Essentials of Multiemployer Trust Fund Administration

Monday, September 20 - Friday, September 24, 2021
Fairmont Copley Plaza, Boston, MA
Essentials of Multiemployer Trust Fund Administration

As the International Foundation's most highly rated fundamentals course, the Essentials of Multiemployer Trust Fund Administration program is designed to provide critical information and updates for all aspects of multiemployer trust fund administration. Stay up to date on the legal requirements and develop a supportive peer network with this respected program. Class size is limited to support an interactive educational environment and enhance your learning experience.

​COVID-19 Safety Protocols

We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

Please note, the City of Boston has issued a mask mandate starting August 30, 2021.


    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
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    Sessions will be announced soon.

    View the various educational programs for administrators.

    Who Should Attend

    • Recently promoted supervisors or administrators
    • Individuals seeking advancement
    • Lead administrative staff and managers
    • Account representatives
    • Staff new to benefits
    • New staff providing professional support services to multiemployer clients


    • Lawrence R. Beebe, CPA Partner WithumSmith+Brown, PC
    • Christopher E. Brecht, GBA, RPA Consultant
    • Marcy J. Dunlap Of Counsel Cohen, Weiss and Simon LLP
    • Russell D. Kamp Managing Director Ryan ALM Inc.
    • Moira J. Kelly President Kelly Consulting LLC
    • Joanna M. Pineda Chief Executive Officer and Chief Troublemaker Matrix Group International, Inc.
    • Jani K. Rachelson Partner Cohen, Weiss and Simon LLP
    • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.


    2020 instructors will be available soon. Please check back.
    Attend sessions by various experts in the multiemployer fund administration field including: attorneys, accountants, third-party administrators, consultants and other specialists. View a list of last year's instructors.

    ​Additional Information

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    Continuing Education

    Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

    Other Continuing Education Credit: Continuing Education credit for additional professions and designations MAY be available depending on profession/designation requirements. 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. Note: 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.

    Our registration policies have changed. Learn more.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember

    Through 8/9/2021 US $2,635.00 US $3,185.00
    After 8/9/2021 US $2,935.00 US $3,485.00


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