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Trustees Masters Program (TMP)–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 Monday, October 16 through Friday, December 29.

Show Date:  

Saturday, October 21

8:00 AM – 10:00 AM

TMP1  Getting to Know You: Establishing Goals and Objectives

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)
Ontario, CA

William A. Cumming, Esq. Speaker
Shareholder
Hessian & McKasy, P.A.
Minneapolis, MN

• Experience the value of learning from each other. • Gain a pool consisting of an “elite” network. • Learn from the experience and background of attendees. • Identify and determine best practices in overall fund management. • Examine practices that need improvement, and entertain alternatives. (#20—TMP)

10:15 AM – 12:30 PM

TMP2  Using Fund Professionals Wisely

Cary Franklin, EA, FSA Panelist
Actuary and Managing Consultant
Horizon Actuarial Services, LLC
Los Angeles, CA

Christopher E. Brecht, GBA, RPA Panelist
Chief Executive Officer
Carday Associates Inc.
Columbia, MD

Frank E. Benham, CAIA, CFA Panelist
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Westwood, MA

Lawrence R. Beebe, CPA Panelist
Partner
WithumSmith+Brown, PC
Bethesda, MD

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)
Ontario, CA

William A. Cumming, Esq. Panelist
Shareholder
Hessian & McKasy, P.A.
Minneapolis, MN

• Formulate solid expectations of providers and professionals that serve funds. • Create key data elements trustees should receive. • Assemble key questions that should be posed to providers. (#20—TMP)

1:00 PM – 3:15 PM

TMP3  The Attributes of a Good Trustee

Donald D. Crosatto Panelist
Assistant Directing Business Representative
Machinists Automotive Trades District 190, Local Lodge 1546
Oakland, CA

Martha M. Henrickson, CEBS Panelist
Director of Craft Workforce
Mortenson Construction
Minneapolis, MN

Michele L. Kessler Panelist
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776
Pittston, PA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)
Ontario, CA

Steve Nelsen Panelist
Executive Director
Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF) Plan 2 Retirement Board
Olympia, WA

William C. Ligetti, Jr. Panelist
Management Trustee
Plasterers and Cement Masons Local 94 Pension Fund
Harrisburg, PA

• Techniques to help you improve in your role as a trustee • How to make a difference for participants and the industry • Ways to enhance your leadership capabilities • Approaches that inspire others (#20—TMP)

3:15 PM – 4:00 PM

TMP4  Open Forum

Donald D. Crosatto Panelist
Assistant Directing Business Representative
Machinists Automotive Trades District 190, Local Lodge 1546
Oakland, CA

Martha M. Henrickson, CEBS Panelist
Director of Craft Workforce
Mortenson Construction
Minneapolis, MN

Michele L. Kessler Panelist
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776
Pittston, PA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)
Ontario, CA

Steve Nelsen Panelist
Executive Director
Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF) Plan 2 Retirement Board
Olympia, WA

William C. Ligetti, Jr. Panelist
Management Trustee
Plasterers and Cement Masons Local 94 Pension Fund
Harrisburg, PA

(#20—TMP)