Association of Public Pension Fund Auditors

Professional Development Conference

San Diego, California

November 5 – 8, 2000

Sunday, November 5

Registration & Reception 6:00 – 8:00 pm

Monday, November 6

Introduction & Logistics 8:30 – 8:45 am

Wayne Petersen
APPFA President
Los Angeles County Employees’
Retirement Association

Roll Call of the States 8:45 – 10:00 am

Tom Britting
APPFA Vice President
California Public Employees’
Retirement System

Break 10:00 – 10:15 am

Roll Call (cont.) 10:15 – 11:30 am

Lunch 11:30 – 1:00 pm

Understanding and Auditing Investment
and Derivative Strategies 1:00 – 2:30 pm

Presented by Barbara Davison
Investment Training and Consulting Institute, Inc.

Break 2:30 – 3:00 pm

Understanding and Auditing Investment
and Derivative Strategies (cont.) 3:00 – 4:30 pm

Business Meeting 4:30 – 5:30 pm

Tuesday, November 7

Understanding and Auditing Investment
and Derivative Strategies (cont.) 8:00 – 10am

Break 10:00 – 10:15 am

Understanding and Auditing Investment
and Derivative Strategies (cont.) 10:15 – 11:45 am

Lunch 11:45 – 1:00 pm

Understanding and Auditing Investment
and Derivative Strategies (cont.) 1:00 – 2:30 pm

Break 2:30 – 3:00 pm

Understanding and Auditing Investment
and Derivative Strategies (cont.) 3:00 – 4:30 pm

Wednesday, Nov 8

Understanding and Auditing Investment
and Derivative Strategies (cont.) 8:00 – 10:00 am

Break 10:00 – 10:15 am

Understanding and Auditing Investment
and Derivative Strategies (cont.) 10:15 – 11:45 am

The APPFA Professional Development Conference is designed to enhance the participant’s auditing skills and provide a forum for the exchange of ideas. Participants gain an overview and better understanding of the conference topics.

Although there is no prerequisite for this conference, the level of knowledge required is intermediate to advanced. Auditing and accounting professionals who attend may qualify for 19 hours of Continuing Professional Education, which is designed to comply with the AICPA’s Statement of CPE Standards. After completion of this conference, attendance certificates will be mailed to participants.

APPFA is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses. Complaints regarding registered sponsors may be addressed to: NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417, (615) 880-4200.

Registration fees include all workbook materials and breaks. Fees will be refunded upon written cancellation notice only if received at least 10 days before the seminar.

Location:

DoubleTree Hotel

San Diego-Mission Valley
7450 Hazard Center Drive
San Diego, CA 92108
(619) 297-5466

Conference Rate: $119

From San Diego International Airport take Harbor Boulevard South to Grape Street, turn left; go to Interstate 5 South on-ramp to 163 North. Go to Friars Road East, turn right on Frazee Road (1st light), turn right on Hazard Center Drive.

TRANSPORATION

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