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56th Annual Canadian Employee Benefits Conference Preconference

56th Annual Canadian Employee Benefits Conference Preconference

Sunday, September 10 - Wednesday, September 13, 2023
Palais des congrès de Montréal, Montréal, QC

Arrive early and attend a preconference course or workshop. Preconference content is specifically designed to address the critical elements of trust fund management while at the same time, foster both professional and personal development.

If you have already registered and paid for preconference workshops and need to specify which workshop you would like to attend, please contact the registration department at edreg@ifebp.org.

FTMS®, ATMS™ and MTMS Program

Foundations of Trust Management Standards (FTMS®)

Friday, September 8-Saturday, September 9

Trustees play an important role in addressing the health and retirement needs of plan members. New trustees, in particular, must quickly gain an understanding of the basic principles of trust fund management as well as an awareness of knowing where to go in order to make informed decisions. Now you have a solid starting point—the Foundations of Trust Management Standards (FTMS) program. The 2½-day, assessment-based certificate program is the first International Foundation program in Canada to offer trustees an opportunity to validate their learning.

Advanced Trust Management Standards (ATMS™)

Friday, September 8-Saturday, September 9

Choose Session A or Session B

ATMS is an assessment-based program that expands upon the four key knowledge areas covered in the Foundations of Trust Management Standards (FTMS) program (legal, administration, governance, funding/investment/finance), adding breadth and depth across all four, and deepening the pension and health and welfare applications as well as developing related skills. 
These two independent, two-day sessions are offered concurrently in one location. The two-day session approach is sequential (Session A is a prerequisite for Session B). 

  • Session A covers legal, administration and related governance issues.
  • Session B covers funding/investment/finance and related governance issues.

    The ATMS Session B has filled. Please contact the Registration Department at edreg@ifebp.org or 888-334-3327, option 2 to be waitlisted.

Master Trust Management Standards (MTMS)

Friday, September 8-Saturday, September 9

Choose Session A or Session B

The Master of Trust Management Standards (MTMS) is a new educational program for trustees and will build upon the key knowledge areas in FTMS and ATMS, a next step after both certificates are completed. It challenges trustees to take a leadership role in their fund and upgrade their skill set. Areas of development include strategic planning, board operations and critical thinking.

Certificate of Achievement—To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both Session A and Session B.

  • Prework including a passing score in an open-book, untimed, preprogram test (minimum 70% correct)
  • Full attendance at both Session A and Session B, which involves a total of four days of classroom instruction. The program is sequential—Session A is a prerequisite for Session B, which means attendance at two separate offerings/locations.
  • A "satisfactory" participation score in group activities from instructors
  • A passing score (minimum 70% correct) on the online posttests for Session A and Session B. The posttest for each session will be open-book, untimed and will include 30 multiple-choice questions on the prereadings/prework, on-site slides, exercies and materials and postreadings.

Prerequisites

Before enrolling in MTMS, you must:

  • Complete the FTMS Certificate of Achievement or pass the ATMS Qualifying Test
  • Complete the ATMS Certificate of Achievement (earned by completing the classroom work and passing the accompanying tests for Sessions A and B.)

The MTMS Advanced Leadership Summit

Sunday, September 10

The MTMS Advanced Leadership Summit is a new continuing education program for those who have earned an MTMS credential. MTMS graduates will have the opportunity to continue their learning and develop deeper into relevant topics critical to a fund's overall strategy.The topic focus of the MTMS Leadership Summit will change each year to reflect the most essential issues facing trustees.

This one-day workshops will provide practical tips and skills trustees need to develop working relationships that operate with minimal conflict and a high-level of trust and confidence.

Certificate of Achievement-Once you have met your MTMS Advanced Leadership Summit requirements, you can proudly display your MTMS Summit credential on signatures, business cards and much more.

Prerequisites

Before enrolling in MTMS Advanced Leadership Summit, you must:

  • Complete the FTMS Certificate of Achievement or Pass the ATMS Qualifying Test, and
  • Complete the ATMS Certificate of Achievement, and
  • Complete the MTMS Certificate of Achievement

Preconference Enrichment Workshops

Enrich your conference experience by attending a preconference workshop. Participate in one or more sessions with content designed to foster both professional and personal growth and development.

Financial Planning

Health, Wealth and Happiness—Planning Your Path to a Successful Retirement (Part One)

Registration code: PC01

Saturday, September 9 | 8:00 a.m.-12:00 noon


Plan members no longer need to settle for a one-size-fits-all approach to retiring. Together, we will:

  • Shift your mindset from planning for retirement to designing a longevity lifestyle to meet your unique need

  • Challenge and test assumptions to play with the possible ways to find meaning and enjoyment in retirement

  • Design a prototype of what retirement could look like for you and how you will spend your time in your next adventure

  • Explore the challenges that exist in retirement, such as inflation, longevity and the ever-changing economic landscape

  • Identify goals for retirement and how to fund your ideal retirement lifestyle

  • Understand the various sources of retirement income, including government, workplace and personal income sources.


Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!
Use registration code: PC11

Workshop Leaders

Simon Chan, M.B.A., CFP, PMP

 Simon Chan, M.B.A., CFP, PMP
Principal
Adapt With Intent Consulting
Kitchener, Ontario

Roland Chiwetelu, CFP

Roland Chiwetelu, CFP
Financial Wellness Consultant
Eckler Ltd.
Toronto, Ontario

Kyra Jones, Ph.D.

 Kyra Jones, Ph.D.
Chief Design Officer
Adapt with Intent Consulting
Kitchener, Ontario

Financial Planning

Health, Wealth and Happiness—Living Your Best Retirement (Part Two)

Registration code: PC02

Sunday, September 10 | 8:00 a.m.-12:00 noon

Securing a healthy and successful retirement should not be stressful. This workshop will continue to explore tools and resources to boost and protect your retirement income and focus on achieving a healthy and productive retirement.

Here, we will:

  • Learn about the aging process, and what you can do now to better prepare your mind and body for the future you

  • Learn what can affect your healthy lifestyle goals and why it’s important to be prepared

  • Share resources that contribute to wellness and well-being and Identify activities to give your life structure and purpose post-retirement

  • Learn how to convert savings into retirement income

  • Four strategies to maximize retirement income and make it more secure

  • Optimize tax in retirement.


Spouses/Guests may also attend the Introduction to Financial Planning Workshop at a reduced price!
Use registration code: PC12

Workshop Leaders

Tyler Amell, Ph.D., M.S, B.S.

 Tyler Amell, Ph.D., M.S, B.S.
Chief Health and Strategy Officer
MediKeeper Inc.

Roland Chiwetelu, CFP

Roland Chiwetelu, CFP
Financial Wellness Consultant
Eckler Ltd.
Toronto, Ontario

Joyce Odidison, M.A., CTDP, PCC

Joyce Odidison, M.A., CTDP, PCC
President
Interpersonal Wellness Services Inc.
Chair
Global Workplace Wellness Summit
Winnipeg, Manitoba



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