Advanced Trust Management Standards (ATMS™)

November 22-23, 2024 | San Antonio, Texas

(held prior to the 57th Annual Canadian Employee Benefits Conference)

Session A

Session B

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.