Advanced Trustees and Administrators Institute

Monday, February 21 - Wednesday, February 23, 2022
Disney's Yacht & Beach Club, Orlando, FL
AdvancedTrustees and Administrators Institute

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 to bring 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 education 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 Topics Will Include:

  • ​Economic Update
  • Political and Legislative Impact on Benefits
  • Cybersecurity
  • Diving Into Investments—Where Are We?
  • Virtual Meetings—Workshop
  • COVID-19 and Its Impact of Managing Health Plans
  • ​The Effect of COVID-19 on Pension and Retirement Plans—Workshop
  • Administrator Challenges
  • Reexamining the Fundamentals for Trustees
  • Mental Health Concerns
  • Communication With Participants and Beneficiaries
  • Collections Issues

What others are saying about the Trustees and Administrators Institute.

​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

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.


  • Paula D. Allphin Plan Manager BeneSys Administrators
  • Anirban Basu, J.D., M.A., MPP, Ph.D. Chairman and Chief Executive Officer Sage Policy Group, Inc.
  • Mark E. Belland, Esq. Shareholder O’Brien, Belland & Bushinsky, LLC
  • Jim V. Bracchitta, CEBS Labor Trustee Screen Actors Guild (SAG) Pension Plan, SAG-AFTRA Health Plan
  • Troy Brown, CFA Executive Director AndCo Consulting
  • Randall J. Bunnell Associate Groom Law Group
  • Jeffrey S. Endick Principal Slevin & Hart P.C.
  • Martha M. Henrickson, CEBS Attorney Management Guidance, LLP
  • Ian W. Jones Senior Consultant AndCo Consulting
  • Lisa L. Kaiser, CEBS, CEBS Compliant, ISCEBS-Fellow Fund Administrator Plumbers & Pipefitters Local 189, Fund Administration Office
  • Russell D. Kamp Managing Director Ryan ALM Inc.
  • Katherine R. Kratcha Associate Reinhart Boerner Van Deuren SC
  • Stephen J. O'Sick, CEBS Executive Director New York Labor Health Care Alliance, Inc.
  • Louise F. Pongracz Partner Willig, Williams & Davidson
  • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.
  • Jason L. Russell, EA, FSA, MAAA Senior Vice President and Actuary Segal
  • Sarah Sargent Associate Godfrey & Kahn, S.C.
  • Neal S. Schelberg, Esq. Partner Proskauer LLP
  • Heidi E. tenBroek Principal and Communication Consultant Milliman, Inc.
  • Aruna Vohra Senior Consultant Horizon Actuarial Services, LLC
  • Thomas R. Young, M.D. CEO and Co-Founder Nview Health Inc.


Speakers for 2020 will be announced soon. Please check back.

Preconference Information

Trustees Institute—Level II: Concepts in Practice
February 19-20, 2022

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice.

​Safety Protocols and Policies

We’re excited to be bringing this meeting to an in-person experience. Masks are required at this program. See our safety protocol for details.

Our registration policies have changed. Learn more.

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 1/10/2022 US $1,595.00 US $1,925.00
After 1/10/2022 US $1,895.00 US $2,225.00


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