Certificate of Achievement in Public Plan Policy (CAPPP®): Pension Part II

November 9 - 10, 2024
San Diego Convention Center |
San Diego, CA

Sessions Include:

Conference brochure coming soon.

Day 1: 8:00 a.m.-12:00 noon

Plan Design
• Adequacy funding and risks of retirement
• An overview of basic retirement plan components
• The features unique to public plans
• The structure of alternative plan designs
• A review of the legislative landscape
• Case studies

Investments: 1:00-5:00 p.m.

• Setting goals and objectives for developing an investment policy
• Asset allocation strategies
• An explanation of asset classes
• Selecting and monitoring investment performance
• Components of an investment report

Day 2: 8:00-11:30 a.m.

Business Improvement Strategies
• How to effectively use strategic planning to focus on the most important aspects of the organization
• How to integrate tools and tips to improve your organization’s risk assessment effectiveness
• How to strategically analyze, audit and improve your operations

Emerging Issues: 12:30-4:00 p.m.
• An overview of workforce attitudes and demographics
• An explanation of tools for trustees and administrators
• An overview of emerging and hot topics