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

Monday, July 24 - Tuesday, July 25, 2023
Fairmont Chicago - Millennium Park, Chicago, IL
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 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 Pensions, Part I and Part II must be completed along with a take-home exam.

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday July 24, 2023
8:00 a.m.-12:00 p.m. CT
Governance - Pensions
8:00 a.m.-12:00 p.m. CT
  • 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
JN Consulting
1:00-5:00 p.m. CT
Fiduciary Responsibility - Pensions
1:00-5:00 p.m. CT
  • 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
Tuesday July 25, 2023
8:00-11:30 a.m. CT
Legal, Legislative and Regulatory Developments - Pensions
8:00-11:30 a.m. CT
  • 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. CT
Actuarial Principles - Pensions
12:30-4:00 p.m. CT
  • 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

Bring CAPPP to Your Location

Bring the experts to you—your city, your workplace, your staff! Having a subject matter expert at your organization allows for a one-of-a kind learning and team-building experience. Learn More. For more information on program content or to discuss hosting CAPPP, contact Tara Roeske at (262) 373-7670 or troeske@ifebp.org.

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.

Policies
View our registration policies.

Registration Information

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Registration Information
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Through 6/12/2023 US $1,250.00 US $1,470.00
After 6/12/2023 US $1,550.00 US $1,770.00
 
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