About PATS

In the world of pension plan trustees, education is not just important – it is critical. It is the foundation upon which you build your expertise, make informed decisions, and fulfill your fiduciary duty. And that's why we created the Program for Advanced Trustee Studies (PATS).

We understand that your role as a trustee requires you to stay ahead of the curve, to navigate complex legal developments, and to explore alternative investment strategies. That's why PATS is designed to provide you with an intensive, in-depth learning experience that goes beyond the basics.

PATS is not your typical conference. This two-day event is a unique program developed in collaboration with Harvard Law School, ensuring that you receive top-notch education from leading experts in the pension field. With a focus on two timely and important topics each year, the course enables you to dig deeper, to fully explore the subject matter.

But PATS is not just about acquiring knowledge. It is about fostering dialogue and interaction among attendees. It is about creating a platform where you can engage with your counterparts from around the nation, share insights, exchange ideas, and learn from each other's experiences. The connections you make at PATS will be invaluable, forming a network of trusted peers who understand and experience the same challenges and opportunities.

By attending PATS, you can earn up to nine (9) hours of continuing education credits, demonstrating your commitment to ongoing professional development and enhancing your credibility as a trustee. It is an investment in yourself, your career, and your ability to make the necessary decisions that will shape the future of your pension plan.

Join us at PATS, and embark on a journey of growth, knowledge, and fulfillment of our fiduciary duty. Your pension plan deserves nothing less than your absolute best, and PATS is here to help you deliver.

Why Attend PATS? 

1. Unparalleled Learning Opportunities: Delve into two carefully selected themes that hold immense significance for pension plan trustees. Each year, our program focuses on dynamic topics, ensuring that you stay ahead of the curve and well-versed in the latest industry trends. 

2. Engaging Dialogue and Interaction: At PATS, we believe that learning is enhanced through interaction and dialogue. Connect with fellow trustees from across the nation, exchange ideas, and engage in meaningful conversations that enrich your understanding of the challenges and opportunities in the world of pension plan governance. 

3. Expert Guidance: Benefit from the wisdom and expertise of renowned thought leaders in the field. Our faculty comprises seasoned professionals and industry experts who are committed to equipping you with the knowledge and skills necessary to excel in your role as a trustee. 

4. Intimate Format: PATS is designed to foster a close-knit learning environment. With a limited number of participants, you'll have ample opportunities to engage with faculty and fellow attendees, ensuring a tailored and personalized learning experience. 

5. Timely and Relevant Themes: This year's program features two crucial topics: Investment in Private Equity and Measuring and Accounting for Pension Funding.

Who Should Attend?

Pension plan trustees and staff who have served in their role for five years or more and are looking to deepen their knowledge and expertise in pension plan governance.
 

CE Hours