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Advanced Trust Management Standards (ATMS™) Session B

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

      FUNDING / INVESTMENT / FINANCE
          • Explain the significance of interrelationships among benefit, funding and investment policy decision making on 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 them.
          Governance
          Governance is a key knowledge area for effective management of trusts. While a separate session is not devoted to the topic, governance considerations will be discussed throughout the ATMS curriculum.

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

          David Owen Ralph

          The PBAS Group

          Pricing

          Through July 8, 2024

          C$1,950.00

          Canadian Member

          C$2,170.00

          Canadian Non-member

          After July 8, 2024

          C$2,250.00

          Canadian Member

          C$2,470.00

          Canadian Non-member

          Join the Foundation!
          More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
          Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

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          Instructors

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

          Instructors

          George Wang

          Vice President

          BFL Canada Inc.

          Gregory Heise

          Partner

          George & Bell Consulting Inc.

          Marc Williams

          Principal, Portfolio Manager

          Leith Wheeler Investment Counsel Ltd.

          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.