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 Trustees and Administrators Institutes - Advanced Trustees

Monday, June 24 - Wednesday, June 26, 2013
Hilton San Francisco Union Square, San Francisco, CA

Registration coming soon!


The Trustees and Administrators Institutes are the premier educational programs for those who serve multiemployer trust funds. With three separate institutes—New Trustees, Advanced Trustees and Administrators—you have the opportunity to focus your education to the role and experience level that fits your needs. In these challenging times, you can count on the International Foundation to deliver timely, relevant and balanced education on the trends, issues and future direction of the industry. Join your peers and plan now to attend this time-honored educational event. Developed by active trustees, administrators and professional advisors, each session is designed to address the issues you face today and prepare you for what lies ahead.

Session Schedule/Handouts/Speakers

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.


  • Opening Session:  Economic Update
  • Will Taft-Hartley Plans Survive the Affordable Care Act?
  • Recruiting The Next Generation of Trustees
  • Refresher on Trustee Expenses
  • Health Care Update
  • Withdrawal Liability
  • The Future of the Pension Protection Act
  • Delinquencies
  • Legal and Fiduciary Update
  • Health Insurance Exchanges
  • Making Realistic Plan Assumptions
  • Dealing With Ethical Issues
  • Value-Based Health Care Panel Discussion
  • Retirement Security Panel Discussion
  • Understanding Alternative Investments
  • Value-Based Health Care Followup Workshop
  • Infrastructure Investing
  • Patient-Centered Medical Home
  • Mental Health in the Workplace
  • Medicare Part D Prescription Program Options
  • The Latest in DB/DC/Hybrid Plans
  • Effectively Managing Your Apprenticeship and Training Fund
  • Construction Industry Roundtable

Registration Includes

  • Continental breakfast
  • Lunch
  • Welcome reception
  • Exhibit hall
  • Networking reception

For specific program content, call Tom DeRoche, (262) 373-7648; or e-mail

Sponsorships and Exhibits

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

Hotel Information

We are no longer handling reservations for this program.

Hilton San Francisco Union Square

For new reservations phone Hilton San Francisco Union Square @ 1-800-445-8667. Rooms & rates based on availability.

Who Should Attend

The Advanced Trustees Institute is designed for the experienced trustee, those who have attended the New Trustees Institute and have served as trustees for more than three years.

Download the Brochure