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Trustees Masters Program (TMP)

Saturday, September 30 - Sunday, October 1, 2023
Boston Convention & Exhibition Center, Boston, MA
Trustees Masters Program (TMP)


 

Skip Navigation LinksIFEBP > Education > Certificate Programs > 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 September 30, 2023
8:00-9:45 a.m. ET
Getting to Know You: Establishing Goals and Objectives
8:00-9:45 a.m. ET
Category: TMP
Jim V. Bracchitta, CEBS
Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
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.
10:00 a.m.-12:30 p.m. ET
Using Fund Professionals Wisely
10:00 a.m.-12:30 p.m. ET
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.
Jim V. Bracchitta, CEBS
Panel Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
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.
1:00-2:15 p.m. ET
Best Practices From Professionals
1:00-2:15 p.m. ET
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.
Jim V. Bracchitta, CEBS
Panel Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
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.
2:30-4:00 p.m. ET
Board Governance
2:30-4:00 p.m. ET
Category: TMP
Jim V. Bracchitta, CEBS
Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
Julia A. Nicholson
Speaker
Julia A. Nicholson
Principal
JN Consulting
Martha M. Henrickson, CEBS
Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Sunday October 1, 2023
8:00-10:15 a.m. ET
Enhancing Investment Performance
8:00-10:15 a.m. ET
Category: TMP
Frank E. Benham, CAIA, CFA
Panelist
Frank E. Benham, CAIA, CFA
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Jim V. Bracchitta, CEBS
Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
John M. Elliot
Panelist
John M. Elliot
Partner
NEPC, LLC
Martha M. Henrickson, CEBS
Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
10:30 a.m.-12:30 p.m. ET
Case Studies and Reports
10:30 a.m.-12:30 p.m. ET
Category: TMP
Ann-Marie Sharpe, ARM-P
Panelist
Ann-Marie Sharpe, ARM-P
Director of Risk Management
City of Miami
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.
Jim V. Bracchitta, CEBS
Panel Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
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. ET
Future Challenges/Updates
1:00-2:45 p.m. ET
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.
Jim V. Bracchitta, CEBS
Panel Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
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.
3:00-4:00 p.m. ET
Wrap-Up Questions
3:00-4:00 p.m. ET
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.
Jim V. Bracchitta, CEBS
Panel Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
John M. Elliot
Panelist
John M. Elliot
Partner
NEPC, LLC
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.
Monday October 2, 2023
9:15-10:15 a.m. ET
TMP Candidate Class: Trustee Panel Discussion Part I
9:15-10:15 a.m. ET
TMP Candidate Classes are open to TMP attendees only who have not yet received their TMP Pin. Once you complete the TMP program and the Candidate Classes you receive a TMP Pin and are considered a TMP graduate.
Category: TMP
Andre Crook
Panelist
Andre Crook
Business Representative
International Brotherhood of Electrical Workers (IBEW), Local 58
Ann-Marie Sharpe, ARM-P
Panelist
Ann-Marie Sharpe, ARM-P
Director of Risk Management
City of Miami
Jim V. Bracchitta, CEBS
Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
Martha M. Henrickson, CEBS
Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
10:45-11:45 a.m. ET
TMP Candidate Class: Trustee Panel Discussion Part II
10:45-11:45 a.m. ET
TMP Candidate Classes are open to TMP attendees only who have not yet received their TMP Pin. Once you complete the TMP program and the Candidate Classes you receive a TMP Pin and are considered a TMP graduate.
Category: TMP
Andre Crook
Panelist
Andre Crook
Business Representative
International Brotherhood of Electrical Workers (IBEW), Local 58
Ann-Marie Sharpe, ARM-P
Panelist
Ann-Marie Sharpe, ARM-P
Director of Risk Management
City of Miami
Jim V. Bracchitta, CEBS
Facilitator
Jim V. Bracchitta, CEBS
Associate Director of Health Services
The Entertainment Community Fund
Martha M. Henrickson, CEBS
Facilitator
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP

​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

​Speakers

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

Additional Information


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.


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 $1,650.00 US $1,870.00
After 8/21/2023 US $1,950.00 US $2,170.00
 
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