New Trustees Institute — Level II: Concepts in Practice

Saturday, October 19 - Sunday, October 20, 2019
San Diego Convention Center, San Diego, CA

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!

2019 Topics


  • Mitigating fraud
  • Trustee expenses
  • Prohibited transactions
  • Deadlocks and arbitration
  • Policies and procedures
  • Using your professionals effectively


  • Alternative investment classes
  • Hedging strategies
  • Benchmarks
  • Monitoring managers
  • Hiring/firing managers
  • Role and use of consultants
  • Changing asset allocations

​Health Care

  • Utilization review
  • Pharmacy management
  • Communications
  • Wellness initiatives
  • Emerging trends and recent regulations


  • Plan Redesign
  • Fees (DB/DC)
  • Withdrawal liability
  • Plan assumptions
  • Financial literacy

View the various education program offerings for multiemployer trustees.

​Benefits of Attending

  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program.

Who Should Attend

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.

​Lee M.CentroneVice PresidentBeneSys Inc.

Kevin Culp, EA, FSA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC

David P. Dorsey, CPAPartner
WithumSmith+Brown, PC

Mary Ann T. Dunleavy, ASA, EA, MAAAConsulting ActuaryHorizon Actuarial Services

Michael D. Joyce, CEBSSenior VP & Sr ConsultantSegal Marco Advisors

​Travis J. Ketterman, GBAPartnerMcGann, Ketterman & Rioux

Stephanie Patrick, FSA, MAAAConsulting ActuaryHorizon Actuarial Services, LLC

​Andrew E. StaabVice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust
Legal Services

Additional Information

New Trustees Level II Path image.JPG

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.

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Continuing Education

Educational sessions at this program may qualify for CEBS Compliance credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 9/8/2019 US $1,515.00 US $1,845.00
After 9/8/2019 US $1,815.00 US $2,145.00