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ATMS Continuing Education (CE) Quality Series

Sunday, November 20, 2016
Hilton San Diego Bayfront, San Diego, CA
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Conference begins in:

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The ATMS Continuing Education (CE) Quality Series provides education exclusively for graduates of the ATMS program who have already earned an ATMS certificate under the current or previous curriculum.

 

Topics
Choose from two topics:

Topic 1: Investment Decisions Case Study
Trustees are put in a scenario where their plan has recently changed (through member demographics and design) and necessitates going through the process of reviewing the investment mix. The scenario will involve developing a new asset mix for the plan based on the plan risks, and going through the process of picking a new investment manager. The focus will be on helping trustees understand the importance of reviewing the qualitative and quantitative aspects of picking a manager. An actuary and an investment consultant will facilitate this case study, leading attendees through a series of pertinent questions as well as some role playing (e.g., asking questions with two "potential" investment managers).

Tyler Smith, FSA, FCIA, Consulting Actuary, Benchmark Decisions Ltd and Brett Becker, Vice President, Coughlin and Associates

Expansion of ATMS Key Knowledge Area—Funding/Investment/Finance
This ATMS CE Quality Series course expands upon ATMS learning objectives from the Funding/Investment/Finance key knowledge area of effective trust management. Specifically, the following learning objectives, as discussed in ATMS, will be expanded upon:

  • Explain key considerations and approaches used in setting asset mix policy
  • Describe how risk characteristics of various asset choices and a plan's risk appetite influence portfolio selection
  • Explain characteristics and advantages/disadvantages of various investment manager structures including balance vs. specialist, active vs. passive and investment styles.
  • Describe considerations in selecting and monitoring investment managers

Topic 2: Before The Whistle Blows: Practical Considerations in Confrontations, Disputes, and Ethical Dilemmas 
Conflict and confrontation between trustees, administrators, vendors and advisors is almost inevitable. What duties and obligations do trustees have when there are serious differences of opinion? How can a trustee best voice concerns about a decision? When should a trustee become a whistle-blower- and what happens next if that occurs? This session will look at practical, realistic problems faced by trustees who encounter conflict with others and who need to be prepared to handle the ethical implications of the situation. Trustees will learn preventive steps to deal with confrontations and disputes and will know the legal implications of becoming – or not becoming- a whistle-blower should the situation escalate beyond confrontation and disputes. 
The use of real-life ethical issues will connect theory and practicality. Working in small groups, seminar participants will apply the principles being discussed to practical examples. Participants then share their solutions about the ethical issue using critical thinking components. 

After attending this session, participants will:

  • Understand the principles of critical thinking
  • Differentiate between a conflict and a dispute
  • Engage effectively in disputes with others for a more productive outcome
  • Know the legal implications of becoming a whistle-blower
  • Be prepared for the outcomes of whistle-blowing
  • Be able to work proactively to minimize or prevent disputes from becoming ethical challenges
  • Review the ethical and legal obligations of trustees

Moira Kelly, President, Kelly Consulting LLC and Michael Mc Creary, LL.B., Senior Partner, Watson Jacobs McCreary LLP

Expansion of ATMS Key Knowledge Area—Legal
This ATMS CE Quality Series course expands upon ATMS learning objectives from the legal key knowledge area of effective trust management. Specifically, the following learning objectives, as discussed in ATMS, will be expanded upon:

  • Scenarios that satisfy formal requirements of a trust or fiduciary relationship  
  • Problems and issues when legal duties conflict
  • Potential legal problems that may result from trustee decisions.

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account Manager
The PBAS Group

Benefits of Attending

Trustees play an important role in addressing the health and retirement needs of plan members and need to be confident and competent in that role. ATMS helps trustees build upon their past education and practical experience by focusing on applying the knowledge gained to future decisions through engaging instruction and interactive case studies.

Who Should Attend

ATMS Quality Series is the next step for those who have earned an ATMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any trust type as well as benefit office staff (see prerequisites section for more information). ATMS Quality Series is applicable for trustees of both pension and health and welfare trust funds.

​Speakers

Attend sessions by various speakers including: inspirational speakers, professors and other specialists. More speaker information to come.

​Additional Information

ATMS CE Quality Series courses are participation-based education and therefore are not tested. Choose from two topics. Full attendance and participation are required to receive a certificate; please make your travel plans accordingly.

The ATMS Continuing Education (CE) Quality Series provides education exclusively for graduates of the ATMS program who have already earned an ATMS certificate under the current or previous curriculum.  

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Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit www.cebscpe.org for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 10/10/2016 C $725.00 C $835.00
After 10/10/2016 C $850.00 C $960.00