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Available Sessions
2023 Trustee School
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2021 Online
2020 Trustee School
2020 Conference
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Archived Sessions
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2021 ONLINE SESSION
Complicated Investment Terms Defined
Confused by investment "lingo"? This session will explain terminology used during investment review and board meetings.
Investments
2021 Online Session
Details
2021 ONLINE SESSION
Retirement Readiness: How to Help Your Employees Get Ready for the Big Day
This session will examine various aspects of retirement plan design and the impact they have on retirement readiness.
Governance and Administration
Actuarial Principles
2021 Online Session
Details
2021 ONLINE SESSION
What is an Outsourced Chief Investment Officer (OCIO) Approach?
This session will define OCIO, including articulating the interest and attributes of an OCIO approach or provider.
Roles, Duties, and Responsibilities
Governance and Administration
Investments
2021 Online Session
Details
2020 TRUSTEE SCHOOL SESSION
The Seven Deadly "Investment" Sins of a Public Plan Trustee
This session is designed to make fiduciaries aware of common investment mistakes and how to avoid or mitigate them.
Roles, Duties, and Responsibilities
Investments
2020 Annual School Session
Details
2020 ANNUAL CONFERENCE SESSION
Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary
This session will cover what retirement system fiduciaries need to know about prudent oversight of deferred compensation and defined contribution plans.
2020 Annual Conference Session
Roles, Duties, and Responsibilities
Governance and Administration
Details
2019 ANNUAL CONFERENCE SESSION
Reviewing and Updating Plan Documents
This session discusses the benefits of an effective plan document review process.
2019 Annual Conference Session
Applicable Laws
Governance and Administration
Details
2019 ANNUAL CONFERENCE SESSION
The Ten Commandments for a Pension Trustee: Practical Principles to be a Better Fiduciary
This session identifies key foundational principles that can help trustees become better fiduciaries.
2019 Annual Conference Session
Roles, Duties, and Responsibilities
Ethics
Details
ARCHIVED SESSION
Capital Markets Forecast: Looking Beyond COVID-19
This session will provide a summary of the current market conditions and discuss market outlook. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Diversity and Inclusion in Asset Management
This session will be a panel discussion regarding the issue of diversity and inclusion in the asset management industry. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Energy: Disruption, Innovation, Myths, and Investment Opportunities for the Future
This session will discuss what has led us to where we are now and what lies ahead for the energy and commodities space. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Investing in a Market of Inflation Anticipation
In this session, we will look at what has been behind the substantial rise in inflation during 2020 and 2021. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Investing in a Post-COVID World: A Consultant's Perspective
From the ashes of the pandemic, certain investment opportunities have emerged, commensurately, certain investment opportunities face challenges. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Investors Rights and Current U.S. Supreme Court Docket
This session will explore the current U.S. Supreme Court cases that may impact individual and institutional investors' rights. (This session has been archived and is no longer available for purchase.)
Applicable Laws
Roles, Duties, and Responsibilities
Investments
Archived Session
Details
ARCHIVED SESSION
It’s Been a Strong Ride… What Now for Growth Investing in the U.S. and Abroad
This session will explore whether investment style explains the divergence between US and non-US equity performance. (This session has been archived and is no longer available for purchase.)
Roles, Duties, and Responsibilities
Investments
Archived Session
Details
ARCHIVED SESSION
Legislative Update 2022
This session will discuss recent developments in federal and state law affecting all governmental plans. (This session has been archived and is no longer available for purchase.)
Applicable Laws
Ethics
Archived Session
Details
ARCHIVED SESSION
Market Cycle Spotlight: Domestic Equities
A discussion of the past, present, and future domestic small cap equity market. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Market Cycle Spotlight: Fixed Income (2022)
In this session, we will discuss the current macro-economic environment with a deeper dive into the bond market. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Opportunities and Risks in China
In this session, we will review China's economic growth, risk factors, and evolving regulatory environment to understand the future of investing in Chinese equities. (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Real Estate's Relationship to Inflation
Amidst the ongoing recovery, inflation has once again begun to rear its head. But how should investors consider real estate in this environment? (This session has been archived and is no longer available for purchase.)
Investments
Archived Session
Details
ARCHIVED SESSION
Recent Legislative and Regulatory Developments for Governmental Plans
The retirement plan landscape continues to evolve and recent developments in federal and state law will affect all governmental plans. (This session has been archived and is no longer available for purchase.)
Applicable Laws
Roles, Duties, and Responsibilities
Governance and Administration
Archived Session
Details
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