CPPT Advanced

 Monday, January 29, 2024
General Session—All Attendees
Grand Ballroom C (Lobby Level)

7:50—8:00 am
FPPTA Opening Comments
Peter Hapgood, FPPTA Director of Education

8:00—10:00 am
Lead Like a Bamboo Farmer
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio

Advanced

Presentation Slides are in the CPPT Study Guides

Monday, September 23, 2024

10:30—11:00 am
Private Equity
Chris Volpe
Constitution Capital Partners
Bio


11:05—11:35 am
Review of Risk & Volatility
Steve Roth, CPPT
Dahab & Associates
Bio


11:40—12:10 pm
Fixed Income Markets
Jeff Detwiler
Garcia Hamilton & Associates
Bio

Style Cycles—Seeing the Future Through the Past
Russ Kamp
Ryan ALM
Bio

1:30 —2:00 pm
Emerging Markets
Kurt Wood
DRZ Investment Advisors
Bio

2:05—2:35 pm
Private Debt
Laura Stolfi
Nuveen
Bio

2:40–3:10 pm
Modifications of Pension Plans
Mark Floyd
Mierzwa & Floyd, P.A.
Bio

3:30—4:30 pm
Advanced Review

Tuesday, September 24, 2024

8:30—9:35 am
Disability Process
Pedro Herrera
Sugarman Susskind Braswell & Herrera
Bio

9:40–10:10 am
Establishing a Funding Policy
Pete Strong
Gabriel Roeder Smith & Co.
Bio

10:30—11:00 am
Impact of Changing Actuarial Assumptions
Chad Little
Freiman Little Actuaries
Bio

11:05—12:10 am
Ethics Master Class
Caroline Klancke
Florida Ethics Institute
Bio

1:30–2:00 pm
Capital Markets: Equity
Geoff Gerber
Twin Capital Management
Bio

 

2:05–2:35 pm
Real Assets
William Dahab
Dahab & Associates
Bio

 

2:40—3:10 pm
Behavioral Governance: Stewardship
Don Trone, CEO
Center for Board Certified Fiduciaries
Bio

 

3:30—4:30 pm
Advanced Review

Wednesday, September 25, 2024

8:00 am
CPPT Exam
Exams will start promptly at 8 am. Exams are being offered online which requires a laptop or tablet device. Upon completion of the exam you will receive your results immediately.