MTMS Advanced Leadership Summit

Sunday, September 10, 2023
Palais des congrès de Montréal, Montréal, QC
MTMS Advanced Leadership Summit


The MTMS Advanced Leadership Summit is a 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.

These 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.

​2023 Session

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Sunday September 10, 2023
8:00 a.m.-12:00 p.m. ET
Energy Transition—Change Never Happens in a Vacuum
8:00 a.m.-12:00 p.m. ET

How do Boards prepare for change that is beyond their control but will nevertheless have an impact on the ability of the pension plan or benefit trust to serve its members' needs over the long term? How can board members ensure their organization is responding to change as it happens instead of being run over by it?

The biggest change that is coming quickly for boards, all over the world, is the transition away from fossil fuels and toward sustainable, environmentally friendly forms of energy. All operations—whether in the energy business; the land business; the food business; or any commercial, financial or public enterprise—will be impacted by this change. In their oversight role, Boards have to prepare for what is ahead.

Boards provide oversight and are key to understanding and mitigating risk. Better to explore how the energy transition might impact the Plan and its members and what should be done to prepare. This Summit will lead trustees through a dynamic conversation around what if’s? Exploring the possibilities together, trustees will develop a framework on how to lead through change, that will help prepare for dealing with this and other issues.

Category: General Topics
Sheri A. Wright, ICD.D
Sheri A. Wright, ICD.D
Chief Strategy Officer
Special Forces Pension Plan (SFPP)

"There is a tendency to think of leadership in terms of hierarchy, with the board chair playing the strongest leadership role. It is certainly true that an effective board chair contributes enormously to the board's productivity. However, every board member has a leadership role to play. Fundamentally, leadership entails speaking up when you have a concern and contributing what you can to make the organization successful."

Excerpted from "Developing Leadership on Boards of Directors" Barbara S. Miller and Jeanne Bergman JOURNAL for Nonprofit Management, 2008

Why You Should Attend

The MTMS Leadership Summit provides MTMS graduates a deeper dive into relevant topics critical to a fund's overall strategy.

Who Should Attend

The MTMS Leadership Summit is the next step for those who have earned an MTMS Certificate of Achievement. It is also recommended for those who are advanced-level appointed and elected multi-employer, public sector and corporate plan trustees/fiduciaries.


Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

View our registration policies.

Registration Information

Registration Information
  Member Nonmember

Through 7/28/2023 C $995.00 C $1,105.00
After 7/28/2023 C $1,145.00 C $1,255.00


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