111th Meeting of

The Performance Measurement Forum

Thursday, December 4, 2025

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:00 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

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10:00 – 10:45 A.M.

The Ten Commandments of Risk for

Asset Managers and Asset Owners

Dan diBartolomeo

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

OPEN DISCUSSION

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

Technology and The Performance Team

Jonnathan De Jesus, CFA, Members Trust Company

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1:45 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:00 P.M.

SEC DISCUSSION

Lance Dial, K&L Gates

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4:00 – 5:00 P.M.

 OPEN DISCUSSION

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5:00

END OF DAY WRAP-UP

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Friday, December 5, 2025

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:30 A.M.

OPEN DISCUSSION

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10:30 – 11:00 A.M.

MORNING BREAK

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11:00 A.M. – 12:00 Noon

Client Reporting Standards

David Spaulding, DPS, CIPM, TSG

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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