"What is Your Pension Plan Doing to Educate Trustees?" was presented in Phila on Wednesday, September 19, 2012 for the PA Association of Public Employee Retirement Systems where I described the principles of engagement for attendees to take it back to their plans and begin to build high performance boards. The takeaway is, “engage your trustees and you won’t be able to contain their energy to learn and act.” See my evaluation.

1. Pennsylvania Association of Public
Employee Retirement Systems
P O Box 61543
Harrisburg, PA 17106
2012 Fall Workshop Evaluation
E-mail: douglas.b@verizon.net
Results shown in red (17 total responses)
Thank you for taking a few minutes to share your thoughts about this year’s PAPERS Fall
Workshop. Please circle your response; feel free to add additional comments. You may
either drop your complete evaluation at the registration table as you leave OR you may
mail/e-mail it to PAPERS within the next few days.
1. Advance information (publicity, confirmation, details, etc.) .......Excellent 11 Good 6 Fair Poor
2. Conference site accommodations/food ....................................Excellent 3 Good 9 Fair 1 Poor
3. Keynote Address – William G. Clark
a. Content .......................................................................Excellent 10 Good 6 Fair Poor
b. Speaker .......................................................................Excellent 7 Good 5 Fair Poor
4. Workshop – What is Your Pension Plan Doing to Educate Trustees?
a. Content .......................................................................Excellent 10 Good 6 Fair Poor
b. Panelist Timothy Johnson ...........................................Excellent 8 Good 6 Fair 1 Poor
c. Panelist Jeff Clay .........................................................Excellent 6 Good 10 Fair Poor
d. Panelist Robert Mettley................................................Excellent 5 Good 11 Fair Poor
5. Workshop – Protecting Yourself from Personal Liability as a Trustee
a. Content .......................................................................Excellent 11 Good 6 Fair Poor
b. Presenter Daniel Aronowitz .........................................Excellent 14 Good 3 Fair Poor
6. Workshop – Risk and Rewards in U.S. High Yield Bonds
a. Content .......................................................................Excellent 6 Good 10 Fair 1 Poor
b. Speaker Peter R. Duffy ................................................Excellent 4 Good 11 Fair Poor
7. Workshop – Investing the Commodities Super Cycle
a. Content .......................................................................Excellent 10 Good 7 Fair Poor
b. Presenter Tim Rudderow .............................................Excellent 12 Good 5 Fair Poor
8. Workshop – Global Economic Overview
a. Content .......................................................................Excellent 7 Good 10 Fair Poor
b. Speaker Thomas Fahey ...............................................Excellent 5 Good 10 Fair 1 Poor
9. Workshop – PAPERS Manager Challenge
a. Content .......................................................................Excellent 12 Good 2 Fair Poor
b. Leader Bob Schmidt ....................................................Excellent 9 Good 3 Fair Poor
c. Leader Irina Gorokhov .................................................Excellent 7 Good 5 Fair Poor
d. Leader Ginger Weston .................................................Excellent 7 Good 5 Fair Poor
10. Additional Comments/Suggestions/Criticisms (you may use the back of this sheet if more space is needed)
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