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Seminar Materials

Municipal Market Disclosure: Application to Pension Disclosure
May 3, 2012 – Ziggurat Building
West Sacramento, CA

• Introduction: Current Concerns in Municipal Disclosure
  • Stephen Heaney, Board Member, Municipal Securities Rulemaking Board
• Overview: Securities and Exchange Commission (SEC) Regulations and the Disclosure Process
  • Facilitator: Mark Blake, Deputy City Attorney, City and County of San Francisco
  • Stephen Melikian, Partner, Jones Hall
  • David Brodsly, Managing Director, KNN Public Finance
  • Jennifer Johnston, Vice President/Research Analyst, Franklin Templeton
• Pension Mechanics and Math
  • Robert McCrory, Executive Vice President, EFI Actuaries
• Pension Disclosure Practices and Issues
  • Facilitator: Dan Deaton, Partner, Nixon Peabody LLC
  • John McNally, Partner, Hawkins Delafield and Wood and President of the National Association of Bond Lawyers
  • Stephen Heaney, Managing Director, Stone and Youngberg, LLC a Division of Stifel Nicolaus
  • Mark Adler, Managing Director, Piper Jaffray
• Disclosure Reporting Standards for Pension Obligations
  • David Sundstrom, Treasurer-Tax Collector, County of Sonoma and Board Member of Government Accounting Standards Board
  • Brian Whitworth, Senior Vice President, First Southwest Company
  • Alan Milligan, Chief Actuary, California Public Employee Retirement System
• Good Pension Disclosure Roundtable - What Does it Look Like?
  Moderator: Brian Whitworth, Senior Vice President, First Southwest Company
  Mark Blake, Deputy City Attorney, City and County of San Francisco
  Tracy Mc Craner, Director/Treasurer, Administrative Services, City of Newport Beach
  Sandra Kim, Executive Director, Capital Markets Finance, University of California Office of the President