CPPT Advanced

ADVANCED — Monday, October 6, 2025

7:50–8:00 AM
FPPTA Opening Comments
Kim Prior
CEO

8:00–10:00 AM
General Session: Bamboo Farmer Mindset
Greg Bell
Thought Leader, Business Consultant, Leadership Coach

10:30–11:00 AM
Fundamental Equation of Pension Plan Financing — Pension Formula: C+I = B+E
Steve Roth
Dahab & Associates

11:05 AM–12:10 PM
Asset Class Performance / Market Cycles
Dr. Mary Kelly
Economist, Author, Leadership Expert

12:10–1:30 PM
Lunch Break

1:30–2:00 PM
Risk & Volatility
Steve Roth
Dahab & Associates

2:05–2:35 PM
Capital Markets — Equity
Geoff Gerber
Twin Capital Management

2:40–3:10 PM
Fixed Income Markets
Jeff Detwiler
Garcia Hamilton & Associates

3:10–3:30 PM
Afternoon Break

3:30–4:00 PM
Private Debt
Laura Stolfi
Nuveen

4:00–4:30 PM
Real Assets
David Lee
Dahab & Associates


ADVANCED — Tuesday, October 7, 2025

9:05–10:10 AM
Establishing a Funding Policy
Pete Strong
Gabriel Roeder Smith

10:10–10:30 AM
Morning Break

10:30–11:00 AM
Trends in Real Estate
Sabrina Unger
American Realty Advisors

11:00 AM–12:10 PM
Ethics Master Class
Caroline Klancke
Florida Ethics Institute

12:10–1:30 PM
Lunch Break

1:30–2:00 PM
Emerging Markets
Kurt Wood
DRZ Investment Advisors

2:05–2:35 PM
Capital Markets — Equity
Geoff Gerber
Twin Capital Management

2:40–3:10 PM
Real Assets
David Lee
Dahab & Associates

3:10–3:30 PM
Afternoon Break

3:30–4:30 PM
Behavioral Governance
Don Trone
Behavioral Governance Institute

Wednesday, January 29, 2025

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.