ATMS® Part II Pensions

Friday, August 10 - Saturday, August 11, 2012
Halifax Marriott Harbourfront Hotel, Halifax, NS

Last time offered.

Held in conjunction with the Canadian Investment Institute.

Brief Description

The concentrated agenda of Part II Pensions incorporates a sophisticated assessment of the relationship between benefits, funding and investment policies and the key components of plan administration requiring board oversight. Plan design and detailed information on dissecting the actuarial valuation are reviewed. Expert practitioners examine the risk assessment and due diligence process, asset allocation decisions and the monitoring of investment managers.

Topics will include:

  • Funding and Plan Design
  • Strategic Administrative Practices
  • Investments
  • Case Study
    (On day two, attendees will be divided into small work groups to participate in a case study. 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.)

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, or in a senior-level, policy-setting role for a pension fund (waived for public sector trustees).
  • Previous attendance at an educational program for new trustees such as any of the Foundation for Trustees or the new FTMS courses is strongly recommended.

  • While you may take Part II before Part I, please note that Part I is designed to lay the foundation for ATMS course work. In order to maximize your learning experience, we highly recommend that you take Part I before
    Part II.

Hotel Information

Halifax Marriott Harbourfront Hotel

Rate: C$189.00 Single/Double
Reservation Deadline: July 2, 2012

You will be charged a $350 deposit upon registration. Please specify your hotel requirements on the registration form.

Who Should Attend

Canadian Program Canadian Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels ATMS is designed for experienced trustees and others who have  mastered the basic principles and practices of trusteeship and who wish to advance to the next level.

Additionally, consultants, administrators and other professionals working for boards of trustees have benefited from participation in the ATMS program.

 
Registration Information
  Member Non Member

Through 7/4/2012 $1,220.00 $1,420.00
After 7/4/2012 $1,420.00 $1,620.00
 (#15-12C9)
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