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Master of Trust Management Standards (MTMS) Session B

November 22 - 23, 2024
Grand Hyatt San Antonio |
San Antonio, TX
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For those who have completed ATMS, Master of Trust Management Standards (MTMS) is for leaders in their organization who are ready to look past the day-to-day operations of their funds and look toward the future.

MTMS prepares you to leverage your own unique leadership strengths and skills to optimize your contribution and to engage and develop others—all with the aim of strengthening your plan or trust for the long-term benefit of your members.

Benefits of Attending
The award of the MTMS credential is the culmination of your successful journey through the trustee/fiduciary education path! It recognizes the commitment involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). These programs in total represent ten days of education and multiple assessments, including two capstone mock board meetings—fortified by your years of experience as a fiduciary/trustee.
Who Should Attend

MTMS is the next step for those who have earned an ATMS Certificate of Achievement. It is also recommended for those who are advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries. MTMS is also for trustees/fiduciaries of all types of plans and trusts. See prerequisites.

Earning Your MTMS Credential

To earn the MTMS Credential, you must meet the following program element requirements for both sessions.

Session A and Session B
  • Prework including a passing score (minimum 70% correct) on open-book, untimed, preprogram tests
  • Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
  • A "satisfactory" participation score in group activities from instructors
  • A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttests are open-book and include multiple-choice questions on the prereadings/prework, on-site slides, exercises, materials and postreadings.


Until October 14, 2024

C $2,050.00

Canadian Member

C $2,270.00

Canadian Non-member

After October 14, 2024

C $2,350.00

Canadian Member

C $2,570.00

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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Michael Gillis

Managing Director

MRG Associates

Bobbi Taillefer

Executive Director

Saskatchewan Teachers' Federation

Darryl Mabini

Assistant Vice President, Stakeholder Engagement and Research

Healthcare of Ontario Pension Plan (HOOPP)

Marg Romanow

Pension Board Trustee on two Jointly Sponsored Pension Boards

Peter Muldowney

Senior Vice President, Head of Institutional & Multi-Asset Strategy

Connor, Clark & Lunn Financial Group

Wright, Sheri

Sheri Wright

Chief Strategy Officer

Special Forces Pension Plan (SFPP)

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit 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.

Our registration policies have changed. Learn more.