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 registration@ncpers.org 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 registration@ncpers.org for mailing instructions.

Fax completed registration form to 202-688-2387

E-mail completedregistration form toregistration@ncpers.org.

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 registration@ncpers.org.

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