Advanced Trust Management Standards (ATMS™)

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Advanced Trust Management Standards (ATMS)
Prerequisites
FAQs | ATMS
November 2024 | San Antonio
July 2025 | Montréal
September 2025 | St. John's
November 2025 | San Diego

July 20-21, 2025 | Montreal, Quebec

(held prior to the Canadian Public Sector Pensions and Benefits Conference)

Which Course Should I Take?

ATMS is divided into two parts, Session A and Session B, and is sequential; successful completion of Session A is a prerequisite for Session B. Each Session is two full days The program will not be offered as a standalone, four-day program.

New to ATMS? Attend Session A where we will delve into legal and administrative subjects, explore practical applications, and analyze real-life case studies on pensions and health and welfare plans.

Already attended Session A? Join us for Session B to learn about plan funding, investment and finance issues while continuing to dive into detailed case studies on pension and health and welfare plans.