Pension Board Members - Training, Meetings and Events                                                                                                                                                                                                               Appendix 4

Date	Title or Nature of Course	Sponsor/ Organiser	Venue	David Portlock - Chair	Gordon Gresty	Cllr Mike Jordan	Simon Purcell	David Houlgate	Emma Barbery	David Hawkins	Sam Thompson
06/04/11	Pensions’ Meeting	UNISON	Leeds					X
28/06/11	Pensions’ briefing	UNISON	Hull					X
04/11/11	Pensions’ briefing	UNISON	Leeds					X
12/06/12	Pensions’ briefing	UNISON	Leeds					X
14/06/12	Pensions’ briefing to members	UNISON	Harrogate					X
w/c 02/07/12	Briefing sessions to staff x 4	UNISON	Harrogate					X
w/c 09/07/12	Briefing sessions to staff x 10	UNISON	Harrogate					X
30/11/12	Pensions’ Roadshow	NYCC	Harrogate					X
21/11/13	AVC/Pensions’ Seminar	Prudential	Harrogate					X
22/04/14	Special LGSG Meeting	UNISON	Leeds					X
19/11/14	Pensions’ Seminar	UNISON	York					X
06/15	LGPS Governance	UNISON	Leeds				X
06/15	LGPS Benefits/Administration	UNISON	Leeds				X
04/06/15	Training Event for Pension Board Members	LGA	Marriott Hotel, Leeds		X	X	X
03/07/15	Pension Board Member Training	AON	Leeds			X
17/07/15	Pension Board Member Training	AON	Leeds			X	X
24/07/15	Pension Board Member Training	AON	Leeds			X
30/09/15	Pensions’ presentation	UNISON	Harrogate					X
21/10/15	LGPS Trustee Training – Fundamentals XIV	LGA	Leeds		X
17/11/15	LGPS Trustee Training – Fundamentals XIV	LGA	Leeds	X	X
08/12/15	LGPS Trustee Training – Fundamentals XIV	LGA	Leeds	X	X	X
17/10/19	LGPS Trustee Training – Fundamentals	LGA	Leeds				X	X
14/11/19	LGPS Trustee Training – Fundamentals	LGA	Leeds				X	X
5/12/19	LGPS Trustee Training – Fundamentals	LGA	Leeds				X	X
14/01/16	Governance for North Yorkshire Pension Board	Peter Scales – Independent Observer for the North Yorkshire Pension Fund	County Hall	X	X	X
29/06/16	Local Pension Board Conference	CIPFA & Barnett Waddingham	London	X
24/02/17	LGPS Consultation Meeting	UNISON	Leeds					X
01/03/17	LGPS Spring Seminar	CIPFA & Barnett Waddingham	Leeds	X
28/06/17	Local Pension Boards 2 years on	CIFPA & Barnett Waddingham	London	X
29/06/17 and 30/06/17	Annual LGPS “Trustees” Conference	LGA	Bournemouth	X
11/09/17 and 12/09/17	Introduction to Pension Funds – New Pension Fund Committee and Pension Board Members	BCPP	York	X	X
8/11/18 and 9/11/18	BCPP First Annual Conference	BCPP	Leeds	X	X
10/11/17	Local Pension Boards Autumn Seminar	CIPFA	Liverpool
12/10/18	Local Pension Boards Autumn Seminar	CIFPA & Barnett Waddingham	Liverpool
27/06/18	Local Pension Boards Annual Conference	CIFPA & Barnett Waddingham	London	X
05/07/18	Pension Board, Committee and Officer Training – Governance and Key Legislation	AON	London				X
13/11/18	Pensions’ Course	UNISON	Leeds					X
11/12/18	UNISON Pensions’ Seminar	UNISON	London				X
25/02/19	Local Pension Boards - Spring Seminar	CIFPA & Barnett Waddingham	Leeds	X	X
08/03/19	Regional LGPS Forum	UNISON	Leeds					X
26/06/19	Local Pension Boards Annual Conference	CIFPA & Barnett Waddingham	London	X
23 & 24/01/20	LGPS Governance Conference	LGPS	York	X	X
17/02/20	Local Pension Boards - Spring Seminar	CIFPA & Barnett Waddingham	Leeds	X				X
28&29/09/20	Local Pension Boards – Autumn Seminar	CIFPA & Barnett Waddingham	Live interactive webinar	X			X
28/09/20	AON Responsible Investments webinar	AON	Live interactive webinar	X
02/10/20	BCPP Annual Conference	BCPP	Live interactive webinar	X
16-17/11/20	CIPFA Pensions’ Conference	CIPFA	Live interactive webinar	X
19/11/20	Cyber Risk in the LGPS	AON	Live interactive webinar	X	X		X	X	X	X
1/12/20	UNISON LGPS Conference	UNISON	Live interactive webinar					X
25/1/21	Introduction to the LGPS	NYPF	Live interactive webinar	X	X			X		X
26/1/21	LGPS Training Seminar – Keeping LGPS connected.	LGA	Live interactive webinar	X	X
15/2/21	LGPS – PB Spring Webinar	CIPFA/Barnett Waddingham	Live interactive webinar	X
25/2/21	Keeping the LGPS connected	Hymans Robertson	Live interactive webinar	X				X Seen on video 7/4/21
25/3/21	The Pension Regulator’s Modular Code and the LGPS	AON	Live interactive webinar	X
23/6/21	Annual Pension Boards Conference	CIPFA/Barnett Waddingham	Live interactive webinar	X
30/6/21	The Pension Regulator’s Modular Code and the LGPS	AON	Live interactive webinar				X	X
30/6/21	Audit Committee Treasury Management	NYCC	Live interactive webinar	X
12/7/21	What is a healthy and well balanced Pension Board	Bright Talk	Live interactive webinar				X
22/7/21	Cyber Resilience	AON	Live interactive webinar	X
28/7/21	Getting ready for the Single Code of Practice	AON	Live interactive webinar				X	X
6/9/21	Understanding investments within the LGPS	BCPP	Live interactive webinar					X
13/9/21	Pooling and the work of BCPP	BCPP	Live interactive webinar					X		X
20/9/21	Introduction to the LGPS – refresher course	UNISON	Live interactive webinar					X
21/9/21	Getting the member experience right	AON	Live interactive webinar				X
22/9/21	GMP conversion with PIE	AON	Live interactive webinar				X
28/9/21	Local Pension Boards Autumn Update	CIPFA/Barnett Waddingham	Live interactive webinar	X
30/9/21 & 1/10/21	BCPP Annual Conference	BCPP	BCPP, Leeds	X				X
6/10/21	Pension Dashboards	AON	Live interactive webinar	X				X			X
21/10/21	LGPS – Fundamentals Day 1	LGA	Leeds						X		X
18/11/21	LGPS – Fundamentals Day 2	LGA	Leeds						X
08/12/21	LGPS – Fundamentals Day 3	LGA	Leeds						X		X
10/11/21	Update to Audit Committee Guidance	CIPFA/Barnett Waddingham	Live interactive webinar	X
10/11/21	AON – UK Pensions Post Pandemic	AON	Live interactive webinar								X
20&21/1/22	LGPS Governance Conference	LGPS	Live interactive webinar					X	X
16/2/22	Flexibility of Fiduciary Management	AON	Live interactive webinar					X
21/3/22	Cyber & Information Security	NYCC (Audit Committee)	On-Line	X
30/3/22	Good Governance in Local Government - 2022 Update	CIPFA	Live interactive webinar	X
27/4/22	Pensions Dashboard Update	AON	Live interactive webinar	X
17/5/22	Untapped Potential of Internal Audit	CIPFA	Live interactive webinar	X
6/10/22	Cyber Security	NYCC	County Hall, Northallerton	X	X		X	X	X	X	X
9/2/23	Update for Local Authority Members – Audit Committee	CIPFA		X
9/3/23	Governance update for Local Authorities	CIPFA		X
18/5/23	Annual Conference/Update for Pension Board members	CIPFA	Birmingham	X
24/8/21	Module 1 – Hymans On-Line Learning Academy	Hymans	On-Line Learning Package	X			X	X	X	X	X
3/11/21	Module 2 – Hymans On-Line Learning Academy	Hymans	On-Line Learning Package	X			X	X	X
3/11/21	Module 3 – Hymans On-Line Learning Academy	Hymans	On-Line Learning Package	X			X	X	X
18/11/21	Module 4 – Hymans On-Line Learning Academy	Hymans	On-Line Learning Package	X			X	X	X
6/12/21	Module 5 – Hymans On-Line Learning Academy	Hymans	On-Line Learning Package	X			X	X
6/12/21	Module 6 – Hymans On-Line Learning Academy	Hymans	On-Line Learning Package	X Updated 23/2/23			X Updated 30/3/23	X
17/09/15	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
26/11/15	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
15/01/16	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
25/02/16	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
19/05/16	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
07/07/16	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
15/09/16	North Yorkshire Pension Fund Committee	NYCC	County Hall	X	X
24/11/16	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
26/01/17	North Yorkshire Pension Fund Committee	NYCC	County Hall	X		X
23/02/17	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
31/03/17	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
25/05/17	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
14/09/17	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
23/11/17	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
22/02/18	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
24/05/18	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
05/07/18	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
13/09/18	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
22/11/18	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
21/02/19	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
23/05/19	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
20/06/19	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
04/07/19	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
13/09/19	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
22/11/19	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
21/02/20	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
10/09/20	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
27/11/20	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
5/3/21	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
4/6/21	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
2/7/21	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
10/9/21	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
26/11/21	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
4/3/22	North Yorkshire Pension Fund Committee	NYCC	Virtual Meeting	X
27/5/22	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
1/7/22	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
25/11/22	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
3/3/23	North Yorkshire Pension Fund Committee	NYCC	County Hall	X
26/5/23	North Yorkshire Pension Fund Committee	NYC	County Hall	X
25/11/16	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
23/02/17	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
15/09/17	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
17/11/17	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
20/12/17	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
05/07/18	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
14/09/18	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
22/11/18	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
21/02/19	North Yorkshire Pension Investment Strategy Workshop and Fund manager meeting	NYPF	County Hall	X
24/05/19	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
21/11/19	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
20/02/20	North Yorkshire Pension Investment Strategy Workshop	NYPF	County Hall	X
10/09/20	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
26/11/20	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
28/1/21	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
12/2/21	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
4/3/21	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
13/5/21	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
3/6/21	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
2/7/21	North Yorkshire Pension Investment Strategy Workshop	NYPF	Virtual Meeting	X
25/11/21	Asset Allocation Workshop	NYPF	County Hall	X
10/2/22	Asset Allocation Workshop	NYPF	Virtual Meeting	X
3/3/22	Asset Allocation Workshop	NYPF	County Hall	X
26/5/22	Asset Allocation Workshop	NYPF	County Hall	X
30/6/22	Asset Allocation Workshop	NYPF	County Hall	X
24&25/11/22	Asset Allocation/Investment Strategy Workshop	AON	County Hall	X
20/2/23	Asset Allocation/Investment Strategy Workshop	AON	County Hall	X
24/5/23	Investment Strategy Workshop	NYPF	County Hall	X
11/11/16	Triennial Valuation Seminar	Actuary	County Hall	X
22/11/19	Triennial Valuation Seminar (as part of the Pension Fund Committee meeting)	Actuary	County Hall	X
13/01/17	Pooling – Employers Seminar	NYPF	County Hall	X	X
24/02/17	North Yorkshire Pension Fund Manager Meeting	NYPF	County Hall	X
03/03/16	Audit Committee Training Session - Counter Fraud	NYCC	County Hall	X		X
03/02/16	Governance Forum	Mazars	York	X		X
08/07/16	Governance Forum	Mazars	York	X		X
03/02/17	Governance Forum – (Including Cyber Security)	Mazars	York	X		X
31/01/18	Governance Forum (including GDPR)	Mazars	York	X		X
18/06/18	Data – Section 13 – Regional Workshop	Mercer	Manchester	X
21/06/18	Audit Committee Training Session – Treasury Management	NYCC	County Hall	X
07/15 – 03/17	Introducing Pension Schemes	The Pensions’ Regulator – Toolkit Modules	On-line		X
07/15 – 03/17	The Trustees’ Role	The Pensions’ Regulator – Toolkit Modules	On-line	X	X
07/15 – 03/17	Running a Scheme	The Pensions’ Regulator – Toolkit Modules	On-line	X	X
07/15 – 03/17	Pensions’ Law	The Pensions’ Regulator – Toolkit Modules	On-line		X
07/15 – 03/17	An introduction to investment	The Pensions’ Regulator – Toolkit Modules	On-Line		X
07/15 – 01/18	How a DB Scheme works	The Pensions’ Regulator – Toolkit Modules	On-line		X		X