Board Member Educational Activity Reports
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
Board Members
Board Member/Designee Name:
Malia Cohen
Two-year Period to Acquire 24 Hours:
01/17/2023 - 01/16/2025
Position:
Ex Officio Member, California State Controller
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 4.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 6.50 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.00 | 7.50 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 8.50 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 10.00 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 12.00 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 13.00 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 14.00 |
Board Member/Designee Name:
Fiona Ma
Two-year Period to Acquire 24 Hours:
1/7/2021 - 1/6/2023
Position:
Ex Officio Member, State Treasurer
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 1.50 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 2.50 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 3.50 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 5.50 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 6.50 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 7.50 |
| Board Self Evaluation 2021 | 7/14/2021 | 7/14/2021 | 1.25 | 8.75 |
Board Member/Designee Name:
Lisa Middleton
Two-year Period to Acquire 24 Hours:
4/30/2021 - 4/29/2023
Position:
Member, Local Government Elected Official
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 1.50 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 2.50 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 3.50 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 5.50 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 6.50 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 7.50 |
| Board Self Evaluation 2021 | 7/14/2021 | 7/14/2021 | 1.25 | 8.75 |
| Strategic Alignment Across California's Three Large State Purchasers: What are the Opportunities | 1/18/2022 | 1/18/2022 | 1.50 | 10.25 |
| Case Study on Leverage and Liquidity | 1/18/2022 | 1/18/2022 | 1.00 | 11.25 |
| Annual Board Fiduciary Training | 1/18/2022 | 1/18/2022 | 2.50 | 13.75 |
| Sustainable Investment and the Path to Net Zero | 1/18/2022 | 1/18/2022 | 2.00 | 15.75 |
| Compensation Trends | 4/19/2022 | 4/19/2022 | 3.00 | 18.75 |
| Geopolitical Risk and Financial Markets | 7/11/2022 | 7/11/2022 | 1.00 | 19.75 |
| Spotlight on Private Debt Opportunities | 7/11/2022 | 7/11/2022 | 1.50 | 21.25 |
| Shaping Our Strategy on Human Capital | 7/11/2022 | 7/11/2022 | 1.00 | 22.25 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/11/2022 | 7/11/2022 | 1.00 | 23.25 |
| Behavioral Health Update | 7/12/2022 | 7/12/2022 | 1.00 | 24.25 |
| Racial Impacts of Financial Markets Operations | 7/13/2022 | 7/13/2022 | 2.00 | 26.25 |
| National Association of Corporate Directors Conference - Various Educational Topics outlined in Board Travel Report | 10/8/2022 | 10/11/2022 | 12.00 | 38.25 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 42.75 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 44.75 |
July Board Offsite Sustainability and Implications for Asset Owners (Start of next training period 4/29/2023 - 4/28/2025) | 7/17/2023 | 7/17/2023 | 1.00 | 1.00 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 2.00 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 3.50 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 5.50 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 6.50 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 7.50 |
Board Member/Designee Name:
David Miller
Two-year Period to Acquire 24 Hours:
01/16/2022 - 01/15/2024
Position:
Board Member (Elected)
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Board Educational Day: Strategic Alignment Across California's Three Large State Purchasers: What are the Opportunities | 1/18/2022 | 1/18/2022 | 1.50 | 1.50 |
| Board Educational Day: Case Study on Leverage and Liquidity | 1/18/2022 | 1/18/2022 | 1.00 | 2.50 |
| Board Educational Day: Annual Board Fiduciary Training | 1/18/2022 | 1/18/2022 | 2.50 | 5.00 |
| Board Educational Day: Sustainable Investment and the Path to Net Zero | 1/18/2022 | 1/18/2022 | 2.00 | 7.00 |
| Board Educational Day: Compensation Trends | 4/19/2022 | 4/19/2022 | 3.00 | 10.00 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | January 2023 | January 2023 | 4.50 | 14.50 |
| Board Educational Day - Annual Board Fiduciary Training | January 2023 | January 2023 | 2.00 | 16.50 |
| July Board Offsite: Sustainability and Implications for Asset Owners | July 2023 | July 2023 | 1.50 | 18.00 |
| July Board Offsite: CalPERS' Sustainable Investments 2030 Strategy | July 2023 | July 2023 | 1.00 | 19.00 |
| July Board Offsite: Diversity, Equity & Inclusion Innovations in the Investment Industry (Board Education) | July 2023 | July 2023 | 1.50 | 20.50 |
| July Board Offsite: Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review (Board Education) | July 2023 | July 2023 | 2.00 | 22.50 |
| July Board Offsite: Improving Health Outcomes and Equity: A Population Health Approach (Board Education) | July 2023 | July 2023 | 1.00 | 23.50 |
| July Board Offsite: Spotlight on CalPERS Health Data Strategy & Research (Board Education) | July 2023 | July 2023 | 1.00 | 24.50 |
Board Member/Designee Name:
Jose Luis Pacheco
Two-year Period to Acquire 24 Hours:
1/16/22 - 1/15/24
Position:
Member, Elected
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Strategic Alignment Across California's Three Large State Purchasers: What are the Opportunities | 1/18/2022 | 1/18/2022 | 1.50 | 1.50 |
| Case Study on Leverage and Liquidity | 1/18/2022 | 1/18/2022 | 1.00 | 2.50 |
| Annual Board Fiduciary Training | 1/18/2022 | 1/18/2022 | 2.50 | 5.00 |
| Sustainable Investment and the Path to Net Zero | 1/18/2022 | 1/18/2022 | 2.00 | 7.00 |
| Compensation Trends | 4/19/2022 | 4/19/2022 | 3.00 | 10.00 |
| Geopolitical Risk and Financial Markets | 7/11/2022 | 7/11/2022 | 1.00 | 11.00 |
| Spotlight on Private Debt Opportunities | 7/11/2022 | 7/11/2022 | 1.50 | 12.50 |
| Shaping Our Strategy on Human Capital | 7/11/2022 | 7/11/2022 | 1.00 | 13.50 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/11/2022 | 7/11/2022 | 1.00 | 14.50 |
| Behavioral Health Update | 7/12/2022 | 7/12/2022 | 1.00 | 15.50 |
| Racial Impacts of Financial Markets Operations | 7/13/2022 | 7/13/2022 | 2.00 | 17.50 |
| TLF for Retirement Security - Annual Convening 2022 - Sessions outlined in Board Travel Report | 7/18-20/2022 | 7/18-20/2022 | 17.00 | 34.50 |
| NCPERS 2022 Public Pension Forum - Sessions outlined in Board Travel Report | 8/20-23/2022 | 8/20-23/2022 | 9.00 | 43.50 |
| 2022 Public Funds Forum - Sessions outlined in Board Travel Report | 9/5-8/2022 | 9/5-8/2022 | 19.25 | 62.75 |
| ILPA Institute Private Equity for the Trustee - Sessions outlined in the Board Travel Report | 9/28-29/2022 | 9/28-29/2022 | 12.00 | 74.75 |
| IFEBP: New Trustees Institute – Level 1: Core Concepts - Sessions outlined in the Board Travel Report | 10/21-26/2022 | 10/21-26/2022 | 32.00 | 106.75 |
| CORPaTH's Crystal Globe Summit - Sessions outlined in Board Travel Report | 12/13-14/2022 | 12/13-24/2022 | 7.00 | 113.75 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/23 | 1/17/23 | 4.50 | 118.25 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/23 | 1/17/23 | 2.00 | 120.25 |
| National Conference on Public Employees Retirement Systems 2023 Legislative Conference - Sessions outlined in Board Travel Report | 1/21-23/2023 | 1/21-23/2023 | 11.25 | 131.50 |
| NASP - So CA 2023 Annual Day of Education in Private Equity for Trustees and Staff Conference - Sessions outlined in Board Travel Report | 3/22-23/23 | 3/22-23/2023 | 8.50 | 140.00 |
| IFEBP's Public Sector Mid-Year Update Virtual Conference - Sessions outlined in Board Travel Report | 4/25-26/23 | 4/25-26/23 | 8.00 | 148.00 |
| IFEBP Washington Legislative Update 2023 - Sessions outlined in Board Travel Report | 5/21-24/23 | 5/21-24/23 | 13.50 | 161.50 |
| TLF Annual Convening 2023 - Sessions outlined in Board Travel Report | 6/11-15/23 | 6/11-15/23 | 18.25 | 179.75 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/23 | 7/17/23 | 1.50 | 181.25 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/23 | 7/17/23 | 1.00 | 182.25 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/23 | 7/17/23 | 1.50 | 183.75 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/23 | 7/17/23 | 2.00 | 185.75 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/23 | 7/18/23 | 1.00 | 186.75 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/23 | 7/18/23 | 1.00 | 187.75 |
| DE&I Deep Dive: Leading Minds of Governance & NACD Master Class - Untangling ESG - Sessions outlined in Board Travel Report | 8/21-25/23 | 8/21-25/23 | 19.25 | 207.00 |
| Council of Institutional Investors 2023 Fall Conference - Sessions outlined in Board Travel Report | 9/10-13/23 | 9/10-13/23 | 13.00 | 220.00 |
Board Member/Designee Name:
Kevin Palkki
Two-year Period to Acquire 24 Hours:
1/16/2023 - 1/15/2025
Position:
Member (Elected)
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 4.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 6.50 |
| 2023 Milken Institute Global Conference - Sessions outlined in Board Travel Report | 5/1-3/2023 | 5/1-3/2023 | 5.00 | 11.50 |
| IFEBP Washing Legislative Update - Session outlined in Board Travel Report | 5/21-23/2023 | 5/21-23/2023 | 13.50 | 25.00 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.50 | 26.50 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 27.50 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 29.00 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 31.00 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 32.00 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 33.00 |
| Council of Institutional Investors Fall Conference - Sessions outlined in Board Travel Report | 9/10-13/2023 | 9/10-13/2023 | 11.00 | 44.00 |
| ICPM - Rotman Pension Governance Education Program - Sessions outline in Board Travel Report | 9/24-28/2023 | 9/24-28/2023 | 18.75 | 62.75 |
Board Member/Designee Name:
Eraina Ortega
Two-year Period to Acquire 24 Hours:
3/7/2021 - 3/6/2023
Position:
Ex Officio Member - CalHR
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Compensation Governance Best Practices | 4/19/2021 | 4/19/2021 | 2.50 | 2.50 |
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 4.00 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 5.00 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 6.00 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 8.00 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 9.00 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 10.00 |
| Board Self Evaluation 2021 | 7/14/2021 | 7/14/2021 | 1.25 | 11.25 |
| Board Educational Day – Strategic Alignment Across California’s Three Large State Purchasers: What are the Opportunities | 1/18/2022 | 1/18/2022 | 1.50 | 12.75 |
| Board Educational Day – Case Study on Leverage and Liquidity | 1/18/2022 | 1/18/2022 | 1.00 | 13.75 |
| Board Educational Day – Annual Board Fiduciary Training | 1/18/2022 | 1/18/2022 | 2.50 | 16.25 |
| Board Educational Day – Sustainable Investment and the Path to Net Zero | 1/18/2022 | 1/18/2022 | 2.00 | 18.25 |
| Compensation Trends | 4/19/2022 | 4/19/2022 | 3.00 | 21.25 |
| Geopolitical Risk and Financial Markets | 7/18/2022 | 7/18/2022 | 1.00 | 22.25 |
| Spotlight on Private Debt Opportunities | 7/18/2022 | 7/18/2022 | 1.50 | 23.75 |
| Shaping Our Strategy on Human Capital Management | 7/18/2022 | 7/18/2022 | 1.00 | 24.75 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/18/2022 | 7/18/2022 | 1.00 | 25.75 |
| Behavioral Health Update | 7/18/2022 | 7/18/2022 | 1.00 | 26.75 |
| Racial Impacts of Financial Markets Operations Diversity, Equity & Inclusion Trends in 2022 | 7/18/2022 | 7/18/2022 | 2.00 | 28.75 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 33.25 |
Board Educational Day - Annual Board Fiduciary Training (Start of next training period 3/7/2023 - 3/6/2025) | 1/17/2023 | 1/17/2023 | 2.00 | 2.00 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.00 | 3.00 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 4.00 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 5.50 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 7.50 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 8.50 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 9.50 |
Board Member/Designee Name:
Ramon Rubalcava
Two-year Period to Acquire 24 Hours:
1/21/2021 - 1/20/2023
Position:
Member (Appointed)
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| CA Health Care: Landscape and Levers for Change | 1/21/2021 | 1/21/2021 | 2.75 | 2.75 |
| Behavioral Health Update | 1/21/2021 | 1/21/2021 | 1.50 | 4.25 |
| Annual Board Fiduciary Training | 1/21/2021 | 1/21/2021 | 2.00 | 6.25 |
| Compensation Governance Best Practices | 4/19/2021 | 4/19/2021 | 2.00 | 8.25 |
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 9.75 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 10.75 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 11.75 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 13.75 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 14.75 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 15.75 |
| Strategic Alignment Across California's Three Large State Purchasers: What are the Opportunities | 1/18/2022 | 1/18/2022 | 1.50 | 17.25 |
| Case Study on Leverage and Liquidity | 1/18/2021 | 1/18/2022 | 1.00 | 18.25 |
| Annual Board Fiduciary Training | 1/18/2022 | 1/18/2022 | 2.50 | 20.75 |
| Sustainable Investment and the Path to Net Zero | 1/18/2022 | 1/18/2022 | 2.00 | 22.75 |
| Compensation Trends | 4/19/2022 | 4/19/2022 | 3.00 | 25.75 |
| Geopolitical Risk and Financial Markets | 7/11/2022 | 7/11/2022 | 1.00 | 26.75 |
| Spotlight on Private Debt Opportunities | 7/11/2022 | 7/11/2022 | 1.50 | 28.25 |
| Shaping Our Strategy on Human Capital | 7/11/2022 | 7/11/2022 | 1.00 | 29.25 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/11/2022 | 7/11/2022 | 1.00 | 30.25 |
| Behavioral Health Update | 7/12/2022 | 7/12/2022 | 1.00 | 31.25 |
| Racial Impacts of Financial Markets Operations | 7/13/2022 | 7/13/2022 | 2.00 | 33.25 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 37.75 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 39.75 |
July Board Offsite Sustainability and Implications for Asset Owners (Start of next training period 1/20/2023 - 2/19/2025) | 7/17/2023 | 7/17/2023 | 1.00 | 1.00 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 2.00 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 3.50 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 5.50 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 6.50 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 7.50 |
Board Member/Designee Name:
Theresa Taylor
Two-year Period to Acquire 24 Hours:
12/30/2022 - 12/29/2024
Position:
Member (Elected)
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 4.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 6.50 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.50 | 8.00 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 9.00 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 10.50 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 12.50 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 13.50 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 14.50 |
Board Member/Designee Name:
Yvonne Walker
Two-year Period to Acquire 24 Hours:
12/28/2022 - 12/27/2024
Position:
Member, Retiree, Elected
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 4.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 6.50 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.00 | 7.50 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 8.50 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 10.00 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 12.00 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 13.00 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 14.00 |
Board Member/Designee Name:
Mullissa Willette
Two-year Period to Acquire 24 Hours:
5/27/22 - 5/26/24
Position:
Member (Elected)
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Geopolitical Risk and Financial Markets | 7/11/2022 | 7/11/2022 | 1.00 | 1.00 |
| Spotlight on Private Debt Opportunities | 7/11/2022 | 7/11/2022 | 1.50 | 2.50 |
| Shaping Our Strategy on Human Capital | 7/11/2022 | 7/11/2022 | 1.00 | 3.50 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/11/2022 | 7/11/2022 | 1.00 | 4.50 |
| Behavioral Health Update | 7/12/2022 | 7/12/2022 | 1.00 | 5.50 |
| Racial Impacts of Financial Markets Operations | 7/13/2022 | 7/13/2022 | 2.00 | 7.50 |
| TLF for Retirement Security - Annual Convening 2022: Public Markets and Disclosure | 7/18/2022 | 7/18/2022 | 1.00 | 8.50 |
| TLF for Retirement Security - Annual Convening 2022: Private Markets and Responsible Contracting | 7/18/2022 | 7/18/2022 | 1.00 | 9.50 |
| TLF for Retirement Security - Annual Convening 2022: Trustee Development | 7/18/2022 | 7/18/2022 | 1.50 | 11.00 |
| TLF for Retirement Security - Annual Convening 2022: Elevating Racial Justice as an Investment Issue | 7/19/2022 | 7/19/2022 | 1.50 | 12.50 |
| TLF for Retirement Security - Annual Convening 2022: Current Labor Issues Round Robin | 7/19/2022 | 7/19/2022 | 1.00 | 13.50 |
| TLF for Retirement Security - Annual Convening 2022: Asset Manager Accountability | 7/19/2022 | 7/19/2022 | 1.50 | 15.00 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 19.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 21.50 |
| NCPERS Legislative Conference - Sessions Outlined in Board Travel Report | 1/23/2023 | 1/23/2023 | 8.00 | 29.50 |
| IEFBP Portfolio Concepts and Management Course - Courses Outlined in Board Travel Report | 4/30/2023 | 5/4/2023 | 23.75 | 53.25 |
| International Corporate Governance Network, Governance Sustainability and Stewardship (Virtual Training) - Training Outlined in Board Travel Report | 6/1/2023 | 6/8/2023 | 7.50 | 60.75 |
| The Trustee Leadership Forum for Retirement Security Annual Convening - Sessions outlined in Board Travel Report | 6/11/2023 | 6/14/2023 | 10.00 | 70.75 |
| ICPM Board Education on Sustainable Investing - Courses outlined in Board Travel Report | 7/13/2023 | 7/14/2023 | 12.50 | 83.25 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.50 | 84.75 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 85.75 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 86.25 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 88.25 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 89.25 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 90.25 |
Board Member/Designee Name:
Dr. Gail Willis
Two-year Period to Acquire 24 Hours:
06/09/2022-06/08/2024
Position:
Ex Officio Member - State Personnel Board
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| July Board Offsite: Geopolitical Risk and Financial Markets | 7/11/2022 | 7/11/2022 | 2.75 | 2.75 |
| July Board Offsite: Spotlight on Private Debt Opportunities | 7/11/2022 | 7/11/2022 | 1.50 | 2.50 |
| July Board Offsite: Shaping Our Strategy on Human Capital | 7/11/2022 | 7/11/2022 | 1.00 | 3.50 |
| July Board Offsite: Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/11/2022 | 7/11/2022 | 1.00 | 4.50 |
| July Board Offsite: Behavioral Health Update | 7/12/2022 | 7/12/2022 | 1.00 | 5.50 |
| July Board Offsite: Racial Impacts of Financial Markets Operations | 7/13/2022 | 7/13/2022 | 2.00 | 7.50 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.00 | 8.50 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 9.50 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 11.00 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 13.00 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 14.00 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 15.00 |
Board Member/Designee Name:
Fiona Ma
Two-year Period to Acquire 24 Hours:
1/7/2019 to 1/6/2021
Position:
Ex Officio Member, State Treasurer
Current Report As Of:
12/31/2020
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Evolution of Private Markets | 1/22/2019 | 1/22/2019 | 1.50 | 1.50 |
| Return Dynamic - Financial Markets | 1/22/2019 | 1/22/2019 | 1.75 | 3.25 |
| Regulatory Landscape | 1/22/2019 | 1/22/2019 | 1.00 | 4.25 |
| Global Economy and Market Valuations | 1/22/2019 | 1/22/2019 | 1.50 | 5.75 |
| Restimulating Health Care Competition | 1/23/2019 | 1/23/2019 | 1.50 | 7.25 |
| Delivering Health in Rural California | 1/23/2019 | 1/23/2019 | 1.50 | 8.75 |
| Investment Risk and Return Basics | 5/13/2019 | 5/13/2019 | 3.00 | 11.75 |
| Asset Class Overview: The Role of Fixed Income and Benchmarks | 6/17/2019 | 6/17/2019 | 1.50 | 13.25 |
| Board Educational Day - Actuarial Essentials | 1/21/2020 | 10/15/2020 | 1.25 | 14.50 |
| Board Educational Day - Fiduciary Training | 1/21/2020 | 10/15/2020 | 1.25 | 15.75 |
| Board Educational Day - Cybersecurity: Governance and Best Practices in a Shifting Threat Landscape | 1/21/2020 | 11/12/2020 | 1.25 | 17.00 |
| Board Educational Day - Health Care Cost Drivers Nationally and in California | 1/21/2020 | 11/12/2020 | 2.50 | 19.50 |
| Human Capital Management Update | 7/13/2020 | 12/11/2020 | 1.50 | 21.00 |
| Asset Class Education: Public Equity | 7/13/2020 | 12/11/2020 | 1.00 | 22.00 |
| Asset Class Education: Private Equity | 7/13/2020 | 12/11/2020 | 1.00 | 23.00 |
| Asset Allocation Educational Discussion | 7/13/2020 | 12/16/2020 | 1.00 | 24.00 |
| Asset Liability Management Process and Timeline | 7/13/2020 | 12/16/2020 | 1.00 | 25.00 |
| Capitol Market Assumptions Methodology | 7/13/2020 | 12/30/2020 | 1.00 | 26.00 |
| The Board's Role in Culture in the New Era: Unleashing Value Via Cultural Intelligence | 7/13/2020 | 12/30/2020 | 2.00 | 28.00 |
Board Member/Designee Name:
Lisa Middleton
Two-year Period to Acquire 24 Hours:
4/30/2019 to 4/29/2021
Position:
Member
Current Report As Of:
12/31/2020
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Investment Risk and Return Basics | 5/13/2019 | 5/13/2019 | 3.00 | 3.00 |
| Asset Class Overview: The Role of Fixed Income and Benchmarks | 6/17/2019 | 6/17/2019 | 1.50 | 4.50 |
| Perspectives on Infrastructure Investing | 7/15/2019 | 7/15/2019 | 1.00 | 5.50 |
| Essentials of Successful Emerging Manager Program | 7/15/2019 | 7/15/2019 | 1.50 | 7.00 |
| Disruption and the Future of Health Care Technology | 7/15/2019 | 7/15/2019 | 1.00 | 8.00 |
| California's Changing Marketplace From the Perspective of Purchaser | 7/16/2019 | 7/16/2019 | 1.50 | 9.50 |
| Investment Committee Workshop #3 | 8/20/2019 | 8/20/2019 | 3.00 | 12.50 |
| Investment Education Workshop #4 | 12/16/2019 | 12/16/2019 | 1.08 | 13.58 |
| Fiduciary Training | 1/21/2020 | 1/21/2020 | 1.25 | 14.83 |
| Actuarial Essentials | 1/21/2020 | 1/21/2020 | 1.25 | 16.08 |
| Cybersecurity: Governance and Best Practices in a Shifting Threat Landscape | 1/21/2020 | 1/21/2020 | 2.50 | 18.58 |
| Health Care Cost Drivers Nationally and in California: What Are They and How Are They Changing? | 1/21/2020 | 1/21/2020 | 1.25 | 19.83 |
| Human Capital Management Update | 7/13/2020 | 7/13/2020 | 1.50 | 21.33 |
| Asset Class Education: Public Equity | 7/13/2020 | 7/13/2020 | 1.00 | 22.33 |
| Asset Class Education: Private Equity | 7/13/2020 | 7/13/2020 | 1.00 | 23.33 |
| Asset Allocation Educational Discussion | 7/13/2020 | 7/13/2020 | 1.50 | 24.83 |
| Asset Liability Management Process and Timeline | 7/13/2020 | 7/13/2020 | 1.00 | 25.83 |
| Capitol Market Assumptions Methodology | 7/13/2020 | 7/13/2020 | 1.00 | 26.83 |
| The Board's Role in Culture in the New Era: Unleashing Value Via Cultural Intelligence | 7/15/2020 | 7/15/2020 | 2.00 | 28.83 |
Board Member/Designee Name:
David Miller
Two-year Period to Acquire 24 Hours:
1/16/2020 to 1/15/2022
Position:
Member (Elected)
Current Report As Of:
12/31/2021
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Fiduciary Training | 1/21/2020 | 1/21/2020 | 1.25 | 1.25 |
| Actuarial Essentials | 1/21/2020 | 1/21/2020 | 1.25 | 2.50 |
| Cybersecurity: Governance and Best Practices in a Shifting Threat Landscape | 1/21/2020 | 1/21/2020 | 2.50 | 5.00 |
| Health Care Cost Drivers Nationally and in California: What Are They and How Are They Changing? | 1/21/2020 | 1/21/2020 | 1.25 | 6.25 |
| Human Capital Management Update | 7/13/2020 | 7/13/2020 | 1.50 | 7.75 |
| Asset Class Education: Public Equity | 7/13/2020 | 7/13/2020 | 1.00 | 8.75 |
| Asset Class Education: Private Equity | 7/13/2020 | 7/13/2020 | 1.00 | 9.75 |
| Asset Allocation Educational Discussion | 7/13/2020 | 7/13/2020 | 1.50 | 11.25 |
| Asset Liability Management Process and Timeline | 7/13/2020 | 7/13/2020 | 1.00 | 12.25 |
| Capitol Market Assumptions Methodology | 7/13/2020 | 7/13/2020 | 1.00 | 13.25 |
| The Board's Role in Culture in the New Era: Unleashing Value Via Cultural Intelligence | 7/15/2020 | 7/15/2020 | 2.00 | 15.25 |
| Calif. Health Care: Landscape & Levers for Change | 1/21/2021 | 1/21/2021 | 2.75 | 18.00 |
| Behavioral Health Update | 1/21/2021 | 1/21/2021 | 1.50 | 19.50 |
| Annual Board Fiduciary Training | 1/21/2021 | 1/21/2021 | 2.00 | 21.50 |
| Compensation Governance Best Practices | 4/19/2021 | 4/19/2021 | 2.50 | 24.00 |
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 25.50 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 26.50 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 27.50 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 29.50 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 30.50 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 31.50 |
Board Member/Designee Name:
Eraina Ortega
Two-year Period to Acquire 24 Hours:
3/7/2019 to 3/6/2021
Position:
Ex Officio Member
Current Report As Of:
12/31/2020
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Investment Risk and Return Basics | 5/13/2019 | 5/13/2019 | 3.00 | 3.00 |
| Asset Class Overview: The Role of Fixed Income and Benchmarks | 6/17/2019 | 6/17/2019 | 1.50 | 4.50 |
| Perspectives on Infrastructure Investing | 7/15/2019 | 7/15/2019 | 1.00 | 5.50 |
| Essentials of Successful Emerging Manager Program | 7/15/2019 | 7/15/2019 | 1.50 | 7.00 |
| Disruption and the Future of Health Care Technology | 7/15/2019 | 7/15/2019 | 1.00 | 8.00 |
| California's Changing Marketplace From the Perspective of Purchaser | 7/16/2019 | 7/16/2019 | 1.50 | 9.50 |
| Investment Committee Workshop #3 | 8/20/2019 | 8/20/2019 | 3.00 | 12.50 |
| Investment Education Workshop #4 | 12/16/2019 | 12/16/2019 | 1.08 | 13.58 |
| Fiduciary Training | 1/21/2020 | 1/21/2020 | 1.25 | 14.83 |
| Actuarial Essentials | 1/21/2020 | 1/21/2020 | 1.25 | 16.08 |
| Cybersecurity: Governance and Best Practices in a Shifting Threat Landscape | 1/21/2020 | 1/21/2020 | 2.50 | 18.58 |
| Health Care Cost Drivers Nationally and in California: What Are They and How Are They Changing? | 1/21/2020 | 1/21/2020 | 1.25 | 19.83 |
| Human Capital Management Update | 7/13/2020 | 7/13/2020 | 1.50 | 21.33 |
| Asset Class Education: Public Equity | 7/13/2020 | 7/13/2020 | 1.00 | 22.33 |
| Asset Class Education: Private Equity | 7/13/2020 | 7/13/2020 | 1.00 | 23.33 |
| Asset Allocation Educational Discussion | 7/13/2020 | 7/13/2020 | 1.50 | 24.83 |
| Asset Liability Management Process and Timeline | 7/13/2020 | 7/13/2020 | 1.00 | 25.83 |
| Capitol Market Assumptions Methodology | 7/13/2020 | 7/13/2020 | 1.00 | 26.83 |
| The Board's Role in Culture in the New Era: Unleashing Value Via Cultural Intelligence | 7/15/2020 | 7/15/2020 | 2.00 | 28.83 |
Board Member/Designee Name:
Ramon Rubalcava
Two-year Period to Acquire 24 Hours:
1/31/2020 to 1/30/2022
Position:
Member (appointed)
Current Report As Of:
12/31/2020
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Human Capital Management Update | 7/13/2020 | 7/13/2020 | 1.50 | 1.50 |
| Asset Class Education: Public Equity | 7/13/2020 | 7/13/2020 | 1.00 | 2.50 |
| Asset Class Education: Private Equity | 7/13/2020 | 7/13/2020 | 1.00 | 3.50 |
| Asset Allocation Educational Discussion | 7/13/2020 | 7/13/2020 | 1.50 | 5.00 |
| Asset Liability Management Process and Timeline | 7/13/2020 | 7/13/2020 | 1.00 | 6.00 |
| Capitol Market Assumptions Methodology | 7/13/2020 | 7/13/2020 | 1.00 | 7.00 |
| The Board's Role in Culture in the New Era: Unleashing Value Via Cultural Intelligence | 7/15/2020 | 7/15/2020 | 2.00 | 9.00 |
| California Health Care: Landscape and Levers for Change | 1/21/2021 | 1/21/2021 | 2.75 | 11.75 |
| Behavioral Health Update | 1/21/2021 | 1/21/2021 | 1.50 | 13.25 |
| Annual Board Fiduciary Training | 1/21/2021 | 1/21/2021 | 2.00 | 15.25 |
Board Member/Designee Name:
Theresa Taylor
Two-year Period to Acquire 24 Hours:
1/1/2021 to 12/31/2022
Position:
Member (Elected)
Current Report As Of:
12/31/2021
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| California Health Care: Landscape and Levers for Change | 1/21/2021 | 1/21/21 | 2.75 | 2.75 |
| Behaviorial Health Update | 1/21/2021 | 1/21/2021 | 1.50 | 4.25 |
| Annual Board Fiduciary Training | 1/21/2021 | 1/21/2021 | 2.00 | 6.25 |
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 7.75 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 8.75 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 9.75 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 11.75 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 12.75 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 13.75 |
Board Designees
Board Member/Designee Name:
Regina Evans
Two-year Period to Acquire 24 Hours:
09/13/2023 - 09/12/2025
Position:
Board Designee
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
Board Member/Designee Name:
Deborah Gallegos
Two-year Period to Acquire 24 Hours:
11/15/2023
Position:
Board Designee
Current Report As Of:
11/29/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
Board Member/Designee Name:
Nicole Griffith
Two-year Period to Acquire 24 Hours:
10/19/2022-10/18/2024
Position:
Board Designee
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) | 1/17/2023 | 1/17/2023 | 4.50 | 4.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 6.50 |
Board Member/Designee Name:
Thomas Gjerde
Two-year Period to Acquire 24 Hours:
06/30/2021 - 06/30/2023
Position:
Board Designee
Current Report As Of:
10/23/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 1.50 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 1.50 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 3.50 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 5.50 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 6.50 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 1.00 | 7.50 |
| Board Educational Day – Case Study on Leverage and Liquidity | 01/18/2022 | 01/18/2022 | 1.00 | 8.50 |
| Board Educational Day – Annual Board Fiduciary Training | 01/18/2022 | 01/18/2022 | 2.50 | 11.0 |
| Board Educational Day – Sustainable Investment and the Path to Net Zero | 01/18/2022 | 01/18/2022 | 2.00 | 13.00 |
| Compensation Trends | 01/19/2022 | 01/19/2022 | 3.00 | 16.00 |
| Geopolitical Risk and Financial Markets | 07/11/2022 | 07/11/2022 | 1.00 | 17.00 |
| Spotlight on Private Debt Opportunities | 07/11/2022 | 07/11/2022 | 1.50 | 18.50 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 07/11/2022 | 07/11/2022 | 1.00 | 19.50 |
| Board Educational Day - Annual Board Fiduciary Training | 01/17/2023 | 01/17/2023 | 2.00 | 21.50 |
| July Board Offsite Sustainability and Implications for Asset Owners (Board Education) | 01/17/2023 | 01/17/2023 | 1.5 | 23.00 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy (Board Education) | 01/17/2023 | 01/17/2023 | 1.00 | 24.00 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review (Board Education) | 01/17/2023 | 01/17/2023 | 2.00 | 26.00 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach (Board Education) | 01/18/2023 | 01/18/2023 | 1.00 | 27.00 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research (Board Education) | 01/18/2023 | 01/18/2023 | 1.00 | 28.00 |
Board Member/Designee Name:
Patrick Henning
Two-year Period to Acquire 24 Hours:
01/02/2023-01/01/2024
Position:
Board Designee
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
Board Member/Designee Name:
Frank Ruffino
Two-year Period to Acquire 24 Hours:
1/7/2021 - 1/6/2023
Position:
Board Designee
Current Report As Of:
10/27/2023
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| California Health Care: Landscape and Levers for Change | 1/21/2021 | 1/21/2021 | 2.75 | 2.75 |
| Behavioral Health Update | 1/21/2021 | 1/21/2021 | 1.50 | 4.25 |
| Annual Board Fiduciary Training | 1/21/2021 | 1/21/2021 | 2.00 | 6.25 |
| Compensation Governance Best Practices | 4/19/2021 | 4/19/2021 | 2.50 | 8.75 |
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 10.25 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 11.25 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 12.25 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 14.25 |
| Behavioral Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 15.25 |
| Working After Retirement Administration | 7/13/2021 | 7/13/2021 | 24.00 | 40.25 |
| Strategic Alignment Across California's Three Large State Purchasers: What are the Opportunities | 10/16-20/2021 | 10/16-20/2021 | 1.50 | 41.75 |
| Case Study on Leverage and Liquidity | 1/18/2022 | 1/18/2022 | 1.00 | 42.75 |
| Annual Board Fiduciary Training | 1/18/2022 | 1/18/2022 | 2.50 | 45.25 |
| Sustainable Investment and the Path to Net Zero | 1/18/2022 | 1/18/2022 | 2.00 | 47.25 |
| Compensation Trends | 4/19/2022 | 4/19/2022 | 3.00 | 50.25 |
| Geopolitical Risk and Financial Markets | 7/11/2022 | 7/11/2022 | 1.00 | 51.25 |
| Spotlight on Private Debt Opportunities | 7/11/2022 | 7/11/2022 | 1.50 | 52.75 |
| Shaping Our Strategy on Human Capital | 7/11/2022 | 7/11/2022 | 1.00 | 53.75 |
| Sustainable Investing: Developing an Impact Toolkit for Private Markets | 7/11/2022 | 7/11/2022 | 1.00 | 54.75 |
| Behavioral Health Update | 7/12/2022 | 7/12/2022 | 1.00 | 55.75 |
| Racial Impacts of Financial Markets Operations | 7/13/2022 | 7/13/2022 | 2.00 | 57.75 |
| 2022 Public Funds Forum - The Next American Economy; Women in Finance, Stakeholder Litigation; ESG-Exploring in the Emerging Tensions in Investing; Sustainability of Climate Risk | 9/7/2022 | 9/7/2022 | 8.00 | 65.75 |
| 2022 Public Funds Forum - Best Practices in Fund Governance; First Responders as Fiduciaries; Trends to Watch in Governance and Investing. | 9/8/2022 | 9/8/2022 | 8.00 | 73.75 |
| CII – 2022 Fall Conference – Governance GAP Companies, What Next for the PCAOB; Strategies to Incorporate ESG; Washington Out Look; The SEC and Congress | 9/21-23/2022 | 9/21-23/2022 | 8.00 | 81.75 |
| CII – 2022 Fall Conference – The Materiality of Labor Rights; Engagement to Mitigate Climate Risk; Proxy Season Plans for 2023 | 9/21-23/2022 | 9/21-23/2022 | 6.00 | 87.75 |
| IFEBP – Governance; Retirement Plans; Administration; Fiduciary Responsibility; General Audits; Health & Welfare; New Legislation | 10/21-25/2022 | 10/21-25/2022 | 16.00 | 103.75 |
| IFEBP – Public Pension Plans; Fund Professionals; Trustees Responsibility & Legal Environment; Networking with Industry Experts | 10/21-25/2022 | 10/21-25/2022 | 16.00 | 119.75 |
| Board Educational Day – Medicare Accountable Care Policy & Addressing Perspectives about the ACO REACH Model (PDF) - (Start of next training period 1/7/2023 - 1/6/2025) | 1/17/2023 | 1/17/2023 | 4.50 | 4.50 |
| Board Educational Day - Annual Board Fiduciary Training | 1/17/2023 | 1/17/2023 | 2.00 | 6.50 |
| Council of Institutional Investors - 2023 Spring Conference - Sessions outlined in Board Travel Report | 3/5-10/2023 | 3/5-10/2023 | 16.00 | 22.50 |
| IFEBP - Washington Legislative Update - Sessions outlined in Board Travel Report | 5/21-24/2023 | 5/21-24/2023 | 18.99 | 40.50 |
| Trustee Leadership Forum (TLF) for Retirement Security Annual Conference - Sessions outlined in Board Travel Report | 6/11-15/2023 | 6/11-15/2023 | 28.00 | 68.50 |
| July Board Offsite Sustainability and Implications for Asset Owners | 7/17/2023 | 7/17/2023 | 1.50 | 70 |
| July Board Offsite CalPERS' Sustainable Investments 2030 Strategy | 7/17/2023 | 7/17/2023 | 1.00 | 71 |
| July Board Offsite Diversity, Equity & Inclusion Innovations in the Investment Industry | 7/17/2023 | 7/17/2023 | 1.50 | 72.50 |
| July Board Offsite Overview of the Asset Liability Management Mid-Cycle and Strategic Asset Allocation Review | 7/17/2023 | 7/17/2023 | 2.00 | 74.50 |
| July Board Offsite Improving Health Outcomes and Equity: A Population Health Approach | 7/18/2023 | 7/18/2023 | 1.00 | 75.50 |
| July Board Offsite Spotlight on CalPERS Health Data Strategy & Research | 7/18/2023 | 7/18/2023 | 1.00 | 76.50 |
| NACD: Master Class on Untangling ESG - Sessions outlined in Board Travel Report | 8/24-25/2023 | 8/24-25/2023 | 32.00 | 108.50 |
| IFEBP Conference - Sessions outlined in Board Travel Report | 9/29/2023-10/5/2023 | 9/29/2023-10/5/2023 | 40.00 | 148.50 |
Board Member/Designee Name:
Nicole Griffith
Two-year Period to Acquire 24 Hours:
10/20/2020 to 10/19/2022
Position:
Designee
Current Report As Of:
12/31/2021
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| California Health Care: Landscape and Levers for Change | 1/21/2021 | 1/21/2021 | 1.75 | 1.75 |
| Behavioral Health Update | 1/21/2021 | 1/21/2021 | 1.50 | 3.25 |
| Annual Board Fiduciary Training | 1/21/2021 | 1/21/2021 | 2.00 | 5.25 |
| Compensation Governance Best Practices | 4/19/2021 | 4/19/2021 | 2.50 | 7.75 |
| Capital Market Assumption Education | 7/12/2021 | 7/12/2021 | 1.50 | 9.25 |
| Capital Market Assumptions: Survey & Methodology | 7/12/2021 | 7/12/2021 | 1.00 | 10.25 |
| Creating & Assessing Candidate Portfolios | 7/12/2021 | 7/12/2021 | 1.00 | 11.25 |
| The New Agenda for Sustainable Investment: Disclosure on Financial, Human and Physical Capital | 7/12/2021 | 7/12/2021 | 2.00 | 13.25 |
| Behaviorial Health Update | 7/13/2021 | 7/13/2021 | 1.00 | 14.25 |
| Working After Retirement Administration | 7/13/2021 | 7/12/2021 | 1.00 | 15.25 |
Board Member/Designee Name:
Frank Ruffino
Two-year Period to Acquire 24 Hours:
10/20/2020 to 10/19/2022
Position:
Designee
Current Report As Of:
12/31/2021
Date Board Member/Designee Left Office:
Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.
The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.
The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.
The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.
| Educational Activity/Session | Date Offered | Date Attended or Viewed | Hours | Cumulative Hours |
|---|---|---|---|---|
| Glocal Economy and Market Valuations | 1/22/2019 | 1/22/2019 | 1.50 | 1.50 |
| Regulatory Landscape | 1/22/2019 | 1/22/2019 | 1.00 | 2.50 |
| Return Dynamic - Financial Markets | 1/22/2019 | 1/22/2019 | 1.75 | 4.25 |
| Evolution of Private Markets | 1/22/2019 | 1/22/2019 | 1.50 | 5.75 |
| The ACA, The Ca Exchange and 116th Congress | 1/23/2019 | 1/23/2019 | 1.00 | 6.75 |
| Delivering Health in Rural California | 1/23/2019 | 1/23/2019 | 1.50 | 8.25 |
| Restimulating Health in Rural California | 1/23/2019 | 1/23/2019 | 1.50 | 9.75 |
| Fiduciary Training | 1/24/2019 | 1/24/2019 | 1.50 | 11.25 |
| Investment Risk and Return Basics | 5/13/2019 | 5/13/2019 | 3.00 | 14.25 |
| Asset Class Overview: The Role of Fixed Income and Benchmarks | 6/17/2019 | 6/17/2019 | 1.50 | 15.75 |
| Perspectives on Infrastructure Investing | 7/15/2019 | 7/15/2019 | 1.00 | 16.75 |
| California's Changing Marketplace From the Perspective of Purchaser | 7/16/2019 | 7/16/2019 | 1.50 | 18.25 |
| Investment Committee Workshop #3 | 8/20/2019 | 8/20/2019 | 3.00 | 21.25 |
| Fiduciary Training | 1/21/2020 | 1/21/2020 | 1.25 | 22.50 |
| Actuarial Essentials | 1/21/2020 | 1/21/2020 | 1.25 | 23.75 |
| Cybersecurity: Governance and Best Practices in a Shifting Threat Landscape | 1/21/2020 | 1/21/2020 | 2.50 | 26.25 |
| Health Care Cost Drivers Nationally and in California: What Are They and How Are They Changing? | 1/21/2020 | 1/21/2020 | 1.25 | 27.50 |
| Human Capital Management Update | 7/13/2020 | 7/13/2020 | 1.50 | 29.00 |
| Asset Class Education: Public Equity | 7/13/2020 | 7/13/2020 | 1.00 | 30.00 |
| Asset Class Education: Private Equity | 7/13/2020 | 7/13/2020 | 1.00 | 31.00 |
| Asset Allocation Education Discussion | 7/13/2020 | 7/13/2020 | 1.50 | 32.50 |
| Asset Liability Management Process and Timeline | 7/13/2020 | 7/13/2020 | 1.00 | 33.50 |
| Capitol Market Assumptions Methodology | 7/13/2020 | 7/13/2020 | 1.00 | 34.50 |
| The Board's Role in Culture in the New Era: Unleashing Value Via Cultural Intelligence | 7/15/2020 | 7/15/2020 | 2.00 | 36.50 |