Master of Trust Management Standards (MTMS) Session A

Friday, November 22 - Saturday, November 23, 2024

San Antonio, TX

Sessions Include:

7:00 AM - 11:00 AM

Leadership

Downloads

24M1-MTMSA1-Leadership

12:00 PM - 3:30 PM

Governance

Downloads

24M1-MTMSA2-Governance

7:00 AM - 11:00 AM

Oversight

Chris Camp, CEBS, MTMS
Chair
Halifax Professional Firefighters Benefits Trust
Derek Warren, CIM
Vice President and Portfolio Manager
Lincluden Investment Management

Downloads

24M1-MTMSA3-Oversight

12:00 PM - 3:00 PM

MTMS Session A - Day 2

Role Play Exercise
Board Self-Evaluation and Debrief
Capstone Mock Board
Key Takeaways and Closing Comments