Trustees Institute - Level II: Concepts in Practice
Topics/Agenda
Handout Dates: February 7-April 11, 2024
8:00 AM - 12:15 PM
- Fiduciary duty
- Policies and procedures
- Group scenarios
- Prohibited transactions
- Deadlocks and arbitration
- Board governance
- Fraud prevention detection
-
Andrew Staab -
David Dorsey, CPA -
Lee Centrone -
Travis Ketterman, GBA -
Mary Ann Dunleavy, ASA, EA, MAAA
1:00 PM - 5:00 PM
- Terminology and reports
- Who are the players? What are their roles?
- Asset allocation
- Other investment issues
- Alternative investment options
- Investment open forum
-
Andrew Staab
-
Mary Ann Dunleavy, ASA, EA, MAAA
-
Nick Trella -
Benjamin Patzik
8:00 AM - 11:30 AM
- Financial literacy
- DC plans/annuity
- Pension basics
- PPA-MPRA
- Plan redesign
- Withdrawal liability
- Open forum
-
Andrew Staab
-
David Dorsey, CPA
-
Lee Centrone
-
Mary Ann Dunleavy, ASA, EA, MAAA
-
Kevin Culp, EA, FSA, MAAA
12:15 PM - 4:00 PM
- Health plan basics
- Appeals committee
- Prescriptions and mental health
- Monitoring and selecting service providers
- Rapid-fire Q&A
- Emerging issues
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
Multiemployer Trustee Education Path
Trustee Resource Center
Speakers
David P. Dorsey, CPA
Partner
WithumSmith+Brown, PC
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Pricing
Through 1/3/2024
$1,695.00
US Member
$2,025.00
US Non-member
After 1/3/2024
$1,995.00
US Member
$2,325.00
US Non-member
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**Attendance will be verified following the conference and a certificate mailed within 6 weeks of the completion of the conference. Viewing on demand recordings of the sessions will not qualify for Continuing Education Credit.
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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, or visit our website at www.ifebp.org/education---events/continuing-education-credit.