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Trustees Institute - Level II: Concepts in Practice

Saturday, February 10 - Sunday, February 11, 2024

Disney's Yacht & Beach Club Resort,
Orlando, FL

Topics/Agenda

Handout Dates: February 7 - April 11, 2024

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 www.ifebp.org/trusteeresourcecenter.

Speakers

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

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 www.cebs.org/compliance 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.