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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 very experienced.
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.
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.
Stay tuned for more info!
sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for
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