Master of Trust Management Standards (MTMS) Session A

Thursday, June 20-Friday, June 21, 2024

Hyatt Regency Calgary,

Calgary, AB

Sessions Include:

Course materials consist of preprogram reading; a video; pretest; on-site presentation materials; and supplementary readings, sample documents and additional information for future reference. Both Session A and Session B include a capstone mock board meeting.

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

Downloads

MTMSA1-Leadership

1:00 PM - 4:30 PM

Governance

Mary Lee, ICD.D, MTMS
Executive Consultant

Downloads

MTMSA2-Governance

8:00 AM - 12:00 PM

Oversight

Hugh Wright
Partner
Miller Thomson LLP

Downloads

MTMSA3-Oversight

1:00 PM - 1:50 PM

Role Play Exercise

1:50 PM - 2:10 PM

Board Self-Evaluation and Debrief

2:20 PM - 3:50 PM

Capstone Mock Board

3:50 PM - 4:00 PM

Key Takeaways and Closing Comments