Trustees Institute - Level II: Concepts in Practice

February 10 - 11, 2024
Disney's Yacht & Beach Club Resort |
Orlando, FL


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

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

8:00 AM - 11:30 AM


  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • Plan redesign
  • Withdrawal liability
  • Open forum

12:15 PM - 4:00 PM

Health Plans

  • 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
Designed for trustees who have served for three to five years on an ERISA fund and have completed New Trustees Institute—Level I: Core Concepts. This conference is also ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.
Multiemployer Trustee Education Path
In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the second step in the trustee education path.
Trustee Resource Center
Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans; visit


Lee Centrone

Senior Vice President


Andrew Staab

Vice President and Senior Corporate Counsel

U.S. Bank National Association

Kevin Culp

Consulting Actuary

Horizon Actuarial Services, LLC

Dorsey, David P.

David P. Dorsey, CPA


WithumSmith+Brown, PC

Mary Ann T. Dunleavy, ASA, EA, MAAA

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Travis J. Ketterman, GBA


McGann, Ketterman & Rioux

Patrick, Stephanie

Stephanie Patrick

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Benjamin Patzik

Vice President, Head of Discretionary Investment Services

Segal Marco Advisors

Nick Trella

Senior Vice President/Principal

Segal Marco Advisors


Through 1/3/2024


US Member


US Non-member

After 1/3/2024


US Member


US 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.

Learn More


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.