Master of Trust Management Standards (MTMS) - Session B

International Foundation of Employee Benefit Plans

How long?

  • 2 days
  • in person

What are the topics?

International Foundation of Employee Benefit Plans


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Who should attend

MTMS is the next step for those who have earned an ATMS 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. MTMS is also for trustees/fiduciaries of all types of plans and trusts. See prerequisites.

About the course

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 the ideal blend of knowledge, skill and experience needed for effective management of trusts. To get the most value out of this education, it is recommended that individuals leave enough time between each step on the path to practice and apply their classroom learning.

Earning Your MTMS Certificate of Achievement

To earn the MTMS Certificate of Achievement, you must meet the following program element requirements for both sessions.

Session A and Session B

  • Prework including a passing score on open-book, untimed, preprogram tests (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 posttests are open-book and include multiple-choice questions on the prereadings/prework, on-site slides, exercises, materials and postreadings.

MTMS Session B Topics

Course materials consist of preprogram reading; a video; pretest; on-site presenation materials; and supplementary readings, sample documents and additional information for future reference. Both Session A and Session B include a capstone mock board meeting.

  • Leadership
  • Strategic Planning
  • Risk Management

Why You Should Attend

The award of the MTMS credential is the culmination of your successful journey through the trustee/fiduciary education path! It recognizes the commitment involved in completing the suite of trustee education programs (FTMS, ATMS, MTMS). These programs in total represent ten days of education and multiple assessments, including two capstone mock board meetings—fortified by your years of experience as a fiduciary/trustee.


Sheri Wright

Sheri is the Vice President of Stakeholder Relations and Communications for LAPP Corporation and has held this position since 2010. Sheri manages communications and relationship building for LAPP and is part of the senior executive team that provides advice and support to both LAPP Boards. Sheri ...

Brendan Dick

Mr. Dick is co-chair of the Canadian Blood Services (CBS) defined benefit pension plan and has been a CBS trustee since 2005. He is the former director of pensions and benefits for the Hospital Employees’ Union as well as the coordinator of the Enhanced Disability Management Program for the Facil...

Marnie Niemi Hood

Ms. Niemi Hood is director, pension solutions of the CAAT Pension Plan, leading growth initiatives as CAAT extends membership to the private sector. She has been an active member of MEBCO and served on the Financial Services Commission of Ontario’s Multi-Employer Pension Plan Advisory Committee. ...

Derek Dobson

Derek W. Dobson is Chief Executive Officer and Plan Manager at CAAT Pension Plan, and has more than 25 years of experience in the pension industry. In addition to being the CEO of one of Canada’s best-performing pension plans, Derek serves as Co-Chair of the Canadian Public Pension Leadership Cou...

Michael Mazzuca

Michael Mazzuca is a Partner at Koskie Minsky LLP and the Practice Co-ordinator of the firm’s Pensions and Employee Benefits Group. Michael has extensive experience in providing legal advice across Canada to multi-employer pension plans (MEPPs), jointly sponsored pension plans and other jointly g...

Michael Gillis

Michael Gillis is Vice President and Director, Institutional Relationships for TD Greystone Asset Management. Immediately prior to joining Greystone, Michael held the position of Vice-President Institutional Marketing and Sales for a number of years with Seamark Asset Management. Previously, he ...

Lisa Chamzuk

Lisa is a partner in the firm’s Pensions and Employee Benefits Group and Protection of Privacy and Freedom of Information Group. Pension and Employee Benefits Lisa’s pension and employee benefits practice has a special emphasis on multi-employer pension plans and health and welfare trusts, usuall...

Ari Kaplan

Ari Kaplan is principal of KAPLAN • LAW. He is renowned for his expertise in pensions and benefits law and clear way of explaining legal issues. He wrote Canada's first book in Pension Law and has top rankings in Chambers® (Band 1), Lexpert® (Most Frequently Recommended) and Best Lawyers® (2006-2...

Tom Iannucci

Mr. Iannucci is the president of Cortex Applied Research and is based in Toronto, Ontario. He has been providing governance-related advisory services to institutional investors across North America for over 25 years. During that time, Mr. Iannucci has devoted his efforts to enhanceing governance ...

Master of Trust Management Standards (MTMS) - Session B at International Foundation of Employee Benefit Plans

From  CAD 2 415$1,966
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Full disclaimer.

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