National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

PATS Education

Agenda subject to change. As of 9/6/23.


7:00 AM–3:00 PM                   Registration
7:00 AM–8:00 AM                   Breakfast
            8:00 AM–9:00 AM       Actuarial ABCs – Demystifying Your Valuation
            9:00 AM–9:30 AM       Actuarial Standard of Practice (ASOP) 4 and the Implications for Your Plan
            9:30 AM–10:00 AM    Group Activity
10:00 AM–10:15 AM              Break
            10:15 AM–10:45 AM   Risk Assessment & Issue Recognition for Trustees
            10:45 AM–11:15 AM  Funded Status and Alternative Methods to Measure Plan Health
            11:15 AM– 12:00 PM  The Rise of Inflation and COLA Best Practices
12:00 PM–1:00 PM                 Networking Lunch
            1:15 PM–2:00 PM       Long-Term Policy Considerations with an Aging Population
            2:00 PM–2:30 PM       Addressing Pension Costs through Creative Funding Sources
            2:30 PM–3:00 PM       Group Activity

7:00 AM–6:00 PM                   Registration
7:00 AM–8:00 AM                   Breakfast                                              
8:00 AM–2:45 PM                   DAY 2 – INVESTMENT IN PRIVATE EQUITY
            8:00 AM–8:45 AM       Overview of Private Equity Markets
            8:45 AM–9:30 AM       Building a Private Equity Portfolio
            9:30 AM–10:00 AM    Group Activity
10:00 AM–10:15 AM              Break
            10:15 AM–11:00 AM   The Role of Secondaries
            11:00 AM–11:30 AM  Private Real Estate
            11:30 AM– 12:00 PM  Private Credit
12:00 PM–1:00 PM                 Networking Lunch
            1:15 PM–2:15 PM       Panel Discussion on Trending Topics in Private Equity: General Partner (GP)Stakes, Energy
Transition, Limited Partner (LP) vs. GP lead and Venture Capital (VC)
            2:15 PM–2:45 PM       Group Activity
By attending PATS, you can earn up to 9 continuing education hours towards your Accredited Fiduciary (AF) recertification and/or state mandated continuing education requirements.


  • 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. 
  • 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. 
  • 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. 
  • Timely and Relevant Themes: Each year PATS features two crucial topics that are not only timely and relevant, but crucial to a trustee's professional development.
  • 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. 
  • Networking: Connect, share ideas and best practices with your colleagues and or clients at the conference.

NCPERS is recognized as a learning provider and is an accredited sponsor of continuing education in several states.