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

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Session EvaluationsOverall Program Evaluation

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

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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
Partner
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)