Webinars

[Jun. 14, 2022] ]This webinar will dive into a case study to review how a pool educated (and sometimes re-educated) current and new governing body members about the pool's investment process and their fiduciary responsibilities. You'll learn:

• The governing body's role within a pool's investment operations
• Common decision-making errors made by governing body members
• How staff can help their governing body members become comfortable with the depth of their investment responsibilities

Speaker: Dan Smereck is Managing Director of Strategic Asset Alliance, an independent investment consulting firm that works exclusively with public entity pools and insurance companies.



View the presentation slides.

Read The Value of Foresight in a VUCA World.

[Feb. 4, 2022] Learn how public entity pools are being shaped by underlying loss trends in primary lines of coverage and other issues.  This webinar, appropriate for governing body members to watch individually or as a group, is presented by AGRiP Executive Director Ann Gergen. 

Watch this webinar to:

• Gain insight into forces shaping primary lines of coverage including property, liability, workers’ compensation and employee benefits

• Learn about timely pooling issues such as:
• "New normal" property trends of wildfire, wind and water
• Cyber, law enforcement and corrections, SAM, employment, election risk and pandemic liability
• Pool and market responses to property, liability and workers' compensation challenges
• Employee benefits trends

[Aug. 28, 2019] Join public entity pool leadership staff and governing body members for a look at conversations that are critical to the success of every governing body.  Understand the roles the board members and the pool administrator play in the organization and how they collaborate to address member needs. Delve into the important questions that governing body members should be asking and how the answers affect the success of the pool. Learn the benefits to be achieved when the governing body focuses on the pool’s – and the board’s – future. Pool executives will increase their awareness of their role in facilitating these key conversations, and the importance of raising these issues long before conflicts arise.  

Speakers are:

• James deSpelder, Administrator/CEO of County Road Association Self-Insurance Fund (CRASIF)
• Mary Sholander, Board Member, County Road Association Self-Insurance Fund (CRASIF)
• Jonathan Shull, CEO, California Joint Powers Insurance Authority
• Craig Stephenson, Board Member, Oklahoma Municipal Assurance Group

Understanding Inclusivity
[Apr. 21, 2019] This first of two sessions on building inclusive governance strategies will ground attendees in the definitions and science-based benefits of a governing body comprised of diverse viewpoints in this webinar presented by 2019 AGRiP Inclusion Resident Robin Stacia.

Participants will identify ways to evaluate their governing body’s inclusivity needs and elevate its effectiveness through cognitive and demographic inclusion best practices. Stacia will also provide insight on how pools can start to set and achieve inclusivity goals.

• Presentation slides 
• Intelligence: Elevating Pool Governance Through Inclusivity

Implementing Inclusivity
Pool leaders are uniquely poised to leverage cognitive and demographic diversity to enhance a pool’s governance performance. In this second webinar by 2019 AGRiP Inclusion Resident Robin Stacia, participants will learn five key actions every pool board can take to advance inclusivity while strengthening governance processes. The presentation will also identify values and opportunities for elevated cognitive and demographic inclusion, and consider methods to successfully implement inclusion practices.

This is the second in a series of webinars designed to help attendees understand and apply inclusive governance practices. The first session will anchor attendees to the definitions and science.

• Presentation slides 
• Intelligence: Elevating Pool Governance Through Inclusivity

Implementing Inclusivity
Pool leaders are uniquely poised to leverage cognitive and demographic diversity to enhance a pool’s governance performance. In this second webinar by 2019 AGRiP Inclusion Resident Robin Stacia, participants will learn five key actions every pool board can take to advance inclusivity while strengthening governance processes. The presentation will also identify values and opportunities for elevated cognitive and demographic inclusion, and consider methods to successfully implement inclusion practices.

This is the second in a series of webinars designed to help attendees understand and apply inclusive governance practices. The first session will anchor attendees to the definitions and science.

• Presentation slides 
• Intelligence: Elevating Pool Governance Through Inclusivity

[Apr. 12, 2022] Take a look at how a health pool developed a program to help people understand how their DNA affects their bodies’ responses to medications and the potential for health issues. Learn:

• What pharmacogenomics is and how it can be used to support employee groups
• Examples of information provided by this emerging technology
• Hurdles faced such as health data privacy and limitations in medical records
• How the pool is funding the new program
• How the pool's governing body has been instrumental in the development of this program

Speakers: Wendy Parker is Executive Director of HealthTrust, a pool based in New Hampshire that provides medical, dental and other health benefits to employees of the state's schools, towns, cities, counties and other public entities. Scott Megill is President and CEO of Coriell Life Sciences.

View the presentation slides.

[Jan. 8, 2020] AGRiP Succession Planning Resident Steve Trautman shares a practical framework for managing the unexpected departure of key leaders within your pool. The tools presented will help you:

- Define the qualities, tasks and relationships unique to your pool’s leadership roles

- Prepare for and conduct emergency knowledge transfer in a limited period of time

- Reduce the risk of losing key skills by transferring them to multiple successors

- Measure whether knowledge and skills were transferred successfully

Presentation Slides

[Dec. 8, 2020] In this webinar, Dan Smereck of VP-level QEI Patron Strategic Asset Alliance explained how pools of different types are dealing with the uncertain investment environment and how today’s economy indicates where markets might be headed. Dan utilized a blind peer analysis of pooling client portfolios to help explain how investments are being impacted by current events. Attendees also gained initial insight into the practice of environmental, social and governance investing (i.e., ESG investing).

[Jan. 8, 2020] Identify more than a dozen areas of cybersecurity interest to pools, using real-world examples as well as steps pools can take to reduce risk and respond to a cyber attack. Presentation Slides »

[Aug. 7, 2018] Discusses how Citycounty Insurance Services (CIS) in Oregon started to experience a rapid increase in employment claims and the development of their Hire to Retire (H2R) program, a targeted risk management program designed to help CIS members find and address the root cause of employment claims by supporting the entire employment lifecycle. Presentation Slides »

[Jan. 8, 2020] The accelerating unmanned aircraft industry, utilization and implications for pools and public entities. Presentation Slides »