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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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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.
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 curriculum.
Session Details and Handouts
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David Owen Ralph Account ManagerThe PBAS Group
Session B of the ATMS program is the second half of earning your ATMS Certificate of Achievement. Successful completion of Session A and the accompanying test, is a prerequisite for Session B.
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.
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.
Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our
instructor page for more 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.
Two days of instruction with a case study on day 2.
Daily schedule: 8:00 a.m. – 4:30 p.m.
Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
Register early and save!