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LONGBOAT KEY (MANATEE COUNTY) · LOCALHeld · official record pendingPartial coverage

Consolidated Retirement System Board of Trustees Regular Meeting Agenda

Friday, August 21, 2026 · Government meeting record

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Record incomplete

The Consolidated Retirement System Board of Trustees will meet on August 21, 2026, to review quarterly investment reports, financial statements, and contract renewals. The agenda includes discussions on passive versus active investment strategies, cybersecurity best practices, and the renewal of actuary and legal services agreements.

Why it matters

This meeting determines the management and financial oversight of the town's retirement system, affecting the administration of benefits and investment strategies for town employees.

What happens next

The scheduled meeting date has passed. Minutes or an action agenda are not published in the records we hold.

This meeting date has passed and no official outcome record has been published yet. Nothing on this page is a decision.

Captured actions

5

Recorded outcomes

0

Source artifacts

1

Record text

No recording or transcript is held for this meeting.

Agenda textConsolidated Retirement System Board of Trustees Regular Meeting Agenda

Town of Longboat Key Consolidated Retirement System

QUARTERLY MEETING

Meeting: Consolidated Retirement System Board of Trustees

Date: Friday, August 21, 2026

Time: 9:00 AM

Location: Commission Chambers, Town Hall

501 Bay Isles Road

Longboat Key, FL 34228

Quarterly Meeting Agenda

Call Meeting to Order: Roll Call and Pledge of Allegiance

Board Chair, Peter Kasdan; Vice Chair, John DeCaro; Secretary, Martin Sharkey

Trustees: Steve McAuliff, Isaac Brownman, Mark Fultz, Diane Morgenthaler, Andrew Sawyer, Steve Schield

1. Public Comment

2. Welcome and Oath of Office: Diane Morgenthaler

3. Approval of Minutes: May 15, 2026

4. Reports

a) Investment Consultant: Theodore Loew, Graystone Consulting

1) Quarterly Investment Report (June 30, 2026)

2) Review of Passive vs. Active Strategies

b) Attorney Report: Ron Cohen, Lorium Law

c) Administrator Report: Scott Baur, Resource Centers

1) 2027 Proposed Meeting Dates

2) DOL Cyber Best Practices Update

5. Plan Financials

a) Interim Financial Statement

b) Approval of Invoices: Warrant Dated August 21, 2026

6. Benefit Approvals

7. New Business

8. Old Business

a) Update: Actuary Contract Renewal

b) Legal Services Agreement Renewal

9. Board Comments

10. Additional Reports

11. Next Quarterly Meeting: Friday, August 21, 2026 @ 9:00 AM

12. Adjournment

No verbatim record by a certified court reporter is made of these proceedings. Accordingly, any person who may seek to appeal

any decision involving the matters noticed herein will be responsible for making a verbatim record of the testimony and evidence

at these proceedings upon which any appeal is to be based (see Section 286.0105, Fla. Stat.).

In accordance with the Americans with Disabilities Act and Section 286.26, F.S., persons needing a reasonable accommodation

to participate in this proceeding should contact the Town Clerk’s office at 941-316-1999 seventy-two (72) hours in advance of

All meeting actions

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5 meeting items captured. The published sources do not prove this is the complete docket.

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ArtifactSourceState
Agenda packetNot published in the sources we holdunavailable
Budget documentNot published in the sources we holdunavailable
Action agendaNot published in the sources we holdunavailable
MinutesNot published in the sources we holdunavailable
Transcript or captionsNot published in the sources we holdunavailable
AttachmentNot published in the sources we holdunavailable

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  • Consolidated Retirement System Board of Trustees Regular Meeting Agenda

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  • Verified meeting decisions with item-specific public-source evidence
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  • A source-grounded next meeting date
  • Official outcomes have not been published.
  • A transcript is not available.
  • No audio or video recording is linked.
  • Speakers have not been reliably matched to public profiles.
  • Named people and places have not been reliably resolved.
  • An individual roll-call roster is not available.
  • Low-grade, ungraded, procedural, or superseded items remain in the complete agenda inventory rather than the meeting digest.

No source correction or revision history is recorded for this meeting. A corrected artifact will appear here as a new version rather than replacing what is shown above.

Canonical record: 5901e8a94904fce3be6c7712693c26c0. This page changes as stronger artifacts are published; it never overwrites an agenda with minutes.

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