Events

​​​The Trustees Masters Program (TMP) is for advanced-level trustees who want to gain a deeper insight into their role as well as interact with peers.

Fraud can happen at any time, in any place. You are responsible for having the tools necessary to prevent cyberattacks, data breaches and claims fraud. Join this one-day preconference to learn how to spot social engineering fraud, learn about tools and tests to be implemented to avoid fraud, review and implement the right insurance coverage, and more!

In recent years, the notion of Taft-Hartley plan mergers has gained momentum. Plan trustees, advisors and professionals are weighing the pros and cons of plan mergers to determine the best path forward. This interactive, four-hour session will include scenario planning exercises, and will answer key questions, including: 1. What are some of the most commonly faced issues in administrative, implementation and compliance practices? 2. What other pitfalls should be avoided? 3. What governance practices must be established before exploration? 4. What are the best practices in implementation?

By fostering a culture of mental wellbeing and compassion, MHFA at Work Certification makes your organization a healthier place to work. You will come away with a better understanding of how to care for your wellbeing at work as well as a MHFA Action Plan (ALGEE) to apply to noncrisis and crisis scenarios. During this 4-hour Instructor-led course, you will practice the skills needed to recognize and respond to a coworker who may be experiencing a noncrisis or crisis mental health or substance use challenge—and connect them with the appropriate resources in accordance with company policies. Attendees will receive a certification in MHFA at Work after you complete the instructor-led portion of the training, post-work and post-evaluation. Learning objective include: 1. Describe the purpose of Mental Health First Aid and the role of the Mental Health First Aider. 2. Explain the five steps of the MHFA Action Plan (ALGEE). 3. Determine the actions that a Mental Health First Aider should take for noncrisis situations in the workplace. 4. Discover the actions that a Mental Health First Aider should take for potential crisis and immediate crisis situations in the workplace. 5. Practice the MHFA Action Plan (ALGEE) in noncrisis and crisis scenarios in which a coworker is experiencing a mental health or substance use challenge. Register early—Seating is limited to 30 attendees per day.

Join us for four hours of continuing legal education credits in ethics of diversity, inclusion and elimination of bias training for benefit attorneys. This critical education will cover representation matters, contracts and relationships, disclosures and DEI litigation. Be sure to include your CLE request on the registration form with your state and BAR license number.

TMP graduates have the opportunity to continue their learning and delve deeper into relevant topics critical to a fund's overall strategy.

Something has changed out there! You feel it wherever you go. Every business is short-staffed. People are less patient. Having a mediocre customer services experience is the best you can hope for. Is it really true that nobody wants to work or go into the office? We are clearly dealing with a different world as it relates to work—our own work and the work of others who we rely on. This workshop will examine the changing workforce and help you understand how to evaluate and implement positive change in your own work environment. Topics include: 1. Demographics of today’s workforce 2. Changing norms, expectations and desires 3. Creating positive culture in the office and on the job site 4. Building a strategy for change.