foundations-of-trust-management-standards-ftms-sessions-17f1 IFEBP > Education > Certificate Programs > Foundations of Trust Management Standards > Foundations of Trust Management Standards (FTMS™)—Session Schedule, Speakers and Handouts Foundations of Trust Management Standards (FTMS™)—Session Schedule, Speakers and Handouts Page Content Session handouts were available to registered attendees from Monday, August 14 through Thursday, October 19. Please contact edprog@ifebp.org if you have questions or need assistance. Show Date: Friday, August 18, 2017 Saturday, August 19, 2017 Sunday, August 20, 2017 Friday, August 18 8:15 AM – 8:30 AM FTMS01 Introduction (#39—FTMS) 8:30 AM – 12:00 PM FTMS02 Legal Alan M. Minsky, Q.C. InstructorPartnerKoskie Minsky LLPToronto, ON • Define basic terms related to trusts • Explain the purpose and key elements of trust agreements • Describe key legislation and its implications for operation of trusts • Identify fiduciary obligations of Trustees • Explain basic Trustee duties • Explain examples of Trustees who have found themselves in difficult situations (cases) • Identify strategies to put in place to protect Trustees, beneficiaries, settlors and subsequent participating employers • Identify exemption clauses commonly included in fiduciary liability insurance policies (#39—FTMS) 1:15 PM – 4:30 PM FTMS03 Administration Ross I. Arsenault, CEBS, CD InstructorVice President Benefit ConsultingBenefit Plan Administrators (Atlantic) Ltd.Halifax, NS • Outline key functions required of Trustees for effective management of trusts • Explain the significance of the Trust Act, trust agreement, collective agreement, participation agreement and benefit plan text for meeting fiduciary duty • Describe key service providers that support Trustees in their role as legal administrator • Describe key considerations for selecting and managing service providers • Outline the benefits and challenges in self-administration and third-party administration • Outline typical administrative activities • Explain the importance of Trustee meetings and meeting protocol in their role as legal Administrator (#39—FTMS)