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Public Plan Trustees Institute

The Public Plan Trustees Institute is a new education offering designed for public sector health and retirement trustees and other fiduciaries. This program will replace the Certificate of Achievement in Public Plan Policy (CAPPP) program. Covered topics are detailed below :

 

Level I

February 23-24, 2026
June 15-16, 2026
October 24-25, 2026

  • Fiduciary Responsibility and Plan Governance
  • Retirement Plans
  • Health Plans
  • Legal Environment

Level II

June 15-16, 2026
October 24-25, 2026

  • Public Plan Governance and Emerging Issues
  • Investing Public Plan Assets
  • Trustee Board Strategies
  • Plan Administration and Communication Concepts

 

Who Should Attend

This program is designed specifically for trustees and other fiduciaries that work in public retirement and health systems, including protective services, education, transportation, and health care systems, in municipalities, states, and the federal government.

 

 

2026 Course Locations

Level I
Orlando Yacht and Beach Club
February 23-24, 2026
Orlando, FL
Level I
San Diego, CA (Hilton San Diego Bayfront)
June 15-16, 2026
San Diego, California
Level II
San Diego, CA (Hilton San Diego Bayfront)
June 15-16, 2026
San Diego, California

Contact Information

For questions regarding the course curriculum, e-mail [email protected] or phone toll-free (888) 334-3327, option 2 or (262) 786-6710, option 2.

For registration information, e-mail [email protected] or phone toll-free (888) 334-3327, option 2 or (262) 786-6710, option 2.

 This is a green meeting.

 Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

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