November 19, 2021

The Master of Trust Management Standards (MTMS) is a new educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step that challenges trustees to take a leadership role in their funds and update their skill sets. Together, FTMS, ATMS and MTMS provide...

Foundations of Trust Management Standards (FTMS) increases knowledge and understanding of the basics of the four key knowledge areas of effective management of trusts: Legal, Administration, Governance and Funding/Investment/Finance. Trustees will be able to highlight why these key knowledge...

Advanced Trust Management Standards (ATMS) focuses on the application and analysis of the four key knowledge areas of effective trust management, adding breadth and depth to what is learned in FTMS and deepening the pension and health and welfare application. Together, FTMS, ATMS and MTMS...

Topics Funding / Investment / Finance Explain the significance of the interrelationships among benefit design, funding and investment policy decision making on effective management of all types of trusts/plans. Define risks for plans and members in funding and investing policy...

As the pace of working and living speeds up, our usual impulse is to try to “beat the clock,” increasing our efficiency as much as we can to do even more. But there are still only 24 hours in a day, and managing our time will only take us so far. The answer lies in how well we cultivate and...

The Master of Trust Management Standards (MTMS) is a new educational program for trustees that builds upon the key knowledge areas in FTMS and ATMS, a next step that challenges trustees to take a leadership role in their funds and update their skill sets. Together, FTMS, ATMS and MTMS provide...

You cannot underestimate the impact of digitisation on your organisation. New technologies create new opportunities for business – and new challenges as well. This programme addresses the most recent opportunities and challenges of various technologies including the Internet of Things (IoT),...

In just one day, sharpen your skills to convey credibility and get results. Your writing says a lot about you. Weak writing can be a sign that you lack professionalism and credibility. Strong writing conveys that you are skilled and trustworthy. This practical 1-day course comes packed with...

What does your senior leadership team look like? Do you need a focused effort to promote more women into these roles? With the rising need to create a workplace culture of diversity, inclusion, and belonging, it is vital to provide the tools, resources, and space for women to prepare for...

Your strength as a leader is conditional on your ability to influence others in productive ways. In this webinar, you will learn to build on your strengths, advocate for what you need to be successful, and use the right approach to do so. You’ll learn strategies to boost your confidence, tips for...

Leaders need to be proactive in finding solutions to problems before they arise. Pinpointing opportunities for improvement through creative brainstorming, and logically evaluating options assists in decision making and avoiding issues before they develop. Apply proven tools to inspire your team...

Fundraising and fund development is critical to ensure a nonprofit organization is able to best serve its mission and constituents. When done well, fundraising also gives nonprofit professionals an opportunity to promote the message and goals of their organization. The Fundraising Certificate...

Research by Dale Carnegie found that the emotional trigger that drives employee engagement is trust. Yet some statistics say that a staggering 40 percent of employees don’t trust management. This creates a conundrum, because employees are motivated by working in a trusting environment, yet too...

The power of your presentation can mean the difference between success and failure. This interactive, one-hour live webinar examines the visual, vocal, and verbal components of a presentation that will generate the most significant impact on your audience. This hour is dedicated to presenting you...

Successful organizational leadership requires being able to maintain control without intimidating others to the point where they are reluctant to act. To gain the respect of your team members, you need to be approachable and receptive. Using Dale Carnegie’s principles, this course develops your...

This 2-day Professional Product Owner - Advanced (PSPO-A) course focuses on helping experienced practitioners expand their ability to establish a solid vision, validate their hypotheses, and ultimately deliver more value to their stakeholders. The PSPO-A course is intended for Product Owners who...

Meeting for the sake of meeting doesn’t benefit anyone, and it ends up wasting valuable time and costing the organization untold sums of money. On the other hand, effective meetings can save time in the long run, and motivate others to get things done. Learn the difference between effective and...

In an increasingly competitive and regulatory environment, the demands on the modern finance director continue to evolve. As financial custodian and enabler of commercial business strategy, the finance director is a key member of the board of directors. Whether you are newly appointed, aspiring...

The responsibility of leading a team provides a leader with the opportunity to coach and mentor individual team members, as well as the team as whole. Building upon a leader or manager’s performance management skills, topics may include: coaching conversations; coaching for high performance...

Using credit card transactions as an example, this course runs through the main elements of Securitization. From why financial institutions use them for funding their businesses, to why investors like them for medium to long term investments, and to understanding why the deals appear to be so...

The key difference between cooperative agreements and other award options is substantial agency involvement. But how do you establish parameters around that involvement? You will learn to identify and select the appropriate award instrument, manage agency involvement, and take the steps necessary...