Annual Employee Benefits Conference Preconference Options

67th Annual Employee Benefits Conference Preconference Options

Sunday, October 17 - Wednesday, October 20, 2021
The Colorado Convention Center, Denver, CO

Choose your experience:

​​Preconference programs are designed to foster professional as well as personal growth, development and self-evaluation. Providing a deeper look at critical elements related to trust fund management, sessions are conducted by professional trainers who are gifted at motivating, inspiring and entertaining their audiences. If you are looking to earn a certificate of achievement or kick off the week with a personal and professional development seminar, the Annual Preconference options listed below are intended for you!

All preconferences are in person only.

 Trustees and Administrators Education and Networking

New Trustees Institute—Level I: Core Concepts

Two and a half-day workshop
Saturday, October 16, 8:00 a.m.-5:00 p.m.; Sunday October 17, 8:00 a.m.-4:00 p.m.; and
Monday, October 18
, 9:15 a.m.-12:15 p.m.
Registration code: 21N8

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. 

​Trustees Institute—​Level II: Concepts in Practice - Sold Out

Two-day workshop
Saturday, October 16, 8:00 a.m.-5:00 p.m. and Sunday, October 17
, 8:00 a.m.-4:00 p.m.
Registration code: 21N9

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 and fills up quickly, register early.

Administrators Masters Program (AMP®)

Two-day workshop
Saturday, October 16 and Sunday, October 17, 8:00 a.m.-4:00 p.m.

Registration code: 21E2

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, October 16 and Sunday, October 17, 8:00 a.m.-4:00 p.m.

Registration code: 21D2

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, October 17.

TMP Advanced Leadership Summit

One-day workshop—Sunday ONLY, October 17, 8:00 a.m.-3:00 p.m.
Registration code: 21D3

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.

Certificate of Achievement in Public Plan Policy (CAPPP®): Pensions Part I

Two-day workshop
Saturday, October 16, 8:00 a.m.-5:00 p.m. and Sunday, October 17
, 8:00 a.m.-4:00 p.m.

Registration code: 2111

An essential program for new trustees and those seeking a refresher in public sector benefit plans, the CAPPP program addresses the core concepts and current trends in the legal, legislative, plan design and fiduciary aspects of public sector benefit plans. This exam-based program is led by industry practitioners and experts in the field.

Note: Limited seats are offered for this program.


 Financial Planning Workshops

​Lifetime Retirement Planning—For Attendees Over 50     

Two-Day program
Saturday and Sunday, October 16-17, 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, October 17, 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 September 7, 2021 and $615 per day after September 7 for members.

Change Your Day, Not Your Life - Sold Out


One-Day programSaturday ONLY, October 16, 8:00 a.m.-1:00 p.m.
Registration code: PC001

Today's working world can have your engine running too hot for too long. The good news, however, is that you don't need to change your life to dramatically improve your productivity, work-life balance and ability to stay motivated. But you do have to Change Your Day. Here is what else you'll learn:

  • How to double productivity during the last two hours at work
  • The top three evidence-based ways to get reenergized at work
  • The No. 1 research-proven way to significantly reduce the hormone that fuels frustration
  • How to get off the "I wish I could spend more time with my friends and family" treadmill
  • A more productive way to answer "Why don't I do what I know I should?"
  • The No. 1 research-proven way to turn stress from a procrastinating force into a motivating one
  • The Hope Triad—How you can see a better future, find the best in others and appreciate the best in yourself.


Wellness Engagement: What It Takes to Get Your People (and Yourself) Excited About Wellness

One-Day programSunday ONLY, October 17, 8:00 a.m.-1:00 p.m.
Registration code: PC002

Believing that "if you build it, they will come" has been the kiss of death for far too many wellness programs. Until you nail down the big WHY behind why you are providing this program and why your members should trust you and participate, then your program will suffer a slow death of declining participation. In this program, you will discover what really motivates people to participate and stick with your wellness efforts for the long haul. Specifically, you will learn how to:

  • Set up a wellness program or ensure that it produces a full-value return on investment (ROI) and sustained participation
  • Build a compelling and authentic wellness message for both your people and your organizational stakeholders
  • Refine the real WHY behind your wellness efforts and how that can dramatically increase your number of volunteers
  • Avoid wellness approaches that some really smart people thought would motivate participation, and use the top five ideas that actually worked
  • Develop a wellness program rollout plan that rolls over the five barriers to sustained wellness motivation
  • Plan for the future of wellness, including social media use.

 Bottom line: After this program, you will know how to communicate wellness in both a fiscally responsible and motivating way.  And, not to mention, set up your program to show a real, full-value ROI.


Navigating Challenging Conversations: BreakThrough Conflict™

One-Day programSaturday ONLY, October 16, 8:00 a.m.-1:00 p.m.
Registration code: PC003

Trust is not a prerequisite for communication. It is a byproduct of communication. Insurance plan leaders often face challenging conversations that have the potential to stimulate creative problem solving, increased innovation and the interdependent performance required in multiemployer insurance plan organizations.

Even with the best of intentions, many of us communicate automatically, often making blunders that take a toll on our professional and personal lives. The models presented in this session offer flexible guidelines with progressive steps that are easily learned, applied and adapted. The result is seamless service, solved problems, strengthened relationships and deepened trust.

The presentation style of the Glasers is unique. Former actors as well as award-winning researchers and university professors, the Glasers utilize their dramatic skills to recreate compelling conflict scenarios directly from the lives of the audience. This program has evolved from three decades of their own published, field-tested research and introduces participants to concrete, tangible skills to:

  • Decode the hidden world of nonverbal communication to understand what people are really saying
  • Teach people how their behavior is a problem without making them feel defensive
  • Convert criticism from defensiveness and blame to insight and agreement
  • Raise difficult issues that simultaneously solve problems and strengthen relationships
  • Transform the organization’s culture from avoidance to positive engagement
  • Clarify perceptions before making assumptions
  • Create trust through conflict.

Hardwiring Teamwork: A Blueprint for Engagement

One-Day programSunday ONLY, October 17, 8:00 a.m.-1:00 p.m.
Registration code: PC004

Leaders in the multiemployer insurance industry recognize the imperative of balancing quality, financial viability, and satisfaction of labor and employers. So how can leaders unearth the best ideas from all levels of the organization? And how can these leaders create an engaged, results-driven culture where everyone bridges silos, offers suggestions and input about their work, and develops innovative solutions that are implemented?

In a matter of hours, this program reveals concrete and lasting skills that harvest the best solutions in the shortest amount of time—the key ingredients that make meetings creative, productive and short, where everyone contributes rather than a few people dominating, so all members leave excited and committed to action. People with very different opinions learn to quickly achieve consensus rather than burying their disagreements or arguing endlessly.

This program has evolved from three decades of our own published, field-tested research and introduces participants to concrete, tangible skills to:

  • Build agreement, coalition and support from divergent positions
  • Avoid pitfalls that polarize and torpedo creative thinking
  • Create a meeting climate free from personal attack, wheel spinning and negativity  
  • Learn when and how to use the three decision-making models: command, consultive, consensus
  • Facilitate meetings that generate involvement from everyone
  • Implement a model that keeps comments brief, persuasive and on point
  • Apply a five-step problem-solving approach that crafts clear agreements that convert to action
  • Balance input from both the dominating and quiet people.