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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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The Master of Trust Management Standards (MTMS) is a new educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step that challenges trustees to take a leadership role in their funds and update their skill sets.
objective of MTMS is to prepare longer-term Trustees/Fiduciaries to contribute in a leadership capacity to effective
board management and fulfill the board’s oversight
role. MTMS focuses on evaluation and creation in the fields of Leadership, Governance, Oversight,
Strategy and Risk Management. This integrated learning experience is delivered
by a team of industry experts and experienced trustees and directors who emphasize
processes and activities that reinforce how these areas are linked together. This
interactive program is supplemented by course
materials that consist of pre-reading/pre-work, on-site presentation materials,
supplementary readings and additional information for future reference.
MTMS is divided into two parts, Session A and Session B, and is sequential; successful completion of Session A is a prerequisite for Session B. Each Session is two full days. The program will not be offered as a standalone, four-day program.
The first offering of Session B will be held in conjunction with the 2019 Canadian Annual Conference on November 23-24, 2019 in San Francisco and annually with future Canadian Annual Conferences.
"There is a tendency to think of leadership in terms of hierarchy, with the board chair playing the strongest leadership role. It is certainly true that an effective board chair contributes enormously to the board's productivity. However, every board member has a leadership role to play. Fundamentally, leadership entails speaking up when you have a concern and contributing what you can to make the organization successful."
Excerpted from "Developing Leadership on Boards of Directors" Barbara S. Miller and Jeanne Bergman JOURNAL for Nonprofit Management, 2008
Longer-term Trustees/Fiduciaries play an important role mentoring new board members and in stewarding succession planning. As they become leaders, they are charged with taking action to advance their plans or trusts, positioning them to successfully navigate challenges and capitalize on opportunities.
Using highly interactive exercises and solving complex problems, culminating in a Mock Board meeting-MTMS prepares you to leverage your own unique leadership strengths and board skills to optimize your contribution and to engage and develop others. All with the aim of strengthening your plan or trust for the long-term benefit of your members.
The award of the MTMS credential is the culmination of your successful journey through the Trustee/Fiduciary education path! It recognizes the commitment involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). In total these programs represent over ten days of education, and multiple assessments including a capstone Mock Board meeting―fortified by your years of experience as a Fiduciary/Trustee.
*There is an option to test out of FTMS, which does not preclude someone from taking MTMS or earning the credential.
MTMS is the next step for those who have earned the ATMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any type of trust, as well as benefit office staff. (See prerequisites section for more information.) MTMS is applicable for Trustees/Fiduciaries of pension, benefit and health & welfare plans and trusts including ELHTs.
Earning your MTMS credential requires meeting the prerequisites (outlined below) and completion of four days of MTMS classroom instruction, including accompanying pre-work, case studies, group exercises, Mock Board meeting simulations and assessments.
Once you have met your MTMS requirements, you can proudly display your MTMS credential on signatures, business cards and much more.
Before enrolling in MTMS, you must:
Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.
Four days of instruction with a case study on days 2 and 4.
Daily schedule: 8:00 a.m. – 4:30 p.m.
sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for