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January 26-29, 2021
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Due to the Coronavirus (COVID-19) this program is being canceled. We look forward to seeingyou at next year's U.S. Annual Conference in Denver, Colorado on October 17- 20, 2021.Watch for details on registration opening soon! If you have immediate concerns, please reach out to us directly at(888)334-3327, option 2 or email at edreg@ifebp.org
Build on your knowledge of being a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts.
Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program. Register early! Class size is limited to foster deeper comprehension and peer-to-peer discussion.
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.
Speakers will be announced soon.
Speakers for the 2020 conference will be announced soon! Please check back shortly.
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
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.
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 www.ifebp.org/trusteeresourcecenter.
Educational sessions at this program may qualify for CEBS Compliance credit.Visit www.ceb.org/compliance for more information.
This program is sold out. Contact edreg@ifebp.org to be added to the waiting list.