Virtual Conference

New Trustees Institute — Level I: Core Concepts

Monday, October 5 - Friday, October 16, 2020
International Foundation Training Center, Brookfield, WI
New Trustees Institute — Level I: Core Concepts


Live Required session | October 5, 2020 | 9:00 a.m.-1:00 p.m. ET
(Not available for on-demand viewing.)


  • 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

(Required on-demand session to watch before October 16)

  • 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 October 16
Health Care (Elective)*

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


Retirement (Elective)*

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


Live Required session | October 16, 2020 | 9:00 a.m.-1:00 p.m. ET
(Not available for on-demand viewing.)


  • 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
*Complete at least two on-demand elective sessions before October 16.

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 there will be two modules hosted in Zoom and require participants to enable the microphone and camera on their device. The remaining required modules will be online courses that the individual does at their pase. They will have to complete these prior to October 16 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 Senior Vice President Mid-Atlantic BeneSys Inc.
  • 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 Associate Vice President, Employer Engagement and Strategy City of Hope
  • 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.

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Registration Information
  Member Nonmember

US $1,350.00 C $1,680.00