Public Plan Trustees banner

Public Plan Trustee Institute
Level II

Public Plan Trustees Institute—Level II

Education for Public Sector Fiduciaries

Monday, June 15 - Tuesday, June 16, 2026

Hilton San Diego Bayfront,
San Diego, CA

As public sector fiduciaries, you have the tough task of staying on top of latest developments while meeting the diverse needs of your plan participants. This new education offering is designed for public sector health and retirement trustees and other fiduciaries. As a replacement for the Certificate of Achievement in Public Plan Policy (CAPPP®), this program is streamlined and more relevant than ever for trustees and other fiduciaries in the public sector.

Level II of this program builds on Level I, taking a deep dive into Public Plan Governance and Emerging Issues, Investing Public Plan Assets, Trustee Board Strategies, and Plan Administration and Communication Concepts.  Each section will be led by industry experts, ready to help you apply the concepts you will learn to your real world challenges and bring the value back to your organization.

Benefits of Attending

  • A cost-effective way to get thorough, on-target information to assist you in your fiduciary duties
  • An examination of the role of trustees and other fiduciaries and their relationship to other public benefit plan functions
  • Firsthand knowledge shared by leading consultants and practitioners working with public sector employee benefits
  • Valuable resource materials for future reference
  • Opportunities to interact with your peers in small group settings

Who Should Attend

This program is designed specifically for trustees and other fiduciaries that work in public retirement and health systems—including protective services, education, transportation, and health care systems—in municipalities, states, and the federal government.

CEBS Compliance Approved icon

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.

Pricing

Through May 4, 2026

US$1,495.00

Member

US$1,715.00

Nonmember

After May 4, 2026

US$1,795.00

Member

US$2,015.00

Nonmember

Join the Foundation!

More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education. Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

Learn More