Trustees Masters Program (TMP)



Trustees Masters Program (TMP)

Due to the Coronavirus (COVID-19) this program is being canceled. We look forward to seeing
you at next year's U.S. Annual Conference in Denver, Colorado on 
October 17- 20, 2021.
Watch for details on registration opening soon! 

If you have immediate concerns, please reach out to us directly at
(888)334-3327, option 2 or email at edreg@ifebp.org

The Trustees Masters Program (TMP) is for advanced-level trustees who want to gain a deeper insight into their role as well as interact with peers.

The 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.

Topics/Agenda

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 Master Trustee
  • Best Practices from Trustees and Professionals
  • ​Enhancing 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. 

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 third step in trustee education path.

ME Path.JPG

Speakers

  • Lawrence R. Beebe, CPA Partner WithumSmith+Brown, PC
  • Frank E. Benham, CAIA, CFA Managing Principal/Director of Research Meketa Investment Group, Inc.
  • Christopher E. Brecht, GBA, RPA, GBA, RPA Senior Vice President Mid-Atlantic BeneSys Inc.
  • William A. Cumming, Esq. Shareholder Hessian & McKasy, P.A.
  • John M. Elliot Partner NEPC, LLC
  • Cary Franklin, EA, FSA Actuary and Managing Consultant Horizon Actuarial Services, LLC
  • Martha M. Henrickson, CEBS Labor Relations Director Management Guidance LLP
  • Michele L. Kessler Secretary-Treasurer United Food and Commercial Workers (UFCW) Local 1776 Keystone State
  • Steve Nelsen Executive Director Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF) Plan 2 Retirement Board
  • Jack W. Ramage Professional Trustee
  • Richard J. Sawhill Executive Vice President and Chief Executive Officer Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
  • Aruna Vohra Senior Consultant Horizon Actuarial Services, LLC

​Speakers

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

Additional Information

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. 

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.


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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
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