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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Arrive early and attend a preconference course or workshop. Preconference content is specifically designed to address the critical elements of trust fund management while at the same time, foster both professional and personal development.
If you have already registered and paid for preconference workshops and need to specify which workshop you would like to attend, please contact the registration department at firstname.lastname@example.org.
Trustees play an important role in addressing the health and retirement needs of plan members. New trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to go in order to make informed decisions. Now you have a solid starting point—the Foundations of Trust Management Standards (FTMS) program. The 2½-day, assessment-based certificate program is the first International Foundation program in Canada to offer trustees an opportunity to validate their learning.
Choose Session A or Session B
ATMS is an assessment-based program that expands upon the four key knowledge areas covered in the Foundations of Trust Management Standards (FTMS) program (legal, administration, governance, funding/investment/finance), adding breadth and depth across all four, and deepening the pension and health and welfare applications as well as developing related skills. These two independent, two-day sessions are offered concurrently in one location. The two-day session approach is sequential (Session A is a prerequisite for Session B).
Choose Session A or Session B
Due to high demand, MTMS Session A and Session B are currently filled. Call (888) 334-3327, option 2, or email email@example.com to be wait-listed.
The Master of Trust Management Standards (MTMS) is a new educational program for trustees and will build upon the key knowledge areas in FTMS and ATMS, a next step after both certificates are completed. It challenges trustees to take a leadership role in their fund and upgrade their skill set. Areas of development include strategic planning, board operations and critical thinking.
Certificate of Achievement—To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both Session A and Session B.
Before enrolling in MTMS, you must:
Enrich your conference experience by attending a preconference workshop. Participate in one or more sessions with content designed to foster both professional and personal growth and development.
Registration code: PC01
What could be more important than spending some quality time planning for your future and the future of your family? This informative and motivational two-part workshop will help you understand the importance of setting a vision for your retirement and planning ahead. What will retirement mean for you? How can you ensure a successful transition, where you enjoy the freedom, relationships and activities that you've always wanted? Our panel will offer you critical information and useful tips to help you better manage your health, investments and financial plan as well as your personal legacy, all with a view to your successful retirement transition. With timely and practical insights, you'll come away with an awareness that your health, wealth and happiness are very much in your control, and taking control over them is something to get excited about!
In our first day, we'll cover the importance of:
Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!Use registration code: PC11
Registration code: PC02
Changes . . . choices . . . challenges—What's in your future? Satisfaction in retirement is linked to several factors, and in part two of this workshop series we'll expand on how enjoying good health, adequate income, and meaningful relationships and roles can help you realize the retirement of your dreams, regardless of what the future holds. How will you weather uncertain and turbulent financial markets? Will you have to care for an aging relative or deal with adult children returning home? How do you want to provide for and be remembered by those you love? All of these considerations require a commitment to your planning. Learn to navigate the issues that will impact your own retirement planning with confidence and conviction. This workshop series is timely in content, comprehensive in scope and—most importantly—practical!
The program will continue with coverage of:
Beverly Evans, CFP, CIM, EPC, TEP
Wealth Management and Portfolio Manager
Richardson GMP Ltd.
Hilary Laidlaw, LL.B., TEP Counsel Tax, Trusts and Estates Planning
McCarthy Tétrault LLP
Robert D. Reid M.B.A., Ph.D.
Deputy Chief Division of Prevention and Rehabilitation
University of Ottawa Heart Institute Professor
Faculty of Medicine University of Ottawa Ottawa, Ontario
Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!Use registration code: PC12
Mental Health in the Workplace –
November 24 | 8:00 a.m.-12:00 noon
Registration code: PC04
Content Included: This workshop discusses on how prevalent mental illnesses and stigma towards people with mental illnesses are in the workplace. In an effort to reduce stigma, this workshop educates participants on the signs and symptoms of depression, anxiety, and substance related disorders. We will then use classroom guided activities on how to more effectively respond to employees living with these mental illnesses in the workplace, as well as discuss differences in mental health treatments and how to help someone get access to treatment.
Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!Use registration code: PC14
Sunday, August 20, 8:00 a.m.-12:00 noonRegistration code: PC02
Spouses/Guests may also attend the Preretirement Planning Workshop at a reduced price!Use registration code: PC12
Sunday, August 20, 8:00 a.m.-12:00 noon Registration code: PC04
Understanding your personal communication style and matching it to styles of other people is fundamental to building relationship rapport, confidence and trust. When we are able to flex our communication styles more effectively and avoid everyday language pitfalls, our accuracy, credibility and potential to influence others increase dramatically. With these goals in mind, this highly interactive workshop takes a fresh and creative look at communicating more effectively with the people we interact with every day.
The focus of this session is to add simple, yet powerful, relationship-building techniques to your communication tool kit. You will be able to apply these tools immediately at work (and at home!). The program highlights common verbal barriers, the four common communication styles and critical style-flexing behaviours.
This practical workshop: