The 2025 Summer Educational Forum, presented by Dimensional Fund Advisors, may be over, but your learning and networking don’t have to be. The Whova mobile and web app remain open, so you can swap templates, line up quick peer chats, and grab sponsor resources tailored to public plans.

Do this now (about 10 minutes)

1) Message peers 1-to-1.
Open a profile → tap Message to compare notes or set a quick call.

2) Join the Community.
Post a takeaway, ask a question, or run a quick poll to crowdsource ideas.

3) Visit Sponsor pages.
Download short videos and one-pagers, or request a 10-minute overview on topics you’re researching.

Copy-and-paste prompts for Community

• What I’m taking back to our board: One action I’ll propose this month is {your idea}. Anyone have a sample agenda or checklist?

• Template swap: Looking for a board education calendar or governance policy template—happy to share ours in return.

• Admin ops thread: How are you handling member communications during busy seasons? Timelines or scripts welcome.

• Quick poll: Q4 priority for your system — Rebalancing, Fee review, Risk reporting, or Benefit communications?

Easy message templates

Peer → Peer
Hi {{First}}, appreciated your comment during {{session}}. Open to a 15-minute peer chat next week to compare approaches on {{topic}}? I can share our checklist/policy.

Small group huddle (use Meetups)
Hosting a 20-minute huddle on {{topic}} on {{day/time}} for trustees/admins. Reply “interested” and I’ll add you.

Sponsor → Learning resource
Hi {{Rep}}, I’m exploring {{topic}} for an upcoming board briefing. Do you have a 10-minute overview or one-pager tailored to public plans?

Make Sponsor pages work for you

• Bookmark relevant pages for quick reference before board or committee meetings.

• Ask for compliance-ready one-pagers or RFP language you can adapt.

• Request a neutral, educational demo focused on process and outcomes (not a sales pitch).

How to access

Open the Whova mobile app or sign in on the web with the email you used to register for the Forum.

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