Foundations of Trust Management Standards (FTMS™) Session Schedule, Speakers and Handouts

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Session handouts will be available to registered attendees Monday, July 22 through Wednesday, September 25.

Show Date:  

Thursday, July 25

8:15 AM – 8:30 AM

FTMS01  Introduction


8:30 AM – 12:00 PM

FTMS02  Legal

Jesse B. Kugler Instructor
CaleyWray, Lawyers
Toronto, 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 Instructor
Vice President Benefit Consulting
Benefit 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 • 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 • Describe key considerations for selecting and managing service providers (#39—FTMS)