CPPT Advanced

Monday, September 28, 2026

8:00 AM
FPPTA Opening Comments
Kim Prior, FPPTA Chief Executive Officer

8:00 – 9:00 AM
FPPTA Tools & Resources: Ray & FPPTA Education
Sean McKinstry, FPPTA Director of Education
Don Trone, FPPTA Education Consultant
Matthew Bertram, FPPTA Technology Consultant

9:00 – 10:00 AM
NIRS Retirement in America Podcast:

Impact of Property Tax Legislation on Florida Municipalities
Dan Doonan, National Institute on Retirement Security

10:00 – 10:30 AM
Morning Break

10:30 – 11:30 AM
Asset Class Performance / Market Cycles
Dr. Mary Kelly, FPPTA Economist

11:35 AM – 12:15 PM
Understanding the Impact of Market /
Economic Cycles on Asset Class Performance

Geoff Gerber, Twin Capital Management

12:15 – 1:30 PM
Lunch Break

1:30 – 2:10 PM
Alternate Investments

Bill Dahab, Dahab Associates

2:15 – 3:15 PM
Private Investments

Rob Hatch, Constitution Capital Partners
Beth Bowen, Asset Consulting Group
Laura Stolfi, Nuveen

3:15 – 3:45 PM
Afternoon Break

3:45 – 4:30 PM
Ethics Master Class
Caroline Klancke, FPPTA Ethics Consultant

4:30 – 11:00 PM
Hospitality & Study Hall

 


Tuesday, September 29, 2026

8:00 – 8:40 AM
Investment Program Operations

Steve Roth, Dahab Associates

8:45 – 9:15 AM
Establishing A Funding Policy

Pete Strong, Gabriel Roeder Smith

9:20 – 10:00 AM
International Equity / Developed & Emerging Markets
Kurt Wood, DRZ Investment Advisors

10:00 – 10:30 AM
Moring Break

10:30 – 11:15 AM
Real Estate
Tim Nash, Intercontinental Real Estate

11:20 AM – 12:15 PM
Fixed Income Markets
David Jackson, Richmond Capital Management

12:15 – 1:30 PM
Lunch Break

1:30 – 2:00 PM
Modifications of Pension Plans
Mark Floyd, Mierzwa & Floyd, P.A.

2:00 – 3:15 PM
Putting It All Together: Applied Governance
Geoff Gerber, Twin Asset Management
Greg Mull, Palm Beach Gardens Police Officers’ Pension Fund
Jay Spencer, Palm Beach Gardens Police Officers’ Pension Fund

3:15 – 3:45 PM
Afternoon Break

3:45 – 5:00 PM
Advanced Program Review

4:30 – 11:00 PM
Hospitality & Study Hall

Wednesday, September 30, 2026

8:00 – 10:00 AM
Electronic CPPT Exam
Participants are expected to bring a Wi-Fi capable device to take their exam.