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TMP Advanced Leadership Summit

Sunday, October 1, 2023
Boston Convention & Exhibition Center, Boston, MA
TMP Advanced Leadership Summit

TMP graduates have the opportunity to continue their learning and delve deeper into relevant topics critical to a fund's overall strategy. What will trustee leadership look like in the future? What are the challenges and prospective solutions for forward-thinking organizations? The topic focus of the TMP Advanced Leadership Summit changes each year to reflect the most essential issues facing trustees.

Topics/Agenda

Please note: the Summit changes each year to be able to reflect the most significant issues you face as trustees.

Session handouts available Wednesday, September 27, 2023 Friday, December 1, 2023.
  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Sunday October 1, 2023
8:00 a.m.-3:00 p.m. ET
TMP Advanced Leadership Summit
8:00 a.m.-3:00 p.m. ET
Topics include:
  • Your turn to be the professional
  • Planning: Turning a time-consuming exercise into a truly useful tool
  • Techniques for being a more convincing trustee
  • Public sector breakout—Taking a closer look at Investment return assumptions
  • Multiemployer breakout—When is stop-loss coverage a viable option?
  • The ins and outs of specialty drugs and trustees' responsibilities
  • How to find out whether the grass really is greener on the other side.
Category: Fiduciary Responsibility
Andrew D. Sherman
Panelist
Andrew D. Sherman
Senior Vice President, National Director, Public Sector
Segal
Dennis R. Johnson
Panelist
Dennis R. Johnson
Managing Member
Johnson + Krol, LLC
Kelley C. Robinson
Panelist
Kelley C. Robinson
Member
Johnson & Krol LLC
Kevin Campe
Panelist
Kevin Campe
Principal and Consulting Actuary
Milliman, Inc.
Michael A. Slonek, CFA
Panelist
Michael A. Slonek, CFA
Consultant
Strategic Capital Investment Advisors, Inc.
Sean M. Silva, CEBS, FSA, MAAA
Panelist
Sean M. Silva, CEBS, FSA, MAAA
Principal and Consulting Actuary
Milliman, Inc.

Benefits of Attending

This workshop will provide you with practical tips and skills you need to develop working relationships that operate with minimal conflict and at the speed of trust and confidence.

Who Should Attend

The TMP Advanced Leadership Summit is for those who have earned the TMP certificate of completion and commemorative pin.

Multiemployer Trustee Education Path

In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the first step in the trustee education path.

ME Path.JPG

Trustee Resource Center

Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans; visit www.ifebp.org/trusteeresourcecenter.


Speakers

​Speakers

Speakers for the 2020 conference will be announced shortly. Please check back soon.

​Additional Information

Attendees of the Summit earn two tickets toward the Annual Conference certificate of attendance.

Policies
View our registration policies.


Trustee Resource Center

Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans, visit www.ifebp.org/trusteeresourcecenter.


Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.


Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 8/21/2023 US $825.00 US $935.00
After 8/21/2023 US $975.00 US $1,085.00
 
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