Advanced Trustees and Administrators Institute

Monday, February 13 - Wednesday, February 15, 2023
Disney's Yacht Club, Orlando, FL
AdvancedTrustees and Administrators Institute

For nearly five decades, this program has served as the cornerstone of education for multiemployer trustees and administrators. Sessions are designed to meet the needs of both trustees and administrators, whether
they are fairly new to serving on a fund or have decades of experience. Attended by hundreds, this conference is large enough to offer choices of sessions yet small enough that you won’t get lost in the crowd.


Developed by active trustees, administrators and professional advisors, each session is designed to address current issues, providing the relevant context and information for you to make sound decisions for your fund. Keep informed of the latest industry trends, legal and regulatory changes, and best practices. Take away
new ideas and a deeper understanding of how to run your pension and health and welfare funds.

Don't miss this time-honored educational event.

Topics/Agenda


  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday February 13, 2023
7:30-8:45 a.m. ET
Economic Update
7:30-8:45 a.m. ET

Understanding where the economy is and what might be coming down the road is key to your success in managing pension and health and welfare assets, managing your work and workers, and planning for the future. The current economic environment is complicated at best both in the U.S. markets and globally. This session will give you insights on key economic indicators and potential scenarios as government and regulators respond to economic activity.

Category: Investments
Marc Goldwein
Speaker
Marc Goldwein
Senior Vice President and Senior Policy Director
Committee for a Responsible Federal Budget
9:00-10:15 a.m. ET
Legislative and Regulatory Update
9:00-10:15 a.m. ET

This session will provide an update on the latest legislative and regulatory activity impacting the benefits industry. In addition to late-breaking government action, topics will address:

  • ACA issues
  • Post-Dobbs activity
  • Mental health parity
  • No Surprises Act.

Category: Fiduciary Responsibility
Kathryn L. Bakich
Speaker
Kathryn L. Bakich
Senior Vice President, National Health Compliance Practice Leader
Segal
10:30-11:45 a.m. ET
Good Governance
10:30-11:45 a.m. ET

Good governance can keep you out of trouble and help you be more effective and efficient. This session will help you understand the key elements of good governance, including:

  • Components of good governance
  • Processes that support success
  • Use of committees
  • Appropriate structure to get things done
  • Delegation
  • Policies.

Category: Fiduciary Responsibility
Julia A. Nicholson
Speaker
Julia A. Nicholson
Principal
J | N Consulting
1:15-2:30 p.m. ET
Asset Allocation in Today’s Environment
1:15-2:30 p.m. ET

As always, your investment policy statement is your starting point and guide regardless of economic conditions. Revisiting investment choices and adjusting course is a natural part of your oversight. This session will help your think through your strategies for managing through volatile economic times as you consider:

  • Derisking strategies
  • Assumption rates
  • Cryptocurrency
  • Private markets
  • Illiquidity.
Category: Investments
Christopher J. Greco
Co-Speaker
Christopher J. Greco
Chief Executive Officer
Waycross Partners LLC
Marc R. Fischer, CIMA
Co-Speaker
Marc R. Fischer, CIMA
Managing Director, Wealth Management, Institutional Consulting Director, Alternative Investments Director
Graystone Consulting
1:15-2:30 p.m. ET
Succession Planning
1:15-2:30 p.m. ET

Turnover in your board of trustees or fund office can be turbulent and costly. Turnover of your service providers is no easier. This session will help you think about when and how you should be approaching succession planning for key roles. Topics will include:

  • Planning for the expected
  • Planning for the unexpected
  • Which roles should you be planning to cover?
  • Recruitment
  • Onboarding and training—Why this is so important
  • Best practices and processes.

Category: Fiduciary Responsibility
Andre Crook
Panelist
Andre Crook
Business Representative
International Brotherhood of Electrical Workers (IBEW), Local 58
Blake Parsons
Panelist
Blake Parsons
Director of Labor Relations
Sheet Metal, Air Conditioning and Roofing Contractors Association of Minnesota, North Dakota and South Dakota and the Dakotas Mechanical Contractors Association
Kevin J. McCaffrey, CEBS
Panelist
Kevin J. McCaffrey, CEBS
President
Teamsters Local 707
Neal S. Schelberg, Esq.
Panel Facilitator
Neal S. Schelberg, Esq.
Partner
Proskauer LLP
2:45-4:00 p.m. ET
Mental Health Support in the Workplace
2:45-4:00 p.m. ET

This session will focus on learning how to support members and workers when they are dealing with a mental health crisis. Topics include:

  • Recognizing signs and symptoms that may lead to suicide
  • Building resilience and coping skills
  • Physical fitness/well-being
  • What to do if someone you know is suicidal
  • How to make yourself safe to talk to
  • How to make someone feel connected/valued
  • How to have conversations.

Category: Health and Welfare
Nikole Benders-Hadi, M.D.
Speaker
Nikole Benders-Hadi, M.D.
Medical Director, Behavioral Health
Included Health
2:45-4:00 p.m. ET
Onboarding and Educating Trustees
2:45-4:00 p.m. ET

Well-planned onboarding of your trustees can be an effective retention tool. Creating a culture of training and keeping your trustees educated are fiduciary duties. This session will consider best practices in how you welcome and train your trustees.

  • Process and content that need to be covered
  • Controlling documents
  • How to read and understand reports
  • Behaviors and expectations
  • Best practices

Category: Fiduciary Responsibility
Andre Crook
Panelist
Andre Crook
Business Representative
International Brotherhood of Electrical Workers (IBEW), Local 58
Blake Parsons
Panelist
Blake Parsons
Director of Labor Relations
Sheet Metal, Air Conditioning and Roofing Contractors Association of Minnesota, North Dakota and South Dakota and the Dakotas Mechanical Contractors Association
Kevin J. McCaffrey, CEBS
Panelist
Kevin J. McCaffrey, CEBS
President
Teamsters Local 707
Neal S. Schelberg, Esq.
Panel Facilitator
Neal S. Schelberg, Esq.
Partner
Proskauer LLP
Tuesday February 14, 2023
7:30-8:45 a.m. ET
Health Care Issues and Trends—Part I
7:30-8:45 a.m. ET

The first session of this two-part series will focus on the current health care issues and trends, including:

  • Mental health support and compliance
  • Substance abuse
  • Health innovations and coverage issues
  • Rx.

Category: Health and Welfare
Becky J. Drews
Panelist
Becky J. Drews
Vice President and Senior Consultant
United Actuarial Services Inc.
Christy Piti, R.Ph.
Panelist
Christy Piti, R.Ph.
Chief Executive Officer
Sav-Rx Prescription Services
Michael A. Ledbetter, CEBS
Panel Facilitator
Michael A. Ledbetter, CEBS
Partner
Ledbetter Parisi LLC
7:30-8:45 a.m. ET
Retirement Plan Issues and Trends—Part I
7:30-8:45 a.m. ET

Delivered over two time frames, this series will consider current and future retirement plan issues and trends, including:

  • ARPA zone status
  • Special Financial Assistance for ME Plans
  • Understanding VAPs
  • What’s happening with the OCIO model
  • Withdrawal liability.

Category: Retirement
James J. Donofrio
Panelist
James J. Donofrio
Chief Negotiating Actuary
Pension Benefit Guaranty Corporation
James S. Beall, Esq.
Panelist
James S. Beall, Esq.
Partner
Willig, Williams & Davidson
Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
Panel Facilitator
Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
Senior Vice President
CBIZ Retirement and Investment Solutions
9:00-10:15 a.m. ET
Health Care Issues and Trends—Part II
9:00-10:15 a.m. ET

The second of this two-part series will look at future health care issues and trends, including:

  • Mental health support and compliance
  • Substance abuse
  • Health innovations and coverage issues
  • Latest in the Rx world.

Category: Health and Welfare
Becky J. Drews
Panelist
Becky J. Drews
Vice President and Senior Consultant
United Actuarial Services Inc.
Christy Piti, R.Ph.
Panelist
Christy Piti, R.Ph.
Chief Executive Officer
Sav-Rx Prescription Services
Michael A. Ledbetter, CEBS
Panel Facilitator
Michael A. Ledbetter, CEBS
Partner
Ledbetter Parisi LLC
9:00-10:15 a.m. ET
Retirement Plan Issues and Trends—Part II
9:00-10:15 a.m. ET

Delivered over two time frames, this series will consider current and future retirement plan issues and trends, including:

  • ARPA zone status
  • Special Financial Assistance for ME Plans
  • Understanding VAPs
  • What’s happening with the OCIO model
  • Withdrawal liability.

Category: Retirement
James J. Donofrio
Panelist
James J. Donofrio
Chief Negotiating Actuary
Pension Benefit Guaranty Corporation
James S. Beall, Esq.
Panelist
James S. Beall, Esq.
Partner
Willig, Williams & Davidson
Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
Panel Facilitator
Joseph F. Hicks, Jr., EA, FCA, MAAA, MSPA, QPA
Senior Vice President
CBIZ Retirement and Investment Solutions
10:30-11:45 a.m. ET
Cybersecurity
10:30-11:45 a.m. ET

Employee benefit plans are not immune from becoming victims of a cybersecurity breach. This session will help you develop strategies to avoid a breach and plans to implement should you become a victim, including:

  • DOL guidance
  • Penetration testing
  • Employee training
  • Internal controls
  • What to do in the event of a breach
  • Insurance coverage
  • Communication
  • Best practices.

Category: Technology
Adam T. Boston
Co-Speaker
Adam T. Boston
Chief Legal Officer
International Painters and Allied Trades Industry Pension Fund
Rebecca L. Rakoski, Esq.
Co-Speaker
Rebecca L. Rakoski, Esq.
Managing Partner
XPAN Law Partners, LLP
1:15-2:30 p.m. ET
Auditing of Employee Benefit Funds
1:15-2:30 p.m. ET

This session will provide an overview of the different audits that plans are subject to with a focus on what to expect as well as outcomes. Topics include:

  • DOL audits
  • Payroll audits
  • Eligibility audits
  • Claims audit
  • Planning for audits
  • Who are the players?
  • Best practices.

Category: Fiduciary Responsibility
Peter M. Murray, CPA, CFE
Speaker
Peter M. Murray, CPA, CFE
Partner
Schultheis & Panettieri, LLP
2:45-4:00 p.m. ET
Administrators Roundtable Discussions
2:45-4:00 p.m. ET
Administrators open forum
Category: Open Forum
Mary Karsten, CEBS, RHU
Roundtable Leader
Mary Karsten, CEBS, RHU
Fund Administrator
Wilson-McShane Corporation
Paula D. Allphin
Roundtable Leader
Paula D. Allphin
Plan Manager
BeneSys Administrators
2:45-4:00 p.m. ET
Trustees Roundtable Discussions
2:45-4:00 p.m. ET

Select the topic of greatest interest and come ready to share and engage in productive dialogue. Session topics include the following:

  • DEI roundtable
  • Appointing authority roundtable
  • Cybersecurity
  • Managing service providers
  • Trustees open forum

Category: Open Forum
Amanda R. Cefalu, Esq.
Roundtable Leader
Amanda R. Cefalu, Esq.
Shareholder
Reinhart Boerner Van Deuren s.c.
Martha M. Henrickson, CEBS
Roundtable Leader
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
Wednesday February 15, 2023
7:30-8:45 a.m. ET
Coverage and Benefits for the LGBTQ Community
7:30-8:45 a.m. ET

This session will give you a better perspective on how to address the unique needs of those in your covered population who are members of the LGBTQ community. Topics include:

  • Understanding the unique needs of the LGBTQ community
  • Coverage issues for dependents
  • What you can and cannot do
  • Correlation to your DEI initiatives.

Category: Health and Welfare
Michele L. Kessler
Co-Speaker
Michele L. Kessler
Secretary-Treasurer
United Food and Commercial Workers (UFCW) Local 1776
Timothy K. Eicher
Co-Speaker
Timothy K. Eicher
Principal
Slevin & Hart PC
7:30-8:45 a.m. ET
Subrogation Pathways
7:30-8:45 a.m. ET

Subrogation is an effective way to recover funds. This session will help you understand the complex process of subrogation and the best strategies to ensure recovery. Topics include:

  • Understanding subrogation
  • When and how subrogation works
  • Cost
  • Goals and outcomes.

Category: Insurance
Amanda R. Cefalu, Esq.
Co-Speaker
Amanda R. Cefalu, Esq.
Shareholder
Reinhart Boerner Van Deuren s.c.
Martha M. Henrickson, CEBS
Co-Speaker
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
9:00-10:15 a.m. ET
Participant Education
9:00-10:15 a.m. ET

Do your plan participants understand what their benefits are and how to access them when they are needed? This session is designed to address your communications plan as you consider:

  • Legal requirements
  • Content vs. process
  • Branding and messaging
  • Health literacy
  • Financial literacy
  • Best practices to promote engagement.

Category: Communication
Andrea L. Gibbs, CEBS, ITIL
Panelist
Andrea L. Gibbs, CEBS, ITIL
Plan Director
SPFPA™ and Participating Employer’s Benefit Trust Funds
Heidi E. tenBroek
Panel Facilitator
Heidi E. tenBroek
Principal and Communication Consultant
Milliman, Inc.
Jennifer S. Abrams, Esq.
Panelist
Jennifer S. Abrams, Esq.
Partner
Susanin, Widman & Brennan, PC
10:30-11:45 a.m. ET
Working Together
10:30-11:45 a.m. ET
Building an effective and efficient leadership team requires that you work with many while managing your funds. This session will discuss strategies and best practices for you to implement as you work with those who help you deliver the best benefits for your plan participants. The discussion will focus on the key relationships with the following:

  • Trustees and administrators
  • Fund professionals
  • Labor and management.

Category: Fiduciary Responsibility
Earl Mathurin, M.S.
Panelist
Earl Mathurin, M.S.
Funds Administrator
Local 338 RWDSU/UFCW
George K. Tuhowski, III
Panelist
George K. Tuhowski, III
Partner/ Co-Founder
Stellar Consulting, Inc.
Michael P. Tomasiello
Panelist
Michael P. Tomasiello
Labor Trustee
IBEW Local 400 Trust Funds
Moira J. Kelly
Panel Facilitator
Moira J. Kelly
President
Kelly Consulting LLC


​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

This Institute is designed for experienced multiemployer trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years, as well as salaried and contract administrators of all experience levels.

Speakers

Speakers

Speakers for 2020 will be announced soon. Please check back.

Preconference Information

Trustees Institute—Level II: Concepts in Practice
February 11-12, 2023 

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice.


Managing the Collective Bargaining Process
February 12, 2023
8:00 a.m.-1:00 p.m.

New and experienced collective bargaining participants alike will leave with a stronger understanding of one of the most critical processes in a union workplace.


Policies
Our registration policies have changed. Learn more.


Continuing Education

Educational sessions at this program can qualify for CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.


Continuing education (CE) credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 1/13/2023 US $1,650.00 US $1,980.00
After 1/13/2023 US $1,950.00 US $2,280.00
 

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