Forum Schedule
Registered attendees can sign up for Educational Sessions using the CalPERS Educational Forum app.
Note: schedule is subject to change.
Sunday, October 1, 2023
| Time | Activity | Location |
|---|---|---|
| 3:00–5:00 p.m. | Early Registration | California Ballroom Foyer |
Monday, October 2, 2023
| Time | Activity | Location |
|---|---|---|
| 7:30 a.m.–5:00 p.m. | Registration, Concierge & Digital Lounge1 | California Ballroom Foyer |
| 7:45–8:30 a.m. | Breakfast | California Ballroom–San Francisco |
| 8:30–9:10 a.m. | General Session | California Ballroom–San Francisco |
| 9:30–11:45 a.m. | Exhibits | Lobby Level Function Rooms |
| Consultations | Santa Monica & Wilshire | |
| 9:30–10:30 a.m. | Introduction to Health Business Rules | Catalina Ballroom–Avalon |
| CalPERS 101: More Than Just a Retirement System | California Ballroom–San Diego | |
| Employment vs. Independent Contractor, Safety vs. Miscellaneous — Know How To Differentiate | Hollywood Ballroom | |
| Memorandum of Understanding (MOU) 101 | Catalina Ballroom–Emerald Bay | |
| 10:50–11:50 a.m. | Advanced Health Business Rules: An In-Depth Guide for Health Benefits Officers | Catalina Ballroom–Avalon |
| Understanding Your CalPERS Retirement Benefits | California Ballroom–San Diego | |
| Electing CalPERS or CalSTRS–Help Your Employees Decide | Hollywood Ballroom | |
| Taking the Complexity Out of Post-Retirement Employment | Catalina Ballroom–Emerald Bay | |
| 12:00–1:00 p.m. | Lunch | California Ballroom–San Francisco |
| 1:00–2:00 p.m. | Keynote–Erica Dhawan | California Ballroom–San Francisco |
| 2:20–5:00 p.m. | Exhibits | Lobby Level Function Rooms |
| Consultations | Santa Monica & Wilshire | |
| 2:20–3:20 p.m. | Executing on CalPERS' Investment Strategies | Catalina Ballroom–Avalon |
| Social Security & the CalPERS Pension Connection | California Ballroom–San Diego | |
| Your Health, Your Benefits: Understanding CalPERS Health | Hollywood Ballroom | |
| Get the Do's & Don’ts of Reporting Compensation | Catalina Ballroom–Emerald Bay | |
| 3:20–4:00 p.m. | Designated Exhibit Hall (With Refreshments) | Lobby Level Function Rooms |
| 4:00–5:00 p.m. | Processing Arrears Start-To-Finish | Catalina Ballroom–Avalon |
| Retirement Business Rules: Laying the Foundation | California Ballroom–San Diego | |
| Pre-Retirement Survivor Benefits: What you Need To Know | Hollywood Ballroom | |
| Tools for Managing Pension Contributions | Catalina Ballroom–Emerald Bay | |
| 5:00 p.m. | Forum Closes | |
| 5:00–6:00 p.m. | Board of Administration Reception | California Ballroom Foyer |
Tuesday, October 3, 2023
| Time | Activity | Location |
|---|---|---|
| 8:00 a.m.–5:00 p.m. | Registration, Concierge & Digital Lounge1 | California Ballroom Foyer |
| 8:00–8:45 a.m. | Breakfast | California Ballroom–San Francisco |
| 8:45–9:15 a.m. | General Session & Spotlight on Excellence | California Ballroom–San Francisco |
| 9:30 a.m.–12:00 p.m. | Exhibits | Lobby Level Function Rooms |
| Consultations | Santa Monica & Wilshire | |
| 9:30–10:30 a.m. | Ensure Accurate & Timely Retirement Benefit Payments | Catalina Ballroom–Avalon |
| Membership Basics | California Ballroom–San Diego | |
| OPEB & Pension Prefunding Trusts: Helping Manage Long-Term Costs | Hollywood Ballroom | |
| Health Data: Reports, Transactions & Billing | Catalina Ballroom–Emerald Bay | |
| 10:50–11:50 a.m. | What the CalPERS 457 Plan Can Do for Your Employees | Catalina Ballroom–Avalon |
| The Employer's Role in the Disability Retirement Process | California Ballroom–San Diego | |
| myCalPERS Technical Support Resources | Hollywood Ballroom | |
| Get the Do's & Don'ts of Reporting Compensation (repeat) | Catalina Ballroom–Emerald Bay | |
| 12:00–1:00 p.m. | Lunch | California Ballroom–San Francisco |
| 1:30–4:30 p.m. | Exhibits | Lobby Level Function Rooms |
| Consultations | Santa Monica & Wilshire | |
| 1:30-2:30 p.m. | A Conversation With Our Health Chiefs | Catalina Ballroom–Avalon |
| Actuarial Basics: Understanding Your Valuation Report | California Ballroom–San Diego | |
| Common Social Security Reporting Errors for Public Employers | Hollywood Ballroom | |
| What You Need To Know as a Retirement Contract Administrator | Catalina Ballroom–Emerald Bay | |
| 2:30–4:00 p.m. | Designated Exhibit Hall Time (With Refreshments) | Lobby Level Function Rooms |
| 4:00 p.m. | Forum Closes | |
Wednesday, October 4, 2023
| Time | Activity | Location |
|---|---|---|
| 8:00 a.m.–12:00 p.m. | Registration, Concierge & Digital Lounge1 | California Ballroom Foyer |
| 8:00–8:45 a.m. | Breakfast | California Ballroom–San Francisco |
| 9:00 a.m.–12:00 p.m. | Exhibits | Lobby Level Function Rooms |
| Consultations | Santa Monica & Wilshire | |
| 9:00–10:00 a.m. | State Legislative Update — Critical Issues You Need To Know About | Catalina Ballroom–Avalon |
| Understanding Your CalPERS Retirement Benefits (repeat) | California Ballroom–San Diego | |
| Employment vs. Independent Contractor, Safety vs Miscellaneous – Know How To Differentiate (repeat) | Hollywood Ballroom | |
| Distinguishing Between CalPERS & CalSTRS Compensation | Catalina Ballroom–Emerald Bay | |
| 10:20–11:20 a.m. | Last Call for Business Operations | Catalina Ballroom–Avalon |
| Social Security Coverage for School Employees — Facts You Need To Know | California Ballroom–San Diego | |
| Understanding the Process for Developing Health Plan Premiums | Hollywood Ballroom | |
| Memorandum of Understanding (MOU) 101 (repeat) | Catalina Ballroom–Emerald Bay | |
| 11:20 a.m.–12:00 p.m. | Forum Closes–Grab & Go Lunch | California Ballroom–San Francisco |
1Closed During General Session & Lunch