A report is posted for each Board member and includes:

  • Educational activities attended or viewed
  • The two-year period being reported
  • The date through which information is included

At minimum, reports are posted every March and include information as of the most recent December 31. For Board members or designees whose two-year period ends on a date other than December 31, an updated report is posted at the conclusion of their respective period.

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:
Michael Bilbrey
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Private Equity 11/16/2015 11/16/2015 4.00 12.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 14.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 15.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 15.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 17.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 20.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 22.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 24.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 26.00
Board Member/Designee Name:
John Chiang
Effective Date:
1/1/2015
Position:
Member (Ex Offcio, State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 10.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 11.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 11.50
Milken Institue Global Conference (five sessions) N/A 5/3/2016 - 5/4/2016 4.00 15.50
2016 NAST Legislative Treasury Management Training (five sessions)  N/A 6/15/2016 4.25 19.75
RFK Compass Conference (10 sessions) N/A 6/28/2016 8.50 28.25
West Coast Investors' Forum N/A 7/14/2016 1.25 29.50
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 31.75
2016 NAST Annual Conference (four sessions) N/A 9/13/2016 4.00 35.75
Board Member/Designee Name:
Richard Costigan
Effective Date:
1/1/2015
Position:
Member (Ex Officio, State Personnel Board)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Fair Hearings/Office of Administrative Hearings 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Board Member/Designee Name:
Rob Feckner
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
Public Pensions Conference N/A 2/11/2016 6.00 22.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 23.00
Pension Bridge Conference N/A 4/5/2016 4.00 27.00
Wilshire Consulting Client Conference N/A 4/10/2016 - 4/11/2016 8.00 35.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 35.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 37.75
AAAIM 2016 National Conference N/A 6/1/2016 6.00 43.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 46.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 48.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 50.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 52.00
Board Member/Designee Name:
Richard Gillihan
Effective Date:
1/1/2015
Position:
Member (Ex Officio, California Human Resources)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 10.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 12.25
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 14.50
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 16.50
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 18.50
Fair Hearings/Office of Administration Hearings 8/16/2016 12/15/2016 2.00 20.50
SASB Climate Change Report Presentation 3/14/2016 12/15/2016 1.00 21.50
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 12/15/2016 0.50 22.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 12/19/2016 2.00 24.00
Board Member/Designee Name:
Dana Hollinger
Effective Date:
1/1/2015
Position:
Member (Appointed, Insurance Industry Representative)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
JJ Jelincic
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Council of Institutional Investors - Spring 2015 N/A 3/30/2015 - 4/1/2015 8.00 22.00
Council of Institutional Investors - Fall 2015 N/A 9/30/2015 - 10/2/2015 6.75 28.75
Bay Area Trustee Leadership Forum N/A 4/29/2015 3.00 31.75
Trustee Leadership Forum Webinar N/A 5/7/2015 1.00 32.75
Harvard Trustee Leadership Forum N/A 6/4/2015 10.00 42.75
Factor Investing Webinar N/A 6/24/2015 1.00 43.75
Private Equity Exclusive Conference N/A 7/20/2015 - 7/21/2015 12.00 55.75
CalPERS Diversity Conference N/A 9/10/2015 6.00 61.75
Fiduciary 2016 1/20/2016 1/20/2016 2.00 63.75
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 64.75
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 65.25
Risk and Compliance 5/17/2016 5/17/2016 2.25 67.50
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 69.75
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 71.75
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 73.75
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 75.75
Board Member/Designee Name:
Michael Bilbrey
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Private Equity 11/16/2015 11/16/2015 4.00 12.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 1/25/2016 2.00 14.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 15.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 15.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 17.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 20.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 22.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 24.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 26.00
Mitigating Risk in an Infrastructure Portfolio (Grosvenor Conference) N/A 9/23/2016 0.75 26.75
Executive Seminar at PPI N/A 9/24/2016 12.00 38.75
Pension Fund Trustee Training (CII Conference) N/A 9/28/2016 5.00 43.75
Insights on Navigating the New Presidential Admininistration (NAIC Conference) N/A 10/4/2016 0.75 44.50
The State of the US Pension System (NAA Conference) N/A 10/6/2016 1.50 46.00
Fiduciary 2016 1/20/2016 12/29/2016 2.00 48.00
Board Member/Designee Name:
Ron Lind
Effective Date:
1/1/2015
Position:
Member (Appointed, UFCW5)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
NCPERS Conference N/A 5/2/2015 - 5/6/2015 10.00 13.50
US Retirement Security 7/14/2015 7/14/2015 3.50 17.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 18.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 20.00
Private Equity 11/16/2015 11/16/2015 4.00 24.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 26.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 27.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 27.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 29.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 32.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 34.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 36.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 38.00
Board Member/Designee Name:
Priya Mathur
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 2/13/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
Bill Slanton
Effective Date:
1/1/2015
Position:
Member (Appointed, SMUD)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
Theresa Taylor
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Orientation - New Board Member N/A 1/8/2015 - 1/9/2015 12.00 26.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 28.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 29.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 29.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 31.75
Board Member/Designee Name:
Betty Yee
Effective Date:
1/1/2015
Position:
Member (Ex Officio, State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop  2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Private Equity 11/16/2015 11/16/2015 4.00 12.00
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 12.00 24.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 26.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 27.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 27.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 29.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 32.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 34.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 36.00

Board Designees

Board Member/Designee Name:
Grant Boyken
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
10/31/2016

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 2015 1/22/2015 1/22/2015 2.00 2.00
US Retirement Security 7/14/2015 7/14/2015 3.50 5.50
Communications and Message Development 7/14/2015 7/14/2015 1.00 6.50
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 8.50
Private Equity 11/16/2015 11/16/2015 4.00 12.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 14.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 16.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 19.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 21.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 23.00
Board Member/Designee Name:
Ralph Cobb
Effective Date:
1/1/2015
Position:
Designee (California Human Resources)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 1/25/2016 2.00 10.00
Private Equity 11/16/2015 7/14/2016 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 18.25
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 19.25
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
Christina Elliot
Effective Date:
3/16/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
3/15/2017
Date Board Member/Designee Left Office:
6/30/2016

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 2015 1/22/2015 3/23/2015 2.00 2.00
US Retirement Security 7/14/2015 7/14/2015 3.50 5.50
Communications and Message Development 7/14/2015 7/14/2015 1.00 6.50
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 8.50
Private Equity 11/16/2015 11/16/2015 4.00 12.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 14.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 16.75
Board Member/Designee Name:
Karen Greene-Ross
Effective Date:
1/1/2015
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 2/14/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 2/18/2015 1.50 3.50
Private Equity 11/16/2015 11/16/2015 4.00 7.50
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 12.00 19.50
Council of Institutional Investors - Spring 2015 N/A 3/30/2015 - 4/1/2015 6.50 26.00
Council of Institutional Investors - Fall 2015 N/A 9/30/2015 - 10/2/2015 5.50 31.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 33.50
SASB Climate Change Report Presentation  3/14/2016 3/14/2016 1.00 34.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 36.75
Board Member/Designee Name:
Katie Hagen
Effective Date:
3/30/2015
Position:
Designee (California Human Resources)
Current Report As Of:
3/29/2017
Due Date to Acquire 24 Hours:
3/29/2017
Date Board Member/Designee Left Office:
N/A

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
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 2.00
Private Equity 11/16/2015 11/16/2015 4.00 6.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 8.00
Orientation - New Board Member N/A 2/18/2016 0.75 8.75
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 9.75
Wilshire Consulting Client Conference N/A 4/11/2016 9.00 18.75
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 19.25
Risk and Compliance 5/17/2016 5/17/2016 2.25 21.50
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 23.75
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 25.75
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 27.75
Board Member/Designee Name:
Steve Juarez
Effective Date:
11/1/2016
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
10/31/2018
Date Board Member/Designee Left Office:
N/A

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
Achieving Diversity in the Boardroom and the C-Suite N/A 12/2/2016 7.00 7.00
Board Member/Designee Name:
Eric Lawyer
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 2/3/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 9.75 23.75
Fiduciary Training (CalSTRS) N/A 6/11/2015 1.00 24.75
Acct. and Financial Reporting for Investments (CaSTRS) N/A 2/4/2015 0.75 25.50
Fiduciary Training 2016 1/20/2016 8/30/2016 2.00 27.50
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 28.50
Diversity and Inclusion: Evidence on Corporate Performance Presentation  4/18/2016 4/18/2016 0.50 29.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 31.25
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 33.25
Board Member/Designee Name:
Alan Lofaso
Effective Date:
1/1/2015
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 2/3/2015 2.00 2.00
US Retirement Security 7/14/2015 7/14/2015 3.50 5.50
Communications and Message Development 7/14/2015 7/14/2015 1.00 6.50
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 8.50
Private Equity 11/16/2015 11/16/2015 4.00 12.50
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 12.00 24.50
Fiduciary 2016 1/20/2016 12/2/2016 2.00 26.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 28.75
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 30.75
Board and Committee Meeting Management 7/20/2016 8/8/2016 1.50 32.25
Board Member/Designee Name:
Frank Moore
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 2/3/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 12/11/2015 1.50 3.50
US Retirement Security 7/14/2015 9/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 12/11/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary Training (CalSTRS) N/A 9/11/2015 1.00 15.00
Acct. & Financial Reporting for Investments (CalSTRS) N/A 9/11/2015 0.75 15.75
Fiduciary 2016 1/20/2016 1/27/2016 2.00 17.75
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 18.75
Diversity and Inclusion: Evidence on Corporate Performance Presentation  4/18/2016 4/18/2016 0.50 19.25
Risk and Compliance 5/17/2016 5/17/2016 2.25 21.50
2035 Vision - Investing in the Future 7/18/2016 8/5/2016 2.25 23.75
Board and Committee Meeting Management 7/20/2016 8/4/2016 2.00 25.75
Fair Hearings/Office of Administrative Hearings  8/15/2016 8/15/2016 2.00 27.75
Board Member/Designee Name:
Lynn Pacquin
Effective Date:
9/1/2015
Position:
Designee (State Controller's Office)
Current Report As Of:
8/31/2017
Due Date to Acquire 24 Hours:
8/31/2017
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 9/14/2015 2.00 2.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 4.00
Private Equity 11/16/2015 11/16/2015 4.00 8.00
Orientation - New Board Member N/A 10/6/2015 - 11/24/2015 3.50 11.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 13.50
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 14.50
Diversity and Inclusion: Evidence on Corporate Performance Presentation  4/18/2016 4/18/2016 0.50 15.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 17.25
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 19.50
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 21.50
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 23.50
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 25.50
CERES 2016 Conference and INCR Meeting  N/A 5/3/2016 - 5/5/2016 16.00 41.50
Council of Institutional Investors - Fall 2016 N/A 9/28/2016 - 9/30/2016 18.00 59.50
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 62.00
2018 ALM: Long Term Outloook for Returns 1/17/2017 1/17/2017 2.00 64.00
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 65.75
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 67.75
INCR Meeting and Ceres Conference N/A 4/25/2017 - 4/27/2017 18.00 85.75
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 86.50
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 87.25
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 89.50
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 91.50
Parliamentary Training 7/19/2017 7/19/2017 2.00 93.50
Board Member/Designee Name:
Najia Rosales
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 1/22/2015 2.00 2.00
Fiduciary 2016 1/20/2016 7/22/2016 2.00 4.00
CalPERS Diversity Forum 2015 (three sessions) N/A 9/10/2015 2.75 6.75
2035 Vision - Investing in the Future 7/18/2016 12/2/2016 2.25 9.00
Board of Administration Strategic Planning Workshop N/A 12/9/2016 1.50 10.50
Strategic Planning Workshop  N/A 12/9/2016 1.25 11.75
Navigating the Changing Fiduciary Landscape (County Auditors' Fall State Called Conference) N/A 12/16/2016 0.75 12.50
Asset Liability Management Workshop N/A 12/16/2016 1.75 14.25
CalPERS Diversity Forum 2015 (one session) N/A 12/19/2016 0.75 15.00
Innovations in Healthcare 7/19/2016 12/19/2016 2.00 17.00
CalPERS Diversity Forum 2015 (one session) N/A 12/20/2016 1.00 18.00
US Retirement Security 7/14/2015 12/20/2016 2.75 20.75
Communications and Message Development 7/14/2015 12/27/2016 1.00 21.75
Finance and Administration Committee Workshop N/A 12/27/2016 2.50 24.50
Board Member/Designee Name:
Collin Wong-Martinusen
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

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 2015 1/22/2015 2/12/2015 2.00 2.00
Private Equity 11/16/2015 2/18/2016 4.00 6.00
Fiduciary 2016 1/20/2016 8/16/2016 2.00 8.00
Risk and Compliance 5/17/2016 8/24/2016 2.25 10.25
Fair Hearings/Office of Administrative Hearings 8/16/2016 11/30/2016 2.00 12.25
Innovations in Healthcare 7/19/2016 12/1/2016 2.00 14.25
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 12/5/2016 0.50 14.75
SASB Climate Change Report Presentation 3/14/2016 12/6/2016 1.00 15.75
2035 Vision - Investing in the Future 7/18/2016 12/7/2016 2.25 18.00
Communications and Message Development  7/19/2016 12/7/2016 1.00 19.00
Board and Committee Meeting Management 7/20/2016 12/9/2016 2.00 21.00
US Retirement Security 7/14/2015 12/23/2016 3.50 24.50