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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Challenges continue to get more complex for pension and health and welfare plans. Education is critical to make necessary decisions and fulfill your fiduciary duty.
For trustees, that education starts with the New Trustees Institute—Level I: Core Concepts. This program is the bedrock of trustee education. It is time-tested, developed by trustees for trustees.
As the first step in the trustee education path, The New Trustees Institute is designed for Taft-Hartley multiemployer plan trustees needing an understanding of their fiduciary responsibilities, best practices in fund management, legal requirements and other need-to-know information pertinent to serving as a trustee.
As always, this conference had great materials and speakers. It should be a requirement for all trustees to attend.
Patrick J. Carroll Labor TrusteeUA Local 73 Steamfitters & Pipefitters
Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program.
February 18-20, 2019Lake Buena Vista (Orlando), Florida
June 24-26, 2019San Francisco, California
October 20-23, 2019San Diego, California
For questions regarding specific program content or speakers, call Tom DeRoche, (262) 373-7648 or e-mail firstname.lastname@example.org.
sponsorship opportunities are available at these programs.
In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the first course in the suggested educational path for Multiemployer trustees.
Educational sessions at this program may qualify for CEBS Compliance credit.Visit
www.ceb.org/compliance for more information.