
• Automatic enrollment
• Distribution options
• Housing allowance issues

• Open discussion including any follow-up discussion from pre-conference presentations on proposed 403(b) regulations and benchmarking
  Speakers: Marlo Kauffman and Karen DeRocker

Kaufman Handouts

Investment Breakout Session II
“Roundtable Discussion”
Moderator: David Zellner, Chief Investment Officer, General Board of Pensions and Health Benefits, The United Methodist Church

The session will be conducted as a roundtable discussion where participants will discuss various investment topics of interest to those involved in managing and administering investment programs to support retirement plans. Topics will include asset/liability management, legal matters affecting alternative investments, investment manager selection, alternative investments, participant fund options, and various other investment topics of interest to those attending the discussion.

Emerald Ballroom

Health Benefits Breakout Session II
“Consumer Directed Healthcare”
Moderator: James F. Sanft, Lutheran Church-Missouri Synod

David W. Batson, a Principal with Towers Perrin, will discuss current trends in consumer directed healthcare and present actual case studies from employers that have successfully implemented consumer directed programs.

Legal Breakout Session
Moderators:  Robert H. Rydland & Jewelie A. Grape ‑ ELCA Board of Pensions

This session will examine hot legal topics affecting church benefits plans including housing allowance, email retention, breach of fiduciary cases, governance and other current developments in the ever changing legal arena.

Thursday, November 30, 2006

Room & Location

Church Alliance Annual Meeting
Speaker: Gloria Borger

Borger Handouts