Monday, June 15 - Tuesday, June 16, 2026
Course Agenda
7:30 AM - 11:30 AM
- Navigating state, local and federal legislation
- Understand the structure and scope of state, local and federal legislation as it pertains to governance, compliance and decision making.
- Headline risk for public plans
- Identify and analyze headline risks associated with public plans, understanding how they can affect stakeholder perceptions and plan sustainability.
- IT and cybersecurity
- Explain the importance of IT and cybersecurity measures in protecting public plans and ensuring compliance with legal standards.
- Recruitment and retention with public benefits
- Evaluate strategies for recruitment and retention that leverage public benefits to attract and retain talent.
- Role of policy makers and elected officials
- Assess the role of policymakers and elected officials in shaping legislation that impacts public plans, and identify ways to engage effectively with these stakeholders.
Downloads
12:30 PM - 4:30 PM
- Working with your investment consultant
- Develop the skills to communicate your financial goals and risk preferences clearly, evaluate investment recommendations critically and work collaboratively with your investment consultant.
- Investment process, objectives and policies
- Articulate the investment process, including key objectives and policies that guide decision making in collaboration with an investment consultant.
- Asset classes and allocation strategy
- Analyze various asset classes and develop an appropriate allocation strategy that aligns with the organization’s financial goals and risk tolerance.
- Selecting managers and monitoring performance
- Evaluate criteria for selecting investment managers, and establish effective monitoring practices to assess performance and ensure accountability.
Downloads
7:30 AM - 11:30 AM
- Strategic planning
- Understand the risk assessment process to identify potential challenges and opportunities in the strategic planning process.
- Analyze and audit organizational operations to enhance efficiency and effectiveness, using insights to inform strategic initiatives.
- Principles of change management
- Apply principles of change management to facilitate smooth transitions and ensure stakeholder buy-in during strategic shifts.
- Business improvement strategies
- Develop and implement business improvement strategies that align with organizational goals and enhance overall performance.
- Managing trustee board meetings
- Effectively manage trustee board meetings, ensuring productive discussions, clear communication and strategic decision making.
Downloads
12:30 PM - 4:30 PM
- Trustee role in public plan administrative issues
- Understand the trustee’s responsibilities in overseeing public plan administration, including ensuring compliance with fiduciary duties; evaluating administrative policies and procedures; and effectively addressing issues related to governance, funding and stakeholder communication.
- Communicating with plan members
- Identify the legally required communications for plan members, and develop strategies for effective engagement to enhance member understanding and participation.
- Navigating public comments, communications and headlines
- Navigate the complexities of public comments and communications, including managing media headlines that impact public perception of the plan.
- Legal issues for public plans and plan member benefits
- Understand legal issues affecting public plans and plan member benefits, and know how to address concerns and ensure compliance with relevant regulations.
Downloads