New Trustees Institute — Level II: Concepts in Practice

Saturday, February 8 - Sunday, February 9, 2020
Disney's Yacht & Beach Club, Orlando, FL
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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—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, idnetify solutions and find answers to your questions by attending this exciting new program. Register Early—Class size is limited to foster deeper comprehension and peer-to-peer discussion.



  • Fiduciary duty

  • Policies and procedures

  • Group scenarios

  • Prohibited transactions

  • Deadlocks and arbitration

  • Board governance

  • Fraud prevention detection


  • Terminology and reports
  • Who are the players? What are their roles?
  • Asset allocation
  • Other investment issues
  • Alternative investment options
  • Investment open forum


  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • Plan redesign
  • Withdrawl liability
  • Open forum

​Health Plans

  • Health plan basics
  • Appeals committee
  • Prescriptions and mental health
  •  Monitoring and selecting service providers
  • Rapid-fire Q&A
  • Emerging issues

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 to five years 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.

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 second step in trustee education path.


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


  • Lee M. Centrone Vice President BeneSys Inc.
  • Kevin Culp, EA, FSA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • David P. Dorsey, CPA Partner WithumSmith+Brown, PC
  • Mary Ann T. Dunleavy, ASA, EA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • Michael D. Joyce, Esq., CEBS, ISCEBS-Fellow Senior Vice President and Senior Investment Consultant Segal Marco Advisors
  • Travis J. Ketterman, GBA, GBA Partner McGann, Ketterman & Rioux
  • Stephanie Patrick, FSA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • Andrew E. Staab Vice President and Senior Corporate Counsel U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
  • Nick S. Trella Senior Vice President/Principal Segal Marco Advisors


Speakers for the 2020 conference will be announced soon! Please check back for a list of speakers.

Additional Information

Bring your whole family and make it a trip they will remember. After the sessions are over join the rest of your family at the Disney attractions. We are pleased to announce exclusive Disney ticket specials and savings are available for attendees.

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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 1/13/2020 US $1,550.00 US $1,880.00
After 1/13/2020 US $1,850.00 US $2,180.00