PERAC Memo #10 - 2011: Video Presentation: How to Prepare the 2010 Annual Statement

Video Presentation: How to Prepare the 2010 Annual Statement

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Summary

PERAC Memorandum #10 (2011) introduces a new video-based training tool—a DVD presentation by Chief Auditor Harry Chadwick and Deputy Chief Auditor Jim Tivnan explaining how to prepare the 2010 Annual Statement, including a checklist and table of contents for reference. This video supplements, but does not replace, the in-person training sessions being held at PERAC and West Springfield in February 2011. No mandatory action is required of boards, though staff involved in preparing the Annual Statement may benefit from viewing the DVD or attending a live session.

Full Text

MEMORANDUM #10, 2011 M E M O R A N D U M TO: All Retirement Boards FROM: Joseph E. Connarton, Executive Director RE: Video Presentation: How to Prepare the 2010 Annual Statement DATE: February 3, 2011 I am pleased to introduce the attached video presentation by PERAC's Chief Auditor Harry Chadwick and Deputy Chief Auditor Jim Tivnan on how to prepare the 2010 Annual Statement.
This is the first of the educational videos that we plan on releasing in 2011. Our goal is to give you an opportunity to plan "classes" around your own schedule. Furthermore, attendance won't be dependent on your driving to class. That should be a relief especially during these long winter months. I do want to reassure you that the video approach will only augment the classes that we will continue to offer in- person. Jim and Harry will impart virtually the same information about preparing the annual statement on February 8 and 17th at PERAC and West Springfield respectively as that which they have presented on the attached DVD. There is no substitute for interacting with you directly and in-person classes on multiple topics will continue to be scheduled. Your first step to access the contents of the enclosed DVD is to click on “Open Folder to View Files.” Further instructions for playing the video are included in a PDF file on the DVD. Another PDF file includes a table of contents to the video to make it easier to return to a particular segment. A third PDF file contains the Annual Statement Checklist, a helpful reference document. We hope you find this approach to be helpful and look forward to hearing your comments about this initial offering.