Change, Opportunity, Execution!

NACo FSC Vision & Mission

NACo FSC 2

Vision

Strengthen America’s Counties in fostering healthy, vibrant and safe communities

NACo NACo FSC

Mission

NACo unites America’ 3,069 county governments.

Deliver national value-added enterprise programs that offer Solutions and Savings to our Members and Partners.

FSC Leadership

NACo FSC 3

Bill Jasien David F. Thompson •Executive Chairman

•Strategic Direction and Oversight

•Employee benefits programs

o Retirement and Healthcare

•Corporate outreach and expansion of public-private partnerships

• President and Managing Director

• Day-to-day operations

• Execution of programs

• Performance metrics

• USC, Nationwide to next level

• Launch MBS, Debt Set-off

• One new value-added program/year

Value-added enterprise programs that offer Solutions and Savings to our counties

Synergistic Lines of Business

NACo FSC 4

Solutions

U.S. Communities

$1.72 billion In Sales

Financial

PFA

MBS

Debt Set Off

Healthcare

Consultant Engaged

- 14 million employees

covered

Retirement

Nationwide

$14.3 billion In Assets

Infrastructure

Scoping Options

- 230,000+ Bridges

managed

Marketing Synergies

Revenue Model

Transformational Innovations

Current Initiatives Future Opportunities

Synergistic Lines of Business

NACo FSC 5

Solutions

U.S. Communities

$1.72 billion In Sales

Financial

PFA

eConnectDirect

Healthcare

Consultant Engaged

- 14 million employees

covered

Retirement

Defined Contribution (Nationwide)

$14.3 billion In Assets

Infrastructure

Scoping Options

- 230,000+ Bridges

managed

Marketing Synergies

Revenue Model

Transformational Innovations

Current Initiatives Future Opportunities

U.S. Communities

NACo FSC 6

$150+ MILLION SAVED FOR LOCAL GOVTS. IN 2014

60,000 registered units of governments and

nonprofits

$1.83 Billion projected in goods and services sold in

2014 NACo FOUNDED AND SPONSORED NATIONAL

COOPERATIVE PURCHASING ALLIANCE

U.S. Communities Savings per County

NACo FSC 7

* based on 2013 sales, estimated savings per county

NACO PARTNERSHIP WITH 38 STATE ASSOCIATION. NATIONWIDE RETIREMENT SOLUTIONS IS ADMINISTER.

MORE THAN 345,000 COUNTY EMPLOYEES CURRENTLY ENROLLED

NACo Deferred Compensation

Longevity

1.5 million+ county employees have

participated over 34 years

Forward-Thinking

$14.3 billion saved to supplement

participants’ retirement

National Reach

3,000+ local governments helping

their employees retire

NACo FSC 8 Solutions Retirement Financial Healthcare Infrastructure

NACo 457 Program Participation

Solutions Retirement Financial Healthcare Infrastructure NACo FSC 9

Public Finance Authority: Financing Community and Economic Development

$2 billion financed in projects in 36 states since 2010

NACo FSC 10 Solutions Retirement Financial Healthcare Infrastructure

2014 Accomplishments: 2014 Projections:

27 transactions, $560MM issued

44 transactions,

$1.0 billion issued, by year end

eConnectDirect: Real-time online investment platform

NACo FSC 11

Empowers Treasurers and Finance Directors to: • View broad array of fixed-income

securities • Efficiently trade • Maximize returns

NACo FSC role: • Educate users on this

transparent tool, in partnership with Multi-Bank Securities

Solutions Retirement Financial Healthcare Infrastructure

Synergistic Lines of Business

NACo FSC 12

Solutions

U.S. Communities

$1.72 billion In Sales

Financial

PFA

eConnectDirect

Healthcare

Consultant Engaged

- 14 million employees

covered

Retirement

Defined Contribution (Nationwide)

$14.3 billion In Assets

Infrastructure

Scoping Options

- 230,000+ Bridges

managed

Marketing Synergies

Revenue Model

Transformational Innovations

Current Initiatives Future Opportunities

Healthcare Environment

14+ million state and local employees are covered by employer’s healthcare plan

$153 billion spent annually by public

sector for employee healthcare

Shifting accountability from the employer to the

employee

OPPORTUNITY

Partnering with leading healthcare consultant to identify national business model:

Complement, NOT Compete.

NACo FSC 13 Solutions Retirement Financial Healthcare Infrastructure

Healthcare Opportunities

Stop Loss Insurance

Telemedicine Services

Long-Term Care Insurance

Personal Lines Insurance

Medicare Retiree Health Benefits

Pre-Medicare Retiree Health Plan

Life Insurance

On-Site Clinic

Legal Services

Wellness Plan/Health Risk Assessment

Dental/Vision Insurance

Health Savings Account

Disability Insurance

Affinity Credit Card

Medical Plan for Active Employees

NACo FSC 14 Solutions Retirement Financial Healthcare Infrastructure

Low Revenue High Revenue

Hig

h N

eed

Lo

w N

eed

Identify products and programs that can be offered successfully to member county employees through a nationally contracted partner

Infrastructure Opportunities

OPPORTUNITY

Exploring Bridge bundling opportunities for infrastructure cost efficiency

Counties build and maintain 45% of all public

roads

Counties are involved in 1/3 of the nation’s transit

and airport systems

Counties own 230,000+ bridges

45% HWY

+ +

NACo FSC 15 Solutions Retirement Financial Healthcare Infrastructure

Aligned for Success

2,283 NACo Member Counties 75% of all U.S. counties

53 state county associations

FSC Value Added Financing Analytics Technology

Scale Experience

5 Lines of Solution-Oriented Business Solutions Retirement Financial

Healthcare Infrastructure

16

NACo Resources CSI Exec Mgmt

Finance & Administration

Legislative Affairs

Public Affairs Research

Financial Services

NACo FSC

National and Business Partners

Change, Opportunity, Execution!