Public Plan Trustees II banner
Public Plan Trustees Institute - Level II

Public Plan Trustees Institute—Level II

Monday, February 15 - Tuesday, February 16, 2027

Disney's Yacht & Beach Club Resort,
Orlando, FL

Learning Objectives

Public Plan Governance and Emerging Issues

  • Navigating state, local and federal legislation
  • Headline risk for public plans
  • IT and cybersecurity
  • Recruitment and retention with public benefits
  • Role of policy makers and elected officials

Investing Public Plan Assets

  • Working with your investment consultant
  • Investment process, objectives and policies
  • Asset classes and allocation strategy
  • Selecting managers and monitoring performance

Trustee Board Strategies

  • Strategic planning
  • Principle of change management
  • Business improvement strategies
  • Managing trustee board meetings

Plan Administration and Communication Concepts

  • Trustee role in public administrative issues
  • Communicating with plan members
  • Navigating public comments, communications and headlines
  • Legal issues for public plans and plan member benefits