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

Saturday, November 9 - Sunday, November 10, 2024

San Diego, CA

Sessions Include:

8:00 AM - 12:00 PM

Plan Design

  • 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

1:00 PM - 5:00 PM

Investments

  • 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

8:00 AM - 11:30 AM

Business Improvement Strategies

  • 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 improve your operations

12:30 PM - 4:00 PM

Emerging Issues - Pensions

  • An overview of workforce attitudes and demographics
  • An explanation of tools for trustees and administrators
  • An overview of emerging and hot topics

Download Brochure

2024 CAPPP Brochure