Topics will include:
- Funding and Plan Design
- Strategic Administrative Practices
- Investments
- Case Studies
On day two, attendees will be divided into small work groups to participate in case studies. The case study will be distributed on the first day of class and should be read that evening in preparation for the next day’s discussion. Please plan your schedule accordingly.
Course Outline [PDF]
Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.
Prerequisites
- Before beginning an ATMS course, you must have served three or more years as a trustee in a senior-level, policy-setting role (waived for public sector trustees).
- Previous attendance at an educational program for new trustees such as the Foundations for Trustees courses is strongly recommended.
- While it is permissible to take either of the ATMS Part II courses before ATMS Part I, it is important to note that ATMS Part I is designed to lay the foundation for ATMS course work. In order to maximize your learning experience, it is highly recommended that ATMS Part I be taken before ATMS Part II.