Advanced Trustees and Administrators Institute

Monday, February 13 - Wednesday, February 15, 2023
Disney's Yacht Club, Orlando, FL
AdvancedTrustees and Administrators Institute

For nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether
they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd.


Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away
new ideas and a deeper understanding of how to run your pension and health and welfare funds.

Don't miss this time-honored educational event.

Topics/Agenda

This is a sample of the topics from the 2022 program. We are currently working on the 2023 agenda.

    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
    You must be a logged in registrant to access session handouts.

    No sessions match your selected criteria.

    Sessions will be announced soon.

    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.

    Speakers

    Speakers will be announced soon.

    Speakers

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

    Preconference Information

    Trustees Institute—Level II: Concepts in Practice
    February 11-12, 2023

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


    We are currently working on creating a one-day preconference to enrich your learning. Please check back soon for more information.


    Policies
    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 www.cebs.org/compliance for additional information.


    Continuing education (CE) 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 CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember


    Through 1/4/2023 US $1,650.00 US $1,980.00
    After 1/4/2023 US $1,950.00 US $2,280.00
     

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