Trustees and Administrators Institutes - New Trustees

Monday, June 11 - Wednesday, June 13, 2012
Hilton San Francisco Union Square, San Francisco, CA

Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program. The curriculum will focus on your role as a trustee, understanding of the key issues in managing your pension and health and welfare funds, and the complexities of trust fund  management and administration.

Session Schedule and Handouts (available to registered attendees June 6)

Topics (Download Full Brochure)

  • Opening Session:  "It's the Economy, Stupid"
  • Trustee Responsibility
  • Overview of Health and Welfare Funds
  • Current Issues in HEalth and Welfare
  • Overview of Pension Funds
  • Current Issues in Pensions
  • Investing Health and Welfare and Pensioin Assets
  • Understanding the Fund's Financial Statements
  • Trust Fund Administration

Key Takeaways

  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance, and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program.

Registration Includes

  • Continental breakfast
  • Lunch
  • A welcome recpetion
  • Exhibit hall
  • A networking reception

Preconference Workshop

Wellness Engagement—What It Really Takes to Motivate

Sunday, June 10, 2012
Workshop Details

For additional program content, call Tom DeRoche, (262) 373-7648; or e-mail tomd@ifebp.org

Sponsorships and Exhibits

Sponsorships and exhibits are available at this program. For more information, please contact Sandra Lange at (262) 373-7657 or sandral@ifebp.org regarding exhibits, or Ronaelle Carlson at (262) 373-7748 ronaellec@ifebp.org regarding sponsorships.

Hotel Information

The International Foundation is no longer assisting with hotel.
Contact the Hilton San Francisco Union Square to make new reservations and changes.
Phone: 800-445-8667

Who Should Attend

U.S. Program Multiemployer Training Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels

The New Trustees Institute is designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program. The curriculum will focus on your role as a trustee, understanding of the key issues in managing your pension and health and welfare funds, and the many facets of trust fund management and administration.

Download the Brochure

Download the full brochure [PDF]
Registration Information
  Member Non Member

Through 4/30/2012 $1,080.00 $1,305.00
After 4/30/2012 $1,280.00 $1,505.00
 (#09-1209NT)
 
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