Essentials of Multiemployer Trust Fund Administration

Monday, June 4 - Friday, June 8, 2012
International Foundation Training Center, Brookfield, WI

This program provides a solid grounding in all aspects of multiemployer trust fund administration. With so many changes in legislation and regulations, a solid knowledge base is critical for both seasoned and new administrators, as well as those who seek advancement. Keep up to date on legal requirements and develop a supportive peer network to learn how others face similar problems. Class size is limited to support a highly interactive and educational environment.

Topics (Download Full Brochure)

  • Legal and Regulatory Environment
  • Overview of Insurance for Funds, Trustees and Administrators
  • Fundamentals of Pension Plans
  • Investments
  • Legal Issues in Staff Managment in the Fund Office
  • Managing People
  • Accounting
  • Fundamentals of Health Plans
  • Communicating Change and Essential Information

Speakers

The International Foundation expresses its gratitude to the following speakers whose dedication and donation of time and expertise make this program possible.

  • Lawrence R. Beebe, CPA, Partner, Bond Beebe, Bethesda, Maryland
  • William J. Einhorn, Administrator, Teamsters Health and Welfare and Pension Trust Funds of Philadelphia and Vicinity, Pennsauken, New Jersey
  • Marshall T. Hillard, Vice President, National Communications, The Segal Company, Tempe, Arizona
  • Patricia M. Martin, MSHR, Workforce Strategy Consultant & Coach to Leadership, Milwaukee, Wisconsin
  • Wendell L. Perkins, CFA, Senior Managing Director and Senior Portfolio Manager, Manulife Asset Management, Milwaukee, Wisconsin
  • Peter M. Rosene, Shareholder, Felhaber, Larson, Fenlon & Vogt, P.A., St. Paul, Minnesota
  • W. Eric Venable, Attorney at Law, W. Eric Venable, P.A., Tampa, Florida

Key Takeaways

  • Keep up to date on all aspects of multiemployer fund administration.
  • Form a network of your peers for future contact and questions.
  • Bring back new information and ideas for helping the office run more efficiently.
  • Round out your knowledge base.
  • Further your career development.

Registration Includes

  • Lunch and refreshment breaks
  • Networking opportunities with participants
  • Comprehensive take-home materials


 

 

Hotel Information

Please make your reservations directly with the hotel.

Doubletree Hotel Milwaukee Brookfield

(262) 792-1212

Rate: $115 Single/Double (includes complimentary breakfast) has been extended.
Mention International Foundation for special rate until May 21, 2012.
After May 21st, phone the registration department for information (262) 786-6700, option 2.

 

Who Should Attend

U.S. Program Multiemployer Training Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels
  • Recently promoted supervisors and administrators
  • Those who seek advancement
  • Lead administrative staff and managers
  • Account representatives
  • Staff new to benefits
  • New staff providing professional support services to multiemployer clients

Download the Brochure

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

Through 4/23/2012 $2,020.00 $2,395.00
After 4/23/2012 $2,220.00 $2,595.00
 (#14-1214)
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