Trustees Institute - Level II: Concepts in Practice
Build on your knowledge of being a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts.
Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program.
Benefits of Attending
- Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
- Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
- Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program.
Who Should Attend
Designed for trustees who have served for three to five years on an ERISA fund and have completed New Trustees Institute—Level I: Core Concepts. This conference is also ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.
Pricing
Through May 12, 2025
US$1,750.00
Member
US$2,080.00
Nonmember
After May 12, 2025
US$2,050.00
Member
US$2,380.00
Nonmember
Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education. Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.
Learn MoreMultiemployer Trustee Education Path
Speakers
David P. Dorsey, CPA
Partner
WithumSmith+Brown, PC
Mary Ann T. Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.
Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.