Trustees Masters Program (TMP)

Saturday, October 19 - Sunday, October 20, 2019
San Diego Convention Center, San Diego, CA
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The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days.

Topics

Speakers tailor the discussions of the following topics to the needs and concerns of the registrants by using feedback from a survey.

  • ​Establishing Goals and Objectives
  • Using Fund Professionals Wisely
  • Attributes of a Good Trustee
  • ​Measuring Investment Performance
  • Case Studies
  • Future Challenges

View the various education program offerings for multiemployer trustees.

​Benefits of Attending

  • Gain deeper insights into the role of a trustee.
  • Interact with peers and share what you have learned and takeaways from your own experiences
  • Obtain concrete ideas for tackling specific issues
  • Attain proven practices that work
  • Earn special recognition for your knowledge and participation with a TMP certificate and pin.
  • Participate in exclusive TMP graduate sessions offered at each Annual Conference.

Who Should Attend

The Trustees Masters Program is open to experienced trustees who have five or more years of experience and have attended at least two International Foundation conferences.


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


 

​Speakers

Lawrence R. Beebe, CPAPartner WithumSmith+Brown, PC
Frank E. Benham, CAIA, CFAManaging Principal/Director of Research Meketa Investment Group, Inc.
Christopher E. Brecht, GBA, RPAChief Executive  OfficerCarday Associates
Donald D. CrosattoAssistant Director Business RepresentativeMachinists Automotive Trades District 190
Local Lodge 1546
William A. Cumming, Esq.PartnerHessian & McKasy
John M. ElliotPartnerNEPC, LLC
Cary Franklin, EA, FSAActuary and Managing ConsultantHorizon Actuarial Services, LLC
Martha M. Henrickson, CEBSDirector Labor RelationsManagement Guidance LLP 
Michele L. KesslerSecretary-TreasurerUFCW Local 1776
NEPA Health Fund
Steve NelsenExecutive DirectorWashington State Law Enforcement Officers and Fire Fighters' (LEOFF) Plan 2 Retirement Board
Jack W. RamageExecutive DirectorMaster Builders Association
of Western Pennsylvania
Richard J. SawhillExecutive Vice PresidentAirconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)
Aruna VohraSenior ConsultantHorizon Actuarial Services, LLC

​Additional Information

This program is divided into two tiers to help further facilitate your ongoing education and recognition. Tiers one and two are required for course completion and to receive your TMP pin.

  • Tier One: Core Program (Saturday, October 19 and Sunday, October 20) 
    Become a TMP Candidate.
  • Tier Two: Candidate Classes (Monday, October 21)
    Attend two specially designed courses held during the U.S. Annual Conference.
    Earn a TMP Pin.
    • Monday, October 21, 9:15-10:30 a.m.
      • Board Administration/Governance—Part I
    • Monday, October 21, 10:45 a.m.-12:00 noon
      • Board Administration/Goverance—Part II

Continue Your Learning

  • TMP Advanced Leadership Summit—The TMP Advanced Leadership Summit is an opportunity to delve deeper into relevant topics critical to a fund’s overall strategy. The Summit is for TMP graduates—those who have earned the TMP certificate of completion and TMP pin. 

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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 9/8/2019 US $1,515.00 US $1,735.00
After 9/8/2019 US $1,815.00 US $2,035.00