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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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ATMS is an assessment-based program that
expands upon the four key knowledge areas (Legal, Administration,
Governance, and Funding/Investment/Finance) covered in the Foundations
of Trust Management Standards (FTMS) program. ATMS will add breadth and
depth across all four key knowledge areas, deepen the pension and health
and welfare application, as well as develop related skills.
is a key knowledge area for effective management of trusts. While a
separate session is not devoted to the topic, governance considerations
will be discussed throughout the ATMS course.
Session Details and Handouts
Great forum to network with peers, and the educators are very experienced.
David Owen Ralph Account ManagerThe PBAS Group
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.
ATMS is the next step for those who have earned an FTMS 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 is applicable for trustees of both pension and health and welfare trust funds.
Speakers will be announced soon.
Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our
instructor page for more information.
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.
Two days of instruction with a case study on day 2. Daily schedule: 8:00 a.m. – 4:30 p.m.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
Register early and save!