CPPT Basic
7:50—8:00 am
Opening Remarks
Kim Prior, CEO
8:00–10:00 am
Don’t Farm Alone
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio
Basic
Presentation Slides & Speaker Bios are in the CPPT Study Guides
Monday, January 27, 2025
10:30-11:00AM
Board Meeting Basics
Steve Corbet
FPPTA Education Committee
Bio
11:05-11:35AM
Behavioral Governance – Decision Making
Don Trone
Center For Board Fiduciaries
Bio
11:40-12:10PM
The Custodian
Mark Rhein
Salem Trust Company
Bio
1:30-2:00PM
The Administrator
Scott Baur
Resource Centers
Bio
2:05-2:35PM
The Actuary
Eric Atwater
Aon
Bio
2:40-3:10PM
The Investment Consultant
Tyler Grumbles
Mariner
Bio
Basic Review
Norris Park
Anthony Xuereb
Steve Aspinall
Tuesday, January 28, 2025
8:30-9:35AM
Ethics in Action
Kenneth Harrison (bio)
Sugarman Susskind Braswell & Herrera
Caroline Klancke (bio)
Florida Ethics Institute
(60 minutes)
9:40-10:10AM
The Attorney
Ricki Levy
Lorium Law
Bio
10:30-11:00AM
The Role of an Investment Manager
Anthony Xuereb
Polen Capital Management
Bio
11:05-11:35AM
The Importance of Diversification
Jason Turner
Great Lakes Advisors
Bio
11:40-12:10PM
Investment & Economic Cycles
Kerry Richardville
Mariner
Bio
1:30-2:00PM
Introduction to Real Estate
Tim Nash
Intercontinental Real Estate
Bio
2:05-2:35PM
Equity Markets
Brad Penter
Callan, LLC
Bio
2:40-3:10PM
Capital Markets – Fixed Income
Paul Lundmark
Richmond Capital Management
Bio
Basic Review
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.