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Staff Training

Education for System Staff

CALAPRS offers several training courses on various topics of interest for retirement system staff. The Overview, Intermediate and Advanced Courses are part of CALAPRS' three-part Retirement Plan Administration series and are intended for the staff of CALAPRS member retirement systems. Participants may attend any or all sessions, it is not necessary to attend in sequence.

Overview Course in Retirement Plan Administration

The Overview Course is the entry-level training in Retirement Plan Administration. Attendees will gain an overall knowledge of how a public defined benefit pension system operates and its value to the members of their system as well as an introduction to three main types of California public retirement systems. While this course is considered a primer, it is a perfect program for those staff members wishing to reacquaint themselves with the basics of retirement, and it is a good foundation for those staff members who will take the Intermediate or Advanced Courses (below) at a later date. It is a one-day virtual course generally held in late Spring.

Intermediate Course in Retirement Plan Administration

The Intermediate Course is a series of interactive sessions that cover the major topics that regularly appear on a Board of Retirement’s Agenda. After taking the course, you’ll be able to answer: 1. What research and preparation goes into the various topics that are presented to the Board through their agendas? 2. How are they presented? 3. How are decisions reached? The audience will be expected to participate via questions and small study groups. The program is generally held on a Wednesday through Friday in November and topics covered typically include: retirement benefits, investment issues (assets), pension funding & actuarial valuation, and fiduciary duty.

Advanced Course in Retirement Plan Administration

The Advanced Course is a series of business topics that will have a direct impact on public pensions in the coming years. This information should prove useful for staff operational planning. The Course has been designed to encourage active interaction between speakers and participants. It is generally held on a Wednesday through Friday in December and topics typically covered include: interpretation of the PEPRA, California pension funding assumptions, politics and legislation, the future of IT, measuring quality performance, understanding DC plans, CAFR, actuary 101, and the role of trustees.

Upcoming Programs

Intermediate Course

Wednesday-Friday, November 5-7, 2025
Avenue of the Arts Costa Mesa, Costa Mesa CA

Advanced Course

Wednesday-Friday, December 3-5, 2025
Avenue of the Arts Costa Mesa, Costa Mesa, CA

Overview Course

Friday, May 1, 2026
Virtual (Zoom)

Past Events

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2025

General Assembly

March 2-5, 2025
Napa, CA

Agenda
2024

Forward Focus – Resilience Strategies for Public Pensions

March 2-5, 2024
Rancho Mirage, CA

Agenda
2023

Marching Forward

March 4-7, 2023
Monterey Marriot, Monterey, CA

Agenda
2022

Focusing on the Future - Creating and Sustaining Success

March 5-8, 2022
San Diego, CA

Agenda
2021

All Systems GO

March 8-9, 2021
Virtual Conference

Agenda
2020

Into the Future of Pension Management

March 7-10, 2020
Mirage, CA 92270

Agenda
2019

California's Public Retirement Systems: Mission-Driven

March 2-5, 2019
Monterey Marriott

Agenda
2018

Full Court Press on Pension Management

March 3-6, 2018
Indian Wells, CA

Agenda
2017

Navigating Deeper Waters Ahead

March 4-7, 2017
Monterey, CA

Agenda
2016

Surviving the Public Pension Sandstorm

March 5-8, 2016
Indian Wells, CA

Agenda
2015

Public Pension Systems: A Sea of Change

March 7-10, 2015
Monterey, CA

Agenda
2014

The Pension Pulse of California

March 1-4, 2014
Rancho Mirage, CA

Agenda
2013

Delivering the Pension Promise in a Changing Environment

March 2-5, 2013
San Francisco, CA

Agenda
2012

The Evolving Retirement Landscape: Managing Change & Shaping the Future

March 3-6, 2012
Rancho Mirage, CA

Agenda
2011

Navigating Pension Stability

March 5-8, 2011
Monterey, CA

Agenda
2010

Public Pension Systems Entering A Decade of Change

March 7-9, 2010
Palm Springs, CA

Agenda
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