General Session Topics
- Fiduciary responsibilities of trustees
- Laws governing fiduciary duty
- Law of trusts
- Trust documents
- Statutory operation of pension and health and welfare plans
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- Principles of governance
- Roles and responsibilities
- Governing documents
- Communication requirements
- Code of conduct
- Compliance monitoring and measurement
- Trustee education
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- Types of funds
- Defining the administrator
- Key activities in fund operation
- Delegation of duties
- Best practices and standard processes in conducting meetings
- Internal and external audit process standards
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- Documents governing funding
- Investment vehicles and principles
- Risk and return
- Plan assumptions
- Key stakeholders
- Due diligence and prudence standard
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Registration Includes
- FTMS Certificate of Achievement (for those who attend the full 2½ days of classroom instruction and successfully complete the optional test)
- Three continental breakfasts and two lunches
Program Questions
For more information on this program, contact Mary Jo Bugembe at (262) 373-7641 or maryb@ifebp.org.