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

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, August 8 through Thursday, October 11.

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, BC

• 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
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)