Board meetings, strategic plans, and buyer signals from Amy Tong’s organization
Mar 18, 2026·BoardMeeting
Board
ScholarShare Investment Board Minutes
The board meeting covered several agenda items, including an Executive Director's report detailing updates on the California Kids Investment and Development Savings Program (CalKIDS) and ScholarShare 529. The agency provided updates on operations, legislation, and contracts. Resolutions were passed to amend a program management agreement with TIAA-CREF Tuition Financing, Inc., and to adjust the watch status for specific investment funds. The board also reviewed investment performance reports and received marketing updates regarding recent promotional campaigns. Additionally, the meeting featured presentations regarding partnerships with the California Office of Community Partnerships and Strategic Communications and the CalKIDS Institute at UCLA.
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The board meeting covered several key operational and financial topics. Discussions included the Executive Director's report and a detailed review of investment performance for ScholarShare 529. The board conducted an annual investment review, resulting in the approval of a resolution to replace the Nuveen Large Cap Responsive Equity Fund with the Vanguard FTSE Social Index Fund. Additional resolutions were passed to amend agreements with Covered California and BARÚ Advertising, Inc., and to establish a new recordkeeping agreement with NonProfitly, Inc. for the CalKIDS program. Furthermore, the board received updates on ScholarShare 529 marketing results and 2026 plans, CalKIDS program status, and recent Spanish media engagement efforts.
Sep 22, 2025·BoardMeeting
Board
ScholarShare Investment Board Minutes
The board received reports from the Executive Director regarding agency partnerships and legislative updates. Discussions were held on ScholarShare 529 plan performance, marketing outreach, and the onboarding of new workplace savings partners. The board reviewed investment performance reports and passed resolutions regarding the watch status of specific investment funds. Additionally, the board received updates on the CalKIDS program, including marketing campaigns and strategic goals, and approved changes to program regulations and an interagency agreement for printing and mailing services.
May 22, 2025·BoardMeeting
Board
ScholarShare Investment Board Minutes
The board reviewed an Executive Director's report covering agency operations and administrative support for the HOPE Board. A resolution was adopted to approve a three-year Strategic Plan. Key updates were provided regarding the ScholarShare 529 plan, including asset management, investment performance, and marketing initiatives, as well as an overview of the CalKIDS program participation and outreach strategies. The board also passed resolutions to update the ScholarShare monitoring procedures and criteria, the Statement of Investment Policy, and approved amendments to a printing and mailing services contract and a data sharing agreement with the Riverside County Superintendent of Schools. Additionally, staff provided a report on partnership initiatives, including a pilot project with CalWORKS to expand program engagement.
Extracted from official board minutes, strategic plans, and video transcripts.
