General Session
Grand Ballroom C (Lobby Level)

8:30—8:45 am
Opening Remarks
Peter Hapgood, FPPTA Director of Education

8:45—10:00 am
Water the Bamboo
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio

Basic
(Salon 11 & 12)
Presentation Slides are in the CPPT Study Guides

Monday, January 29, 2024

10:30—11:00 am
The Administrator
Scott Baur
Resource Centers
Bio

11:05—11:35 am
Board Meeting Basics
Steve Corbet, CPPT
FPPTA Education Committee
Bio

11:40—12:10 pm
The Actuary
Eric Atwater
Aon
Bio

1:30 —2:00 pm
The Custodian
Karen Russo, CPPT
Salem Trust Company
Bio

2:05—2:35 pm
The Investment Consultant
Kerry Richardville
AndCo Consulting
Bio

2:40—3:10 pm
The Role of an Investment Manager
Anthony Xuereb, CPPT
Polen Capital Management
Bio

3:30—4:30 pm
Basic Review

Tuesday, January 30, 2024

8:30—9:00 am
The Attorney
Ricki Levy, Esq. CPPT
Lorium Law
Bio

9:05—10:10 am
Ethics in Action
Kenneth Harrison, CPPT (Bio)
Sugarman Susskind Braswell & Herrera
Caroline Klancke (Bio)
Florida Ethics Institute

10:30—11:00 am
Modern Portfolio Theory & Benchmarking
Steve Roth, CPPT
Dahab Associates
Bio

11:05—11:35 am
Capital Markets—Equity
Geoff Gerber
Twin Capital Management
Bio

11:40—12:10 pm
Capital Markets – Fixed Income
Paul Lundmark, CPPT
Richmond Capital Management
Bio

1:30—2:00 pm
Introduction to Real Estate
Tim Nash
Intercontinental Real Estate
Bio

2:05—2:35 pm
Investment & Economic Cycles
Steve Stack
Highland Capital Management
Bio

2:40—3:10 pm
Diversifying Your Equity Portfolio
Jason Turner
Great Lakes Advisors
Bio

3:30—4:30 pm
Basic Review

Wednesday, January 31, 2024

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.