Master of Trust Management Standards (MTMS) - Session B



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 Due to the Coronavirus (COVID-19) this program is being canceled. If you have immediate concerns, please reach out to us directly at (888)334-3327, option 2 or email at edreg@ifebp.org

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The Master of Trust Management Standards (MTMS) is a new educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step that challenges trustees to take a leadership role in their funds and update their skill sets.

Together, FTMS, ATMS and MTMS provide the ideal blend of knowledge, skill and experience needed for effective management of trusts. To get the most value out of this education, it is recommended that individuals leave enough time between each step on the path to practice and apply their classroom learning.


Earning Your MTMS Certificate of Achievement

To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both sessions.

Session A and Session B

  • Prework including a passing score (minimum 70% correct) on open-book, untimed, preprogram tests
  • Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
  • A "satisfactory" participation score in group activities from instructors
  • A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttests are open-book and include multiple-choice questions on the prereadings/prework, on-site slides, exercises, materials and postreadings.

MTMS Session B Topics

Course materials consist of preprogram reading; a video; pretest; on-site presentation materials; and supplementary readings, sample documents and additional information for future reference. Both Session A and Session B include a capstone mock board meeting.

  • Leadership
  • Strategic Planning
  • Risk Management

"There is a tendency to think of leadership in terms of hierarchy, with the board chair playing the strongest leadership role. It is certainly true that an effective board chair contributes enormously to the board's productivity. However, every board member has a leadership role to play. Fundamentally, leadership entails speaking up when you have a concern and contributing what you can to make the organization successful."

Excerpted from "Developing Leadership on Boards of Directors"Barbara S. Miller and Jeanne BergmanJOURNAL for Nonprofit Management, 2008



Why You Should Attend

The award of the MTMS credential is the culmination of your successful journey through the trustee/fiduciary education path!
It recognizes the commitment involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). These programs in total represent ten days of education and multiple assessments, including two capstone mock board meetings—fortified by your years of experience as a fiduciary/trustee.

Who Should Attend

MTMS is the next step for those who have earned an ATMS Certificate of Achievement. It is also recommended for those who are advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries. MTMS is also for trustees/fiduciaries of all types of plans and trusts. See prerequisites.

 
 

Earn Your Credential

Once you have met your MTMS requirements, you can proudly display your MTMS credential on signatures, business cards and much more.

Prerequisites

Before enrolling in MTMS, you must:

  • Complete the FTMS Certificate of Achievement or Pass the ATMS Qualifying Test, and
  • Complete the ATMS Certificate of Achievement

Speakers

  • Chris A. Camp, CEBS Chair Halifax Professional Firefighters Benefits Trust
  • Lisa C. Chamzuk Partner Lawson Lundell LLP
  • Michael R. Gillis Vice President and Director, Institutional Relationships TD Greystone Asset Management
  • Laurie L. Hutchinson Board Member OMERS Administration Corporation Board, Audit & Actuarial Committee, Risk Committee
  • Tommaso Iannucci President Cortex Applied Research
  • Peter Muldowney Senior Vice President Connor, Clark & Lunn Financial Group

​Additional Information

Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.

Prerequisites

Before enrolling in ATMS, you must

Course Structure

Four days of instruction with a case study on days 2 and 4.
Daily schedule: 8:00 a.m. – 4:30 p.m.

ATMS Test

  • Test includes a 60-question test.
  • The test is online and open-book. It will be available within a specified window of time after the course completion.
  • A score of 70% or better is required to complete the ATMS Certificate of Achievement.

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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.

Registration Information

Registration Information
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