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Trustees Institute - Level II: Concepts in Practice

Saturday, February 8 - Sunday, February 9, 2025

Orlando, FL

Build on your knowledge of being a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts.

Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program.

Benefits of Attending
  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program.
Who Should Attend
Designed for trustees who have served for three to five years on an ERISA fund and have completed New Trustees Institute—Level I: Core Concepts. This conference is also ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.
Multiemployer Trustee Education Path
In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the second step in the trustee education path.
Trustee Resource Center
Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans; visit www.ifebp.org/trusteeresourcecenter.

Speakers

Lee Centrone

Senior Vice President

BeneSys

Andrew Staab

Vice President and Senior Corporate Counsel

U.S. Bank National Association

Kevin Culp

Consulting Actuary

Horizon Actuarial Services, LLC
Dorsey, David P.

David P. Dorsey, CPA

Partner

WithumSmith+Brown, PC

Dunleavy, Mary Ann T.

Mary Ann T. Dunleavy, ASA, EA, MAAA

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Travis J. Ketterman, GBA

Partner

McGann, Ketterman & Rioux
Patrick, Stephanie

Stephanie Patrick

Senior Consulting Actuary

Horizon Actuarial Services, LLC

Benjamin Patzik

Vice President, Head of Discretionary Investment Services

Segal Marco Advisors

Nick Trella

Senior Vice President/Principal

Segal Marco Advisors

Pricing

Through December 30, 2024

US$1,750.0000

Member

US$2,080.0000

Nonmember

After December 30, 2024

US$2,050.0000

Member

US$2,380.0000

Nonmember

Register Now

Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

Learn More

 

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.

Our registration policies have changed. Learn more.