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Advanced Trust Management Standards (ATMS™) Session B

Sunday, June 16-Monday, June 17, 2024

Hyatt Regency Calgary,
Calgary, AB
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Designed for the needs of experienced trustees, Advanced Trust Management Standards (ATMS) will give you the tools you need to not only be successful in your role as a trustee, but also let you look toward the future and prepare your plan for the challenges ahead.

For trustees that have either completed the FTMS program or passed the ATMS Qualifying Test, this is the perfect opportunity to continue your trustee training. Trustees will learn about more detailed applications and case studies on pension and health and welfare provided in ATMS.

Benefits of Attending

Trustees 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.

Who Should Attend
ATMS Session B is the next step for those who have completed ATMS Session A. 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.

Earning Your ATMS Certificate of Achievement

To earn the ATMS Certificate of Achievement, you must complete four days of classroom attendance and the accompanying online test(s). This includes separate attendance at both Session A and Session B.

ATMS Session B Topics

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.

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph

The PBAS Group


Through May 7, 2024


CD Member


CD Non-member

After May 7, 2024


CD Member


CD Non-member

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Click here to learn more about the instructors for this program.


Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at