Basic Trustee Training is intended for newly appointed trustees and new system administrators of Texas public retirement systems who are completing their first year of service under the Pension Review Board’s Minimum Educational Training (MET) requirements. MET is the mandatory education program established by the Texas Pension Review Board to ensure pension fiduciaries have a foundational understanding of their legal duties, governance responsibilities, investments, actuarial concepts, benefits administration, and risk management.

The program is designed as a foundational course and does not require prior pension, investment, or actuarial experience. Training will take place Saturday, April 25, from 8:00 a.m. to 4:00 p.m. with registration and continental breakfast beginning at 7:15 a.m. Participants must attend the full day to receive MET credit, as the course covers all required core content areas approved by the Pension Review Board.

Location
The San Luis Hotel Spa & Conference Center - Spinnaker Room
5222 Seawall Boulevard, Galveston Island, TX 77551

Registration Fee

• $225 – TEXPERS Retirement System Members and Employee Group Members
• $325 – Non-member retirement systems

Agenda

7:15 am – 8:00 am Registration & Continental Breakfast 

8:00 – 9:30 am Actuarial Matters – Mark Fenlaw, Rudd & Wisdom 

9:30 – 9:45 am Break 

9:45 – 11:15 am Fiduciary Matters and Governance – Eric Atwater, Aon 

11:15 – 11:45 am Ethics and Administration – Gina Sanchez, Chantico Global 

11:45 – 12:15 pm Lunch 

12:15 – 1:45 Investments – MK Campion, Avior Wealth Management and Gina Sanchez, Chantico Global 

1:45 – 2:00 pm Break 

2:00 – 3:30 pm Governance– Eric Atwater, Aon 

3:30 – 4:00 pm Risk Management and Future for Public Pensions – MK Campion, Avior Wealth Management

Total CE Hours: 7.0

This program is offered by TEXPERS as an Accredited Training Provider of the Texas Pension Review Board and is designed to meet the Minimum Educational Training (MET) requirements for first-year trustees and system administrators.

Why Attend

Basic Trustee Training provides newly appointed trustees and system administrators with a clear, practical foundation for fulfilling their fiduciary responsibilities. Participants will gain a working understanding of governance, investments, actuarial concepts, benefits administration, and risk management—equipping them to make informed decisions, ask the right questions of advisors, and confidently meet Texas Pension Review Board MET requirements while connecting with peers facing similar challenges.