Advanced Trustees and Administrators Institute
Trustees Institute—Level II: Concepts in Practice
February 21, 2026 | 8:00 a.m.-5:00 p.m. and February 22, 2026 | 8:00 a.m.-4:00 p.m.
Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending Trustees Institute—Level II: Concepts in Practice. Held immediately prior to the Trustees and Administrators Institute, this course will take the concepts and education provided at the New Trustees Institute—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions by attending this exciting program. Class size is limited to foster deeper comprehension and peer-to-peer discussion.
Separate registration is required. View program page for more information.
Multiemployer Plan Administration
February 21-22, 2026
Gather with your peers for this two-day course to learn and network while gaining insights and understanding on how to run your plans. Take a deep dive into the fundamentals of multiemployer plans with instructors who are experts in the field. Walk away with a more solid understanding of the basics as well as strategies to use at your fund for managing benefits for your members.
Topics Covered:
- Labor and Taft Hartley History
- Multiemployer Plan Regulators
- Administrative Models and Roles
- Trustee Relationship
- Governance
- Health, Retirement and Other Plans
- Administrative Investment Basics
- Accounting for Plan Administration
- Vendor and Plan Professional Management
- Legal and Legislative Environments
- Case Study – Group Work, Presentations and Debrief
The Leadership Mindset: Advancing Clarity, Connection and Courage
Sunday, February 22, 2026 | 8:00 a.m.-1:00 p.m.
Many people in formal leadership roles do not provide solid leadership for their teams, and many people who do not have formal leadership titles exhibit the traits of courageous, high-capacity leadership. True leadership is not about a title; it’s about effective thinking, emotional responsiveness and values-based decision making. It’s about maximizing your own potential to serve others and call them to greatness.
Whatever your title, developing a leadership mindset will enhance your own individual performance in the workplace, contribute to the betterment of your team and allow you and your team to more fully support your organization’s mission. Developing a leadership mindset also enhances personal and professional relationships and makes work—and life—so much more fulfilling.
This session is designed to support anyone in any professional role as they enhance their leadership mindset and capacity through:
- Increased self-awareness and effective thinking
- Improved working relationships and team communication
- Enhanced ability to resolve differences and conflicts with others
- Greater ability to operate in alignment with purpose and values
- Using intentional listening and powerful questions to foster connection, trust and mutual understanding
- Implementing intentional self-development and team-building strategies to cultivate and sustain a thriving workplace culture.