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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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The Advanced Trustees and Administrators Institute is designed to keep experienced trustees informed of the latest industry trends, legal and regulatory changes, and best practices as well as bringing new ideas to light. Attendees gain a deeper understanding of how to run their pension and health and welfare funds.
Don’t miss this time-honored educational event. Developed by active trustees, administrators and professional advisors, each session is designed to address the issues you face today and prepare you for what lies ahead. In these challenging times, you can count on the International Foundation to deliver timely, relevant and balanced education on the trends, issues and future direction of the industry.
Session Details and Handouts
This Institute is designed for
experienced multiemployer trustees, those who have attended the New Trustees Institute
and those who have served as a trustee for more than two years, as well
as salaried and contract administrators of all experience levels.
Below are a few of the speakers that will be presenting. View the session details for a full list of sessions and speakers.
Kathryn L. BakichSenior Vice President & National Director, Health Care ComplianceSegal Consulting
Anirban BasuChairmain and Chief Executive OfficerSage Policy Group, Inc.
Kelly S. CoffingPrincipal & Consulting ActuaryMilliman
David EvangelistaPrincipalMSPC Certified Public Accountants and Advisors, P.C.
Mark C. NielsenPrincipalGroom Law Group Chartered
Aruna VohraSenior ConsultantHorizon Actuarial Services LLC
Accounting and Auditing Institute for Employee Benefit Plans
Sunday June 25, 20178:00 a.m.-1:00 p.m.We’ve all experienced them. They are the people who everyone tolerates despite their inappropriate comments, explosive tempers and negative attitudes. It’s time to do something about these difficult people. This workshop will provide practical strategies for “taming the beast.”
Key topics to be covered include:
PresidentWorkplace Communication & Diversity Inc.
Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
Register early and save!