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.
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 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
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.
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.
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