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

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, November 15 through Thursday, January 18.

Show Date:  

Saturday, November 18

8:00 AM – 11:30 AM

ATMSB1  Funding/Investment/Finance—Part 1

Tyler Smith, FCIA, FSA Instructor
Senior Consultant
Coughlin and Associates Ltd.
Winnipeg, MB

• Explain the interrelationships among benefit design, funding and investment policy decision making and their role in effective management of all types of trusts/plans. • Define risks for plans and members in funding and investing policy development. • Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance. • Identify key sources of financial information that support decision making. • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address. (#23—ATMS)

12:30 PM – 4:30 PM

ATMSB2  Funding/Investment/Finance—Part 2

Philip R. Evans Instructor
President and Chief Executive Officer
Lincluden Investment Management Limited
Toronto, ON

• Explain the interrelationships among benefit design, funding and investment policy decision making and their role in effective management of all types of trusts/plans. • Define risks for plans and members in funding and investing policy development. • Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance. • Identify key sources of financial information that support decision making. • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address. (#23—ATMS)