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April 6-8, 2020
February 23-26, 2020
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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.
Governance 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 curriculum.
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David Owen Ralph Account ManagerThe PBAS Group
Session B of the ATMS
program is the second half of earning your ATMS Certificate of
Achievement. Those choosing this two-day sessional format are required
to take Session A (and successfully complete the accompanying test)
prior to enrolling in Session B. This format requires attendance at two
separate locations. Please refer to the ATMS full program format for
more information on taking all four days in one location.
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
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.
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.
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 continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
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