Board Performance Evaluation and Education

We have also provided board and executive to many public retirement organizations. In addition, we have published numerous articles and, more recently a book "One of A Kind! A Practical Guide for 21st Century Public Pension Trustees" on the topics of governance, fiduciary responsibility, and risk intelligence. Our team members are frequent presenters at national and international industry conferences.

Governance matters!

Organizational climate and decision-making dynamics affect organizational performance. Boards are increasingly asking for feedback on their performance and how they compare to their peers and constructive performance evaluations are essential to performance improvement. Typically, our board performance evaluations include a self-assessment component, independent feedback and an implementation roadmap.


Our Board and executive education clients have included, for example:
  • Association of Public Pension Financial Auditors
  • California Association of Public Retirement Systems
  • California Public Employees' Retirement Systems
  • Fairfax County Retirement System
  • Governement Finance Officers Association
  • Illinois State Board of Investment
  • State Universities Retirement System of illinois
  • Indiana Public Retirement System
  • Maryland State Retirement and Pension System
  • National Association of Public Pension Attorneys
  • National Association of State Retirement Administrators 
  • National Council on Teacher Retirement
  • Ohio Police & Fire Pension Fund
  • Oregon College Savings Plan
  • Public Pension Financial Forum (P2F2)
  • San Jose Police and Fire Pension Fund
  • State Association of County Retirement Systems
  • Washington State Investment Board
  • State of Wisconsin Investment Board