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Trustees Institute — Level II: Concepts in Practice

Saturday, September 30 - Sunday, October 1, 2023
Boston Convention & Exhibition Center, Boston, MA
Trustees Institute: Level II—Concepts in Practice


Skip Navigation LinksIFEBP > Education > Trustees Institute Level II > Trustees Institute — Level II: Concepts in Practice

This offering is sold out. Please contact edreg@ifebp.org or 

888-334-3327, option 2 for waitlisting or alternative options.

Build on your knowledge of being a multiemployer trustee by attending the 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.

Class size is limited to foster deeper comprehension and peer-to-peer discussion.

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Curriculum

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Saturday September 30, 2023
8:00 a.m.-12:15 p.m. ET
Governance/Administration
8:00 a.m.-12:15 p.m. ET
  • Fiduciary duty
  • Policies and procedures
  • Group scenarios
  • Prohibited transactions
  • Deadlocks and arbitration
  • Board governance
  • Fraud prevention detection
Category: Governance
Andrew E. Staab
Panel Facilitator
Andrew E. Staab
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
David P. Dorsey, CPA
Panelist
David P. Dorsey, CPA
Partner
WithumSmith+Brown, PC
Lee M. Centrone
Panelist
Lee M. Centrone
Senior Vice President
BeneSys
Mary Ann T. Dunleavy, ASA, EA, MAAA
Panelist
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Travis J. Ketterman, GBA
Panelist
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
1:00-5:00 p.m. ET
Investments
1:00-5:00 p.m. ET
  • Terminology and reports
  • Who are the players? What are their roles?
  • Asset allocation
  • Other investment issues
  • Alternative investment options
  • Investment open forum
Category: Investments
Andrew E. Staab
Panel Facilitator
Andrew E. Staab
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
Mary Ann T. Dunleavy, ASA, EA, MAAA
Panelist
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Michael D. Joyce, Esq., CEBS
Panelist
Michael D. Joyce, Esq., CEBS
Senior Vice President and Senior Investment Consultant
Segal Marco Advisors
Nick S. Trella
Panelist
Nick S. Trella
Senior Vice President/Principal
Segal Marco Advisors
Sunday October 1, 2023
8:00-11:30 a.m. ET
Retirement
8:00-11:30 a.m. ET
  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • PPA-MPRA
  • Plan redesign
  • Withdrawal liability
  • Open forum
Category: Retirement
Andrew E. Staab
Panel Facilitator
Andrew E. Staab
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
David P. Dorsey, CPA
Panelist
David P. Dorsey, CPA
Partner
WithumSmith+Brown, PC
Kevin Culp, EA, FSA, MAAA
Panelist
Kevin Culp, EA, FSA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
Mary Ann T. Dunleavy, ASA, EA, MAAA
Panelist
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
12:15-4:00 p.m. ET
Health Plans
12:15-4:00 p.m. ET
  • Health plan basics
  • Appeals committee
  • Prescriptions and mental health
  • Monitoring and selecting service providers
  • Rapid-fire Q&A
  • Emerging issues
Category: Health and Welfare
Andrew E. Staab
Panel Facilitator
Andrew E. Staab
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
Lee M. Centrone
Panelist
Lee M. Centrone
Senior Vice President
BeneSys
Stephanie Patrick, FSA, MAAA
Panelist
Stephanie Patrick, FSA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Travis J. Ketterman, GBA
Panelist
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
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Governance/
Administration

  • Fiduciary duty
  • Policies and procedures
  • Group scenarios
  • Prohibited transactions
  • Deadlocks and arbitration
  • Board governance
  • Fraud prevention detection

Investments

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

Retirement
  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • PPA-MPRA
  • Plan redesign
  • Withdrawal 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

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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.

Speakers

Speakers

Speakers for the 2020 conference will be announced soon! Please check back shortly.

Additional Information


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 first step in the trustee education path.

ME Path.JPG

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 www.ifebp.org/trusteeresourcecenter.

Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFEBP

Continuing Education

Educational sessions at this program may qualify for CEBS Compliance credit.
Visit www.cebs.org/compliance for more information.


Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.


Registration Information

Registration Information
  Member Nonmember


Through 8/21/2023 US $1,650.00 US $1,980.00
After 8/21/2023 US $1,950.00 US $2,280.00
 

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