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Advanced Trust Management Standards (ATMS™) - Session A

Wednesday, May 31 - Thursday, June 1, 2023
SGEU Headquarters, Regina, SK
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Designed for the needs of experienced trustees, Advanced Trust Management Standards (ATMS) will give you the tools you need to not only be successful in your role as a trustee, but also let you look toward the future and prepare your plan for the challenges ahead.

For trustees that have either completed the FTMS program or passed the ATMS Qualifying Test, this is the perfect opportunity to continue your trustee training. Trustees will learn about more detailed applications and case studies on pension and health and welfare provided in ATMS.

Earning Your ATMS Certificate of Achievement

To earn the ATMS Certificate of Achievement, you must complete four days of classroom attendance and the accompanying online test(s). This includes separate attendance at both Session A and Session B.

ATMS Session A Topics

Session A of the ATMS program is the first half of earning your ATMS Certificate of Achievement. Successful completion of Session A and the accompanying test, is a prerequisite for Session B.

​Topics/Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Wednesday May 31, 2023
8:00 a.m.-2:45 p.m. CT
Legal
8:00 a.m.-2:45 p.m. CT
  • Understand sources of law applicable to trusts—constitutional, legislative and common law.
  • Identify problems and issues when legal duties conflict.
  • Understand Pension Benefits Standards Act (PBSA) and the application to modern plan governance.
  • Recognize potential legal problems resulting from trustee decisions (cases).
  • Apply modern governance and best practice principles to identify risks and propose actions to address.
Category: ATMS
Kiersten N. Amos
Instructor
Kiersten N. Amos
Counsel
McInnes Cooper
3:00-4:30 p.m. CT
Administration
3:00-4:30 p.m. CT
  • Outline the benefits of sound risk management process.
  • Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
  • Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
  • Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
  • Explain the significance of competencies and personal bias to effective board process.
Category: ATMS
Martin R. Gibbons, CEBS, CRM, CRSP
Instructor
Martin R. Gibbons, CEBS, CRM, CRSP
President
USW Local 1-417
Thursday June 1, 2023
8:00-11:30 a.m. CT
Administration (continued)
8:00-11:30 a.m. CT
  • Outline the benefits of sound risk management process.
  • Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
  • Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
  • Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
  • Explain the significance of competencies and personal bias to effective board process.
Category: ATMS
Martin R. Gibbons, CEBS, CRM, CRSP
Instructor
Martin R. Gibbons, CEBS, CRM, CRSP
President
USW Local 1-417
12:30-4:00 p.m. CT
Case Study—Health and Welfare
12:30-4:00 p.m. CT
Category: ATMS
Martin R. Gibbons, CEBS, CRM, CRSP
Instructor
Martin R. Gibbons, CEBS, CRM, CRSP
President
USW Local 1-417
12:30-4:00 p.m. CT
Case Study—Pension
12:30-4:00 p.m. CT
Category: ATMS
Kiersten N. Amos
Instructor
Kiersten N. Amos
Counsel
McInnes Cooper

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

David Owen RalphAccount ManagerThe 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 in the program to future decisions through engaging instruction and interactive case studies.

Who Should Attend

ATMS is the next step for those who have earned an FTMS Certificate of Achievement or passed the ATMS Qualifying Test. ATMS is Recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries of any type of trust; members of pension advisory or benefit committees; and benefit office staff (see prerequisites section for more information). ATMS is applicable for trustees of both pension and health and welfare trust funds.

Speakers

​Instructors

Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our instructor page for more information. 

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.


Policies
View our registration policies.

Registration Information

Registration Information
  Member Nonmember


C $1,890.00 C $1,890.00
 

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