57th Annual Canadian Employee Benefits Conference

Trustee Training Path

Foundations of Trust Management Standards (FTMS^®)

Friday, November 22-Saturday, November 23

Trustees play an important role in addressing the health and retirement needs of plan members. New trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to go to make informed decisions.

Foundations of Trust Management Standards (FTMS) is the first step in the trustee education path, focused on the needs of new Canadian multi-employer, public and corporate sector plan trustees. FTMS will help you understand the health and retirement needs of plan members while increasing your knowledge and awareness in the key areas of effective trust management: legal and regulatory issues, administration, governance and funding/investment and finance.

Advanced Trust Management Standards (ATMS™)

Friday, November 22-Saturday, November 23

Designed for the needs of experienced trustees, Advanced Trust Management Standards (ATMS) will give you the tools you need to not only be successful in your role as a trustee, but also let you look toward the future and prepare your plan for the challenges ahead.

For trustees who have either completed the FTMS program or passed the ATMS Qualifying Test, this is the perfect opportunity to continue your trustee training. Trustees will learn about more detailed applications and case studies on pension and health and welfare provided in ATMS.

• Session A covers legal, administration and related governance issues.
• Session B covers funding/investment/finance and related governance issues.

Master of Trust Management Standards (MTMS)

Friday, November 22-Saturday, November 23

For those who have completed both FTMS and ATMS, Master of Trust Management Standards (MTMS) is for leaders in their organization who are ready to look past the day-to-day operations of their funds and ready to leverage their own unique leadership strengths and skills to optimize their contributions.

You'll learn to engage and develop others—all with the aim of strengthening your plan or trust for the long-term benefit of your members. 

• Session A covers leadership, governance and oversight topics.
• Session B covers leadership, strategic planning and risk management topics.

Certificate of Achievement—To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both Session A and Session B.

• Prework including a passing score in an open-book, untimed, preprogram test (minimum 70% correct)
• Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
• A "satisfactory" participation score in group activities from instructors
• A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttest for each session will be open-book, untimed and will include 30 multiple-choice questions on the prereadings/prework, on-site slides, exercises and materials and postreadings.

Prerequisites

Before enrolling in MTMS, you must:

• Complete the FTMS Certificate of Achievement or pass the ATMS Qualifying Test
• Complete the ATMS Certificate of Achievement (earned by completing the classroom work and passing the accompanying tests for Sessions A and B).

The MTMS Advanced Leadership Summit

Sunday, November 24

The MTMS Advanced Leadership Summit is a continuing education program for those who have earned an MTMS credential. MTMS graduates will have the opportunity to continue their learning and delve deeper into relevant topics critical to a fund's overall strategy. The topic focus of the MTMS Leadership Summit will change each year to reflect the most essential issues facing trustees.

This year's topic is Under the Hood: The Inner Workings of Commercial Mortgages.

Prerequisites

Before enrolling in the MTMS Advanced Leadership Summit, you must have completed the Master of Trust Management Standards (MTMS) courses and earned your MTMS designation.

Preconference Enrichment Workshops

Enrich your conference experience by attending a preconference workshop. Participate in one or more sessions with content designed to foster both professional and personal growth and development.

Financial Planning

Health, Wealth and Happiness—Planning Your Path to a Successful Retirement (Part One)

Registration code: PC01
Saturday, November 23 | 8:00 a.m.-12:00 noon

Plan members no longer need to settle for a one-size-fits-all approach to retiring. Together, we will:

• Shift your mindset from planning for retirement to designing a longevity lifestyle to meet your unique need
• Challenge and test assumptions to play with the possible ways to find meaning and enjoyment in retirement
• Design a prototype of what retirement could look like for you and how you will spend your time in your next adventure
• Explore the challenges that exist in retirement, such as inflation, longevity and the ever-changing economic landscape
• Identify goals for retirement and how to fund your ideal retirement lifestyle
• Understand the various sources of retirement income, including government, workplace and personal income sources.

Spouses/Guests may also attend the Financial Planning Workshop at a reduced price!
Use registration code: PC11

Workshop Leaders

Financial Planning

Health, Wealth and Happiness—Living Your Best Retirement (Part Two)

Registration code: PC02
Sunday, November 24 | 8:00 a.m.-12:00 noon

Securing a healthy and successful retirement should not be stressful. This workshop will continue to explore tools and resources to boost and protect your retirement income and focus on achieving a healthy and productive retirement.

Here, we will:

• Learn about the aging process, and what you can do now to better prepare your mind and body for the future you
• Learn what can affect your healthy lifestyle goals and why it’s important to be prepared
• Share resources that contribute to wellness and well-being and identify activities to give your life structure and purpose post-retirement
• Learn four strategies to maximize retirement income and make it more secure
• Understand how to optimize tax in retirement.

Spouses/Guests may also attend the Financial Planning Workshop at a reduced price!
Use registration code: PC12

Workshop Leaders