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Advanced Trustees and Administrators Institute

June 24 - 26, 2024
Las Vegas, NV

For nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether
they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd.

Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away
new ideas and a deeper understanding of how to run your pension and health and welfare funds.

Don't miss this time-honored educational event.

Benefits of Attending
  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you've left the program.
Who Should Attend
This Institute is designed for experienced multiemployer trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years as well as salaried and contract administrators of all experience levels.

Pricing

Until May 13, 2024

$1,695.00

US Member

$2,025.00

US Non-member

After May 13, 2024

$1,995.00

US Member

$2,325.00

US 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.

Learn More

 

Speakers

Mark Belland

Shareholder

O’Brien, Belland & Bushinsky, LLC

Daniel Brice

Partner and Co-Chair

Blitman & King LLP

Lee Centrone

Senior Vice President

BeneSys

DeFrehn, Randy G.

Randy DeFrehn

Chairman and Chief Executive Officer

DeFrehn and Associates, LLC

Dorsey, David P.

David Dorsey

Partner

WithumSmith+Brown, PC

Mary Ann Dunleavy

Senior Consulting Actuary

Horizon Actuarial Services, LLC

James Estabrook

Shareholder

Lindabury, McCormick, Estabrook & Cooper, P.C.

Christine Fletcher

President

Ullico Casualty Group, LLC

Andrea Gibbs

Assistant Vice President

National Employee Benefits Administrators, Inc. (NEBA)

Sharon Goodman

Principal

Slevin & Hart, P.C.

Victor Harte

Principal and Consulting Actuary

Milliman Inc.

Justin Held

Associate Director, Research & Education

International Foundation of Employee Benefit Plans

Richard Hudson

Consulting Actuary

First Actuarial Consulting, Inc. (FACT)

Daniela Janceski

Plan Administrator

Ohio Conference of Teamsters and Industry Health and Welfare Fund

Travis Ketterman

Partner

McGann, Ketterman & Rioux

Ronald Laudel

Executive Director

Mid-America Carpenters Regional Benefit Services, Inc.

Manley, Jack

Jack Manley

Executive Director, Global Market Strategist

J.P. Morgan Asset Management

Manzo, Elizabeth E.

Elizabeth Manzo

Shareholder

Lindabury, McCormick, Estabrook & Cooper, P.C.

Scott Newsom

Partner

Shumaker, Loop & Kendrick, LLP

Philip R. O'Brien

Philip O'Brien

Attorney-Shareholder, Employee Benefits

Reinhart Boerner Van Deuren s.c.

Stephen O'Sick

Executive Director

New York Labor Health Care Alliance

Patrick, Stephanie

Stephanie Patrick

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Karin Peters

President and Chief Executive Officer

National Employee Benefits Administrators, Inc. (NEBA)

Joanna Pineda

Chief Executive Officer and Chief Troublemaker

Matrix Group International, Inc.

Robert Projansky

Partner

Proskauer Rose LLP

Christopher Rosetti

Chief Operating Officer

New York State Nurses Association, Pension Plan and Benefits Fund

Jason Russell

Senior Vice President and Actuary

Segal

Craig Schmidt

Medical Accounts Associate Director, Medical Affairs

Novo Nordisk Inc.

Chase Sterling

Founder and CEO

Wellbeing Think Tank/HHP Cultures

Michael Stoyanovich

Vice President, Administration and Technology

Segal

Annie Taylor

Managing Director, Senior Consultant, Sector Lead

Verus

Flora Vivaldo

Executive Director, Clinical Strategic Initiatives

Aetna Behavioral Health

Aruna Vohra

Senior Consultant

Horizon Actuarial Services, LLC

Louis Zollo

Vice President and National Pharmacy Practice Leader

Segal

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.