Skip Navigation Linksnew-trustees-institute-sessions-1709nt

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

We Value Your Feedback…

Please take a moment to complete the session and program evaluations.

Session EvaluationsOverall Program Evaluation

Session handouts were available to registered attendees from Wednesday, June 21 through Sunday, August 27. Please contact if you have questions or need assistance.

Show Date:  

Filter by Track:  

Monday, June 26

7:30 AM – 11:30 AM

NT01  Trustee Responsibility and Legal Environment

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

Robert M. Projansky Co-Speaker
Proskauer Rose 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)

12:30 PM – 4:30 PM

NT02  Overview of Health and Welfare Plans

Dee Shaw Speaker
Health Care Consultant
Los Angeles, CA

• Overview of health and welfare programs • 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)