Attend the Trustees and Administrators Institutes to receive timely, relevant and balanced education on the issues that face the industry. Focus your education to the role and experience level that fit your needs. Active trustees, administrators and professional advisers develop each session to ensure you have the most current and timely information. Join your peers in finding solutions for the future.
New Trustees Institute — Level I: Core Concepts
Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program.
- Overview of the role and responsibilities of trustees
- Exploration of the key areas of legal and legislative compliance, trust fund accounting, health care and pension funds, investment and fund assets, and plan administration
Advanced Trustees and Administrators Institute
Designed for experienced trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years as well as salaried and contract administrators of all experience levels.
- Update on the latest issues shaping employee benefit plan design and administration
- Assessing your current plan structure, management policies and administrative practices to determine if a modified approach is in order
- Developing sound benefit strategies for an evolving workforce
Trustees Institute—Level II: Concepts in Practice
Two-day program for those who have completed New Trustees Institute—Level I: Core Concepts.
- Learn best practices
- Hear ideas and solutions that others have implemented
- Find Answers to your specific questions and interact with expert faculty and fellow trustees
Benefits of Attending
- Gain pertinent information presented for your specific role. Content is developed by active trustees, administrators and professional advisors.
- Build a deeper understanding of the critical issues facing benefit trust funds.
- Learn and network with peers of similar experience levels and roles.
- Take home tools, techniques and benchmarks for maximizing your effectiveness.
- Gain firsthand knowledge shared by leading consultants and practitioners.
- Enhance your leadership with fiduciary best practices.
Continuing Education
Educational sessions at this program can qualify for CEBS Compliance credit. Visit
www.cebs.org/compliance for additional information.
Policies
View our registration policies.