Advanced Trust Management Standards (ATMS™) Session B
Designed for the needs of experienced trustees, Advanced Trust Management Standards (ATMS) will give you the tools you need to not only be successful in your role as a trustee, but also let you look toward the future and prepare your plan for the challenges ahead.
For trustees that have either completed the FTMS program or passed the ATMS Qualifying Test, this is the perfect opportunity to continue your trustee training. Trustees will learn about more detailed applications and case studies on pension and health and welfare provided in ATMS.
Benefits of Attending
Trustees play an important role in addressing the health and retirement needs of plan members and need to be confident and competent in that role. ATMS helps trustees build upon their past education and practical experience by focusing on applying the knowledge gained to future decisions through engaging instruction and interactive case studies.
Who Should Attend
ATMS Session B is the next step for those who have completed ATMS Session A. It is recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries of any type of trust; members of pension advisory or benefit committees; and benefit office staff (see prerequisites section for more information). ATMS is applicable for trustees of both pension and health and welfare trust funds.
Earning Your ATMS Certificate of Achievement
To earn the ATMS Certificate of Achievement, you must complete four days of classroom attendance and the accompanying online test(s). This includes separate attendance at both Session A and Session B.
ATMS Session B Topics
Session B of the ATMS program is the second half of earning your ATMS Certificate of Achievement. Successful completion of Session A and the accompanying test is a prerequisite for Session B.
FUNDING / INVESTMENT / FINANCE
- Explain the significance of interrelationships among benefit, funding and investment policy decision making on effective management of all types of trusts/plans.
- Define risks for plans and members in funding and investing policy development.
- Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance.
- Identify key sources of financial information that support decision making.
- Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address them.
Governance
Great forum to network with peers, and the educators are very experienced.
David Owen RalphThe PBAS Group
Pricing
Through May 2, 2024
C$2,215.00
Member
C$2,215.00
Nonmember
After May 2, 2024
C$2,215.00
Member
C$2,215.00
Nonmember
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Instructors
Click here to learn more about the instructors for this program.
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.