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Trustees Institute Level II Concepts in Practice

Trustees Institute - Level II: Concepts in Practice

Saturday, February 21 - Sunday, February 22, 2026

Disney's Yacht & Beach Club,
Orlando, FL

Sessions

8:00 AM - 12:15 PM

Governance/Administration

  • Fiduciary duty
  • Policies and procedures
  • Group scenarios
  • Prohibited transactions
  • Deadlocks and arbitration
  • Board governance
  • Fraud prevention detection

1:00 PM - 5:00 PM

Investments

  • Terminology and reports
  • Who are the players? What are their roles?
  • Asset allocation
  • Other investment issues
  • Alternative investment options
  • Investment open forum