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Advanced Trust Management Standards (ATMS™) Session A

Saturday, August 17 - Sunday, August 18, 2024

Hyatt Regency Vancouver,
Vancouver, BC

Sessions Include:

Conference brochure coming soon.

8:00 AM - 2:45 PM

Legal

Please note: Testable readings for the Legal content will be included at the end of the slides posted for this module.

  • Understand sources of law applicable to trusts—constitutional, legislative and common law.
  • Identify problems and issues when legal duties conflict.
  • Understand Pension Benefits Standards Act (PBSA) and the application to modern plan governance.
  • Recognize potential legal problems resulting from trustee decisions (cases).
  • Apply modern governance and best practice principles to identify risks and propose actions to address.

3:00 PM - 4:30 PM

Administration

Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.

  • Outline the benefits of sound risk management process.
  • Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
  • Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
  • Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
  • Explain the significance of competencies and personal bias to effective board process.

8:00 AM - 11:30 AM

Administration (continued)

Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.

  • Outline the benefits of sound risk management process.
  • Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
  • Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
  • Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
  • Explain the significance of competencies and personal bias to effective board process.

12:30 PM - 4:00 PM

12:30 PM - 4:00 PM