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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice. Held immediately prior to the Trustees and Administrators Institutes, this conference will take the concepts and education provided at the New Trustees Institute—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions by attending this exciting new program. Class size is limited to foster deeper comprehension and peer-to-peer discussion.
We are currently working on developing the curiculumn. Sessions are subject to change.
Session Details and Handouts
Designed for trustees who have served for three years or less on an ERISA fund and have completed the New Trustees Institute—Level I: Core Concepts. This conference is also for ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.
Speakers will be announced soon.
Below are a few of the subject matter experts that will be speaking at this year's conference.
Mary Ann T. Dunleavy, ASA, EA, MAAA Consulting ActuaryHorizon Actuarial Services
Travis J. Ketterman, GBAPartnerMcGann, Ketterman & Rioux
Michael LyonsVice President and Senior ConsultantSegal Marco Advisors
In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This new program is the second step in trustee education path.
Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
Register early and save!