Trustees Masters Program (TMP)–Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, October 10 through Saturday, December 15. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Saturday, October 13

8:00 AM – 10:00 AM

TMP1  Getting to Know You: Establishing Goals and Objectives

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

William A. Cumming, Esq. Speaker
Shareholder
Hessian & McKasy, P.A.
Minneapolis, MN

• Experience the value of learning from each other • Gain a pool consisting of an “elite” network • Learn from the experience and background of attendees • Identify and determine best practices in overall fund management • Examine practices that need improvement, and entertain alternatives (#20—TMP)

10:15 AM – 12:30 PM

TMP2  Using Fund Professionals Wisely

Cary Franklin, EA, FSA Speaker
Actuary and Managing Consultant
Horizon Actuarial Services, LLC
Los Angeles, CA

Christopher E. Brecht, GBA, RPA Speaker
Chief Executive Officer
Carday Associates
Columbia, MD

Frank E. Benham, CAIA, CFA Speaker
Managing Principal/Director of Research
Meketa Investment Group, Inc.
Westwood, MA

Lawrence R. Beebe, CPA Speaker
Partner
WithumSmith+Brown, PC
Bethesda, MD

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

William A. Cumming, Esq. Speaker
Shareholder
Hessian & McKasy, P.A.
Minneapolis, MN

• Formulate solid expectations of providers and professionals that serve funds • Create key data elements trustees should receive • Assemble key questions that should be posed to providers (#20—TMP)

1:00 PM – 3:15 PM

TMP3  The Attributes of a Good Trustee

David C. Semerad Speaker
Labor Relations Consultant
Associated General Contractors (AGC) of Minnesota
St. Paul, MN

Donald D. Crosatto Speaker
Assistant Directing Business Representative
Machinists Automotive Trades District 190, Local Lodge 1546
Oakland, CA

Jack W. Ramage Speaker
Executive Director
Master Builders' Association of Western Pennsylvania, Inc.
Pittsburgh, PA

Jack W. Ramage Speaker
Executive Director
Master Builders' Association of Western Pennsylvania, Inc.
Pittsburgh, PA

Michele L. Kessler Speaker
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776KS
Pittston, PA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

Steve Nelsen Speaker
Executive Director
Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF) Plan 2 Retirement Board
Olympia, WA

• Techniques to help you improve in your role as a trustee • How to make a difference for participants and the industry • Ways to enhance your leadership capabilities • Approaches that inspire other (#20—TMP)

3:15 PM – 4:00 PM

TMP4  Open Forum

David C. Semerad Speaker
Labor Relations Consultant
Associated General Contractors (AGC) of Minnesota
St. Paul, MN

Donald D. Crosatto Speaker
Assistant Directing Business Representative
Machinists Automotive Trades District 190, Local Lodge 1546
Oakland, CA

Jack W. Ramage Speaker
Executive Director
Master Builders' Association of Western Pennsylvania, Inc.
Pittsburgh, PA

Jack W. Ramage Speaker
Executive Director
Master Builders' Association of Western Pennsylvania, Inc.
Pittsburgh, PA

Michele L. Kessler Speaker
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776KS
Pittston, PA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

Richard J. Sawhill Facilitator
Executive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California
Ontario, CA

Steve Nelsen Speaker
Executive Director
Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF) Plan 2 Retirement Board
Olympia, WA

(#20—TMP)