Preconferences
Arrive early and attend a preconference course or workshop. Preconference content is specifically designed to address the critical elements of trust fund management while at the same time, foster both professional and personal development.
If you have already registered and paid for preconference workshops and need to specify which workshop you would like to attend, please contact the registration department at [email protected].
Trustee Education
Friday, November 21-Saturday, November 22
Trustees play an important role in addressing the health and retirement needs of plan members. New trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to go to make informed decisions.
Foundations of Trust Management Standards (FTMS) is the first step in the trustee education path, focused on the needs of new Canadian multi-employer, public and corporate sector plan trustees. FTMS will help you understand the health and retirement needs of plan members while increasing your knowledge and awareness in the key areas of effective trust management: legal and regulatory issues, administration, governance and funding/investment and finance.
Friday, November 21-Saturday, November 22
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 who 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 FTMS.
Friday, November 21-Saturday, November 22
For those who have completed both FTMS and ATMS, Master of Trust Management Standards (MTMS) is for leaders in their organization who are ready to look past the day-to-day operations of their funds and ready to leverage their own unique leadership strengths and skills to optimize their contributions.
You'll learn to engage and develop others—all with the aim of strengthening your plan or trust for the long-term benefit of your members.
- Session A covers leadership, governance and oversight topics.
- Session B covers leadership, strategic planning and risk management topics.
Certificate of Achievement/Designation—To earn the MTMS Certificate of Achievement and designation, you must meet the following program element requirements for both Session A and Session B.
- Prework including a passing score in an open-book, untimed, preprogram test (minimum 70% correct)
- Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
- A "satisfactory" participation score in group activities from instructors
- A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttest for each session will be open-book, untimed and will include 30 multiple-choice questions on the prereadings/prework, on-site slides, exercises and materials and postreadings.
Prerequisites
Before enrolling in MTMS, you must:
- Complete the FTMS Certificate of Achievement or pass the ATMS Qualifying Test
- Complete the ATMS Certificate of Achievement (earned by completing the classroom work and passing the accompanying tests for Sessions A and B).
Sunday, November 23
The MTMS Advanced Leadership Summit is a continuing education program for those who have earned an MTMS credential. MTMS graduates will have the opportunity to continue their learning and delve deeper into relevant topics critical to a fund's overall strategy. The topic focus of the MTMS Leadership Summit will change each year to reflect the most essential issues facing trustees.
Prerequisites
Before enrolling in the MTMS Advanced Leadership Summit, you must have completed the Master of Trust Management Standards (MTMS) courses and earned your MTMS designation.
Education for Apprenticeship Professionals
Friday, November 21-Saturday, November 22
This program is a two day hands-on workshop that will help seasoned and new professionals improve the development, delivery, and evaluation of learning by providing a proven process to incorporate into their apprenticeship program. Upon completion, participants will understand and be able to apply a systematic approach—based on the DACUM (Develop a Curriculum) Model—to deliver a more impactful apprenticeship program. By attending you will:
- Learn how to improve apprenticeship program performance with greater learner efficiency, effectiveness, and engagement
- Gain a foundation in analysis to ensure your training initiatives are aligned and have the impact you and your program expect
- Collect data from subject matter experts to identify competencies and skills that will enable the achievement of program goals
- Build a curriculum road map that will prepare your program for success today and in the future.
Retirement/Financial Workshop
Registration code: PC01
Saturday, November 22 | 8:00 a.m.-12:00 noon
Plan members no longer need to settle for a one-size-fits-all approach to retiring. Together, we will:
- Shift your mindset from planning for retirement to designing a longevity lifestyle to meet your unique need
- Challenge and test assumptions to play with the possible ways to find meaning and enjoyment in retirement
- Design a prototype of what retirement could look like for you and how you will spend your time in your next adventure
- Explore the challenges that exist in retirement, such as inflation, longevity and the ever-changing economic landscape
- Identify goals for retirement and how to fund your ideal retirement lifestyle
- Understand the various sources of retirement income, including government, workplace and personal income sources.
Spouses/Guests may also attend the Financial Planning Workshop at a reduced price!
Registration code: PC11
Registration code: PC02
Sunday, November 23 | 8:00 a.m.-12:00 noon
Securing a healthy and successful retirement should not be stressful. This workshop will continue to explore tools and resources to boost and protect your retirement income and focus on achieving a healthy and productive retirement.
Here, we will:
- Learn about the aging process, and what you can do now to better prepare your mind and body for the future you
- Learn what can affect your healthy lifestyle goals and why it’s important to be prepared
- Share resources that contribute to wellness and well-being and identify activities to give your life structure and purpose post-retirement
- Learn four strategies to maximize retirement income and make it more secure
- Understand how to optimize tax in retirement.
Spouses/Guests may also attend the Financial Planning Workshop at a reduced price!
Registration code: PC12