Master of Trust Management Standards (MTMS) Session A

Friday, November 21 - Saturday, November 22, 2025

Hilton Bayfront,

San Diego, CA

Session and Instructor Details

8:00 AM - 12:00 PM

Leadership

Ari Kaplan, LL.B., LL.M., Q.Med
Principal
Kaplan Law
Troy Milnthorp, FSA, FCIA, ICD.D
Senior Managing Director of Corporate Fund Services
Saskatchewan Teachers' Federation

1:00 PM - 4:30 PM

Governance

Brendan Dick
Chair, Board of Directors
Pacific Blue Cross
Mary Lee, ICD.D, MTMS
Executive Consultant

8:00 AM - 12:00 PM

Oversight

1:00 PM - 4:00 PM

MTMS Session A - Day 2 Afternoon

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