Goal California Pension Reform Summit: To unify reform-minded Californians behind a clear set of strategies for advancing Public

c Sector Pension Reform that include milestones and defined roles for various stakeholders. Summit Methodology: Unlike other conferences or retreats that emphasize discussion sessions, the The California Pension Reform Summit will utilize a structured methodology used successfully in large-scale organizational strategic planning efforts. Landscape Assessments: For each issue address at the Summit, a working group will be assigned responsibility for canvassing all stakeholders prior to the meeting to identify what strategies and projects they are already pursuing (e.g. What is XYZ group doing on Pension Reform?) Proposed Strategic Initiatives: A short presentation will be compiled by the working group that recommends additional efforts for consideration. Stakeholder Dialogue: Following the presentation by the working group, stakeholders will participate in a facilitated dialogue vetting the recommended strategies outlined by the working group. Ranking Process: Stakeholders will participate in a voting process to rank the importance of initiatives proposed by the working group. The top initiatives will be placed into a Strategy Matrix for discussion during the final session of the Summit where stakeholders will propose goals, milestones, and project leadership for each. Funding: Stakeholders will also discuss the funding requirements for the priority initiatives and suggest ways the entire group can help promote buy-in for raising the resources to carry-out each initiative.

T RU S T E E S omas E. Beach, Beach Investment Counsel, Chairman Baron Bond, Foundation Group Drew Carey Derwood S. Chase, Jr., Chase Investment Counsel Corporation James R. Curley, Financial Consortium International, LLC Richard J. Dennis, Dennis Trading Group William A. Dunn, DUNN Capital David Fleming, Latham & Watkins LLC e Honorable C. Boyden Gray James D. Jameson Manuel S. Klausner, Law O ces of Manuel S. Klausner, PC David H. Koch, Koch Industries James Lintott, Sterling Foundation Management, LLC Stephen Modzelewski, Maple Engine, L.P. David Nott, Reason Foundation George F. Ohrstrom Robert W. Poole, Jr., Reason Foundation Carol Sanders Vernon L. Smith, Chapman University Richard A. Wallace Fred M. Young, Former Owner, Young Radiator Company Walter E. Williams , Trustee Emeritus

5737 Mesmer Avenue, Los Angeles, CA 90230-6316

310-391-2245

Fax: 310-391-4395

www.reason.org

Elements of the Strategic Plan: Emerging from the California Pension Reform Summit, we will have a strategic plan that addresses five areas: Ideas and Message: Build a strong policy agenda tackling fiscal and economic reform with a focus on issues that win broad public support and can be pursued in 2013-2014 Communications and Outreach: Identify strategies and issues for effectively communicating our ideas and building support Identification and Mobilization of the Public: Identify strategies to build a ground base and data base of Californians who support our reform ideas including canvassing efforts, public education efforts, and public mobilization efforts Leadership Development: Identify ways to cultivate a new generation of attractive spokespersons and leaders in the reform movement Institutional and Donor Coordination: Implement mechanisms for enhancing collaboration and coordination between institutions and among donors to leverage our limited resources

Planning Committee & Facilitation: The Summit is a vehicle, but the destination and speed of the vehicle should be driven by key stakeholders. Each session will be professionally facilitated. Content will be driven by the Working Group Presentation and the stakeholders themselves, not the facilitator.

Reason Foundation California Pension Reform Summit

Wednesday, May 22, 2013 The Citizen Hotel, 926 J Street, Sacramento, CA

AGENDA
8:30am

LANDSCAPE SURVEY: What Is Our Coalition Already Doing to Advance Pension Reform?
Summit objectives, methodology, introductions, and brief update from each participant on what they are already doing on reform issues in 2013-2014

9:15am

POLLING PRESENTATION: Why Pension Reform Can Win a Decisive Majority in California
Task Force Presentation (30 Minutes) Group Discussion (30 Minutes)

10:30

IDEAS & MESSAGE: Top State and Local Pension Reforms

What are the best ideas to advance in 2013-2014? What further research or analysis is needed? Task Force Presentation (30 Minutes) Group Discussion (40 minutes) Ranking Process (5 minutes)

12:00 Lunch

LUNCHEON: Pension Reform and the 2014 Elections

What is the potential inter-play between Pension Reform and candidates and causes in the 2014 election? Task Force Presentation (30 Minutes) Group Discussion (30 minutes)

1:15

OVERCOMING OPPOSITION: Anticipating and Addressing Government and Union Opposition

What are our opponents already doing, and what can we expect them to do, in 2013-2014? What further research or analysis is needed? Task Force Presentation (30 Minutes) Group Discussion (25 minutes) Ranking Process (5 minutes)

2:15

COMMUNICATIONS & OUTREACH: Strategies to Drive the Public Debate

What is the vehicle to present our Pension Reform ideas? (Town Halls, social media petitions, floor amendments, resolutions, etc.) How can we build a ground base and data base of Californians who support our reform ideas including canvassing efforts, public education efforts, and public mobilization efforts? Task Force Presentation (30 Minutes) Group Discussion (30 minutes) Ranking Process (5 minutes)

3:30

COALITION EXPANSION: State and Regional Strategies

Who else needs to be part of the Pension Reform effort? What coalitions can be forged in Los Angeles, Orange County, San Diego? Group Discussion (30 minutes) Ranking Process (5 minutes)

4:15

BUILDING INSTITUTIONAL CAPACITY & DONOR SUPPORT

Top 5 rankings from each session will be reviewed, with discussion on What goals and milestones should be set for each What resources are needed for each, and Which organizations/institutions will be lead on each initiative Overview of Rankings (15 minutes) Group Discussion (45 minutes)

5:00

ADJOURN