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Trustees Institute — Level II: Concepts in Practice

Saturday, February 11 - Sunday, February 12, 2023
Disney's Yacht Club, Orlando, FL
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Skip Navigation LinksIFEBP > Education > Trustees Institute Level II > Trustees Institute — Level II: Concepts in Practice

​​​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 in New Trustees—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify 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.

Topics/Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Saturday February 11, 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
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
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Managing Partner-D.C. Office
WithumSmith+Brown, PC
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
Benjamin Patzik
Panelist
Benjamin Patzik
Vice President, Head of Discretionary Investment Services
Segal Marco Advisors
Mary Ann T. Dunleavy, ASA, EA, MAAA
Panelist
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Nick S. Trella
Panelist
Nick S. Trella
Senior Vice President/Principal
Segal Marco Advisors
Sunday February 12, 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
Kevin Culp, EA, FSA, MAAA
Panelist
Kevin Culp, EA, FSA, MAAA
Consulting Actuary
Horizon Actuarial Services, LLC
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
Scott M. Price, CPA
Panelist
Scott M. Price, CPA
Managing Partner-D.C. Office
WithumSmith+Brown, PC
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

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 New Trustees Institute—Level I: Core Concepts. This conference is also 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 the 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 www.ifebp.org/trusteeresourcecenter.


Speakers

Speakers

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

​

​Safety Protocols and Policies

We’re excited to be bringing this meeting to an in-person experience. Masks are required at this program. See our safety protocol for details.

Our registration policies have changed. Learn more.


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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

Register early and save!

Registration Information
  Member Nonmember


Through 1/13/2023 US $1,650.00 US $1,980.00
After 1/13/2023 US $1,950.00 US $2,280.00
 
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