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

Session handouts were available to registered attendees from Wednesday, February 5, 2020 through Sunday, April 12, 2020. Please contact edprog@ifebp.org if you have questions or need assistance.

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Saturday, February 8

8:00 AM – 12:15 PM

NTII01  Governance/Administration

Andrew E. Staab Panel Facilitator
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 Panelist
Partner
WithumSmith+Brown, PC
Bethesda, MD

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

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

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

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

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

1:00 PM – 5:00 PM

NTII02  Investments

Andrew E. Staab Panel Facilitator
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 Panelist
Consulting Actuary
Horizon Actuarial Services, LLC
Silver Spring, MD

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

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

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