CPPT Basic

BASIC — 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

10:00–10:30 AM
Morning Break

10:30–11:00 AM
Fundamental Equation of Pension Plan Financing — Pension Formula: C+I = B+E
Doug Lozen
Foster & Foster Actuaries and Consultants

11:05 AM–12:10 PM
Chapter 112 – 175 – 185
Adam Levinson
Klausner, Kaufman, Jensen & Levinson P.A.

12:10–1:30 PM
Lunch Break

1:30–2:30 PM
Advancing Ethics & Professionalism
Caroline Klancke
Florida Ethics Institute

3:10–3:30 PM
Afternoon Break

3:30–4:30 PM
Asset Allocation
Tyler Grumbles
Mariner


BASIC — Tuesday, October 7, 2025

8:30–9:15 AM
Pre-Funding vs. Pay-as-you-Go Pension Plans
Eric Atwater
Aon

9:20–10:10 AM
Actuarial Valuations of Defined Benefit Plans
Kevin Spanier
Gallagher

10:10–10:30 AM
Morning Break

10:30 AM–12:10 PM
Actuarial Alphabet Soup
Brad Armstrong, Peter Tramont & Piotr Krekora
Gabriel Roeder Smith & Co.

12:10–1:30 PM
Lunch Break

1:30–3:05 PM
Funding Implications
Doug Lozen
Foster & Foster Actuaries and Consultants

3:10–3:30 PM
Afternoon Break

3:30–4:30 PM
Basic Program Review