Trustee Essentials Training 2027 (formerly TEDS)
The Trustee Essentials Training (formerly known as the Trustee Educational Seminar, or TEDS) is designed to provide new trustees and public pension plan staff with the knowledge, confidence, and practical skills needed to make informed decisions and effectively fulfil their fiduciary duties.
This interactive, expert-led program covers the fundamentals of investing, actuarial science, board policies, and plan governance. The Trustee Essential Training is conveniently held each May, immediately before NCPERS Annual Conference & Exhibition.
Who Should Attend?
- New Trustees (0-4 years of experience) – start your trustee journey by mastering the fundamentals so you’ll be prepared to effectively fulfill your fiduciary duty.
- Plan Administrators – sample the Trustee Essentials Training to see if it can be integrated into your onboarding process for new trustees and staff.
- Pension Staff – be better prepared to do your job as a key implementer of policies and critical fund initiatives.
Please note: Your organization must be a current member of NCPERS to participate. To verify your status, please contact membership@ncpers.org.
What Will I Learn?
The 2027 agenda is currently in development. Topics that will be covered include:
- Plan governance and fiduciary duty fundamentals
- Actuarial valuations and understanding your actuarial funding policy
- Navigating your investment role as a trustee, including asset allocation and investment basics
You'll walk away with new skills and new connections. With dedicated receptions and interactive learning experiences, it's easy to get to know your peers from across the country. By attending NCPERS Trustee Essentials Training, you can also earn Continuing Education (CE) hours.
Put Your Skills to the Test with the Asset Allocation Challenge
Wrap up your Trustee Essentials Training experience by putting your skills to the test during the always-popular Asset Allocation Challenge. In this interactive, hands-on game, attendees are grouped into teams and tasked with building a successful investment portfolio, applying the principles they’ve learned throughout the program. It’s a fun, competitive way to test decision-making, strategy, and collaboration — culminating in one winning team and a deeper understanding of effective asset allocation strategies to apply long after the competition wraps up.
Continuing Education Credits (CE)
By attending the Trustee Essentials Training, you may earn up to 12 Continuing Education (CE) hours applicable toward your Advanced Fiduciary (AF) recertification and, where applicable, state-mandated continuing education requirements. Earned CE credits are automatically recorded in your NCPERS membership account following the event and are available for download as a CE report.
NCPERS is an accredited Minimum Educational Training (MET) for Texas public retirement systems, as recognized by the State Pension Review Board. This accreditation does not constitute an endorsement by the Board of the MET program’s quality.
Registration by Mail
To register by mail, please download, complete and mail the registration form to:
NCPERS
1201 New York Avenue, NW
Suite 850
Washington, DC 20005
Registration Changes
All requests to modify a registration must be submitted by emailing registration@ncpers.org or by calling 202-601-2445.
Cancellation Policy
All cancellation requests must be submitted in writing to registration@ncpers.org by April 30. Cancellations received by this date are eligible for a refund, less a $100 administrative fee. Cancellations received after January 16 are not eligible for a refund.
Refund Policy
Refunds will be issued only for written cancellation requests received by January 16 and will be processed less a $100 administrative fee. All refunds will be issued to the original form of payment. No refunds will be issued after April 30.
Substitution Policy
Substitutions are permitted at no additional cost at any time prior to the event. The original registrant is responsible for providing the substitute’s complete contact information. All substitution requests must be submitted in writing to registration@ncpers.org.
Service Provider Events and Invitations Policy
Service providers may not schedule or host client events that conflict with NCPERS educational sessions, refreshment breaks, or official receptions. Client events may only be hosted in partnership with organizations that are current NCPERS members. Hosting client events that include non NCPERS member organizations is expressly prohibited.
Service providers seeking co-hosts for client events are encouraged to partner with CorPERS members. A list of eligible CorPERS members is available, and additional potential partners may be identified through the Service Provider Member Directory.
Requests to have event invitations distributed to registered event attendees must be submitted in advance by contacting events@ncpers.org.
Health And Safety
NCPERS prioritizes the well-being of attendees and staff. We encourage respect for personal choices regarding masks and physical contact, adherence to any local or venue guidelines, and staying home if unwell. Thank you for helping us create a safe and welcoming environment.
Complaint Resolution
NCPERS is dedicated to providing a positive, engaging, and valuable experience for all attendees of our educational programs. We welcome feedback and take all complaints seriously as part of our ongoing commitment to improving our programs and services.
Attendees are encouraged to share their concerns by contacting us at info@ncpers.org.
All complaints will be reviewed promptly, and we will provide a response within two (2) business days.
Registration Information
