Trustees and Administrators Institutes - New Trustees

Monday, February 15 - Wednesday, February 17, 2010
Disney's Contemporary Resort, Lake Buena Vista, FL

In today’s ever-changing world of economic turmoil, pending legislation and subsequent new requirements affecting benefits, “advanced” trustees may feel like “new” trustees and even experienced administrators need answers. The Trustees and Administrators Institute is a longstanding educational even that has been the cornerstone of education for new and advanced trustees and administrators of multiemployer trust funds for more than 40 years. The Intenational Foundation’s time-honored tradition of quality, relevance and objectivity continues with the 2010 program where session topics are developed by active trustees, administrators and professional advisors.

Program Highlights

  • Overview of the role and responsibilities of trustees
  • Exploration of the key areas of legal and legislative compliance, trust fund accounting, health care and pension funds, investment and fund assets, and plan administration

Session Topics

  • Economic Forecast
  • Trustee Responsibility
  • Latest Information on Health Care Reform
  • Pension Protection Act
  • Forms 5500 / 990—Trustee Liability Revealed
  • Risk Tolerance—Managing Risk
  • Overview of Health and Welfare Funds
  • Health and Welfare—Current Environment
  • Overview of Pension Funds
  • Pension—Current Environment
  • Investing Health and Welfare and Pension Assets
  • Understanding the Fund’s Financial Statements
  • Trust Fund Administration

For specific program content, call Mary Jo Bugembe, (262) 373-7641; or e-mail maryb@ifebp.org.

Sponsorships and Exhibits

Sponsorships and exhibits are available at this program.
For sponsorship information, please contact Ronaelle Carlson at (262) 373-7748 or ronaellec@ifebp.org; or Cheryl Hyslop at (262) 373-7657 or cherylh@ifebp.org.

For exhibit information, please contact Cheryl Hyslop at (262) 373-7657 or cherylh@ifebp.org.
Orlando, Florida

Hotel Information

Disney's Contemporary Resort

(407) 824-3869

Please contact the hotel directly for new reservations and changes. Beginning Thursday, February 4 notify BOTH the hotel and the Foundation of cancellations.

Orlando Travel Information

Visit the Orlando travel information page for details on hotel, transportation and discounted Walt Disney World Tickets.

Who Should Attend

Multiemployer Training Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels

The New Trustees Institute is designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program. The New Trustees Institute is ideal for collective bargaining and other personnel who work with trustees and who would like a better understanding of their role and responsibilities.

Download the Brochure

Download the full brochure. [PDF]

Current Session Schedule  [PDF]
Registration Information
  Member Non Member

Through 1/4/2010 $1,020.00 $1,215.00
After 1/4/2010 $1,170.00 $1,365.00
 (#02-1002NT)



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