National Conference on Public Employee Retirement Systems

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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.

2023 PRELIMINARY AGENDA

MONDAY, JUNE 19
 
3:00 PM – 6:00 PM     REGISTRATION
 
3:30 PM – 3:45 PM     SUMMIT WELCOME ADDRESS
 
3:45 PM – 6:00 PM     GENERAL SESSION I: Introduction
 
3:45 PM – 5:00 PM     Around the Horn: Who, What, and Why?
  • Each attendee introduces him or herself, their plan, and what they hope to get out of the Chief Officers Summit.
 5:00 PM – 6:00 PM     Facilitating the Development of Great Trustees: From Onboarding to Governance to Continuing Education
  • Panel of practitioners discuss best practices.
  • When are remote vs internal vs outside educational programs effective.
6:30 PM – 9:00 PM     WELCOME RECEPTION & DINNER
 

TUESDAY, JUNE 20
 
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      Staying the Course During Volatility – Strategies & Tips to Keep Your Board on Course
  • Panel of practitioners discuss what works and what doesn’t work to keep focus on the long-term during bank failures, high interest rates, and possibly an economic slowdown.
  • What are the lessons from the GFC.
9:00 AM – 10:00 AM   Diversity, Equity, and Inclusion – How Pensions Achieve What’s Preached
  • How do public plans achieve DEI in historically non-diverse classifications like accounting, investments, IT?
  • What’s the track record with recruiting from HBCUs?
SPEAKERS: Sam Austin, NEPC
 Randy Logan, GMEBS
 
10:00 AM – 10:15 AM       REFRESHMENT BREAK
 
10:15 AM – 12:30 PM       TRACK I: Staffing
 
  CEO TRACK - Staffing CIO TRACK - Staffing
10:15 AM –
11:00 AM		 Pay for Performance for Non-Investment Staff
  • Panel of practitioners discuss what to measure and develop metrics.
  • How to maintain performance pay vs. it is becoming a new entitlement.
 Attracting Qualified Investment Staff
  • What has succeeded in recruiting junior staff.
  • Mentoring best practices.
 
11:00 AM –
11:45 AM		 Leadership Succession
  • How to transition from planning succession to implementing it.
  • Compare and contrast experiences of large organizations and small entities.
SPEAKERS:
Erica Salinas, CalHR (Invited)
Terri Hansen, CalHR (Invited)
 
Technology as a Force Multiplier
  • When has it worked: when has it not
  • What are realistic expectations.
SPEAKER:
Mark Steed, PSPRS (Invited)
11:45 AM – 12:30 PM Facilitated Small Group Discussions Facilitated Small Group Discussions
 
12:30 PM – 1:30 PM      NETWORKING LUNCH
 
1:45 PM – 5:30 PM        TRACK II
 
  CEO TRACK CIO TRACK - Investments
1:45 PM –
2:30 PM		 Leading Through Change
  • As the pace of change accelerates, how do CEOs become the leaders their plans need.
SPEAKER:
Akio Tagawa, Linea Solutions		 Correlation of Stocks and Bonds
  • As the correlation between stocks and bonds decrease, this session will explore how institutional investors should view these two asset classes.
SPEAKER:
Josh Davis, PIMCO (Invited)
 
2:30 PM – 3:15 PM Increasing Member Self-Service Capacity
  • Hear how two mid-market plans maximized limited resources to develop innovative best-in-class online customer self-service.
SPEAKERS:
Debby Cherney, SBCERA
Chris Hanson, COARS		 Commodities and Inflation
  • A plan CIO will moderate panel of investment consultants who will share their views on commodities and inflation.
 
 
3:15 PM – 3:30 PM        REFRESHMENT BREAK
 
  CEO TRACK CIO TRACK
3:30 PM – 4:15 PM Facilitated Small Group Discussions Facilitated Small Group Discussions
 
4:30 PM – 5:30 PM        GENERAL SESSION III: Securities Litigation: Is It Worth the Pain?
  • A plan CEO will lead a panel composed of a plan CIO, plan general counsel and a securities litigation attorney in a candid conversation on the benefits, costs and factors to consider when considering securities litigation.  
6:00 PM – 9:00 PM        NETWORKING RECEPTION & DINNER
 
 
WEDNESDAY, JUNE 21
 
7:00 AM – 12:00 PM      REGISTRATION
 
7:00 AM – 8:00 AM        BREAKFAST
  
8:00 AM – 8:45 AM        GENERAL SESSION IV: NCPERS/Dividex Securities Litigation Program
  • This session will preview a new benefit for small and mid-market NCPERS members. Targeted for July 1 2023 opening, the NCPERS securities litigation program will give eligible funds independent evaluation of merits of potential claims.                                      
SPEAKER: Irwin Schwartz, Dividex Management
 
8:45 AM – 10:15 AM      TRACK III
 
  CEO TRACK – SM & IT CIO TRACK
8:45 AM – 9:30 AM Cybersecurity: Lessons Learned from Failures and Successes
  • A panel of IT and cybersecurity experts will discuss the latest attacks and scams plans need to defend against and what’s on the horizon, both in terms of tools and threats.
 ESG: Navigating the Political Challenges
  • Hear blue and red state public pension leaders on how they’re addressing the latest attempts to handcuff their investment options.
SPEAKERS:
Rod June, LACERS
Antonio Rodriguez, BERSNYC
Steve Russo, INPRS (Invited)
Craig Slaughter, WVIMB (Invited)
 
9:30 AM – 10:15 AM Social Media & Member Engagement
  • What to do when SM policy is implemented, but it hasn’t resulted in positive movement with members.
 The Future of China and Its Market
  • Hear from a Sino expert on the future of China as it emerges from COVID lockdown, faces population decline, and other challenges.
SPEAKERS:
Meera Pandit, J.P. Morgan Asset Management
Bridgewater (Invited)
 
10:15 AM – 10:30 AM    REFRESHMENT BREAK
 
  CEO TRACK CIO TRACK
10:30 AM – 11:00 AM Facilitated Small Group Discussions Facilitated Small Group Discussions
 
11:15 AM – 12:00 PM    GENERAL SESSION V: A Conversation with Richard Ennis
                                      
12:00 PM – 12:15 PM    2024 PLANNING & CLOSING REMARKS