Certificate of Achievement in Public Plan Policy (CAPPP®): Health Part I

Saturday, September 30 - Sunday, October 1, 2023
Boston Convention & Exhibition Center, Boston, MA
Certificate of Achievement in Public Plan Policy (CAPPP®) - Pension Part I

An essential program for public sector trustees and staff working with employee/member health plans, this program addresses the fundamental areas involved in managing employee health plans. Sessions dissect the basics of what you need to know for your role, and the distinguished faculty bring real-life scenarios and years of experience to enrich the content and your takeaways. 

To earn your CAPPP in Health, Part I and Part II must be completed and attendees must pass a take-home exam.


  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Saturday September 30, 2023
8:00 a.m.-12:00 p.m. ET
Governance - Health
8:00 a.m.-12:00 p.m. ET
  • An overview of the governance of public pension and health plans, including a broad-based orientation addressing issues, duties and responsibilities
  • Participate in an interactive environment with small group discussion to gain a deeper knowledge of governance issues
Category: Public Plans
Julia A. Nicholson
Julia A. Nicholson
J | N Consulting
1:00-5:00 p.m. ET
Fiduciary Responsibility - Health
1:00-5:00 p.m. ET
  • An overview of a trustee's or administrator's fiduciary duties
  • Examine legal concepts as they apply to hypothetical situations.
  • A review of hot topics in the public sector legal environment
Category: Public Plans
Jacqueline M. Carmichael, APA, ERPA, QPA
Jacqueline M. Carmichael, APA, ERPA, QPA
President and Chief Executive Officer
JM Pension Advisory, Inc.
Sunday October 1, 2023
8:00-11:30 a.m. ET
Legislative and Regulatory Developments - Health
8:00-11:30 a.m. ET
  • Overview of federal legislation impacting health care plans for active and Medicare populations
  • An overview of key ACA issues for public sector plans
  • Potential federal legislative changes
Category: Public Plans
Mayoung Nham
Mayoung Nham
Slevin & Hart P.C.
12:30-4:00 p.m. ET
Actuarial Principles - Health
12:30-4:00 p.m. ET
  • Overview of actuarial principles
  • Basic methods and assumptions
  • The factors involved in rate setting
  • Short-/long-term projections
Category: Public Plans
Suzanne Taranto, EA, MAAA
Suzanne Taranto, EA, MAAA
Principal and Consulting Actuary
Milliman Inc.

Benefits of Attending

  • A cost-effective way to get thorough, on-target information to assist you in policy-making decisions
  • An examination of the role of trustees 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
  • An educational benchmark of excellence for the public sector

Who Should Attend

CAPPP® is designed especially for:

  • Public sector benefit plan trustees at all levels of experience
  • Representatives of public funds of various types, sizes and geographical areas who wish a high-level overview
  • Individuals who need a comprehensive understanding of public employee plan management at the policy-making level.


Continuing Education

Continuing Education credit for professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Note: Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

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

​COVID-19 Safety Protocols

We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

View our registration policies.

Registration Information

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Registration Information
  Member Nonmember

Through 8/21/2023 US $1,250.00 US $1,470.00
After 8/21/2023 US $1,550.00 US $1,770.00

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