66th Annual Employee Benefits Conference


Trustees and Administrators Education and Networking

New Trustees Institute—Level I: Core Concepts

Two and a half-day workshop
Saturday November 14, 8:00 a.m.-5:00 p.m.; Sunday November 15, 8:00 a.m.-4:00 p.m.; and
Monday, November 16
, 9:15 a.m.-12:15 p.m.
Registration code: 20N8

Designed for Taft-Hartley trustees who have served for less than two years or who have not previously attended an International Foundation educational program. The New Trustees Institute is ideal for collective bargaining and other personnel who work with trustees and who would like a better understanding of their role and responsibilities. The institute’s highly rated faculty will return to lead the program. 

​New Trustees Institute—​Level II: Concepts in Practice

Two-day workshop
Saturday November 14, 8:00 a.m.-5:00 p.m. and Sunday, November 15
, 8:00 a.m.-4:00 p.m.
Registration code: 20N9

This program explores how the concepts introduced in Level I apply to trust fund management, digging deeper into each area so trustees gain more confidence in their knowledge. Those completing Level II will have a greater understanding of their fiduciary responsibilities and will have a firmer overall grasp of trust fund management. Attendance of New Trustees Institute—​Level I: Core Concepts​ in strongly encouraged.  

Note: Registration is limited, register early.

Administrators Masters Program (AMP®)

Two-day workshop
Saturday November 14 and Sunday November 15, 8:00 a.m.-4:00 p.m.

Registration code: 20E2

The Administrators Masters Program (AMP) is designed for administrators and administrative staff who have five or more years of professional administrative experience. The objective of the preconference is to help attendees develop enhanced skills in leadership and management, communications and customer service, project management, and strategic dialogue that will make them even more effective in their current roles. Those who complete the program may attend the special sessions held exclusively for AMP graduates on Tuesday during the Annual Conference.

Already and AMP grad? Repeat the core program on Saturday and Sunday to refresh your skills. Registration code: 20E2G

Trustees Masters Program (TMP)  

Two-day workshop
Saturday November 14 and Sunday November 15, 8:00 a.m.-4:00 p.m.

Registration code: 20D2

The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intense two days. If you have already completed the program, consider the TMP Advanced Leadership Summit on Sunday, November 15.

TMP Advanced Leadership Summit

One-day workshop—Sunday ONLY, November 15, 8:00 a.m.-3:00 p.m.
Registration code: 20D3

The TMP Advanced Leadership Summit is an exclusive program for trustees who have earned the TMP Certificate of Attendance and commemorative pin. The Summit offers an opportunity to further examine relevant topics critical to a fund’s overall strategy. What will trustee leadership look like in the future? What are the challenges and prospective solutions for forward-thinking organizations? The topic focus of the TMP Advanced Leadership Summit changes each year to reflect the most essential issues facing trustees today. Attendees of the Summit will earn two tickets toward the main conference certificate of attendance.​

Note: Registration is limited, register early.

Financial Pla​​​nning Workshops

Lifetime Retirement Planning—For Attendees Over 50     

Two-Day program
Saturday and Sunday, November 14-15, 8:00 a.m.-1:00 p.m.
Registration code: PC53/PC54

Planning for your future begins today. If you are aged 50 or older, this workshop will be tremendously valuable for you. This year will bring many changes to the way you think about and plan for retirement. Determining how to prepare for what is at hand is key. One of our most popular preconference sessions, this program will provide tools to help you navigate a stronger and more secure future.

​​​Spouses/Guests may also attend the Lifetime Retirement Planning Workshops at a reduced price!
Use registration code: PC55/56


Lifetime Financial Planning—For Attendees Under 50  

One-Day programSunday ONLY, November 15, 8:00 a.m.-1:00 p.m.
Registration code: PC30

You must make many financial and nonfinancial decisions before retirement that will affect your economic and retirement well-being. Intended for attendees between the ages of 35 and 50, this program not only will help you manage your personal financial plan and investments, but it will also teach you how to implement a program for your fund.

​Spouses/Guests may also attend the Lifetime Financial Planning Workshops at a reduced price!
Use registration code: PC36         

One-Day Enrichment Workshops—Attend One or Both days!

Enrichment Workshops are $465 per day through October 5, 2020 and $615 per day after October 5 for members.

We are currently working on creating a great line up of enrichment workshops for you to attend. Please check back later for more details.