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, whetherthey 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 awaynew ideas and a deeper understanding of how to run your pension and health and welfare funds.
miss this time-honored educational event.
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.
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:
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:
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:
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:
This session will focus on learning how to support members and workers when they are dealing with a mental health crisis. Topics include:
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.
The first session of this two-part series will focus on the current health care issues and trends, including:
Delivered over two time frames, this series will consider current and future retirement plan issues and trends, including:
The second of this two-part series will look at future health care issues and trends, including:
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:
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:
Select the topic of greatest interest and come ready to share and engage in productive dialogue. Session topics include the following:
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:
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:
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:
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 for 2020 will be announced soon. Please check back.
Trustees Institute—Level II: Concepts in PracticeFebruary 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 ProcessFebruary 12, 20238:00 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.
Educational sessions at this program can qualify for CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.
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