New Trustees Institute banner

New Trustees Institute—Level I: Core Concepts

New Trustees Institute Level I Core Concepts
Monday, June 15 - Wednesday, June 17, 2026

Hilton San Diego Bayfront,
San Diego, CA

Sessions Include:

  • Trustee Responsibility and Legal Environment
  • Investing Health and Welfare and Pension Assets
  • Governance
  • Overview of Health and Welfare Plans
  • Overview of Retirement Plans

 

Stay tuned for more session details coming soon.

Course Requirements

New Trustees Institute—Level I: Core Concepts is the first step in the trustee education path; there are no prerequisites for this course. Attendees must attend all five sessions in their entirety to pass. Once Level I is completed, attendees have the ability to attend Level II in the future to continue their trustee education.

Check out the trustee education path for more details.