Foundations of Trust Management Standards (FTMS®)

Friday, November 22 - Sunday, November 24, 2019
Parc 55, San Francisco, CA Images/2019/foundations-of-trust-management-standards-ftms.jpg


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.​



  • Legal
  • Administration
  • Governance
  • Funding/Investment/Finance

Great forum to network with peers, and the educators are very experienced.

David Owen Ralph Account ManagerThe PBAS Group

Benefits of Attending

  • Understand health and retirement needs of plan members.
  • Gain knowledge in trust operations, including health and welfare plan structure.
  • Learn about the increasing general concerns of regulators regarding the significance of health and welfare and pension trust management.

Who Should Attend

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.


Speakers will be announced soon.


Attend sessions by various instructors who specialize in trust funds and the role of trustees. Visit our instructor page for more information. 

​Additional Information

Stay tuned for more info!

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 10/13/2019 C $1,785.00 C $2,005.00
After 10/13/2019 C $2,085.00 C $2,305.00