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Trustees Institute - Level II: Concepts in Practice

Trustees Institute Level II Concepts in Practice
Saturday, June 13 - Sunday, June 14, 2026

Hilton San Diego Bayfront,
San Diego, CA

Agenda

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