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51st Annual Canadian Employee Benefits Conference

Sunday, November 18 - Wednesday, November 21, 2018
The Mirage, Las Vegas, NV
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Conference begins in:

FTMS™, ATMS™ and NEW MTMS™ Courses

Foundations of Trust Management Standards (FTMS™)

November 16-18, 2018  

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 in order to make informed decisions. Now you have a solid starting point—the Foundations of Trust Management Standards (FTMS) program. The 2½-day, assessment-based certificate program is the first International Foundation program in Canada to offer trustees an opportunity to validate their learning.

Advanced Trust Management Standards (ATMS™)

November 16-17, 2018
Choose Session A or Session B

ATMS is an assessment-based program that expands upon the four key knowledge areas covered in the Foundations of Trust Management Standards (FTMS) program (legal, administration, governance, funding/investment/finance), adding breadth and depth across all four, and deepening the pension and health and welfare applications as well as developing related skills. 
These two independent, two-day sessions are offered concurrently in one location. The two-day session approach is sequential (Session A is a prerequisite for Session B). 

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

NEW! Master Trust Management Standard (MTMS™)

November 16-17, 2018

The Master of Trust Management Standards (MTMS) is a new educational program for trustees and will build upon the key knowledge areas in FTMS and ATMS, a next step after both certificates are completed. It challenges trustees to take a leadership role in their fund and upgrade their skill set. Areas of development include strategic planning, board operations and critical thinking. Check for continuous updates.