National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

Chief Officers Summit Education

Candid conversations and the exchange of ideas are the heartbeat of the NCPERS Chief Officers Summit. This exclusive event draws together pension CEOs and CIOs to address their most pressing challenges and promising opportunities. Click here for more on the Summit.

PRELIMINARY AGENDA
*As of May 9, 2024


MONDAY, JUNE 17 
2:00 PM – 5:00 PM REGISTRATION
 
3:00 PM – 5:00 PM GENERAL SESSION I 
 
3:00 PM – 3:15 PM 2024 CHIEF OFFICERS SUMMIT WELCOME ADDRESS
 
3:15 PM – 4:00 PM                                Sparking Connections: Introductions, Expectations, and Goals
In this lively session, you'll have the chance to introduce yourself and express your expectations for this year's Summit. Join us as we kick off the enthusiasm and camaraderie, setting the stage for impactful conversations. 
 
4:00 PM – 5:00 PM Identifying and Evaluating International and Domestic Geopolitical Risks
  • Jean Boivin of BlackRock Investment Institute will share his observations of domestic and international affairs for the coming year.
SPEAKER: Jean Boivin, BlackRock Investment Institute 

EMCEE: Debby Cherney, San Bernardino County Employees' Retirement Association

 
6:00 PM – 9:00 PM  NETWORKING RECEPTION & DINNER


TUESDAY, JUNE 18
 
7:00 AM – 5:30 PM    REGISTRATION
 
7:00 AM – 8:00 AM BREAKFAST 
 
8:00 AM – 10:00 AM GENERAL SESSION II     
   
8:00 AM – 9:00 AM                                                                             When Life Gives You Lemons: The How To’s of Making them Palatable
  • Learn from those who have implemented policies not of their choosing or not in the best interest of the plan. Those who traversed through this latest mine field of proxy access, divestments, and ESG/anti-ESG will share their lessons learned, pitfalls to avoid, and rules to abide by when negotiating with policymakers or implementing these thorny issues.
‚ÄčSPEAKERS: Craig Slaughter, West Virginia Investment Management Board; Cassandra Lichnock, California State Teachers' Retirement System (CalSTRS); Suzanne Dugan, Cohen Milstein Sellers & Toll PLLC

EMCEE: Richelle Sugiyama, Public Employee Retirement System of Idaho
 
9:00 AM – 10:00 AM COLAs in an Elevated Inflation Environment
  • A panel including an actuary, plan leader, and practitioner will discuss their approaches and recommendations to funding for and providing COLAs to retirees.
SPEAKERS: Todd Tauzer, Segal; Chris Hanson, City of Austin Employees' Retirement System; Benjamin Patzik, Segal Marco Advisors

EMCEE: TBD

 
10:00 AM – 10:15 AM  REFRESHMENT BREAK
 
10:15 AM – 12:30 PM TRACK I
   
CEO TRACK I
 
CIO TRACK I
 
10:15 AM –
11:00 AM
CEO Evaluations: Best Practices
  • Hear from a plan CEO, plan HR director, and recruitment professional on how evaluations are being conducted, the pros/cons of them, and how to improve your process.
SPEAKERS: Daniel Cummings, CBIZ Talent & Compensation Solutions; Liz Severyns, Focus Consulting Group Inc.
 
EMCEE: Steve Delaney, Orange County Employees Retirement System

 
Benchmarking Public Plan Costs: How Do We Rank?
  • Hear from a leading benchmarking firm on how public pensions compare on their metrics.
SPEAKERS: George Tarlas, Asset Consulting Group; Christopher Flynn, CEM Benchmarking 
 
EMCEE: Rod June, Los Angeles City Employees Retirement System

 
11:00 AM –
11:45 AM
Plan and Plan Sponsor Entanglements: Governance and Structural Difficulties
  • The session discusses common issues such as plan staff classifications or plan sponsor control over plan functions.
  • Conversations on ways to mitigate issues caused by entanglements.
SPEAKERS: Eli Martinez, Montgomery County Employee Retirement Plans; Chris Hanson, City of Austin Employees' Retirement System
 
EMCEE: Kristi Paczkowski, City of Knoxville Employees' Pension System

 
Investment Consultants: A Conversation on Practices that Work

This unique session will channel the spirit of the CIO Roundtable meetings and provide a closed-door conversation among plan CIOs to discuss your frustrations and successes to crowd-source key takeaways. Discussion topics include: Investment Manager Searches, Performance Reporting, Current Manager Diligence/Oversight, and Board Interaction. 

 
FACILITATOR: Ryan Wagner, Dallas Police & Fire Pension System

 
11:45 AM – 12:30 PM Tricks of the Trade
  • Channeling the spirit of the CEO Roundtable meetings, this session will provide a forum for plan CEOs to share their hacks and other surprising successes that have helped them and their system. For sage advice that a season executive gave you, to serendipitous shortcuts, to principles that have withstood the test of time, CEOs are encouraged to share their best tricks of the trade.
FACILITATOR: Steve Delaney, Orange County Employees Retirement System
 
Technology to Enhance Efficiencies in the Back Office
  • Learn about the latest technologies helping plans with automating processes, extracting data, performing repetitive operations (reconciliations), but also looking at possible downside to this new technology such as potential loss of jobs.
SPEAKERS: Kelly Skelton, SBA; Xavier Legros, Fund Cogito 
 
EMCEE: Sam Masoudi, Wyoming Retirement System
12:30 PM – 1:30 PM NETWORKING LUNCH   
                                                                                                                                                         
1:45 PM – 4:30 PM TRACK II
 
CEO TRACK II
 
CIO TRACK II
 
1:45 PM –
2:30 PM
Who Has Your Data?
  • Recent high-profile data breaches have drawn attention to the cybersecurity risks your plan faces, with increased scrutiny of vendor practices and the liabilities tied to data management practices.
  • Hear from plan IT professionals, security consultants, and other experts on where your data is housed and how to limit your exposure.
SPEAKER: Jason Todd, Linea; Chris Cutler, Teacher Retirement System of Texas (Invited)
 
EMCEE: Erin Leonard, Minnesota State Retirement System 

 
Co-Investments in Private Markets: A Candid Discussion
  • This session will cover various considerations and implementation options for PE co-investments.
SPEAKER: Scott Simon, Fire and Police Pension Association of Colorado; David Field, Arroyo Investors
 
EMCEE: Kevin Killeavy, Montgomery County Employee Retirement Plans




 
2:30 PM – 3:15 PM Effective Use of Dashboards and Visualization Platforms
  • Find out how plans are using data analytics and other tools to increase internal efficiencies and to help educate boards and external stakeholders.
SPEAKERS: Jeffrey Weiler, Fairfax County Retirement System; Chris Hanson, City of Austin Employees' Retirement System
 
EMCEE: 
Debby Cherney, San Bernardino County Employees' Retirement Association


Private Credit: Issuers’ Perspectives
  • Listen as issuers of debt discuss their views on private credit vs. other forms of debt.

SPEAKERS: Laura Holson, New Mountain Capital; Peter Hecht, AQR 
 
EMCEE: Jason Malinowski, Seattle City Employees' Retirement System

3:15 PM – 3:30 PM        REFRESHMENT BREAK

 
CEO TRACK 
 
CIO TRACK 
 
3:30 PM - 4:30 PM Facilitated Small Group Discussions Facilitated Small Group Discussions
 

4:30 PM – 5:30 PM                                  GENERAL SESSION III: Return Assumptions and De-Risking Portfolios 
  • A panel of academics and actuaries will debate what are reasonable return assumptions and discuss how to de-risk in an elevated inflationary environment.                          
SPEAKERS: Jean-Pierre Aubry, Boston College; Ryan Falls, Milliman; Eric Atwater, AON

EMCEE: Jason Malinowski, Seattle City Employees' Retirement System

 
6:00 PM – 9:00 PM    NETWORKING RECEPTION & DINNER
   

WEDNESDAY, JUNE 19
 
7:00 AM – 12:00 PM                                    REGISTRATION    
7:00 AM – 8:00 AM  BREAKFAST
 
8:00 AM – 9:00 AM GENERAL SESSION IV: How Far Have DEI Advanced and What More Needs to be Done
  • In recognition and celebration of Juneteenth, the nation’s newest federal Holiday, a panel of public plan leaders will discuss how DEI is incorporated into their systems and what further work needs to be done.
SPEAKERS: Tim Johnson, Jacksonville Police & Fire Pension Fund; Erin Leonard, Minnesota State Retirement System; Eli Martinez, Montgomery County Employee Retirement Plans; 

EMCEE: Sam Austin, NEPC 

 
9:05 AM – 10:35 AM TRACK III
 
CEO TRACK III
 
CIO TRACK III
 
9:05 AM – 9:50 AM Are We Preparing Our Participants for Financial Success in Retirement?
  • A panel of a plan executive and EBRI will share their views on how to engage participants early and educate them on their retirement needs.
SPEAKERS: Tim Johnson, Jacksonville Police & Fire Pension Fund; Barbara Marder, Employee Benefit Research Institute
 
EMCEE: Regina Story, Oklahoma City Employees Retirement System


How to Protect Against Inflation with Imperfect Tools
  • Speakers will discuss their views on how to position portfolios to hedge for inflation.
SPEAKERS: Anders Hall, Vanderbilt Endowment (Invited); Jennifer Appel, NEPC
 
EMCEE: Kevin Killeavy, Montgomery County Employee Retirement Plans


 
9:50 AM - 10:35 AM Embracing Neurodiversity for Competitive Advantage
  • Many people with neurological conditions such as autism spectrum disorder and dyslexia have extraordinary skills. Yet they often struggle to fit the profiles sought by employers.
  • Learn about HR reforms needed to access neurodiverse talent to boost productivity.

SPEAKERS: Maddy Gabor, this.us.now; Kristen Eccleston, Eccleston Educaton Consulting, LLC
 
EMCEE: Erin Leonard, Minnesota State Retirement System 


Simplifying Portfolios: What Are We Getting for Complexity?
  • In the current high-yield environment, the speaker will provide his views on what advantages simplified portfolios provide.

SPEAKERS: Donald Jones, Fiduciary Wise (Invited)
 
EMCEE: Richelle Sugiyama, Public Employee Retirement System of Idaho 

 

10:35 AM – 10:45 AM        REFRESHMENT BREAK

 
CEO TRACK 
 
CIO TRACK
 
10:45 AM – 11:30 AM Operational Excellence: How Plans Can Maximize Their Efficiencies 
  • Serving more members with the same (or fewer) resources may require streamlined business processes and/or new technology. 
  • The Utilizing examples from multiple retirement systems, hear how CEOs can determine whether process improvement or IT investments are the best path for increasing efficiency and capacity.
SPEAKERS: Bob Boehringer, Orion Development Group. 
 
EMCEE: 
Eli Martinez, Montgomery County Employee Retirement Plans


Succession Planning & Mentoring Junior Investment Staff
  • Hear from those who have best practices & culture on these related but different critical processes to develop the next generation of investment leaders.
  • Perspectives from mid- and small market plans operating with constraints on staff and resources.
SPEAKERS: Joe Rice, CBIZ Talent & Compensation Solutions; Brian Fujita, Los Angeles Fire and Police Pensions
 
FACILITATOR: Rodney June, Los Angeles City Employees’ Retirement System

 
 
11:35 AM – 12:15 PM                                                                 


                                              
GENERAL SESSION V: Elderly Fraud and Other Scams Plans Should be Aware Of
  • Financial fraud committed against seniors is estimated to cost around $3 billion annually. State and local retirees, whose Personally Identifiable Information (PII) are more exposed, are attractive targets. Learn about the most prevalent elderly fraud and scams to better understand how to protect your participants.
SPEAKER:Memphis Field Office of the FBI (Invited)

EMCEE: Kristi Paczkowski, City of Knoxville Employees' Pension System
 
12:15 PM – 12:30 PM      CLOSING REMARKS & 2025 PLANNING
 
CONTINUING EDUCATION (CE) CREDITS
By attending the Chief Officers Summit, you can earn up to 16 continuing education hours towards your Accredited Fiduciary (AF) recertification and/or state mandated continuing education requirements.

Attending CIO = up to 16 hours of CE
Attending CEO = up to 16 hours of CE
 
CONTINUING EDUCATION (CE) SPONSOR 
NCPERS is accredited by the State Pension Review Board as a Minimum Educational Training (MET) sponsor for Texas public retirement systems. This accreditation does not constitute an endorsement by the Board as to the quality of our MET program.

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