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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Foundations of Trust Management Standards (FTMS) increases knowledge and understanding of the basics of the four key knowledge areas of effective management of trusts: Legal, Administration, Governance and Funding/Investment/Finance. Trustees will be able to highlight why these key knowledge areas are important and identify sources of additional information. Course materials consist of all on-site presentation materials, supplementary readings and additional information for future reference.
Session Details and Handouts
Great forum to network with
peers, and the educators are
David Owen Ralph Account ManagerThe PBAS Group
Newly appointed/elected multi-employer, public sector and corporate plan trustees, benefit office staff and individuals returning to trustee service after an extended absence. Also, potential trustees (as part of your succession planning), providers of service to trust fund plans and trustees of both pension and health and welfare trust funds.
Our instructors are experts in their respective fields and have considerable experience working with trustees/fiduciaries. Visit our
instructor page for more information.
Stay tuned for more info!
Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
Register early and save!