National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

Trustee Educational Seminar (TEDS)










The Trustee Educational Seminar (TEDS) is intended for new and novice trustees who are seeking a better understanding of their role and responsibilities as trustee of their pension fund. It also serves as a refresher for experienced trustees interested in staying up-to-date.
 
By signing up for TEDS, trustees can build and strengthen their foundational knowledge of pensions and governance. This two-day program is designed with a clear focus on the educational needs of trustees who are relatively new to a pension plan board. The focus is on investing principles, board policies, and fundamental concepts that every trustee should know.
 
The second day of TEDS features the Asset Allocation Challenge, an interactive computer-based investment training exercise. Members are placed in groups and asked to select assets based on the given economic environment presented to them. This program is ideal for new trustees and can be repeated.
 
TEDS attendees earn eight (8) hours of continuing education credits.
 
It is recommended that trustees interested in earning their NCPERS Accredited Fiduciary (NAF) accreditation take TEDS first.


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The Trustee Educational Seminar (TEDS) is held in conjunction with the Annual Conference & Exhibition. Separate registration fees apply.

TEDS FINAL AGENDA (as of 5/1/19)


2019 SESSION HANOUTS
History and Mechanics of the Defined Benefit Plan                                      
Fund Structure: Investment Policy Statement, Asset Allocation & Benchmarking                               
Investments 101: Fixed Income & Public Equities                                          
Investments 201: Alternatives   
In the Beginning - Trustee 101
Time Value of Money
A Pension Trustee’s Guide to the Actuarial Valuation
Asset Allocation Challenge
Legal Implications and Ethics of Trustee Communications – When Talk is NOT Cheap


In an effort to be environmentally conscience, NCPERS will no longer print marketing materials. All information regarding this program will be sent via email.

 

 

DATE:
May 18 - 19

LOCATION:
Hilton Austin
Austin, TX


REGISTRATION FEE:
$665


FUTURE DATE
TEDS 2020 
May 9 – 10, 2020
Caesars Palace
Las Vegas, NV