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Trustees Institute - Level II: Concepts in Practice

November 9 - 10, 2024
San Diego Convention Center |
San Diego, CA

Sessions Include:

Conference brochure coming soon.
We're putting the finishing touches on the session details. Stay tuned for further announcements coming soon.

Curriculum

Governance/
Administration

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

Investments

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

    Retirement

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

        Health Plans

        • Health plan basics
        • Appeals committee
        • Prescriptions and mental health
        •  Monitoring and selecting service providers
        • Rapid-fire Q&A
        • Emerging issues