CPPT Basic

BASIC — Monday, February 1, 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

10:00–10:30 AM
Morning Break

10:30–11:15 AM
Governance for Exemplary Leadership and Stewardship
Don Trone
Behavioral Governance Institute

11:15 AM–12:10 PM
Overview of Trustee Ethics in Florida
Caroline Klancke
Florida Ethics Institute

12:10–1:30 PM
Lunch Break

1:30–2:30 PM
Fundamental Equation of Pension Plan Financing: C+I = B+E
Sara Carlson
Foster & Foster Actuaries and Consultants

2:30-3:10 PM
Defined Benefit vs. Defined Contribution Pensions in Florida
Kevin Spanier
Gallagher

3:10–3:30 PM
Afternoon Break

3:30–4:30 PM
Foundational Economics for Public Pension Trustees
Dr. Mary Kelly
FPPTA Economist

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–11:30 PM
Actuarial Alphabet Soup
Brad Armstrong, Peter Tramont & Piotr Krekora
Gabriel Roeder Smith & Company

11:30–12:10 PM
Actuarial Alphabet Soup for the Soul:
Practical Implications & Review
Joe Griffin
Foster & Foster Actuaries and Consultants

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