CPPT Advanced

ADVANCED — Monday, February 2, 2026

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

10:30–11:30 AM
The Factors Driving Market Cycles
Dr. Mary Kelly, Economist, FPPTA Consultant

11:30 AM–12:10 PM
Modifications of Pension Plans
Mark Floyd, Mierzwa & Floyd, P.A.

12:10–1:30 PM
Lunch Break

1:30–2:00 PM
Real Assets
David Lee
Dahab & Associates

2:00–2:30 PM
Trends in Real Estate
Sabrina Unger
American Realty Advisors

2:30–3:00 PM
Fixed Income Markets
Jeff Detwiler
Garcia Hamilton & Associates

3:00–3:30 PM
Afternoon Break

3:30–4:00 PM
Capital Markets — Equity
Geoff Gerber
Twin Capital Management

4:00–4:30 PM
Risk & Volatility
Steve Roth
Dahab & Associates


ADVANCED — Tuesday, February 3, 2026

8:30–9:00 AM
Private Equity
Rob Hatch
Constitution Capital Partners

9:00–10:00 AM
Disability Process
Pedro Herrara
Sugarman Susskind Braswell & Herrera

10:10–10:30 AM
Morning Break

10:30–11:00 AM
Private Debt
Laura Stolfi
Nuveen

11:30 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

2:00–2:30 PM
Establishing a Funding Policy
Pete Strong
Gabriel Roeder Smith

2:30–3:00 PM
Behavioral Governance
Don Trone
Behavioral Governance Institute

3:00–3:30 PM
Afternoon Break

3:30–5:00 PM
Review Session

Wednesday, February 4, 2026

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.