NAF Modules 3&4: Risk Management & Human Capital
Modules 3 & 4: Risk Management & Human Capital offer a robust exploration of two critical areas for pension trustees and staff. In Module 3: Risk Management, you will deepen your understanding of the legal and risk oversight duties of both your board and your role as an individual trustee. This module examines the board’s fiduciary responsibilities, including how to detect and protect against fraudulent behavior, manage relationships with external parties, and effectively communicate with a diverse range of stakeholders such as management, pensioners, and employees. Additionally, it highlights the audit committee’s essential roles and provides strategies for responding to media inquiries while preserving your organization’s corporate reputation.
In Module 4: Human Capital, the focus shifts to building and sustaining leadership through sound compensation practices and strategic human resource management. This module guides you through the fundamentals of total executive compensation design, including the creation of defensible compensation programs and the establishment of a pay-for-performance culture that maximizes fund performance. Participants will learn how to craft executive employment contracts and personal service agreements that avoid pitfalls and support positive growth transitions. Moreover, Module 4 offers insights into developing and maintaining a skilled executive pipeline, ensuring that your board is well-equipped to lead the organization into the future.
Together, Modules 3 & 4 provide the tools and knowledge necessary to manage risk effectively and cultivate human capital, reinforcing your board’s ability to oversee and drive the strategic direction of your organization. Find the program’s learning objectives here.
AGENDA
SATURDAY, MAY 17
| 6:30 am – 3:00 pm | REGISTRATION |
| 7:00 am – 8:00 am | BREAKFAST |
| 8:00 am – 3:15 pm | MODULE 3 – LEGAL, RISK MANAGEMENT & COMMUNICATION |
| 8:00 am – 8:45 am |
Introduction Peter Landers, Global Governance Advisors |
| 8:45 am – 9:45 am | Legal Speaker TBD |
| 9:45 am – 10:30 am |
Audit Priorities Brad Kelley, Global Governance Advisors Peter Landers, Global Governance Advisors |
| 10:30 am – 10:45 am |
NETWORKING BREAK |
| 10:45 am – 11:30 am |
Risk Management and Corporate Reputation Peter Landers, Global Governance Advisors |
| 11:30 pm – 12:15 pm |
Case Study Brad Kelly, Global Governance Advisors |
| 12:15 pm – 1:15 pm |
NETWORKING LUNCH |
| 1:15 pm – 2:15 pm |
Effective Communication Brad Kelly, Global Governance Advisors |
| 2:15 pm – 3:15 pm |
Case Study Brad Kelly, Global Governance Advisors |
| 5:00 pm – 6:00 pm | UNIVERSITY PROGRAMS NETWORKING RECEPTION |
SUNDAY, MAY 18
| 7:00 am – 2:00 pm | REGISTRATION |
| 7:00 am – 8:00 am | BREAKFAST |
| 8:00 am – 3:30 pm | MODULE 4 – HUMAN CAPITAL |
| 8:00 am – 8:15 am |
Introduction Brad Kelly, Global Governance Advisors |
| 8:15 am – 9:00 am |
Succession Planning Brad Kelly, Global Governance Advisors |
| 9:00 am – 9:30 am |
Executive Employment Contracts Peter Landers, Global Governance Advisors |
| 9:30 am – 10:30 am |
Executive Evaluations Brad Kelly, Global Governance Advisors |
| 10:30 am – 10:45 am |
NETWORKING BREAK |
| 10:45 am – 11:30 pm |
Executive & Trustee Compensation Peter Landers, Global Governance Advisors |
| 11:30 pm – 12:15 pm |
Case Study Peter Landers, Global Governance Advisors |
| 12:15 pm – 1:15 pm |
NETWORKING LUNCH |
| 1:15 pm – 2:45 pm | Alternative Pension Management Models Brad Kelly, Global Governance Advisors |
| 2:45 pm – 3:30 pm | Case Study Brad Kelly, Global Governance Advisors |
CONTINUING EDUCATION (CE) CREDITS
By attending NAF Modules 3&4, you can earn up to 5.75 Continuing Education (CE) hours toward your Accredited Fiduciary (AF) recertification and/or state-mandated continuing education requirements. CE credits are automatically recorded in your NCPERS membership account after the conference, where you can log in to download your CE certificate.
NCPERS is an accredited Minimum Educational Training (MET) sponsor for Texas public retirement systems, as recognized by the State Pension Review Board. This accreditation does not imply an endorsement by the Board regarding the quality of the MET program.
Additionally, NCPERS is a recognized learning provider and continuing education sponsor in multiple states. Attendees are encouraged to check with their state’s requirements to confirm CE eligibility.