Advanced Trust Management Standards (ATMS™) Session B
Friday, November 22 - Saturday, November 23, 2024
Sessions Include:
8:00 AM - 11:30 AM
Please note: Testable readings for the course will be included in the test environment as well as at the end of the slides posted for this module.
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in 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.
8:00 AM - 11:30 AM
Please note: Testable readings for the course will be included in the test environment as well as at the end of the slides posted for this module.
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in 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.
12:30 PM - 4:30 PM
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in 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.
12:30 PM - 4:30 PM
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in 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.
8:00 AM - 12:00 PM
8:00 AM - 12:00 PM
1:00 PM - 4:00 PM
1:00 PM - 4:00 PM
1:00 PM - 4:00 PM
1:00 PM - 4:00 PM