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Trustees Masters Program (TMP)

Saturday, October 13 - Sunday, October 14, 2018
Ernest N. Morial Convention Center, New Orleans, LA
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Conference begins in:

The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days.

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​In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. TMP is the fourth step in the path.

Topics

Speakers tailor the discussions of the following topics to the needs and concerns of the registrants by using feedback from a survey.

  • ​Establishing Goals and Objectives
  • Using Fund Professionals Wisely
  • Attributes of a Good Trustee
  • ​Measuring Investment Performance
  • Case Studies
  • Future Challenges

View the various education program offerings for multiemployer trustees.

​Benefits of Attending

  • Gain deeper insights into the role of a trustee.
  • Interact with peers and share what you have learned and takeaways from your own experiences
  • Obtain concrete ideas for tackling specific issues
  • Attain proven practices that work
  • Earn special recognition for your knowledge and participation with a TMP certificate and pin.
  • Participate in exclusive TMP Candidate sessions offered at each Annual Conference.

Who Should Attend

The Trustees Masters Program is open to experienced trustees who have five or more years of experience or have attended at least two International Foundation conferences.

 

​Speakers

Below are those that will be presenting at the program.
For a full biography, click on the instructor's image.

Lawrence R. Beebe, CPAPartner WithumSmith+Brown, PC
Frank E. Benham, CAIA, CFAManaging Principal/Director of ResearchMeketa Investment Group, Inc.
Christopher E. Brecht, GBA, RPACarday AssociatesColumbia, MD
Donald D. CrosattoSenior Area DirectorMachinists Automotive Trades District 190, Local Lodge 1546
William A. Cumming, Esq.ShareholderHessian & McKasy
John M. ElliotPartnerNEPC, LLC
Cary Franklin, EA, FSAActuary and Managing ConsultantHorizon Actuarial Services, LLC
Michele L. KesslerSecretary-TreasurerUnited Food and Commercial Workers (UFCW)
Steve NelsenExecutive DirectorWashington State Law Enforcement Officers and Fire Fighters' (LEOFF) Plan 2 Retirement Board
Jack W. RamageExecutive DirectorMaster Builders Association of Western Pennsylvania
Richard J. SawhillExecutive Vice PresidentAirconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)
Brian A. SchroederFounding PartnerInvestment Change Evaluations, LLC
David C. SemeradLabor Relations ConsultantAssociated General Contractors (AGC) of Minnesota
Aruna VohraSenior ConsultantHorizon Actuarial Services, LLC

​Additional Information

This program is divided into two tiers to help further facilitate your ongoing education and recognition. Complete tiers one and two to receive your TMP pin.

  • Tier One: Core Program
    Held October 13-14, 2018
    Become a TMP Candidate.
  • Tier Two: Candidate Classes
    Attend two specially designed courses held during the U.S. Annual Conference.
    Earn a TMP Pin.
    Held October 15, 2018
    Board Governance—Part I (1:30-2:45 p.m.)
    Board Goveranance—Part II (3:00-4:15 p.m.)

Continue Your Learning

  • TMP Advanced Leadership Summit—The TMP Advanced Leadership Summit is for TMP Graduates (those who have earned their TMP Pin) and is an opportunity to delve deeper into relevant topics critical to a fund’s overall strategy. 

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 9/4/2018 US $1,485.00 US $1,705.00
After 9/4/2018 US $1,785.00 US $2,005.00