CEU — Tuesday, February 3, 2026
General Session Room

8:15 – 8:30 am
Opening Comments
Sean McKinstry
Dir. of Education, FPPTA

8:30 – 9:15 am
Quantifying the Economic Impact of Social Security Benefit Spending
Tyler Bond, NIRS (bio) (slides)
James Palmieri, AARP Public Policy Institute (bio) (slides)

9:15-10:00 am
Social Security & You
Kurt Czarnowski
Czarnowski Consulting
Bio
Slides

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3:30–4:30 PM
US Economic and Market: Opportunities and Risks
Jeff Schulze, Clearbridge (bio)
Mary Kelly, FPPTA Economist (bio)

CEU — Tuesday, October 7, 2025
Foundational Learning Room

10:30 – 11:00 AM
Investment Manager’s Performance Cycle
Chris Greco
Waycross Partners, LLC

11:00–11:30 AM
Rebalancing Your Portfolio
Aaron Lally & Shawn Bowen
Meketa
Presentation Slides

11:30–12:10 PM
AI Frontiers in Governance in Plan Administration
J. Scott Baur & Sergio Giron
Resource Centers
Presentation Slides

1:30 – 2:00 PM
The Expanded Trustee Experience
Jason Spinner
Cape Coral Firefighters Pension Trust Fund
Presentation Slides

2:00 – 2:30 PM
Foundations of Fixed Income
Lelia Coggins, Highland Capital Management

CEU — Tuesday, October 7, 2025
Accelerated Learning Room

10:30 – 11:00 AM
How Management Fees are Derived
James Reno
Mariner
Presentation Slides

11:00 – 11:30 PM
Why You Should Look Beyond the U.S. for Investment Opportunities
Gustavo Bikkesbakker
Walter Scott
Presentation Slides

11:30 AM–2:10 PM
Importance of Cash Flow
Russ Kamp
Ryan ALM

1:30–2:00 PM
Beyond the Magnificent 7: Rediscovering International Alpha
Dave Smith
Bailard

2:30 – 3:00 PM
Fixed Income: Risk Reducer or Income Generator
Jeff Detwiler
Garcia Hamilton & Associates

CEU — Tuesday, October 7, 2025
Exchange Learning Room

1:30–2:35 PM
Around the Horn – Public Equity & Fixed Income Performance Update
Weston Lewis, Callan, LLC
David Jackson, Richmond Capital Management
Jason Turner, Great Lakes Advisors