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New Trustees Institute — Level I: Core Concepts—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Monday, October 16 through Friday, December 29. Please contact if you have questions or need assistance.

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Saturday, October 21

8:00 AM – 12:00 PM

NTI01  Trustee Responsibility and Legal Environment

Peter M. Rosene, Esq. Co-Speaker
Leonard, O'Brien, Spencer, Gale & Sayre, Ltd.
Minneapolis, MN

Robert M. Projansky Co-Speaker
Proskauer LLP
New York, NY

History of benefits/legislation • Governing documents • Fiduciary responsibilities under ERISA • Relationship of trustees and parties to the collective bargaining agreement • Conducting effective trustee meetings (#8—Fiduciary Responsibility)

1:00 PM – 5:00 PM

NTI02  Overview of Health and Welfare Plans

Dee Shaw Speaker
Health Care Consultant
Los Angeles, CA

• Plan funding • Plan design • Administration and financing metrics • Communication needs and requirements • Data collection and analysis • Cost-control initiatives • Health care reform, legal/legislative developments (#12—Health and Welfare)