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

Saturday, October 22 - Sunday, October 23, 2022
Mandalay Bay, Las Vegas, NV
Certificate of Achievement in Public Plan Policy (CAPPP®) - Pension Part II

Expanding upon the fundamental knowledge gained in Part I, the CAPPPPensions Part II addresses the elements of plan design, investments, improvement strategies and emerging issues so you can be fully equipped to make the necessary decisions for your plans.

The structure of the CAPPP program is flexible. Part II of the Certificate of Achievement in Pensions can be taken prior to Part I to accommodate your schedule. To earn your certificate, both 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 October 22, 2022
8:00 a.m.-12:00 p.m. PT
Plan Design
8:00 a.m.-12:00 p.m. PT
  • Adequacy funding and risks of retirement
  • An overview of basic retirement plan components
  • The features unique to public plans
  • The structure of alternative plan designs
  • A review of the legislative landscape
  • Case studies
Category: Public Plans
Matt Larrabee, EA, FSA, MAAA
Instructor
Matt Larrabee, EA, FSA, MAAA
Principal
Milliman, Inc.
1:00-5:00 p.m. PT
Investments
1:00-5:00 p.m. PT
  • Setting goals and objectives for developing an investment policy
  • Asset allocation strategies
  • An explanation of asset classes
  • Selecting and monitoring investment performance
  • Components of an investment report
Category: Public Plans
Russell D. Kamp
Instructor
Russell D. Kamp
Managing Director
Ryan ALM Inc.
Sunday October 23, 2022
8:00-11:30 a.m. PT
Business Improvement Strategies
8:00-11:30 a.m. PT
  • How to effectively use strategic planning to focus on the most important aspects of the organization
  • How to integrate tools and tips to improve your organization’s risk assessment effectiveness
  • How to strategically analyze, audit and continuously improve your operations
Category: Public Plans
David F. Maurek, CPA
Instructor
David F. Maurek, CPA
Business Consultant
12:30-4:00 p.m. PT
Emerging Issues
12:30-4:00 p.m. PT
  • An overview of workforce attitudes and demographics
  • An explanation of tools for trustees and administrators
  • An overview of emerging and hot topics
Category: Public Plans
Jeffrey S. Williams, ASA, EA, FCA, MAAA
Instructor
Jeffrey S. Williams, ASA, EA, FCA, MAAA
Vice President and Consulting Actuary
Segal

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 in the public benefits field
  • 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

​COVID-19 Safety Protocols

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


Speakers

  • Russell D. Kamp Managing Director Ryan ALM Inc.
  • Matt Larrabee, EA, FSA, MAAA Principal Milliman, Inc.
  • David F. Maurek, CPA Business Consultant
  • Jeffrey S. Williams, ASA, EA, FCA, MAAA Vice President and Consulting Actuary Segal

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Bring CAPPP to Your Location

Bring the experts to you (virtual or in-person)—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

Register early and save!

Registration Information
  Member Nonmember


Through 9/12/2022 US $1,225.00 US $1,445.00
After 9/12/2022 US $1,525.00 US $1,745.00
 

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