Pricing & Fees:
TLC Program Participant Fee: $1,200
Level I: Fall School Registration Fee
Level II: Winter School Registration Fee
Level III: Registration Fee TBD
(Estimated $1,500-2,000)
Contact:
For questions please contact Peter Hapgood at peterhapgood@fppta.org.
Trustee Leadership Council (TLC)
The Trustee Leadership Council Class of 2025 begins their journey with this new program for experienced trustees creating a pipeline of knowledgeable principals ready to take their place in leadership roles for generational change on their pension boards.
The program has three segments: two levels of training/learning (as a new program at each of our two annual Trustee Schools), and the third level, a stand-alone event held over a three-day period. TLC training is where theory meets practice. Participants will be grouped into teams and tasked with creating a municipal pension plan from the ground up using their training and leadership skills.
There is a cap of 30 participants for this program. Participants that meet the participation requirements will be admitted on a first-come, first-serve basis. Once the program is full, participants who are not admitted to this year’s program will be placed on a waiting list and will have the ability to participate next year.
This program requires substantial commitment from participants who must be CPPT certified and available to attend three scheduled educational events from September, 2024 through April, 2025.
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Commitment & Expectations
This course will be completed over three levels and participants are required to attend each level consecutively. Each participant must attend the upcoming 2024 Fall Trustee School, the 2025 Winter Trustee School, and a third three-day event in April of 2025. Please check with your board’s travel policy to ensure your ability to attend all three events.
There will be homework! Participants are expected to complete select readings throughout the program. In addition, this program involves a team project that will require participants to meet via Zoom between in-person events.
This program will not be for everyone. Please thoughtfully consider if your schedule and desire will allow your effective participation.
TLC Program Schedule & Syllabus:
(Subject to change)
Level One
SEPTEMBER 23 – 24, 2024
Monday
8:00 – 10:00 AM FPPTA Training – Greg Bell
10:00 – 10:30 AM Morning Break
10:30 – 10:45 AM Welcome TLC Class of 2025
10:45 – 11:00 AM TLC Team Introduction/Comments
11:00 – 12:00 PM The Keys to Plan Design
12:00 – 1:30 PM Lunch Break
1:30 – 2:15 PM Accounting Rules vs. Asset Allocation
2:15 – 2:45 PM Exemplary Leaders & Stewards
2:45 – 3:30 PM The Project – Creating a DB Plan
3:30 – 4:00 PM Afternoon Break
4:00 – 5:00 PM Team Meetings
Tuesday
8:00 – 10:00 AM Investment Fundamentals
10:00 – 10:30 AM Morning Break
10:30 – 11:30 AM Team Meetings
11:30 – 12:30 PM TLC General Session Q&A
12:30 – 1:15 PM Lunch Break
1:15 – 3:15 PM Plan Funding & Design
3:15 – 3:30 PM Afternoon Break
3:30 – 4:15 PM Team Meetings
4:15 – 5:15 PM TLC General Session Q&A
5:15 – 5:30 PM Level 2 Program Review
Level Two
JANUARY 27 – 28, 2025
Monday
8:00 – 9:15 AM Pension Fundamentals
9:15 – 10:15 AM TLC General Session Q&A
10:15 – 10:30 AM Morning Break
10:30 – 12:00 PM TLC General Session Q&A
12:00 – 1:10 PM Lunch Break
1:10 – 3:00 PM Cook County case study
3:00 – 3:15 PM Afternoon Break
3:15 – 5:15 PM Cook County Case Study
Tuesday
8:00 – 9:00 AM Breakfast
9:00 – 10:30 AM Cook County Case Study – Teams
10:30 – 10:45 AM Morning Break
10:45 – 12:30 PM Cook County Case Study – Q & A
12:30 – 1:30 PM Lunch Break
1:30 – 3:00 PM Cook County Case Study – Review
3:00 – 3:30 PM Afternoon Break
3:30 – 5:00 PM The Project Team Meetings
5:00 – 5:15 PM Level 3 program review
Level Three
APRIL 6 – 9, 2025
Sunday
3:00 PM Check-In/Registration/Meeting
5:30 – 9:00 PM TLC Welcome Dinner
Monday
7:30 – 8:30 AM Breakfast
8:30 – 9:00 AM Welcome TLC Class of 2025
9:00 – 10:00 AM Stop, Collaborate & Listen
10:00 – 10:15 AM Morning Break
10:15 – 11:15 AM Securities Litigation
11:15 – 12:15 PM Board Meeting Efficiency
12:15 – 1:30 PM Lunch Break
1:30 – 3:00 PM DB Project Discussion
3:00 – 3:15 PM Afternoon Break
3:15 – 4:45 PM DB Project Discussions
4:45 – 5:00 PM Daily Wrap-Up
6:00 – 9:00 PM TLC Dinner/Social
Tuesday
8:00 – 9:00 AM Breakfast
9:00 – 10:30 AM DB Project Discussion
10:30 – 10:45 AM Morning Break
10:45 – 12:00 PM Team Meetings
12:00 – 1:00 PM Team Lunch
1:00 – 3:00 PM TLC Team Jeopardy
3:00 – 3:30 PM Afternoon Break
3:30 – 4:30 PM TLC Jeopardy Showdown
4:30 – 5:00 PM Daily Wrap-Up
6:00 – 9:00 PM TLC Dinner/Social
Wednesday
8:30 – 10:00 AM Breakfast & Program Wrap-Up