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Advanced Trust Management Standards (ATMS™) Session A

Friday, November 22 - Saturday, November 23, 2024

Grand Hyatt San Antonio,
San Antonio, TX
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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 is the next step for those who have earned an FTMS Certificate of Achievement or passed the ATMS Qualifying Test. ATMS is Recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries of any type of trust; members of pension advisory or benefit committees; and 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 A Topics

Session A of the ATMS program is the first half of earning your ATMS Certificate of Achievement. Successful completion of Session A and the accompanying test is a prerequisite for Session B.

Sessions Included

ATMS Session A will be held at the Grand Hyatt San Antonio River Walk followed by the 57th Annual Canadian Employee Benefits Conference.

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

David Owen Ralph

The PBAS Group

Pricing

Through October 14, 2024

C$1,950.00

Canadian Member

C$2,170.00

Canadian Non-member

After October 14, 2024

C$2,250.00

Canadian Member

C$2,470.00

Canadian Non-member

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Instructors

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

Instructors 

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance 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.