Excellence in Retirement System Financial Management Award

The Excellence in Retirement System Financial Management Award is intended to recognize an individual who has demonstrated sustained outstanding financial management with their system. 
 
Criteria
Applicants are invited to demonstrate outstanding achievement in one or more of the following areas:

  1. Financial Performance:  The nominee has developed and/or implemented effective strategies for managing and mitigating risks and the system consistently receives clean audit reports
  2. Operational Efficiency:  The nominee has helped the system implement streamlined and effective processes for managing retirement funds
  3. Governance and Accountability:  Best practices in governance are followed, and the nominee provides a high level of transparency in reporting and communications
  4. Communication and Education:  The nominee maintains high levels of satisfaction among stakeholders and is known as an effective communicator and educator
  5. Leadership:  The nominee shows strong and effective leadership in managing the financial operations of the system, provides effective collaboration and partnerships that enhance financial management practices, and has high ethical standards
  6. Adaptability:  The nominee adapts to changing economic and regulatory conditions effectively, especially during financial crises, economic downturns, or sudden regulatory requirements
  7. Accounting Data Management and Reporting:  The nominee provides timely preparation and submission of financial reports, has demonstrated the ability to analyze financial data to provide meaningful insights, and is committed to continuously improving accounting processes and practices
  8. Sustainability:  The nominee provides effective plans that sustain the retirement system long-term
  9. Social Impact:  The nominee has a positive impact on the community by engaging with stakeholders and developing support programs
 
Nomination Form
Nominations can be submitted to P2F2 using any of the following methods.
  1. Use the following link to fill out an online nomination form via Survey Monkey:
                   https://www.surveymonkey.com/r/2TPSG3R 
  1. Use the following link to download a Word document.  Fill it out and email it to admin@p2f2.org.
                  Nomination Form - Word Document
  1. Create and email a document to admin@p2f2.org that includes the nominee, the entity they work for, the award you are nominating them for, your name, today’s date, and why you believe they should receive the award. 
 
You may also send additional material if you think that would be helpful (i.e. examples of their work, reference letters from stakeholders, etc.).


P2F2

The Public Pension Financial Forum is organized for education, pension advocacy and networking purposes. To support the ongoing education of our membership, we prepare quarterly newsletters, hold member facilitated conference calls and webinars, and host an annual conference.  We also have a Member Forum that allows members to ask questions and receive answers from each other.  To participate in P2F2, follow the member enrollment link above.