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Advanced Principles of Pension Management for Trustees at UCLA: March 29-31, 2017
Applications due by Jan. 31
 
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Upcoming Programs

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Principles of Pension Management for Trustees

Principles of Pension Management for Trustees at Pepperdine

Advanced Principles of Pension Management for Trustees at UCLA


Advanced Principles of Pension Management for Trustees at UCLA

March 29-31, 2017

UCLA Meyer and Renee Luskin Conference Center
425 Westwood Plaza
Los Angeles, CA 90095

About the Course

The Advanced Principles for Trustees is about offering programs that help public pension trustees ask and answer the tough questions. The Institute is about finding out what it will take to govern ever more effectively in the 21st century, how we can build organizations that truly stand the test of time, and how we can be open to strategic possibilities. This is the gift of governance that defines the Advanced Principles for Trustees.
 
As a public pension trustee, you are being challenged as never before with vastly increased responsibility, unprecedented accountability, and changing expectations. Moreover, areas such as compensation, audit, and risk management are rapidly evolving.  To address these developments, the Advanced Principles for Trustees Program adopts a multi-functional perspective on the issues effectively integrating ethics, compliance, enterprise risk management, and sustainability into the view. Download the application packet above for more information.

Who should attend?

This Program is designed for senior trustees who are proven board leaders. Successful applicants will have served on a pension board for at least one or two terms prior to their current term. 

Registration

Applications are now being accepted for the 2017 program and are due by January 30, 2017.

Download the application form [PDF]

 


SAVE THE DATE

Principles of Pension Management for Trustees at Pepperdine University

August 28-31, 2017
Pepperdine University

Villa Graziadio Executive Center
24255 Pacific Coast Highway, Malibu, CA 90263

About the Course

Public Pension Fund Trustees bear a heavy fiduciary burden. On a cumulative basis, California's Constitution holds our members' 350 Trustees accountable for the stewardship of more than $450 Billion in retirement fund assets. 40 California public pension systems belong to CALAPRS. Over the past fifteen years, Trustees of our member retirement systems have participated in this unique training program presented exclusively for California public retirement system board members. This training focuses on the practical aspects of our Trustees' duties.

As of 2015, CALAPRS selected a new location for this popular training course. Now at the Pepperdine University Executive Center, adjacent to Pepperdine’s graduate schools, CALAPRS continues to offer the same high-caliber coursework and faculty it has offered for the past twenty years on the Stanford University campus.

Why attend?

  • To gain insight into public pension policy issues
  • To discuss alternative solutions to common problems
  • To understand the complexities involved in administering public pension plans
  • To appreciate the differences and similarities among California public pension plans
  • To network with other Trustees and pension professionals
  • To increase familiarity with pension terminology and concepts
  • To receive the ethics training required for new Trustees

Who should attend?

The course is for new trustees. Attendance is recommended within the first few years after assuming office. Experienced Trustees will use the program as a comprehensive refresher course. This course is a prerequisite to the CALAPRS Advanced Principles of Pension Management for Trustees at UCLA.

Schedule

An outline of the program schedule is included in the registration form below.  Please note this schedule is subject to change.  

Registration

Registration will open in  Spring 2017. Registration includes lodging, meals, and materials.  Each system may enroll one Trustee as a “Delegate” and designate one additional Trustee as “1st Alternate” with the remainder as “2nd Alternate”.  Delegates will be admitted first. If vacancies remain, 1st Alternates will be admitted in the order received, followed by 2nd Alternates.

Tuition must be paid in full prior to attending the course and must be paid by check.  Cash and credit will not be accepted. Tuition cost will be $2,500.

Lodging

Program tuition includes on-campus lodging accommodations for all delegates. CALAPRS requires that everyone, even those who live locally, stay in the lodging provided to ensure thorough participation in the course. CALAPRS will make reservations for all attendees at the Villa Graziadio.

 

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