CEU — Tuesday, October 7, 2025
General Session Room

8:30–8:40 AM
FPPTA Opening Comments
Sean McKinstry
FPPTA Director of Education

8:40–9:00 AM
Rest & Restore — Yin Yoga
Sherril Cheevers (Saxena White)
& Meagan Johnson (ABS Global Investment)
Presentation Slides

9:00 – 10:00 AM 
Economic & Geopolitical Update
Dr. Mary Kelly, Economist

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3:30–4:30 PM
Eliminating Florida Property Taxes
Dwight Mattingly, FPPTA Education Committee
Paul O’Connell, FPPTA Education Committee
Charles Chapman, Florida League of Cities
Presentation Slides

CEU — Tuesday, October 7, 2025
Foundational Learning Room

10:30 – 11:35 AM
Let’s Talk About DROP Plans
Eric Atwater
Aon

11:40–12:10 AM
Best Practices to Avoid Fraud
Mark Rhein
Salem Trust
Presentation Slides

1:30–2:35 PM
Around the Horn — Equity & Fixed Income Performance Update
Brad Penter, Callan, LLC
David Jackson, Richmond Capital Managements
Jason Turner, Great Lakes Advisors

2:40 – 3:10 PM
Portfolio Monitoring
Andrea Farah
Lowey Dannenberg P.C.
Presentation Slides

CEU — Tuesday, October 7, 2025
Accelerated Learning Room

10:30 – 11:35 AM
Private Credit/Debt
Kerry Richardville, Mariner
Laura Stolfi, Nuveen
Ryan Lynch, Golub
Leanne Schmitt, Star Mountain Capital
Presentation Slides

11:40 – 12:10 PM
Small Cap Equities — When Will They Come Back?
Kurt Wood
DRZ Investment Advisors
Presentation Slides

1:30 AM–2:00 PM
Will U.S. Government Credit Continue to Be the Place to Be?
Brian Elliott
Genter Capital Management
Presentation Slides

2:05–2:35 PM
Private Real Estate Market Update
Frank Wan, BCA, Inc
Sabrina Unger, American Realty Advisors
Alex Spotswood, Bailard, Inc
Paul Nasser, Intercontinental Real Estate

CEU — Tuesday, October 7, 2025
Exchange Learning Room

1:30–2:35 PM
Best Practices for Pension Administration
Dwight Mattingly, FPPTA Education Committee
Todd Flessner, CBIZ
J. Scott Baur, Resource Centers LLC
Presentation Slides