Basic CPPT Program - Virtual Trustee School

Welcome to the FPPTA’s Virtual Fall Trustee School. To begin, click “watch video” on the first session below.

Important notes:

  • Please check-in during the first session so the FPPTA has record of your participation. 
  • The program is presented in four parts. Be sure to complete all four videos.
  • Speaker bios and presentation slides are in your study guide. We encourage you to follow along in your study guides and take notes.
  • There will be a review session tomorrow morning at 10am. You will be sent your CPPT exam immediately following the review session. The exam is 100 multiple choice questions. You have 90 minutes to complete and submit your exam. You may refer to your study guide while taking the exam.
  • For general technical questions regarding today’s program please contact Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.

Part One

Board Meeting Basics
Steve Corbet, CPPT
FPPTA Education Committee

The Administrator
Scott Baur
Resource Centers

The Actuary
Eric Atwater & Bryan Falato

Part Two

The Attorney
Ricki Levy, Esq. CPPT
Lorium Law

The Custodian
Mark Rhein
Salem Trust Company

The Investment Consultant
Kerry Richardville
AndCo Consulting

The Role of an Investment Manager
Mary Byrom
Atlanta Capital Management

Part Three

Capital Markets—Equity
Keri Hepburn
Aristotle Capital Management

Capital Markets – Fixed Income
Paul Lundmark, CPPT
Richmond Capital Management

Introduction to Real Estate Investments
Meredith Despins

Introduction to Ethics
Kenneth Harrison, Esq., CPPT
Sugarman & Susskind, PA

Part Four

Modern Portfolio Theory & Benchmarking
Steve Roth, CPPT
Dahab Associates

Investment & Economic Cycles
Steve Stack
Highland Capital Management

Diversifying Your Equity Portfolio
Jason Turner
Great Lakes Advisors