CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE INC
777 N CAPITOL ST NE NO 500, WASHINGTON, DC 20002 www.slge.org

---

Organizations Filed Purposes: THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE HELPS STATE AND LOCAL GOVERNMENTS BECOME KNOWLEDGEABLE AND COMPETITIVE EMPLOYERS SO THEY CAN ATTRACT AND RETAIN TALENTED, COMMITTED, AND WELL-PREPARED INDIVIDUALS TO PUBLIC SERVICE.

SEE PART III, LINE 1.

RESEARCH -A NATIONALLY RECOGNIZED RESEARCH CENTER SERVING THE INFORMATION NEEDS OF STATE AND LOCAL GOVERNMENT OFFICIALS, THE MEDIA, THE ACADEMIC COMMUNITY, AND OTHER STAKEHOLDERS WITH RESEARCH ON RETIREMENT, HEALTH & WELLNESS, AND PUBLIC WORKFORCE TOPICS:1. PUBLISHED 7 RESEARCH REPORTS:A. RETIREMENT:1) "SURVEY FINDINGS: NUDGING DEFERRAL RATES WITHIN PUBLIC SECTOR SUPPLEMENTAL RETIREMENT PLANS" (3/19). IN CONJUNCITON WITH SLGE, GREENWALD & ASSOCIATES ADMINISTERED AN ONLINE SURVEY OF 400 STATE AND LOCAL GOVERNMENT EMPLOYEES TO PROVIDE INSIGHTS ON HOW VARYING DEFAULT EMPLOYEE DEFERRAL RATES MAY IMPACT EMPLOYEE CONTRIBUTIONS TO SUPPLEMENTAL RETIREMENT PLANS. SURVEY RESULTS WERE SHARED IN A MARCH 20 ICMA-RC PRE-RELEASE MEDIA BRIEFING IN NEW YORK CITY.2) "PROACTIVE PENSION MANAGEMENT: AN ELECTED OFFICIAL'S GUIDE TO VARIABLE BENEFIT AND CONTRIBUTION ARRANGEMENTS" (9/19), WITH CASE STUDIES OF SYSTEMS WITH VARIABLE ARRANGEMENTS AND USING DATA FROM THE PUBLIC PLANS DATABASE (PUBLICPLANSDATA.ORG). RESEARCH CONDUCTED WITH RESEARCH ASSISTANCE FROM THE CARL VINSON INSTITUTE OF GOVERNMENT AT THE UNIVERSITY OF GEORGIA.3) "UPDATE ON THE FUNDED STATUS OF STATE AND LOCAL PENSION PLANS FY2018" (10/19), WITH THE CENTER FOR RETIREMENT RESEARCH AT BOSTON COLLEGE.B. HEALTH AND WELLNESS BENEFITS:4) "FINANCIAL LITERACY PROGRAMS FOR LOCAL GOVERNMENT EMPLOYEES" (1/19).5) "CASE STUDIES IN STAFF SHARING IN LOCAL PUBLIC HEALTH" (4/19), A CASE STUDIES ADD-ON (GLOUCESTER AND SALEM COUNTIES, NJ; AND BROWN, NICOLLET, COTTONWOOD, AND WATONWAN COUNTIES, MN) TO THE DECEMBER 2018 REPORT, "STAFF SHARING IN PUBLIC HEALTH: A CHECKLIST FOR COMMUNICATING WITH ELECTED AND APPOINTED OFFICIALS." C. WORKFORCE6) "STATE AND LOCAL GOVERNMENT WORKFORCE: 2019 SURVEY" (7/19). SLGE'S ELEVENTH ANNUAL SURVEY OF HUMAN RESOURCES DIRECTORS, IN COORDINATION WITH NASPE AND IPMA-HR.7) "INNOVATIONS IN THE HEALTH AND HUMAN SERVICES WORKFORCE: STATE AND LOCAL GOVERNMENTS PREPARE FOR THE FUTURE" (11/19). TRENDS IN THE HEALTH AND HUMAN SERVICES WORKFORCE AND HOW TO MANAGE THE SHORTAGES, SKILLSET NEEDS, AND STRESS AND FATIGUE THAT HHS WORKERS EXPERIENCE.2. PUBLISHED 5 INFOGRAPHICS:A. "STATE AND LOCAL PENSIONS: 2018 CAFR SNAPSHOT" (1/19)B. "OTHER POST-EMPLOYMENT BENEFITS BY STATE (OPEB) FY2017 SNAPSHOT," CO-PRODUCED WITH NASRA (7/19)C. "K-12 PUBLIC WORKFORCE PROFILE" (9/19)D. "FINANCIAL WELLNESS PROGRAMS: WHAT DO PUBLIC SECTOR WORKERS WANT AND NEED?" (10/19)E. "HEALTH AND HUMAN SERVICES WORKFORCE: STATE AND LOCAL GOVERNMENTS PREPARE FOR THE FUTURE" (11/19)3. ADDED 2018 DATA TO THE PUBLIC PLANS DATABASE (PPD), WHICH IS UPDATED QUARTERLY WITH DATA FROM PLANS THAT RELEASED THEIR CAFRS IN THE PREVIOUS QUARTER. THE FREE, INTERACTIVE DATABASE (PUBLICPLANSDATA.ORG)-A JOINT PROJECT WITH BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH AND THE NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS-WAS EXPANDED FROM 180 TO 190 STATE AND LOCAL PENSION PLANS (114 STATE-RUN AND 76 LOCALLY-RUN), COMPRISING 95 PERCENT OF PUBLIC PLAN MEMBERSHIP AND ASSETS NATIONWIDE. 4. ENGAGED IN RESEARCH STUDIES SCHEDULED FOR RELEASE IN EARLY 2020:STRENGTHENING STATE AND LOCAL GOVERNMENT FINANCIAL LITERACY PROGRAMS; RETIREE HEALTH CARE PRIMER FOR ELECTED AND APPOINTED OFFICIALS; UNDERSTANDING THE PUBLIC HEALTH AND PUBLIC SECTOR WORKFORCE AND EXPLORING SUCCESSFUL COLLABORATIONS; AND CROSS-JURISDICTIONAL SHARING TO IMPROVE COLLABORATION AMONG STATE OR LOCAL HEALTH DEPARTMENTS AND MILITARY PUBLIC HEALTH AGENCIES.

COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION:1. PARTNERED WITH THE NATIONAL LEAGUE OF CITIES AND ICMA-RC TO CONDUCT THE "PUBLIC SECTOR WORKFORCE 2030 SUMMIT: PLANNING FOR THE NEXT GENERATION OF STATE AND LOCAL GOVERNMENT EMPLOYEES" IN FT. LAUDERDALE, FLORIDA, ON SEPTEMBER 27, 2019. THE FORUM FEATURED SLGE RESEARCH ON RETIREMENT PLANS, WORKFORCE TRENDS, AND HEALTH AND WELLNESS BENEFITS. A REPORT CONTAINING KEY TAKEAWAYS FROM THE PANEL PRESENTATIONS AND PARTICIPANT ROUNDTABLE DISCUSSIONS AT THE SUMMIT WAS SHARED WITH SUMMIT ATTENDEES AND OTHER SLGE STAKEHOLDERS IN NOVEMBER 2019.2. PUBLISHED 3 ARTICLES IN NATIONAL, STATE, AND REGIONAL PUBLICATIONS:A. SLGE CEO COMMENTS ON FINANCIAL LITERACY IN "19 ON 2019: PREDICTIONS ON LOCAL GOVERNMENT FROM 19 EXPERTS," ICMA.ORG, JANUARY 2019B. "FINANCIAL LITERACY PROGRAMS FOR LOCAL GOVERNMENT EMPLOYEES" IN THE JOURNAL OF COUNTY ADMINISTRATION (NACA), FEBRUARY 2019C. "TRENDS TO WATCH FOR 2020," A DECEMBER 2019 PRESS RELEASE REPACKAGING THE CENTER'S RESEARCH FROM 20193. PRESENTED RESEARCH AND DATA IN 8 WEBINARS:A. "FINANCIAL LITERACY PROGRAMS FOR LOCAL GOVERNMENT EMPLOYEES," 2/6/19, WITH WELLS FARGOB. "PUBLIC EMPLOYEE ATTITUDES TOWARD RETIREMENT AND AUTO-ENROLLMENT," 5/7/19, WITH ICMA-RCC. "WORKFORCE OF THE FUTURE: STRATEGIES FOR MANAGING CHANGE," 5/29/19, FOR THE NATIONAL ASSEMBLY OF STATE ARTS AGENCIESD. "2019 STATE AND LOCAL WORKFORCE SURVEY RESULTS," 8/14/19, WITH IPMA-HR AND NASPEE. "SUCCESSION PLANNING," 6/26/19, FOR ASTHO STATE HUMAN RESOURCES AND WORKFORCE DEVELOPMENT DIRECTORSF. "PROACTIVE PENSION MANAGEMENT," 10/8/19, WITH AARP G. "PROACTIVE PENSION MANAGEMENT," 10/24/19, AN AARP WEBINAR FOR ITS NETWORK OF STATE DIRECTORSH. "INNOVATIONS IN THE HEALTH AND HUMAN SERVICES WORKFORCE," 12/5/19, WITH KRONOS4. MADE 24 PRESENTATIONS OF SLGE RETIREMENT, HEALTH AND WELLNESS, AND WORKFORCE RESEARCH, INCLUDING PROMOTION OF THE PPD, AT NATIONAL AND REGIONAL CONFERENCES AND SPECIAL TOPIC FORUMS. PRESENTATIONS WERE MADE AT THE ANNUAL MEETINGS OF THE AMERICAN PUBLIC HEALTH ASSOCIATION, GOVERNMENT FINANCE OFFICERS ASSOCIATION, INTERNATIONAL CITY/COUNTY MANAGEMENT ASSOCIATION, NATIONAL ASSOCIATION OF STATE PERSONNEL EXECUTIVES, NATIONAL ASSOCIATION OF STATE TREASURERS 2019 TREASURY MANAGEMENT TRAINING SYMPOSIUM, NATIONAL INSTITUTE ON RETIREMENT SECURITY, AND THE NATIONAL RETIRED TEACHERS ASSOCIATION/AARP NATIONAL ADVOCACY CONFERENCE. SLGE PARTICIPATED IN A PENSION ACADEMY FOR CONNECTICUT STATE LEGISLATORS AND A FINANCIAL WELLNESS ROUNDTABLE CO-HOSTED BY THE TIAA INSTITUTE AND THE GLOBAL FINANCIAL LITERACY EXCELLENCE CENTER, AS WELL AS PODCASTS ('THE WEEKLY PULSE AND 'MONEY LIFE WITH CHUCK JAFFE') ON THE FINANCIAL LITERACY OF STATE AND LOCAL GOVERNMENT WORKERS AND SLGE'S SURVEY ON AUTO-ENROLLMENT INTO SUPPLEMENTAL RETIREMENT PLANS. SLGE RESEARCH WAS FEATURED IN AN ICMA RETIREMENT CORPORATION MEDIA BRIEFING ON RETIREMENT TRENDS FOR PUBLIC EMPLOYEES AND SEVERAL ICMA-RC CLIENT ADVISORY MEETINGS, AS WELL AS A PRESENTATION TO THE CROSS BORDER BENEFITS ALLIANCE (CBBA) EUROPE AND A MEETING WITH THE U.S. GOVERNMENT ACCOUNTABILITY OFFICE REGARDING THE INTER-GOVERNMENTAL IMPLICATIONS OF STATE AND LOCAL FISCAL ISSUES.ALSO PARTICIPATED IN THE PUBLIC SECTOR RETIREMENT ADVISORY COMMITTEE OF THE NATIONAL LEAGUE OF CITIES; THE NATIONAL ASSOCIATION OF COUNTIES FINANCE, PENSIONS AND INTERGOVERNMENTAL AFFAIRS STEERING COMMITTEE ON PUBLIC PENSION TRENDS; THE GOVERNMENT FINANCE OFFICERS ASSOCIATION POPULAR ANNUAL FINANCIAL REPORTING AWARDS PROGRAM; THE VOLCKER ALLIANCE GOVERNMENT-TO-UNIVERSITY INITIATIVE; CITY HEALTH DASHBOARD (SMART GROWTH WEBINAR ON CROSS-SECTOR PARTNERSHIPS AND AN URBAN HEALTH DATA CONVENING); LEAD FOR AMERICA NATIONAL TRAINING & SUPPORT STEERING COMMITTEE; DE BEAUMONT FOUNDATION NATIONAL PUBLIC HEALTH WORKFORCE CONSORTIUM PLANNING COMMITTEE; GASB USER FORUM ON IMPROVEMENTS TO FINANCIAL STATEMENTS; AND NYU SMALL AND MIDSIZE CITIES TYPOLOGY ADVISORY COMMITTEE. CONTINUED SLGE'S PARTNERSHIP WITH LEAD FOR AMERICA ON VARIOUS PROGRAMMATIC, RESEARCH, AND COMMUNICATIONS INITIATIVES FOR THE PURPOSE OF ADVANCING EXCELLENCE IN PUBLIC SERVICE.5. PUBLISHED 10 EDITIONS OF SLGE'S E-NEWSLETTER. 6. SLGE RESEARCH IS CITED IN GOVERNING MAGAZINE AND GOVERNING.COM; GFOA'S GOVERNMENT FINANCE REVIEW AND MEMBER NEWSLETTERS; ICMA'S PM (PUBLIC MANAGEMENT) MAGAZINE AND "LEADERSHIP MATTERS" NEWSLETTER; IPMA-HR'S HR NEWS MAGAZINE, PRESS RELEASES AND NEWSLETTERS; NLC'S CITIESSPEAK AND "THE WEEKLY" NEWSLETTER; NAST "MORNING BRIEF; AMERICAN CITY & COUNTY; PLANSPONSOR; PENSIONS & INVESTMENTS; EMPLOYEE BENEFIT ADVISOR; 401K SPECIALIST; CHIEF INVESTMENT OFFICER; ROUTEFIFTY.COM, ASSOCIATION FOR TALENT DEVELOPMENT (TD.ORG); THINKADVISORY.COM; GOVTECH.COM; FASTCOMPANY.COM; CYPEN & CYPEN NEWSLETTER; IPE.COM; ERE DAILY; AND BENEFITS CANADA. OTHER USERS INCLUDE THE U.S. GOVERNMENT ACCOUNTABILITY OFFICE AND THE U.S. DEPARTMENT OF LABOR'S BUREAU OF LABOR STATISTICS; REUTERS; THE WALL STREET JOURNAL (WSJ.COM AND MARKETWATCH); THE NEW YORK TIMES; MAJOR CITY NEWSPAPERS; AS WELL AS NUMEROUS FINANCE, GOVERNMENT, AND HR-RELATED BLOGS, NEWSLETTERS AND WEBSITES.

---

---

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202001219349301005_public.xml