Florida Public Pension Trustees Association

What Florida Public Pension Trustees Association does

The Florida Public Pension Trustees Association (FPPTA) is a 501(c)(3) non-profit organization founded in 1984 and headquartered in Tallahassee, Florida. It provides education, training, and certification to elected and appointed trustees serving on Florida's municipal public pension boards, with a stated mission of supporting fiduciary competence and advocating for defined-benefit pension plans. Its flagship product is the Certified Public Pension Trustee (CPPT) program, launched in 1998, which has credentialed more than 2,500 trustees and is described as one of the most respected trustee certifications in the country. The broader curriculum includes the Pension Fundamentals for New Trustees primer, two annual Trustee Schools averaging 500+ attendees, the Annual Conference approaching 2,000 attendees, the Trustee Leadership Council (TLC), and the Wall Street Program, supplemented by a Virtual Learning Series, The Voice magazine, the Pension Plan Data Center, and the FPPTA Communications Tool Box. As a membership association, FPPTA serves 265 of Florida's approximately 492 municipal pension boards as voting members, plus an Associate Member network of institutional service providers (investment managers, actuaries, legal firms, consultants) that sponsor events and exhibit at conferences.

Name

Florida Public Pension Trustees Association

Legal name

Florida Public Pension Trustees Association

Website

https://fppta.org

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

The Florida Public Pension Trustees Association (FPPTA) is a 501(c)(3) non-profit founded in 1984 that provides education, certification (CPPT), and advocacy for Florida's municipal public pension board trustees, serving 265 of the state's 492 pension boards.

Ownership category

akta.pro rank

Product category

Professional Education and Certification for Public Pension Trustees

NAICS

Pension Funds (525110), Pension Funds (52511)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Pensions & Retirement Benefits Administration (BPAIAKAA)

akta.pro secondary industries

Corporate & Public Pension Funds (DB/DC Sponsors) (FSAAAGAA), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)

Keywords

• Pension trustee education
• Professional certification programs
• Public pension advocacy
• Trustee training services
• Nonprofit member association

Headquarters

HQ city

Tallahassee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Dues: Annual membership fees from pension boards and associate (service provider) members
2. Event Registration Fees: Revenue from Trustee Schools, Annual Conference, and educational programs. Fees vary: Trustees $850, Associates $1,050, Guest $300
3. Sponsorship Packages: Corporate sponsorships at Platinum ($8,000), Impact ($4,500), Educational ($500), and golf tournament levels

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

FPPTA provides education, training, certification, and information services to Florida's public pension trustees through a membership-based professional association. The core offering is the Certified Public Pension Trustee (CPPT) certification program, supplemented by Trustee Schools, an Annual Conference, leadership development, and publications aimed at helping trustees meet fiduciary and legal obligations. The organization also serves as the Florida affiliate for advocacy for defined benefit pension plans.

Product overview

FPPTA offers a unified portfolio of educational products and services for Florida public pension trustees. The core offerings include the CPPT (Certified Public Pension Trustee) certification program—the organization's flagship credential—alongside the Pension Fundamentals for New Trustees primer, Trustee Schools (held twice yearly), and the Annual Conference. Advanced programs include the Trustee Leadership Council (TLC) and Wall Street Program. Members also receive access to The Voice Magazine, the Pension Plan Data Center, and the FPPTA Communications Tool Box. The organization supports its community through the Raymond T. Edmondson Scholarship Award and Renee Lipton Relief Fund, while the annual Charity Golf Classic provides networking opportunities. All programs are designed to build professional excellence and ensure trustees understand legal requirements and fiduciary obligations.

Differentiator

Problem solved

Functional benefit

Brands

• Certified Public Pension Trustee (CPPT) Program: A professional certification program for public pension trustees, considered among the most respected certifications in the country.
• Trustee Leadership Council (TLC)
• Raymond T. Edmondson Scholarship Award
• Renee Lipton Relief Fund

Products and services

• Certified Public Pension Trustee (CPPT) Program Rigorous professional certification program for pension trustees, considered among the most respected credentials in the country. Designed for trustees serving on Florida public pension boards to demonstrate competency in fiduciary duties and board governance.
• Pension Fundamentals for New Trustees Virtual primer program for newly appointed trustees covering pension board roles, defined benefit plan basics, and the language and players of the pension system. Priced at $150 per participant.
• Trustee Schools (Winter and Fall) Educational programs held twice yearly (Winter and Fall) with attendance averaging more than 500 participants, providing continuing education, CEUs, and professional development for Florida pension trustees.
• Annual Conference Signature annual event bringing together trustees and administrators with total attendance approaching 2,000, featuring educational sessions, an expo hall, and networking opportunities.
• Trustee Leadership Council (TLC) Advanced leadership development program for experienced trustees providing training and networking opportunities beyond the basic CPPT certification.
• Wall Street Program Educational program providing trustees with insight into Wall Street operations and investment management practices to deepen understanding of capital markets relevant to pension fund management.
• FPPTA Virtual Learning Series Virtual online educational content exclusive to FPPTA members, providing remote access to professional development materials and recorded sessions.
• Pension Board Membership Annual membership for Florida municipal pension boards, granting access to educational programs, publications, CEUs, and the CPPT certification pathway. 265 of approximately 492 Florida municipal pension boards are current members.
• Associate Membership Annual membership for pension plan service providers (investment managers, consultants, actuaries, legal firms) granting access to FPPTA's pension board network for marketing and relationship building.
• Corporate Sponsorship Packages Annual corporate sponsorship packages for service providers and pension-related businesses, with tiers including Platinum ($8,000 all-inclusive), Impact ($4,500), Premium, and Educational ($500). Provides exhibit booths, participant lists, and event marketing visibility.

Quantifiable outcome

• 2,500+ trustees certified since 1998
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

23 partnerships are on record, tiered core and minor.

• DePrince, Race & Zollo, InccoreGTM or Marketing PartnerPlatinum sponsor of FPPTA educational events and programs in 2026. Provides investment management services to institutional investors.
• Foster & FostercoreGTM or Marketing PartnerPlatinum sponsor and actuarial consulting firm serving public pension plans.
• Highland Capital ManagementcoreGTM or Marketing PartnerPlatinum sponsor with over $2.7 billion in assets under management serving public funds, institutions, and Taft-Hartley funds.
• Garcia Hamilton & AssociatescoreGTM or Marketing PartnerPlatinum sponsor, Houston-based fixed income manager with $23 billion AUM as of January 2025. 100% employee-owned, MBE certified firm.
• Saxena White P.A.coreGTM or Marketing PartnerPlatinum sponsor, securities litigation firm providing portfolio monitoring services for public pension funds.
• Constitution Capital PartnerscoreGTM or Marketing PartnerPlatinum sponsor providing private equity investment services.
• MarinercoreGTM or Marketing PartnerPlatinum sponsor and wealth advisory firm serving institutional clients.
• Intercontinental Real EstatecoreGTM or Marketing PartnerPlatinum sponsor, SEC Registered Investment Adviser managing $10 billion portfolio in real estate for clients.
• Bernstein Litowitz Berger & Grossmann LLPcoreGTM or Marketing PartnerPlatinum sponsor, securities litigation law firm representing institutional investors.
• Wolf Popper LLPcoreGTM or Marketing PartnerPlatinum sponsor, complex litigation law firm founded in 1945 specializing in securities fraud representing institutional investors.
• AristotlecoreGTM or Marketing PartnerPlatinum sponsor, global asset management firm with over $100 billion in client assets across equity and fixed income strategies.
• American Realty AdvisorscoreGTM or Marketing PartnerPlatinum sponsor, real estate investment management firm.
• Gabriel, Roeder, Smith & CompanycoreGTM or Marketing PartnerPlatinum sponsor, actuarial consulting firm serving public pension plans.
• Twin Capital ManagementcoreGTM or Marketing PartnerPlatinum sponsor, independent boutique investment management firm offering enhanced indexed and actively managed U.S. equity strategies.
• BNY Investments ManagementcoreGTM or Marketing PartnerPlatinum sponsor, global investment manager with extensive institutional investment capabilities.
• Dimensional Fund AdvisorsminorGTM or Marketing PartnerPremium sponsor offering systematic equity and fixed income strategies.
• Genter Capital ManagementminorGTM or Marketing PartnerPremium sponsor providing investment management services.
• Richmond Capital ManagementminorGTM or Marketing PartnerPremium sponsor, fixed income investment manager focused on core bond management.
• Graystone Consulting (Morgan Stanley)minorGTM or Marketing PartnerPremium sponsor, institutional consulting arm of Morgan Stanley.
• Scott+ScottminorGTM or Marketing PartnerPremium sponsor, international complex litigation law firm specializing in securities fraud recovery.
• Sawgrass Asset ManagementminorGTM or Marketing PartnerPremium sponsor providing investment management services.
• National Conference on Public Employee Retirement Systems (NCPERS)minorOthersNational advocacy organization for public employees and retirement security. FPPTA holds membership.
• National Institute on Retirement Security (NIRS)minorOthersNational research and advocacy organization for retirement security. FPPTA holds membership.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• National Institute on Retirement Security (NIRS): A national non-profit research and advocacy organization for retirement security. FPPTA is a member organization. Comparable in mission (advocating for retirement security and educating stakeholders) but operates at national scale with a research/policy focus rather than direct trustee training.
• Government Finance Officers Association (GFOA): GFOA is a larger, established association serving state and local government finance professionals, including pension and benefits administrators. Overlaps with FPPTA's trustee audience because many municipal pension officers also hold GFOA credentials.
• National Conference on Public Employee Retirement Systems (NCPERS): National membership organization for public pension funds, plan sponsors, and trustees. FPPTA already holds affiliate membership. Closest analog because both serve trustees and administrators across multiple states and advocate for DB plans, but NCPERS operates nationally.
• National Association of State Retirement Administrators (NASRA): NASRA supports state-level public pension administrators through research, education, and collaboration. Comparable as a public-pension trade association serving a similar stakeholder base, though focused on state systems rather than municipal boards.
• International Foundation of Employee Benefit Plans (IFEBP): Large educational organization providing training and certification to employee benefit plan trustees and administrators. Operates a comparable certification model (CEBS, CPB) for a broader audience, including private-sector plan trustees, but is the most direct functional analog for trustee education.

Direct peers

• Texas Association of Public Pension Funds (TAPPF): Texas-based state association for public pension trustees with a directly analogous mission: education, certification, advocacy for municipal pension boards. Direct structural peer because it is the same state-level model FPPTA operates, just in Texas.

Regional players

• Pacific Pension Institute: Provides educational forums for public and corporate pension trustees with focus on investment policy. Comparable trustee-education model serving a West Coast audience; highlights how FPPTA's specialized Florida-only positioning could be replicated.

Emerging players

• National Council on Teacher Retirement (NCTR): Membership association for public teacher pension systems across U.S. states and Canada. Comparable trustee/stakeholder education model for a specific public-pension subsegment; relevant because it shows how FPPTA's municipal focus could be deepened or extended.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/investing_in_ed
• YouTubeyoutube.com/channel/UCJ4vOvnLwo7GgcheZP_o8rQ/videos
• Facebookfacebook.com/FPPTA
• LinkedInlinkedin.com/company/fppta-florida-public-pension-trustees-assoc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Florida Public Pension Trustees Association