New Trustees Institute Level II: Concepts in Practice—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, February 13 through Sunday, April 21. Please contact edprog@ifebp.org if you have questions or need assistance.

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Saturday, February 16

8:00 AM – 12:15 PM

NTII01  Governance/Administration

Andrew E. Staab Speaker
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
St. Paul, MN

David P. Dorsey, CPA Speaker
Partner
WithumSmith+Brown, PC
Bethesda, MD

Lee M. Centrone Speaker
Vice President
BeneSys Inc.
Portland, OR

Mary Ann T. Dunleavy, ASA, EA, MAAA Speaker
Consulting Actuary
Horizon Actuarial Services, LLC
Silver Spring, MD

Michael D. Joyce, Esq., CEBS, ISCEBS Fellow Speaker
Senior Vice President and Senior Investment Consultant
Segal Marco Advisors
Boston, MA

Travis J. Ketterman, GBA, GBA Speaker
Partner
McGann, Ketterman & Rioux
Chicago, IL

• Fiduciary duty • Policies and procedures • Group scenarios • Prohibited transactions • Deadlocks and arbitration • Board governance • Fraud prevention and detection (#31—Governance)

1:00 PM – 5:00 PM

NTII02  Investments

Andrew E. Staab Speaker
Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
St. Paul, MN

Mary Ann T. Dunleavy, ASA, EA, MAAA Speaker
Consulting Actuary
Horizon Actuarial Services, LLC
Silver Spring, MD

Michael D. Joyce, Esq., CEBS, ISCEBS Fellow Speaker
Senior Vice President and Senior Investment Consultant
Segal Marco Advisors
Boston, MA

Nick S. Trella Speaker
Senior Vice President/Principal
Segal Marco Advisors
Chicago, IL

• Terminology and reports • Who are the players, and what are their roles? • Asset allocation • Investment policy • Other investment issues • Alternative investment options • Investment open forum (#13—Investments)