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 Trustees Institute for Jointly Managed Training & Education Funds

Monday, February 3 - Wednesday, February 5, 2014
Westin Mission Hills, Rancho Mirage, CA

Registration coming soon!



As the economic recovery progresses, trustees, Joint Apprenticeship and Training Committee (JATC) and Training Trust Fund (TTF) members face the challenge of making sure their industries’ workforces are positioned to compete for the highly skilled jobs of a new global economy. This means that training programs must have the tools and resources needed to prepare their workers for the next generation of jobs. The Trustees Institute for Jointly Managed Training and Education Funds addresses these current challenges and will assist trustees, JATC and TTF members in reevaluating their training programs in light of the new economic reality and government focus on plan operations.

Session Schedule/Handouts/Speakers

Key Takeaways

  • Network with peers who face similar challenges.
  • Learn best practices in the management of your fund.
  • Understand legal and regulatory requirements.
  • Gain ideas and opportunities
  • Receive valuable written resource materials.

General Topics

  • Keynote Session: Helmets to Hardhats (H2H)
  • Basics of Fiduciary Liability
  • High-Quality Instructor Training
  • Combating Fraud in Your Training Fund
  • Running Your Training Fund as a Business
  • Best Practices in Safety and Injury Prevention
  • Adult Learning Strategies
  • Tools for the Ever-Changing Workplace
  • Marketing and PR Strategies for Your Training Fund
  • Partnering With Secondary Education Institutions
  • Mental Health in the Workplace
  • Communicating the Value of a Trade
  • Training Centre Insurance and Liability Coverage
  • Lessons in Financial Literacy and Retirement Security

U.S. Specific Topics

  • Best Practices in U.S. Training Administration
  • Working With EBSA—Lessons Learned
  • Grants and Other Potential Funding Sources

Canadian Specific Topics

  • Best Practices in Canadian Training Administration
  • Indigenous Inclusion Workplace Diagnostic—Your New ROI 
  • Addressing Skills Shortages  
  • Grants and Other Potential Funding Sources 
  • Canadian Forum on Current Training Topics

This meeting includes continental breakfasts, beverage breaks and lunches.

Excellence in Apprenticeship Training Award

The 2014 Excellence in Apprenticeship Training Award recognizes best practices in recruitment, retention and instructor training, as well as overall excellence.  Click here for the U.S. award application and here for the Canadian award application.

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit. Visit for more information.

Hotel Information

We are no longer handling reservations for this program.

Westin Mission Hills

No rooms available February 5th.
Phone the hotel direct for new reservations and changes
Phone: 760-328-5955

Other options:
Westin Villas - Phone 760-770-8250
Palm Springs Visitors Center -
Phone 760-778=-8418.

Who Should Attend

The Institute is devoted specifically to the needs and interests of those who manage and administer training and education funds in both the United States and Canada: trustees, JATC members, TTF members, union/employer association representatives, administrative staff, training coordinators and others who provide services to training and education funds.

Download the Brochure