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

Session handouts were available to registered attendees from Wednesday, August 8 through Thursday, October 11. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Saturday, August 11

8:00 AM – 11:30 AM

ATMSB1  Funding/Investment/Finance—Part 1

Gregory M. Heise, FCA, FCIA, FSA Instructor
Partner
George & Bell Consulting Inc.
Vancouver, British Columbia

• Explain the interrelationships among benefit design, funding and investment policy decision making and their role in effective management of all types of trusts/plans. • Define risks for plans and members in funding and investing policy development. • Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance. • Identify key sources of financial information that support decision making. • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address. (#23—ATMS)

12:30 PM – 4:30 PM

ATMSB2  Funding/Investment/Finance—Part 2

Andrew Janz, ASA, CFA Instructor
Vice President and Institutional Portfolio Manager
Phillips, Hager & North Investment Management
Vancouver, British Columbia

• Explain the interrelationships among benefit design, funding and investment policy decision making and their role in effective management of all types of trusts/plans. • Define risks for plans and members in funding and investing policy development. • Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance. • Identify key sources of financial information that support decision making. • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address. (#23—ATMS)