Advanced Trustees and Administrators Institute

Monday, June 27 - Wednesday, June 29, 2022
The Westin Seattle, Seattle, WA
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.

Full Program Brochure Now Available


    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
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    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 Chairman and Chief Executive Officer Sage Policy Group, Inc.
    • Mark E. Belland, Esq. Shareholder O’Brien, Belland & Bushinsky, LLC
    • Troy Brown, CFA Executive Director AndCo Consulting
    • Jeffrey S. Endick Principal Slevin & Hart P.C.
    • Gabrielle D. Fox Attorney at Law Proskauer
    • Faye I. Guenther President United Food and Commercial Workers (UFCW) Local 3000
    • 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 Rose 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
    June 25-26, 2022

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

    Practical Application of Diversity, Equity and Inclusion Values
    June 26, 2022
    Fortunately, promoting DEI in the workplace does not have to mean an increase in chaos. Leveraging diversity can result in powerful returns in satisfaction, loyalty and productivity. This session will provide both a map for the changing cultural landscape and practical tips for how to maximize your team’s potential.

    ​COVID-19 Safety Protocols

    We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

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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.

    Our registration policies have changed. Learn more.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember

    Through 5/16/2022 US $1,595.00 US $1,925.00
    After 5/16/2022 US $1,895.00 US $2,225.00


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