Master of Trust Management Standards (MTMS) Session A

Thursday, June 20-Friday, June 21, 2024

Hyatt Regency Calgary,

Calgary, AB

Sessions Include:

Course materials consist of preprogram reading; a video; pretest; on-site presentation materials; and supplementary readings, sample documents and additional information for future reference. Both Session A and Session B include a capstone mock board meeting.

8:00 AM - 12:00 PM

Leadership

Ari Kaplan, LL.B., LL.M., Q.Med
Principal
Kaplan Law
Troy Milnthorp, FSA, FCIA, ICD.D
Senior Managing Director of Corporate Fund Services
Saskatchewan Teachers' Federation

1:00 PM - 4:30 PM

Governance

Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
Pension Board Trustee on two Jointly Sponsored Pension Boards
Mary Lee
Executive Consultant

8:00 AM - 12:00 PM

Oversight

Hugh Wright
Partner
Miller Thomson LLP
Gary Goddard, FCIA, FSA
Board Chair
CUPE Education Workers' Benefits Trust

1:00 PM - 1:30 PM

Q&A Panel

1:30 PM - 1:50 PM

Board Self-Evaluation and Debrief

1:50 PM - 2:10 PM

Takeaways—Key Learnings

2:20 PM - 3:50 PM

Capstone Mock Board

3:50 PM - 4:00 PM

Closing Comments and Questions

Conference brochure coming soon.