Skip Navigation Linksadvanced-trust-management-standards-atms-session-a-1784

Advanced Trust Management Standards (ATMS™) - Session A

Saturday, November 18 - Sunday, November 19, 2017
The Fairmont Southampton, Southampton, Bermuda
/education/PublishingImages/Header Images/2017/advanced-trust-management-standards-atms.jpg
Conference begins in:

atms-logo.png 

ATMS is an assessment-based program that expands upon the four key knowledge areas (Legal, Administration, Governance, and Funding/Investment/Finance) covered in the Foundations of Trust Management Standards (FTMS) program. ATMS will add breadth and depth across all four key knowledge areas, deepen the pension and health and welfare application, as well as develop related skills.

Topics

Legal

  • Understand sources of law applicable to trusts—constitutional, legislative, common law.
  • Identify problems and issues when legal duties conflict.
  • Understand Pension Benefits Standards Act (PBSA) standards and their application to modern plan governance.
  • Recognize potential legal problems resulting from trustee decisions (cases).
  • Apply requirements, modern governance and best-practice principles to identify risks and propose actions to address.

Administration

  • Outline the benefits of a sound risk management process.
  • Identify major risks trustees face in the current benefits environment and provide examples of indicators.
  • Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
  • Apply risk management analysis to gain insight into plan risks and actions to mitigate them.
  • Explain the significance of competencies and personal bias on effective board process.

Governance

Governance is a key knowledge area for effective management of trusts. While a separate session is not devoted to the topic, governance considerations will be discussed throughout the ATMS course.

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account Manager
The PBAS Group

Benefits of Attending

Trustees play an important role in addressing the health and retirement needs of plan members and need to be confident and competent in that role. ATMS helps trustees build upon their past education and practical experience by focusing on applying the knowledge gained to future decisions through engaging instruction and interactive case studies.

Who Should Attend

ATMS is the next step for those who have earned an FTMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any trust type as well as benefit office staff (see prerequisites section for more information). ATMS is applicable for trustees of both pension and health and welfare trust funds.

​Instructors

Attend sessions by various speakers who specialize in trust funds and the role of trustees. Visit our instructor page for more information. 

​Additional Information

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.

Prerequisites

Before enrolling in ATMS, you must

Course Structure

Two days of instruction with a case study on day 2.
Daily schedule: 8:00 a.m. – 4:30 p.m.

ATMS Test

  • Session A includes a 30-question test.
  • The test is online and open-book. It will be available within a specified window of time after the course completion.
  • A score of 70% or better is required to enroll in Session B.

Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png#IFATMS

Continuing Education

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 10/8/2017 C $1,750.00 C $1,970.00
After 10/8/2017 C $2,050.00 C $2,270.00