Virtual Conference

New Trustees Institute — Level I: Core Concepts

Tuesday, January 12 - Saturday, January 22, 2021
International Foundation Training Center, Brookfield, WI
New Trustees Institute — Level I: Core Concepts


​Live Required Session Include:
(Sessions must be watched live)
​On-Demand Sessions Include
(Complete these live (as scheduled) or recorded by Jan 22)


January 12, 2021 | 11:00 a.m.-3:00 p.m. ET

  • Legal and legislative framework
  • Two-hat structure
  • Governing documents
  • Key governmental agencies
  • Required communication
  • Fiduciary and co-fiduciary obligations
  • Duty to monitor fees
  • Liability Insurance


January 22, 2021 | 11:00 a.m.-3:00 p.m. ET

  • How to be a good trustee
  • Trustee meetings/agendas, minutes
  • Working with professionals
  • Trustee orientation
  • Financial statements
  • Dealing with two-hat dilemma
  • Role of your administrator
  • Payroll audit

January 13, 2021

  • Terminology
  • Modern portfolio theory
  • Asset allocation
  • Asset classes
  • Investment policies
  • Institutional vs. individual portfolios
  • Investment managers

Pick at least one of these elective on-demand sessions to watch before January
Health Care (Elective)*
January 14, 2021 | 11:00 a.m.-3:00 p.m ET

  • Terminology
  • Funding and resources
  • Prescription drugs
  • Legal framework
  • ACA
  • Basic health care financial information
  • Plan types
  • Legislative and regulatory requirements

Retirement (Elective)*

January 15, 2021 | 11:00 a.m.-3:00 p.m ET

  • Terminology
  • Defined benefit plans
  • Defined contribution plans
  • Pension reform legislation
  • Role of the actuary
  • Funding methods
  • Assumptions
  • Plan design (traditional)
  • Administration

To earn the Certificate of Attendance for the New Trustees Institute—Level I: Core Concepts, complete the three required modules plus one of the two electives. Note: You may take both electives for no additional charge.

Session Details

Who Should Attend

Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program.

Virtual Instructor-Led Training

Virtual instructor-led courses are interactive programs designed to give you the knowledge needed to be better in your role. For this course all modules will be hosted in Zoom. The modules held on Jan 12 and 22 require participants to enable the microphone and camera on their device. The remaining required modules will be hosted live in Zoom and will be recorded. Practicipants can choose to watch them live when the recording is available. All modules have to be completed prior to January 22 to receive credit for this training. These courses have limited spots available to simulate a classroom environment and make it easier for those attending to have meaningful engagement with the curriculum.


  • Lawrence R. Beebe, CPA Partner WithumSmith+Brown, PC
  • Christopher E. Brecht, GBA, RPA, GBA, RPA Consultant
  • Kelly S. Coffing, EA, FSA, MAAA Principal and Consulting Actuary Milliman Inc.
  • Sandy Lincoln Chief Executive Officer Lincoln Investment Perspectives, LLC
  • Robert M. Projansky Partner Proskauer Rose LLP
  • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.
  • Dee Shaw Health Benefit Consultant Soshent Partners
  • Aaron Slaughter, CPA Senior Manager WithumSmith+Brown, PC

Continuing Education

Attendees who participate in live scheduled sessions may be eligible to receive continuing professional education (CPE) credit. Click here to learn more.

Each session is worth one credit toward CEBS Compliance. You should self-report your attendance depending on how many full sessions you watch.

cebs cpe.jpg


Registration Information
  Member Nonmember

US $1,680.00 US $1,680.00