ATMS® Part IV

Download the full-text brochure. [PDF]    Advanced Trustee Mgmt Standards-Part IV
Saturday, August 09 - Sunday, August 10, 2008
Halifax World Trade & Convention Centre
Halifax, NS

Session Schedule

Held prior to the 41st Annual Canadian Employee Benefits Conference.
Please note that all ATMS courses offered in Halifax will be held at the Delta Halifax Hotel.

Take your knowledge to the next level and earn another ATMS® certificate! ATMS® Part IV applies to both the ATMS® Certificate in Pension Fund Leadership and the ATMS® Certificate in Group Benefits Leadership.

Upon completion of ATMS® Part III Pensions and ATMS® Part IV, individuals will earn the ATMS® Certificate in Pension Fund Leadership. It is anticipated that ATMS® Part III Group Benefits will be available in 2009. ATMS® Part IV can be taken before ATMS® Part III. If you plan to complete both certificates, you do not need to take ATMS® Part IV twice. 

ATMS® Part IV will be open only to those who have completed the ATMS® Certificate in Pension Fund Management or the ATMS® Certificate in Group Benefits Management. This course complements the existing ATMS® curriculum and is structured in a similar format. As with all offerings within the ATMS® program, you will receive valuable resource materials to take back to your fund.

ATMS® Part IV addresses governance through leadership, focusing on developing the leadership capacity of individual trustees and the board collectively. This course examines leadership competencies and the role of the board of trustees as orchestrators of change. The course considers two key elements of leadership: communications and ethics. Expert practitioners focus on converting legal obligations into communication opportunities and making the distinction between a communications policy and a communications strategy. Real-life case studies are presented that pose ethical challenges and test the limits of effective leadership.

To earn credit toward the ATMS® certificate, you must be present for the entire program, including group work. Please make your travel arrangements accordingly.

Registration Information

  Member Non Member
Through 6/30/2008 $1,170.00 $1,360.00
After 6/30/2008 $1,260.00 $1,450.00

Register Online

Please note:
If you also will be registering for the 41st Annual Canadian Employee Benefits Conference, please use the Annual Conference registration form.

Don’t delay! Class size is limited to ensure the quality of instruction. Register for ATMS® today.


For registration information, e-mail edreg@ifebp.org or phone toll-free (888) 334-3327, option 2 or (262) 786-6710, option 2. For more information on program content, please visit www.ifebp.org/atms; or contact Mary Jo Bugembe at (262) 373-7641 or email maryb@ifebp.org.

Related Reading

Handbook of Canadian Pension and Benefit Plans, 13th Ed.
This handbook is an excellent tool for understanding pension and benefit plans in Canada. It provides a thorough overview of pension and benefits information in easy-to-understand language. [more]

$141 ($135 International Foundation members)
Price includes shipping and handling.

Other Information

Concurrent Programs/Courses

ProgramStart DateLocation
41st Annual Canadian Employee Benefits Conference 8/10/2008Halifax World Trade & Convention Centre
ATMS® Quality Series - A New World for MEPP Funding 8/10/2008Halifax World Trade & Convention Centre
Foundations for Trustees 2 Group Benefits 8/10/2008Halifax World Trade & Convention Centre
ATMS® Part I 8/7/2008Halifax World Trade & Convention Centre
ATMS® Part II Group Benefits 8/7/2008Halifax World Trade & Convention Centre
Foundations for Trustees 1 8/9/2008Halifax World Trade & Convention Centre
Foundations for Trustees 2 Pensions 8/9/2008Halifax World Trade & Convention Centre

Related Programs/Courses

ProgramStart DateLocation
ATMS® Part II Pensions 9/22/2008The Westin Bayshore
ATMS® Part III Pensions 9/22/2008The Westin Bayshore
ATMS® Part IV 9/24/2008The Westin Bayshore
ATMS® Part II Pensions 11/15/2008Hyatt Regency Maui Resort & Spa
ATMS® Part III Pensions 11/15/2008Hyatt Regency Maui Resort & Spa