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...

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...

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...