Advanced Trust Management Standards (ATMS™) Session B
Saturday, August 17-Sunday, August 18, 2024
Sessions Include:
Conference brochure coming soon.
8:00 AM - 11:30 AM
Funding/Finance Pension Plans
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
- Define risks for plans and members in funding and investing policy development.
- Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
- Identify key sources of financial information that support decision making.
- Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.
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Gregory Heise, FCA, FCIA, FSA
12:30 PM - 4:30 PM
Investment/Finance Pension Plans
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
- Define risks for plans and members in funding and investing policy development.
- Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
- Identify key sources of financial information that support decision making.
- Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.
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Marc Williams, CFA, FCIA, FIA
8:00 AM - 12:00 PM
Funding/Investment/Finance H&W Plans
Please note: Testable readings for the course will be included at the end of the slides posted for this module.
- Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
- Define risks for plans and members in funding and investing policy development.
- Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
- Identify key sources of financial information that support decision making.
- Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.
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George Wang
1:00 PM - 4:00 PM
Case Study—Health and Welfare
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George Wang
1:00 PM - 4:00 PM
Case Study—Pension
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Gregory Heise, FCA, FCIA, FSA
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Marc Williams, CFA, FCIA, FIA
We're putting the finishing touches on the session details. Stay tuned for further announcements coming soon.