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January 20-22, 2020
Rancho Mirage, California
November 24-27, 2019
San Francisco, California
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This program has filled. Please continue to watch our website for 2020 dates!
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 65th Annual Employee Benefits Conference, 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 - Register early to guarantee your spot!
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.
Speakers for the 2019 conference will be announced soon! Please check back for a list of speakers.
Mary Ann T. Dunleavy, ASA, EA, MAAA Consulting ActuaryHorizon Actuarial Services
Michael LyonsVice President and Senior ConsultantSegal Marco Advisors
David P. Dorsey, CPAPartner WithumSmith+Brown, PC
Michael D. Joyce, CEBSSenior VP & Sr ConsultantSegal Marco Advisors
Stephanie Patrick, FSA, MAAAConsulting ActuaryHorizon Actuarial Services, LLC
Andrew E. StaabVice President and Senior Corporate CounselU.S. Bank Law Division, Trust Legal Services
Trustee Education Path
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 Compliance credit.Visit
www.ceb.org/compliance for more information.
Register early and save!