Master of Trust Management Standards (MTMS®) Session B

Friday, August 28 - Saturday, August 29, 2026

Halifax, NS

Handout Dates: August 25 - November 2, 2026

8:00 AM - 12:00 PM

Leadership

1:00 PM - 4:00 PM

Strategic Planning

Darryl Mabini
Assistant Vice President, Pension Advocacy and Research
Healthcare of Ontario Pension Plan (HOOPP)
Alana Shearer-Kleefeld, GBA, MTMS
Vice President, Employee Benefits
3sHealth

8:00 AM - 12:00 PM

Risk Management

Sheri Wright, ICD.D
Strategy and Governance Consultant
Special Forces Pension Plan (SFPP)
Peter Muldowney
Senior Vice President, Head of Institutional and Multi-Asset Strategy
Connor, Clark & Lunn Financial Group

1:00 PM - 3:30 PM

MTMS Session B - Day 2 Afternoon

Capstone Mock Board
Takeaways - Key Learnings

Pricing

Through July 20, 2026

C$2,175.00

Member

C$2,395.00

Nonmember

After July 20, 2026

C$2,475.00

Member

C$2,695.00

Nonmember