Advanced Trust Management Standards (ATMS™) Session A–Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Monday, July 16 through Thursday, September 20. Please contact if you have questions or need assistance.

Show Date:  

Thursday, July 19

8:00 AM – 2:45 PM

ATMSA1  Legal

Kiersten N. Amos Instructor
McInnes Cooper, Charlottetown, Prince Edward Island
Halifax, Nova Scotia

• Understand sources of law applicable to trusts—constitutional, legislative, common law. • Identify problems and issues when legal duties conflict. • Understand Pension Benefits Standards Act (PBSA) standards and their 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. (#23—ATMS)

3:00 PM – 4:30 PM

ATMSA2  Administration

Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CA, CPA Instructor
BPA Financial Group
Mississauga, ON

• 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. (#23—ATMS)