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Advanced Trust Management Standards (ATMS™) Session A–Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Monday, August 14 through Monday, October 23. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Friday, August 18

8:00 AM – 2:45 PM

ATMSA1  Legal

Kiersten N. Amos Instructor
Associate
McInnes Cooper; Charlottetown, Prince Edward Island
Halifax, Nova Scotia

• 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 modern governance and best-practice principles to identify risks and propose actions to address. (#23—ATMS)

3:00 PM – 4:30 PM

ATMSA2  Administration

Jeffrey C. Baldwin, B.B.A. (Hons.), GBA, CA, CPA Instructor
President
BPA Financial Group
Mississauga, ON

• Outline the benefits of 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 identify actions to mitigate them. • Explain the significance of competencies and personal bias to effective board process. (#23—ATMS)