Certificate of Achievement in Public Plan Policy (CAPPP®) - Pension Part I

Tuesday, June 18 - Wednesday, June 19, 2019
Boston Omni Parker House, Boston, MA


​An essential program for new public sector trustees working with employee pensions, this program addresses the fundamental areas involved in managing employee pension 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 Employee Pensions, Part I and Part II must be completed along with a take-home exam.


  • ​Governance
    • This session will provide 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 discussions to gain a deeper knowledge of governance issues.
  • ​​Fiduciary Responsibilities
    • An overview of the legal environment in which public plans operate, review fiduciary duties and the role of fiduciary decision making.
    • Apply legal concepts to hypothosized situations and familarize policy makers with necessary components of advice.
  • ​Legal, Legislative and Regulatory Developments
    • Evolution of public plans and regulations, current rules and regulations of significance, tax deferral plans and their role in retirement income, challenges and benefits of public sector plans, and possible outlook for future legislative and regulatory activity 
  • Actuarial Principles​​
    • ​Review the role and function of actuaries, applicable pension plan policies, cash flow characteristics, basic methods and assumptions for evaluating future events and much more.

91% of past attendees recommend 
 the CAPPP program. 

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


Speakers will be announced soon.

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Continuing Education

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

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/9/2019 US $1,150.00 US $1,370.00
After 5/9/2019 US $1,450.00 US $1,670.00