These specialized workshops foster professional as well as personal growth and development, self-evaluation and the blending of people’s energies and talents to achieve desired goals. Content is designed to address the critical elements of trust fund management. Sessions are conducted by professional trainers who are gifted at motivating, inspiring and entertaining their audiences.
Trustee/Administrator Education and Networking
PC15/16: Fundamentals for New Trustees
Two-day workshop—Saturday and Sunday, November 15 and 16
8:00 a.m.-3:00 p.m.
Designed for Taft-Hartley trustees who have served for less than two years, or who have not previously attended an International Foundation educational program. The program provides valuable insight into the role and responsibilities of trustees.
08D2: Trustees Masters Program®
Two-day workshop—Saturday and Sunday, November 15 and 16
7:30 a.m.-3:30 p.m.
Limited to trustees with five or more years of experience who have attended at least two International Foundation conferences. The Trustees Masters Program® is designed to build on a trustee’s existing knowledge base and experience through formal instruction and peer exchange over an intensive two days.
Program Facilitator:
Tom Conger, Futurist, Social Technologies, LLC, Washington, D.C.
08D3: TMP(SM) Advanced Leadership Summit—Addressing Strategic Issues
One-day workshop—Sunday, November 15
8:00 a.m.-1:00 p.m.
Open exclusively to those who have earned the TMP(SM) Certificate of Completion and commemorative pin. Earn two tickets toward the main conference’s Certificate of Attendance.
08E2: Administrators Masters Program(SM)
Two-day workshop—Saturday and Sunday, November 15 and 16
7:30 a.m. - 3:30 p.m.
Designed for administrators and administrative staff with five or more years of professional administrative experience.
Financial Planning Workshops
PC31/32: Introduction to Financial Planning—Smart Financial Planning for Attendees Under 50
Two-day workshop—Saturday and Sunday, November 15 and 16
8:00 a.m.-1:00 p.m.
A must program for anyone who is ready to get serious about his or her personal financial plan and help plan participants do the same.
Open to spouses for $55.... PC35/36
Kevin S. Seibert, CFP, CEBS, CRC, Managing Director, International Foundation for Retirement Education, Barrington, Illinois
PC51/52: The 20th Annual Preretirement Planning Workshop—For Attendees Over 50
Two-day workshop—Saturday and Sunday, November 15 and 16
8:00 a.m.-1:00 p.m.
Specifically designed for attendees and spouses over 50, this workshop is timely in content and comprehensive in scope, and covers all facets of what you need to know to plan the next third of your life.
Open to spouses for $55.... PC55/56
Rick Garnitz, President, LifeSpan Services, Inc., Decatur, Georgia
Public Sector Educational Opportunities
CAPPP™—Certificate of Achievement in Public Plan Policy—Part I
Two-day workshops—Saturday and Sunday, November 15 and 16
Saturday: 8:00 a.m.-5:00 p.m.
Sunday: 8:00 a.m.-4:00 p.m.
Specifically designed for newer public sector trustees and key staff, both health and pension tracks are offered. Class size is limited!
Employee Health Part I - #0811H
Employee Pensions Part I - #0811P
Scholar Series in Board Governance (#0833)
Earn a Certificate of Distinction in Board Governance
1½-day workshop—Saturday and Sunday, November 15 and 16
Saturday: 8:30 a.m.-4:00 p.m.
Sunday: 8:30 a.m.-12:00 noon
Especially designed for board members and those with direct board contact, this program is targeted to CAPPP™ graduates and experienced trustees in the public sector. It is a highly interactive program, focusing on best practices and requiring the completion of an essay exam in order to earn a Certificate of Distinction.
One-Day Preconference Workshops
Attend Saturday, Sunday or both days!
SATURDAY, NOVEMBER 15, 8:00 a.m.-1:00 p.m.
PC01: Mastering Change—The Keys to Success
Everything is changing faster than ever before and people are doing more with less. With this chaos
in our jobs and lives, we have a choice: We can either stay behind the curve, or jump out of the rut and embrace change with all the benefits it has to offer. Learn to grow, overcome and thrive in a world of constant change and challenges.
Arnold Sanow
PC03: Negotiation—The Art of Getting What We Both Want
We frequently face situations requiring negotiation skills. Utilizing effective negotiation skills is the only realistic approach to successfully meeting the challenges of today’s rapidly changing environment. In this course, you will learn successful negotiation techniques and strategies for meeting any situation.
Peter Barron Stark
PC05: Leadership That Transforms and Delivers
This workshop is designed to build leadership capability for powerfully connecting with, influencing and inspiring others to action. Learn the seven keys to being a transformational leader who delivers vision, values, trust and integrity, motivational style, planning, execution and continuous improvement.
Loretta Love Huff
PC07: Converting High Stress Into High Energy
What is the number one cause of stress? Did you know there are two ways in which stress is addictive and, more importantly, the four methods you can use to prevent stress? This workshop will provide you with the techniques for “reframing” stressful situations and making better use of your time.
Dr. Tom Steiner
SUNDAY, NOVEMBER 16, 8:00 a.m.-1:00 p.m.
PC02: Teams That Work: Transform Individuals Into Teams
There is and will always be more to do than can be
done by one person. Often, the need to partner
with others strains relationships and impacts cooperation.
This program will focus on reducing chaos,
improving relationships and processes, creating a
positive environment, embracing creative solutions
and growing your team for lasting success.
Arnold Sanow
PC04: Persuasion and Influence—Powerful Tools for Leaders
Research demonstrates that one of a leader’s greatest challenges is working with others who are not fully motivated or completely committed to helping the leader achieve successful results. This dynamic program will provide leaders with tools to successfully persuade and inspire others, creating significant organizational influence and produce desired results.
Peter Barron Stark
PC06: Harvesting and Valuing the Wisdom of Diversity
This workshop is designed to help those in leadership positions leverage diverse perspectives and points of view, release creativity and improve overall business results. You will discuss the variety of ways people differ and how those differences impact team effectiveness. You will learn how to maximize interactions between people of different personalities, generations and cultures; increase productive discussions; move through obstacles; and develop inclusive solutions.
Loretta Love Huff
PC08: Developing and Maintaining Trust and Credibility
Maintaining trust and credibility are critical to success in all aspects of life. This workshop will discuss the three types of trust, how they are created and how to identify trust disconnects. You will also learn the four components of credibility, how to know if you have lost credibility, and how to regain it. Factors that increase individual trust and group trust will also be explored, along with how the relationship between trust and speed of response can impact your organization.
Dr. Tom Steiner