Trustee Education

Upcoming Events:

March 4, 2019, 8:30 AM – 2:30 PM ET
Mandarin Oriental Hotel, Washington, D.C.
Hosted by CII in partnership with the CFA Institute
 
WHAT: CII and the CFA Institute are pleased to offer a high-quality, one-day training program tailored for public pension fund trustees.
 
The six-hour course starts with fiduciary duties and ethics training based on real-life case studies that provide instruction and encourage critical thinking. Trustees will hone their investment skills in “basic training” and in seminars on advanced topics such as private equity and understanding money manager fee structures. Instructors are seasoned professionals with deep knowledge and respect for the challenges fund trustees face. The course wraps up with a panel discussion on hot topics in fund governance led by current and former trustees. The full course agenda can be found here.
 
WHY: The course is an entertaining and interactive program different from others. It covers fiduciary ethics, investment oversight skills and fund governance challenges delivered by experienced trustees and CFA Institute experts. It discusses key issues vital for both new and experienced trustees. And with CFA Institute’s support, CII is able to offer trustee training at an extremely low price ($395 for CII Members, $595 for non-members).
 
REVIEWS: Comments from trustees who participated last year—
 
“Stellar speaker. Explained complex topics clearly.”
 
“Excellent discussion. Lots of helpful advice.”
 
“Very informative and all had real life experiences that the audience could relate to.”
 
ADDED BENEFITS: Trustees also invited to a private dinner and roundtable discussion on March 4, at 7:15-9:00 PM at the Mandarin Oriental Hotel. The Trustee Roundtable Dinner is free and open just to trustees, and will be chaired by Tom Byrne, former chair of the New Jersey Division of Investment.
 
To register for trustee training and the dinner, please contact Kylund Arnold at kylund@cii.org or 202.261.7084.
 
All trustees are welcome to attend CII’s spring conference at no charge (separate registration required).