HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 24_11/08/2005~ TRUSSES .~..~..
PENSION
PUBL~~ A
FLORIDh
~~ ~~
FPPTA U comin E ~~9
p g vents ~.,~, .
Trustees School October 2 - 5, 2005
Trustees School January 29 -February 1,
Conference - June 25 - 28, 2006
Trustees School October 8 - 11, 2006
Trustees School February 25 - 28, 2007
Conference June 24 - 27, 2007
Trustees School.. October 7 - 10, 2007
Revised February, 2005
World Golf Village ,.
904-940-8000.
St. Au ustine
2006 Sawgrass Marriott
800-457-GOLF
Ponte Vedra Beac1#
Wyndham Palace
Lake Buena Vista
Orlando
Tradewinds Resort
800-808-9833
St. Petersbur
Amelia Island Plantation
800-874-6878
Fernandina Beach..
Registry Resort
800-247-9810
Na les
PGA National
800-633-9150
Palm Beach Gardens
FPPTA
2946 Wellington Circle East, Suite A
Tallahassee, Fl 32309
800-842-4064 Fax 850-668-8514
www.fppta ors
f~nta `fppta org Lois(cr~fppta o~ Kim(a~f~~ta.or~
•
AN FPPTA CERTIFICATION PROGRAM
FOR PUBLIC PENSION PLANS
Certified Public
Pension
Trustee (CPPT)
Certificate Program
^ Gain an understanding of investment principles
^ Broaden your public pension knowledge
^ Three-level certification process-
Basic, Intermediate and Advanced
FPPTA
2946 Wellington Circle East
Suite A
Tallahassee, FL 32309
800-842-4064
Fax: 850-668-8514
E-mail: fpptaC~fppta.org
Web site: www.fppta.org
~~TT ASSO['I ATIUN
PENSIONTEES
PusLlc
FLORIDA 1~/t
ASSIKIATIUN
• PETR":NTEES
Peal ~~
FLORIDA l~
Dear FPPTA Members:
The FPPTA has always attempted to provide a well rounded educational forum
for its members. From the beginning we realized there was more to being a
pension trustee and administrator than just knowing about investments. Our
vision has always been to be the best Public Pension Educational Association
in the country. Many are of the opinion that we have already attained that goal.
!t was now time to reach for a new goal and to take the FPPTA a step higher in
its academic offering. We knew this would be a big step so we tested the
wafers with surveys and CPPT related questionnaires. The member response
was overwhelming and definitely in favor of a certification program.
We were also aware that some of our members were .attending certification
programs out of state and paying exorbitant fees. In fact, some of these
courses were merely investment classes and had nothing to do with being a
Florida trustee. We have created a well rounded trustee certification program
that is the most inexpensive in the country and will be hailed as the best
educational experience for trustees anywhere.
nth this in mind, we set up an Education Committee to research the feasibility
of a certification program. The frrst research by the committee was financial
and included setting up a budget. The budget was presented to the Board of
Directors and approved. We knew a large financial outlay would be needed,
• but if participation was as predicted it would eventually be a financial success.
Since the inspection of the CPPT Program the enrollment has been
outstanding. Our Education and Curriculum Committees work on a regular
basis developing new courses and avenues of education.
The Continuing Education aspect of the program has great expectations for
new and adventurous programs.
Please remember that participating in the CPPT Program is strictly by choice
and not mandatory in any way. The FPPTA Board of Directors has gone on
record as being opposed to any organizational or State requirements for
Trustee certification. If you decide you do not want to participate in the CPPT
Program, you may still attend Trustee schools and conferences as you have in
the past. You will still reap the benefits of the educational programs offered by
the FPPTA.
Thank you for your continuing support.
Sincerely,
Raymond Edmondson
FPPTA Executive Director
•
T~A550(IATION
PE lR~NTEES
• PUBLIC
FLORIDAI~ )
Dear FPPTA Members:
The FPPTA has always attempted to provide a well rounded educational forum
for its. members. From the beginning we realized there was more to being a
pension trustee and administrator than just knowing about investments. Our
vision has always been to be the best Public Pension Educational Association
in the country. Many are of the opinion that we have already attained that goal. .
It was now time to reach for a new goal and to fake the FPPTA a step higher in
its academic offering. We knew this would be a big step so we tested the
waters with surveys and CPAT related questionnaires. The member response
was overwhelming and definitely in favor of a certifcation program.
We were also aware that some of our members were attendin certific 6
g a on
programs out of state and. paying .exorbitant fees. In fact, some of these
courses were merely investment classes and had nothing to do with being a
Florida trustee. We have created a well rounded trustee certification program
that is the most inexpensive in the country and will be hailed as the best
educational experience for trustees anywhere.
With this in mind, we set up an Education Committee to research the feasibility
of a certification program. The first research by the committee was financial
and included setting up a budget. The budget was presented to the Board of
Directors and approved. We knew a large financial outlay would be needed,
but if participation was as predicted it would eventually be a financial success.
• Since the inspection of the CPPT Program the enrollment has been
outstanding. Our Education and Curriculum Committees work on a regular
basis developing new courses and avenues of education.
The Continuing Education aspect of the program has great expectations for
new and adventurous programs.
Please remember that participating in the CPPT Program is strictly by choice
and not mandatory in any way. The FPPTA Board of Directors has 'gone on
record as being opposed to any organizational or State requirements for
Trustee certification. If you decide you do not want to participate in the CPPT
Program, you may still attend Trustee schools and conferences as you have in
the past. You will still reap the benefits of the educational programs offered by
the FPPTA.
Thank you for your continuing support.
Sincerely,
Raymond Edmondson
FPPTA Executive Director
•
AssoclATl°" Florida Public Pension Trustees Association
TRUSTEES
PErrsIDN 2946 Wellington Circle East
P°BL" Suite A
FLORIDA
Tallahassee, FL 32309
w f~ 80'0-842-4054
850-668,8552
Fax 850-668-8514
E-mail fppta@fppta.org
Web site www.fppta.org
CPPT Certification Program Application
Pre-Registration Fee $700.00
On-Site Registration Fee $800.00
Pension Board Or Organization
Name
Address
City State Zip
Phone Fax
Email
Visa, Master Card, American Express accepted:
Card Number:
Signature: Exp.
Check Enclosed:
CPPT PROGRAM INFORMATION
• CPPT Awards:
A special award ceremony will be held every year at the FPPTA Annual Conference
to honor our members completing the CPPT certification process. To maintain certification, each recipient must then
complete the Post Certification Requirements on an annual basis.
Post Certification Requirements:
•
After completing the CPPT Certification Program everyone must complete 10
Continuing Education Units annually or 30 Continuing Education Units over
three years to maintain CPPT Certification. An FPPTA Trustee School will be
worth 10 units and any other educational function attended will be worth 5 units
either with the FPPTA or an approved outside educational conference. We have
presently approved participation in the NPEA, NCPERS, and the Florida Division
of Retirement; "Police and Firefighters Trustee's School" and Orlando Conference;
International Foundation of Employee Benefit Plans.
Each recipient will be monitored yearly to insure that CPPT related education is
in fact continuing. We will require you to attend at least one FPPTA function per
year. There also may be requirements that you attend specific courses related to
new investment or pension issues which will be determined by the FPPTA
Education Committee. Post Certification Requirements will be monitored on a
calendar year basis beginning in January 2000.
Certification Testing:
Proctored exams will be given for the basic, intermediate, and advanced
programs on Wednesday morning during the Winter and Fall FPPTA Trustee
Schools. Program review workshops will also be offered on Tuesday afternoon to
help prepare all certification candidates for the program exams. All individuals
must pass all three exams for certification.
Program Cost and Duration:
The present cost to participate in the CPPT Program is $700 per person for Pre-
Registration and $800 per person for On-Site Registration. This will cover all the
expenses related to this certification program. Each school will have an
additional registration cost which covers all other participant expenses. Once
enrolled in the program, the individual will have three years to complete the
CPPT Certification process.
Expert Faculty:
You will learn from a team of expert money managers, investment professionals,
attorneys and financial consultants. These individuals are well respected in their
fields and have extensive experience offering educational seminars.
•
ASSOCIATION
TRUSTEES
PENSION
PUBLIC
FLORIDA
.~
'~` ASSOCIATION
PETR~NTEES
• Puauc
FLORIDA 1
•
•
Basic Program Intermediate Program Advanced Program
MONDAY
8 - 8:15 A.M. CPPT Introduction CPPT Introduction CPPT Introduction
8:20 - 9:00 A.M. Wall Street, The Fed and Economics of Investing Investment Definitions &
Others Benchmarks
9:05 - 9:45 A.M. Basic Duties & Responsibilities Selecting a Money International Equities
of Trustee's Mana er
9:50 -
10:30 A.M.
r
'
" Overview of Florida Law Developing & Implementing Active Fixed Income
_
.
' 1 t2. 175 - 185 an Investment Policy- Strategies
10:50 -11:30 A.M. Meeting Protocol Drop Plans Alternative Investment
Programs
11:35 -12:15 P.M. Introduction to Bonds Portfolio Diversification Market Sectors
1:45 - 2:25 P.M. Introduction to Bonds Performance Reporting Disability Panel
Discussion
2:30 - 3:10 P.M. Asset Allocation Trustees Responsibilities
8 Legislative Action
3:30 - 4:10 P.M. Benchmark Fundamentals Custodial Responsibilities & Costing of Benefits
Proxy Voting Enhancements
TUESDAY
8 - 8:40 A.M. The Bond Market Risk Management
P
i
F
ens
on
undamentals
8:45 - 9:25 A.M. (Panel Discussion) Stock Investing Equity Analysis
9:30 -10:10 A.M. Portfolio Rebalancing Trustees Responsibility
in Active Ownershi Panel
10:30 -11:10 A.M. Manager Reporting Growth vs. Value Portfolio Review Case Study
11:15 -11:55 A.M. Financial News Resources Execution Costs (Panel Presentation)
1:30 - 2:10 P.M. Types of Pension Plans Trustee Duties & Active vs. Passive
Responsibilities Management
2:15 - 2:55 P.M. Ethics for Pension Trustees Disability Procedures Qualified Domestic Relations
Order {ODRO)
3:15 - 4:15 P.M. Basic Review Intermediate Review Advanced Review
WEDNESDAY
8:30 -10:00 A.M. Basic Program Testing Intermediate Program Testing Advanced Program Testing
,.
- ~~- ;
Betty Laur
rom: Karen Amenita [karena@hpjlaw.com]
nt: Friday, October 21, 2005 12:48 PM
Katz)@ci.boynton-beach.fl.us; CaudellS@ci.boynton-beach.fl.us; ChapmanG@ci.boynton-
beach.fl.us; AtholT@ci.boynton-beach.fl.us; Jeffrey697@adelphia.net;
chappy@microchap.com; dbuff@belleglade-fl.com; stacie@belleglade-fl.com;
dulanys@palmbeach.k12.fl.us; Raquel Prince; mbosack@ci.brooksville.fl.us; brickwagon70
@aol.com; peter.lowery@fnbtc.net; csementelli@lakeparkflorida.gov;
pcarlisle@lakeparkflorida.gov; marklbarb@aol.com; Pfspeeck@ci.miramar.fl.us;
JDGillettte@ci.miramar.fl.us; Iktomey@ci.miramar.fl.us; Iktomey@bellsouth.net;
jayjiggles@aol.com; apark@ci.miramar.fl.us; Bob@4charge.net;
randimorales@browardschools.com; sgtmaki@hotmail.com; FMC049@aol.com;
FFPMLEW@bellsouth.net; tfitzpatrick@village-npb.org; jboivin@orangeparkpolice.com;
JeaniePerkins@cityofpahokee.com; pahokeefire@aol.com; ralyap@adelphia.net;
rmorse@villageofpalmsprings.org; vwalton@villageofpalmsprings.org; bevsmith@aol.com;
scoff@resourcecenters.com; conboy@bellsouth.net; loxahatcheeed@aol.com;
ycab@ix.netcom.com; Robert6614@aol.com; ATU1577~bellsouth.net;
JMastrangelo@adminserv.com; RRoberts@co.palm-beach.fl.us; sleonard@co:palm-
beach.fl.us; sleonard@co.palm-beach.fl.us; pngeisler@yahoo.com; rmj@mascptl.com;
msphays@aol.com; jcuomo@bellsouth.net; jcuomo@townofpalmbeach.com;
WSidey@pbgfl.org; )Spencer@pbgfl.com; piers1@adelphia.net; bradsticker@yahoo.com;
JMastrangelo@adminserv.com; CBushman@slcfd.org; LGaskill@slcfd.org;
tpaterno@bellsouth.net; rgarlo@tequesta.org; GCARLISLE@tequesta.org;
akoch@tequesta.org; blaur@tequesta.org; acemangum@aol.com; GGenco@aol.com;
esabin@3implant.com; GCARLISLE@tequesta.org; )Forsythe@tequesta.org;
RGiblin@tequesta.org; MRyan@westmelbourne.org; block@westmelbourne.org;
mrupp@westmelbourne.org; DGarceau@westmelbourne.org; emitchell@ci.west-palm-
beach.fl.us; jfrost1996@aol.com; wwhite@moylelaw.com; minicraps@hotmail.com;
vagabond62@yahoo.com; smokeyffpm@aol.com; DMiller@ci.west-palm-beach.fl.us;
• tharris@ci.west-palm-beach.fl.us; Rma_pb@bellsouth.net; FD327@bellsouth.net;
KaneC@Iwpolice.org; Fleming)@Iwpolice.org; matthewsd@Iwpolice.org;
SmithW@Iwpolice.org; FoleyWint@aol.com; RRoberts@co.palm-beach.fl.us;
JMastrangelo@adminserv.com; ATU1577@bellsouth.net; devise@resourcecenters.com;
margie@resourcecenters.com; scoff@resourcecenters.com; RHONDAHA@grsnet.com;
Nick@resourcecenters.com; Rachel@resourcecenters.com; wi1d3558@bellsouth.net;
patsy@pbcpba.org; art@pbcpba.org; Dmiller@wpb.org; Knielson@wpb.org;
Lclaridge@wpb.org; mgranzow@wpb.org; Pcooney@wpb.org; rroberts@wpb.org;
rikroberts@bellsouth.net; Tharris@wpb.org; Pbrosamer@wpb.org; LPenque@aol.com;
themagicbasement@hotmail.com; tharris@ci.west-palm-beach.fl.us; Ernie@pbcpba.org;
emitchell@ci.west-palm-beach.fl. us
Subject: Municipal Police & FF Trustee School - St. Petersburg
We just received the following message from the State Division of
Retirement, postponing the upcoming Trustee School:
As you all know, we have been concerned about Hurricane Wilma
and have made
the decision to cancel the program for October 24-26, 2005 and have
rescheduled for December 7-9, 2005. We chose these dates based on the
availability of the hotel space and the fact that most of you had
availability on these dates.
We will maintain the same format with the first day as the New
Trustee Day and the Regular program on December 8 & 9.
Karen Amenita <karena@hpjlaw.com>
~l Assistant to Bonni S. Jensen
son Perry & Jensen, PA
400 Executive Center Drive, Suite 207
West Palm Beach, FL 33401-2922