Preconferences

Foundations of Trust Management Standards™ (FTMS™)

Friday, November 16 - Sunday, November 18, 2012

Trustees play a crucial role in addressing the health and retirement needs of plan members. New trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to go in order to make informed decisions. Now you have a solid starting point—the Foundations of Trust Management Standards (FTMS) program. Recently debuted, this 2½-day, assessment-based certificate is the first International Foundation program in Canada to offer trustees an opportunity to validate their learning.

Advanced Trust Management Standards® (ATMS®)

Friday, November 16 - Saturday, November 17, 2012

The newly redesigned ATMS course has been shaped in relation to FTMS. Whereas FTMS focuses on the inner circle of the “Effective Management of Trusts” model, ATMS expands upon the four key knowledge areas, adding breadth and depth across all four, deepening the pension and health and welfare applications and developing related skills.

ATMS® Quality Series

Sunday, November 18, 2012

The ATMS Quality Series provides continuing education exclusively for graduates of the ATMS program who have already earned either the ATMS Certificate in Pension Fund Management or the ATMS Certificate in Group Benefits Management. The ATMS Quality Series features annually rotating topics to meet the current needs of advanced-level trustees who have earned an ATMS certificate. These “drill-down” programs provide a day of intensive, focused instruction and discussion.