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     CURRICULUM OFFERINGS IN 2012
 

JANUARY 24, 2012

Subject Matter:  2011 Annual Statements, Regular Compensation, Remote Participation, Retirement Board Procurement File, & Buyback Agreements

Instructors:  Deputy Director Frank Valeri, Chief Auditor Harry Chadwick, Deputy Chief  Auditor James Tivnan, & Auditor Scott Henderson   

Location: PERAC 

Educational Credit: Three hours


FEBRUARY 7, 2012

Subject Matter:  Seminar on the Conflict of Interest Law

Instructor: State Ethics Commission Communications Division Chief David Gianotti

Location: PERAC

Educational Credit: Three hours 


FEBRUARY 9, 2012

Subject Matter:  2011 Annual Statements, Regular Compensation, Remote Participation, Retirement Board Procurement File, & Buyback Agreements

Instructors: Deputy Director Frank Valeri, Chief Auditor Harry Chadwick, Deputy Chief Auditor James Tivnan, & Auditor Scott Henderson   

Location:  West Springfield 

Educational Credit: Three hours


FEBRUARY 14, 2012

Subject Matter:  2011 Annual Statements, Regular Compensation, Remote Participation, Retirement Board Procurement File, & Buyback Agreements

Instructors: Deputy Director Frank Valeri, Chief Auditor Harry Chadwick, Deputy Chief Auditor James Tivnan, & Auditor Scott Henderson   

Location: PERAC 
Educational Credit: Three hours


FEBRUARY 15, 2012

Subject Matter:  2011 Annual Statements, Regular Compensation, Remote Participation, Retirement Board Procurement File, & Buyback Agreements

Instructors: Deputy Director Frank Valeri, Chief Auditor Harry Chadwick, Deputy Chief Auditor James Tivnan, & Auditor Scott Henderson

Location: PERAC 

Educational Credit: Three hours


FEBRUARY 22, 2012

Subject Matter: Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Disability Unit Staff Members

Location: PERAC, 5 Middlesex Avenue, Suite 304, Somerville,MA 

Educational Credit: Three hours


APRIL 10 , 2012

Subject Matter: Seminar on the Conflict of Interest Law

Instructor: State Ethics Commission Communications Division Chief David Giannotti

Location: Adams Retirement Board, Town Hall, Adams, MA

Educational Credit:  Three hours


APRIL 26, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Location: State Ethics Commission, One Ashburton Place, Boston, MA 

Educational Credit: Three hours


MAY 5-6, 2012

Subject Matter: Trustee Educational Seminar (TEDS)

Sponsor: National Conference on Public Employee Retirement Systems (NCPERS)

Location: New York City

Educational Credit: Four hours       


MAY 7, 2012

Subject Matter:  Actuarial Valuation Basics, Investment Return and Salary Increase Assumptions, and Funding Strategies

Instructors: Actuary Jim Lamenzo and Actuarial Associate John  Boorack

Location: Wellesley Free Library (Main Library), Wellesley, MA

Educational Credit: Three hours 


MAY 16, 2012

Subject Matter: Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Deputy Director Frank Valeri, Manager of Medical Services Kate Hogan, Nurse Case Manager Patrice  Looby, Case Manager Doreen Duane, & Research Attorney Barbara Phillips

Location: PERAC, 5 Middlesex Avenue, Suite 304, Somerville, MA 

Educational Credit: Three hours


MAY 17, 2012

Subject Matter:  Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Deputy Director Frank Valeri, Manager of Medica Services Kate Hogan, Nurse Case Manager Patrice Looby, Case Manager Doreen Duane, and Deputy General Counsel Judith Corrigan

Location: PERAC, 5 Middlesex Avenue, Suite 304, Somerville, MA 

Educational Credit: Three hours


MAY 31, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Location: State Ethics Commission, One Ashburton Place, Boston, MA 

Educational Credit: Three hours


JUNE 6, 2012

Sponsor: Massachusetts Association of Contributory Retirement Systems (MACRS)

Location: Resort and Conference Center, Hyannis, MA

Subject Matter: Actuarial Basics and Funding Strategies

Instructor: Actuary James Lamenzo

Subject Matter: Retirement Benefit Calculations

Instructor: Actuarial Associate John Boorack

Subject Matter: Pension Forfeiture

Instructor: Deputy General Counsel Judith Corrigan

Educational Credit: Three hours in total for classes taught by PERAC personnel. 


JUNE 4-5, 2012

Sponsor: Massachusetts Association of Contributory Retirement Systems  (MACRS)

Location: Resort and Conference Center, Hyannis, MA

Subject Matter: Sessions Provided by MACRS including (but not limited to) panel on which PERAC Compliance Counsel Derek Moitoso discussed How Chapter 176 of the Acts of 2011 Affects Those Who Became Members Prior to that Date. 

Educational Credit:  Three hours in total for classes provided by MACRS


JUNE 28, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Location: State Ethics Commission, One Ashburton Place, Boston, MA 

Educational Credit: Three hours


JULY 19, 2012

Subject Matter: Pre/Post Chapter 176 Benefit Structure Review

Instructor: Deputy General Counsel Judith Corrigan       

Location: Fairhaven Town Hall, Fairhaven, MA

Educational Credit: Three hours


JULY 24, 2012

Subject Matter: Contributory Retirement System Audit Process, The 91A Process & Limits on Post-Retirement Earnings

Instructors: Deputy Director Frank Valeri, Chief Auditor Harry Chadwick,

Location: Court Room, Lee Town Hall, Lee, MA

Educational Credit: Three hours


JULY 26, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Location: State Ethics Commission, One Ashburton Place, Boston, MA 

Educational Credit: Three hours


AUGUST 21, 2012

Subject Matter: Pre/Post Chapter 176 Benefit Structure Review

Instructor: Deputy General Counsel Judith Corrigan                 

Location: PERAC

Educational Credit: Three hours


AUGUST 23, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Location: State Ethics Commission, One Ashburton Place, Boston, MA 

Educational Credit: Three hours


SEPTEMBER 6, 2012

Subject Matter: Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Deputy Director Frank Valeri, Director of Disability Barbara Lagorio, Clinical Case Manager Jane Carritte, Case Manager Doreen Duane, & an attorney from PERAC’s Legal Unit

Start Time: 10:00 a.m

Location: Council Chambers, City Hall, Gardner, MA

Educational Credit:  Three hours


SEPTEMBER 12, 2012

Subject Matter: Pre/Post Chapter 176 Benefit Structure Review

Instructor: Deputy General Counsel Judith Corrigan           

Start Time: 10:00 a.m.

Location: PERAC Offices, 5 Middlesex Avenue,

Educational Credit: Three hours


SEPTEMBER 20, 2012

PERAC 2012 Emerging Issues Forum: Sustaining Public Pensions and Post-Retirement Benefits

Start Time:  9:00 a.m. (registration desk opens at 8:15 a.m.)

Location: College of the Holy Cross in Worcester

Educational Credit: Three hours


SEPTEMBER 26, 2012

Subject Matter:   Actuarial Basics and Funding Strategies

Instructor: Actuary James Lamenzo

Start Time: 10:00 a.m.

Location: Middlesex County Retirement Board, 25 Linnell Circle, Billerica, MA 

Educational Credit: Two hours


SEPTEMBER 27, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Start Time: 10:00 a.m.

Location: State Ethics Commission, One Ashburton Place, Rm. 619, Boston, MA 

Educational Credit: Three hours


OCTOBER 14-17, 2012

Sponsor: Massachusetts Association of Contributory Retirement Systems (MACRS)

Location: Sheraton Springfield Monarch Place Conference Center, Springfield, MA

Subject Matters: Sessions provided by MACRS including Another View on Securities Litigation, Best Governance Practices for Public Retirement Systems, MPPF Legal Panel.

Educational Credit: Three hours in total for the above classes provided by MACRS.


OCTOBER 17, 2012

Sponsor: Massachusetts Association of Contributory Retirement Systems (MACRS)

Location: Sheraton Springfield Monarch Place Conference Center, Springfield, MA

Subject Matter: Anti-Spiking

Instructor: John Boorack

Subject Matter:The Legislative Process

Instructors: PERAC Associate General Counsel Patrick M. Charles
PERAC Director of Strategic Planning, Management and Public Affairs Mike DeVito

Subject Matter: The Impact of Chapter 176 on New Members

Instructor:
PERAC Deputy General Counsel Judith Corrigan

Educational Credit: Three hours in total for classes taught by PERAC personnel.


OCTOBER 25, 2012

Subject Matter:  Seminar on the Conflict of Interest Law

Start Time: 10:00 a.m.

Location: State Ethics Commission, One Ashburton Place, Rm. 619, Boston, MA 

Educational Credit: Three hours


NOVEMBER 8, 2012

Subject Matter: Post-Retirement Employment Issues

Start Time: 10:30 a.m.

Location: MMAAA, Devens, MA

Educational Credit: One hour


NOVEMBER 8, 2012

Subject Matter: Anti-Spiking/Calculations

Start Time: 1:00 p.m.

Location: Second Floor Conference Room, Hingham Town Hall, 210 Central Street, Hingham, MA

Educational Credit: Two hours

Instructor: Actuarial Associate John Boorack


NOVEMBER 14, 2012

Subject Matter: Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Disability Unit Staff Members

Start Time: 10:00 a.m

Location: PERAC, 5 Middlesex Avenue, Suite Suite 304, Somerville, MA

Educational credit: Three hours


NOVEMBER 15, 2012

Subject Matter: Anti-Spiking/Calculations

Start Time: 1:00 p.m.

Location: PERAC, 5 Middlesex Avenue, Suite 304, Somerville, MA

Educational credit: Two hours

Instructor: Actuarial Associate John Boorack


NOVEMBER 21, 2012

Subject Matter: Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Disability Unit Staff Members

Start Time: 10:00 a.m

Location: PERAC, 5 Middlesex Avenue, Suite 304, Somerville, MA          

Educational credit:  Three hours


NOVEMBER 28, 2012

Subject Matter: Disability Basics for Retirement Boards: The Process & Timelines

Instructors: Disability Unit Staff Members

Start Time: 10:00 a.m

Location: Dan Toomey Room, First Floor, Danvers Town Hall, 1 Sylvan Street, Danvers, MA   (Please use the municipal parking lot across from Town Hall.)

Educational credit: Three hours


NOVEMBER 29, 2012

Subject Matter: Seminar on the Conflict of Interest Law

Start Time: 10:00 a.m.

Location: State Ethics Commission, One Ashburton Place, Boston, MA 

Educational credit: Three hours


DECEMBER 12, 2012

Subject Matter: Anti-Spiking/Calculations

Start Time: 10:00 a.m.

Location: PERAC, 5 Middlesex Avenue, Suite 304, Somerville, MA

Educational credit: Two hours

Instructor: Actuarial Associate John Boorack


DECEMBER 18, 2012

Subject Matter: Anti-Spiking/Calculations

Start Time: 10:00 a.m.

Location: Middlesex County Retirement Board, 25 Linnell Circle, Billerica, MA

Educational credit: Two hours

Instructor: Actuarial Associate John Boorack


ONLINE COURSE OFFERING

Subject Matter: Bidding Basics

Length: Two to three hours to complete

Offered by: Office of the Inspector General

Educational Credit Awarded: Three hours

 

 

 
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