Trustees Masters Program (TMP)

Saturday, October 22 - Sunday, October 23, 2022
Mandalay Bay, Las Vegas, NV
Trustees Masters Program (TMP)

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. Tier one (Saturday and Sunday classes) is required for course completion and to receive a certificate of Achievement. Those who also attend tier two (Candidate classes) will receive their 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.

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Saturday October 22, 2022
8:00-10:00 a.m. PT
Getting to Know You: Establishing Goals and Objectives
8:00-10:00 a.m. PT
Category: TMP
Martha M. Henrickson, CEBS
Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
William A. Cumming, Esq.
Speaker
William A. Cumming, Esq.
Shareholder
Hessian & McKasy, P.A.
10:15 a.m.-12:30 p.m. PT
Using Fund Professionals Wisely
10:15 a.m.-12:30 p.m. PT
Category: TMP
Aruna Vohra
Panelist
Aruna Vohra
Senior Consultant
Horizon Actuarial Services, LLC
Benjamin P. Ablin, ASA, EA, MAAA
Panelist
Benjamin P. Ablin, ASA, EA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
Christopher E. Brecht, GBA, RPA
Panelist
Christopher E. Brecht, GBA, RPA
Consultant
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Managing Partner-D.C. Office
WithumSmith+Brown, PC
William A. Cumming, Esq.
Panelist
William A. Cumming, Esq.
Shareholder
Hessian & McKasy, P.A.
1:00-2:45 p.m. PT
The Attributes of a Master Trustee
1:00-2:45 p.m. PT
Category: TMP
Jack W. Ramage
Panelist
Jack W. Ramage
Professional Trustee
Jim V. Bracchitta, CEBS
Panelist
Jim V. Bracchitta, CEBS
Labor Trustee
Screen Actors Guild (SAG) Pension Plan, SAG-AFTRA Health Plan
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Steven P. Tondi
Panelist
Steven P. Tondi
President and Chief Executive Officer
Associated Contractors of the Quad Cities
3:00-4:00 p.m. PT
Best Practices From Trustees; Open Forum Questions
3:00-4:00 p.m. PT
Category: TMP
Jack W. Ramage
Panelist
Jack W. Ramage
Professional Trustee
Jim V. Bracchitta, CEBS
Panelist
Jim V. Bracchitta, CEBS
Labor Trustee
Screen Actors Guild (SAG) Pension Plan, SAG-AFTRA Health Plan
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Steven P. Tondi
Panelist
Steven P. Tondi
President and Chief Executive Officer
Associated Contractors of the Quad Cities
Sunday October 23, 2022
8:00-9:00 a.m. PT
Future Challenges/Updates
8:00-9:00 a.m. PT
Category: TMP
Aruna Vohra
Panelist
Aruna Vohra
Senior Consultant
Horizon Actuarial Services, LLC
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
William A. Cumming, Esq.
Panelist
William A. Cumming, Esq.
Shareholder
Hessian & McKasy, P.A.
9:00-11:00 a.m. PT
Case Studies and Reports
9:00-11:00 a.m. PT
Category: TMP
Aruna Vohra
Panelist
Aruna Vohra
Senior Consultant
Horizon Actuarial Services, LLC
Benjamin P. Ablin, ASA, EA, MAAA
Panelist
Benjamin P. Ablin, ASA, EA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
Christopher E. Brecht, GBA, RPA
Panelist
Christopher E. Brecht, GBA, RPA
Consultant
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Managing Partner-D.C. Office
WithumSmith+Brown, PC
William A. Cumming, Esq.
Panelist
William A. Cumming, Esq.
Shareholder
Hessian & McKasy, P.A.
11:15 a.m.-12:30 p.m. PT
Best Practices From Professionals
11:15 a.m.-12:30 p.m. PT
Category: TMP
Aruna Vohra
Panelist
Aruna Vohra
Senior Consultant
Horizon Actuarial Services, LLC
Benjamin P. Ablin, ASA, EA, MAAA
Panelist
Benjamin P. Ablin, ASA, EA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
Christopher E. Brecht, GBA, RPA
Panelist
Christopher E. Brecht, GBA, RPA
Consultant
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Managing Partner-D.C. Office
WithumSmith+Brown, PC
William A. Cumming, Esq.
Panelist
William A. Cumming, Esq.
Shareholder
Hessian & McKasy, P.A.
1:00-3:15 p.m. PT
Enhancing Investment Performance
1:00-3:15 p.m. PT
Category: TMP
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
John M. Elliot
Panelist
John M. Elliot
Partner
NEPC, LLC
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
3:30-4:00 p.m. PT
Wrap-Up Questions
3:30-4:00 p.m. PT
Category: TMP
Aruna Vohra
Panelist
Aruna Vohra
Senior Consultant
Horizon Actuarial Services, LLC
Benjamin P. Ablin, ASA, EA, MAAA
Panelist
Benjamin P. Ablin, ASA, EA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Martha M. Henrickson, CEBS
Panel Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Managing Partner-D.C. Office
WithumSmith+Brown, PC
William A. Cumming, Esq.
Panelist
William A. Cumming, Esq.
Shareholder
Hessian & McKasy, P.A.

The 2022 Candidate Classes include:

  • Board Governance Part I
    Monday, October 24, 9:15-10:30 a.m.

  • Board Governance Part II
    Monday, October 24, 10:45am-noon

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 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

  • Benjamin P. Ablin, ASA, EA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • Frank E. Benham, CAIA, CFA Managing Principal/Director of Research Meketa Investment Group, Inc.
  • Jim V. Bracchitta, CEBS Labor Trustee Screen Actors Guild (SAG) Pension Plan, SAG-AFTRA Health Plan
  • Christopher E. Brecht, GBA, RPA Consultant
  • William A. Cumming, Esq. Shareholder Hessian & McKasy, P.A.
  • John M. Elliot Partner NEPC, LLC
  • Martha M. Henrickson, CEBS Attorney Management Guidance, LLP
  • Scott M. Price, CPA Managing Partner-D.C. Office WithumSmith+Brown, PC
  • Jack W. Ramage Professional Trustee
  • Steven P. Tondi President and Chief Executive Officer Associated Contractors of the Quad Cities
  • Aruna Vohra Senior Consultant Horizon Actuarial Services, LLC

​Speakers

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

Additional Information


​COVID-19 Safety Protocols

We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

Policies
View our registration policies.


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.


Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFEBP

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 9/12/2022 US $1,595.00 US $1,815.00
After 9/12/2022 US $1,895.00 US $2,115.00
 
×

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.