Sign In
International Foundation of Employee Benefit Plans
International Foundation of Employee Benefit Plans
  • Email Signup
  • Store

Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions 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


 

Skip Navigation LinksIFEBP > Education > Certificate Programs > CAPPP® > Schedule > Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I

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


Topics/Agenda


  • 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 - Pensions
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
Instructor
Julia A. Nicholson
Principal
J | N Consulting
1:00-5:00 p.m. ET
Fiduciary Responsibility - Pensions
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
James S. Beall, Esq.
Instructor
James S. Beall, Esq.
Partner
Willig, Williams & Davidson
Sunday October 1, 2023
8:00-11:30 a.m. ET
Legal, Legislative and Regulatory Developments - Pensions
8:00-11:30 a.m. ET
  • 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
  • Possible outlook for future legislative and regulatory activity
Category: Public Plans
Paul T. Esposito, Esq.
Instructor
Paul T. Esposito, Esq.
Principal
Slevin & Hart, P.C.
Sharon M. Goodman, Esq.
Instructor
Sharon M. Goodman, Esq.
Principal
Slevin & Hart, P.C.
12:30-4:00 p.m. ET
Actuarial Principles - Pensions
12:30-4:00 p.m. ET
  • The role and function of actuaries
  • Applicable pension plan policies
  • Cash flow characteristics
  • The basic methods and assumptions for evaluating future events
  • Asset valuation methods
  • Experience investigations
  • Actuarial reviews and audits
Category: Public Plans
Edward J. Koebel, EA, FCA, MAAA
Instructor
Edward J. Koebel, EA, FCA, MAAA
CEO and Consulting Actuary
Cavanaugh Macdonald Consulting, LLC

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

Continuing Education

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


Policies
View our registration policies.


Registration Information

Register early and save!

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
 
×

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.