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Advanced Trust Management Standards (ATMS™) Session B

August 17 - 18, 2024
Hyatt Regency Vancouver |
Vancouver, BC

Sessions Include:

Conference brochure coming soon.

8:00 AM - 11:30 AM

Funding/Finance Pension Plans

  • Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
  • Define risks for plans and members in funding and investing policy development.
  • Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
  • Identify key sources of financial information that support decision making.
  • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

12:30 PM - 4:30 PM

Investment/Finance Pension Plans

  • Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
  • Define risks for plans and members in funding and investing policy development.
  • Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
  • Identify key sources of financial information that support decision making.
  • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

8:00 AM - 12:00 PM

Funding/Investment/Finance H&W Plans

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

  • Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
  • Define risks for plans and members in funding and investing policy development.
  • Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
  • Identify key sources of financial information that support decision making.
  • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

1:00 PM - 4:00 PM

Case Study—Health and Welfare

1:00 PM - 4:00 PM

Case Study—Pension

We're putting the finishing touches on the session details. Stay tuned for further announcements coming soon.