ncpers accredited fiduciary (naf) program docs/naf/2020/naf virtual... · the ncpers accredited...
TRANSCRIPT
A Virtual Program with Real Value!
SAMECONTENT
NEW FORMAT!
MODULES 1 & 2MAY 19 – 22
MODULES 3 & 4MAY 26 – 29
NCPERS ACCREDITED FIDUCIARY (NAF) PROGRAM
We are pleased to offer the NCPERS Accredited Fiduciary (NAF) Program via videoconference to keep the momentum going for trustees who want to take their training to the next level.
Earning the NAF credential is a powerful testament to the time commitment a trustee has made to continuing education and professionalism.
The health and well-being of our
conference attendees is always a
top priority for NCPERS. Amid the
COVID-19 outbreak, social distancing is
an imperative—but that doesn’t mean learning has to stop!
Videoconferencing is convenient and easily accessible to anyone with a computer or device that is equipped with a webcam and a microphone. Our virtual classroom
comes to you where you live and work. All training is completed during the class sessions. Each three-hour session provides 30 minutes of breaks so that you can stretch, move, and check messages throughout the day.
The NCPERS Accredited Fiduciary (NAF) Program is a challenging program that culminates in a professional credential. To earn the NAF designation, trustees must complete four training modules, take an examination, and receive a passing grade.
All four of the modules required for NAF designation are offered during NCPERS University, in eight three-hour training sessions.
The curriculum covers the key components and strategies necessary for governing a public pension fund: Governance and the Board’s Role; Investment, Finance, and Accounting; Legal, Risk Management, and Communication; and Human Capital.
Don’t let the restrictions imposed by the COVID-19 virus stop your training in its tracks! Our virtual classroom offers a convenient and effective use of your valuable time while enabling you to sharpen both your digital skills and your professional credentials.
SOFTWARE REQUIREMENTSm A computer or device with a webcam
and microphone to participate in the Zoom sessions.
ELIGIBILITYm Elected or appointed pension
trustees and staff interested in pursuing the next level of professional development.
COURSE REQUIREMENTSm Candidates are required to complete
all four NAF modules (in any order), earning a total of 12 hours of continuing education credits.
m Upon completion of all four NAF modules, candidates must demonstrate mastery of content through an online exam held in June and December every year.
REGISTRATION FEE$400
REGISTRATION FEE INCLUDESm Study materialsm Exam preparation webinar (upon completion
of all four modules)m Completion certificate and NAF lapel pin
MODULES 1 & 2 NAF Modules 1 and 2 will be presented over the course of four days and broken down into several segments. There will be two breaks each day.
DAY 1TUESDAY, MAY 19
MODULE 1, PART 1 – GOVERNANCE & THE BOARD’S ROLE
12:00 PM – 12:45 PM Introduction12:45 PM – 1:00 PM BREAK1:00 PM – 2:15 PM Board Governance2:15 PM – 2:30 PM BREAK2:30 PM – 3:00 PM Role of the Board (Part 1)
DAY 2WEDNESDAY, MAY 20
MODULE 1, PART 2 – GOVERNANCE & THE BOARD’S ROLE
12:00 PM – 12:45 PM Role of the Board (Part 2)12:45 PM – 1:00 PM BREAK1:00 PM – 2:00 PM Board Performance2:00 PM – 2:15 PM BREAK2:15 PM – 3:00 PM Case Study
DAY 3THURSDAY, MAY 21
MODULE 2, PART 1 – INVESTMENT & FINANCE
12:00 PM – 12:05 PM Introduction12:05 PM – 1:00 PM Investment Approach & ESG
Considerations (Part 1) 1:00 PM – 1:15 PM BREAK1:15 PM – 2:00 PM Investment Approach & ESG
Considerations (Part 2) 2:00 PM – 2:15 PM BREAK2:15 PM – 3:00 PM External Advisors
DAY 4FRIDAY, MAY 22
MODULE 2, PART 2 – INVESTMENT & FINANCE
12:00 PM – 12:45 PM Financial Reporting & Disclosure
12:45 PM – 1:00 PM BREAK1:00 PM – 2:00 PM Alternative Investing 2:00 PM – 2:15 PM BREAK2:15 PM – 3:00 PM Case Study
MODULES 3 & 4NAF Modules 3 and 4 will be presented over the course of four days and broken down into several segments. There will be two breaks each day.
DAY 1TUESDAY, MAY 26
MODULE 3, PART 1 – LEGAL, RISK MANAGEMENT & COMMUNICATION
12:00 PM – 12:45 PM Introduction12:45 PM – 1:00 PM BREAK1:00 PM – 1:45 PM Legal1:45 PM – 2:00 PM BREAK2:00 PM – 3:00 PM Audit Priorities
DAY 2WEDNESDAY, MAY 27
MODULE 3, PART 2 – LEGAL, RISK MANAGEMENT & COMMUNICATION
12:00 PM – 12:45 PM Risk Management & Corporate Reputation
12:45 PM – 1:00 PM BREAK1:00 PM – 2:00 PM Effective Communication2:00 PM – 2:15 PM BREAK2:15 PM – 3:00 PM Case Study
DAY 3THURSDAY, MAY 28
MODULE 4, PART 1 – HUMAN CAPITAL
12:00 PM – 1:00 PM Succession Planning1:00 PM – 1:15 PM BREAK1:15 PM – 1:45 PM Executive Employment
Contracts1:45 PM – 2:00 PM BREAK2:00 PM – 3:00 PM Executive Evaluations
DAY 4FRIDAY, MAY 29
MODULE 4, PART 2 – HUMAN CAPITAL
12:00 PM – 12:45 PM Executive & Trustee Compensation
12:45 PM – 1:00 PM BREAK1:00 PM – 2:15 PM Alternative Pension
Management Models2:15 PM – 2:30 PM BREAK2:30 PM – 3:00 PM Case Study
*Please provide your e-mail address for updates and registration confirmation.
(Please print clearly)
Organization Name: ________________________________________________________________________________________________
First Name: _______________________________________________________________________________________________________
Last Name: _______________________________________________________________________________________________________
Title: ____________________________________________________________________________________________________________
Preferred Mailing Address: ___________________________________________________________________________________________
City: ____________________________________________________________________________ State: ______ Zip Code: ___________
Daytime Phone: ___________________________________________________________________________________________________
E-mail Address*: ___________________________________________________________________________________________________
REGISTRATION/ORDER SUMMARY
CREDIT CARD
N American Express N Visa N MasterCard
Credit Card #: ___________________________________________________________________
Expiration Date: _____________________ CC Verification Code: ____________________________
Name (on the card): _______________________________________________________________
Billing Address: ___________________________________________________________________
City:____________________________________State:__________ Zip: _____________________
Authorized Amount to Charge: $ _____________________________________________________
By submitting this form, I certify that I have read and understand the terms of this registration. If paying by credit card, I authorize NCPERS to charge my card for the total amount indicated.
Signature: _______________________________________________________________________
NAF REGISTRATION FORM
CANCELLATION POLICYAll registration cancellations must be received in writing 24 hours before the start of the program.
No refunds will be given to cancellations received after the start of the program or to no-shows. Please e-mail your cancellation request to [email protected] or call 202-601-2445.
PAYMENT METHODS(All payments must be in U.S. funds)
Electronic payment is encouraged.
To pay by check, please e-mail [email protected] for mailing instructions.
Fax completed registration form to 202-688-2387
E-mail completedregistration form [email protected].
ONLINE at www.ncpers.org/nafYou will need your username and password to log in.
For updates or to register online, visit www.ncpers.org/naf. Questions? Call 202-601-2445 or e-mail [email protected].
NAF Module 1 & 2 Registration $ __________________________________________
NAF Module 3 & 4 Registration $ __________________________________________
GRAND TOTAL (U.S. funds) $ __________________________________________
ATTENDEE REGISTRATION REGISTRATION FEE
m Modules 1 & 2 $400 per person
m Modules 3 & 4 $400 per person