International Foundation of Employee Benefit Plans

Master of Trust Managment Standards (MTMS) Program

Available dates

Jun 18—19, 2020
2 days
San Francisco, California, United States
CAD 2415 ≈USD 1879
CAD 1207 per day
Aug 14—15, 2020
2 days
San Francisco, California, United States
CAD 2415 ≈USD 1879
CAD 1207 per day


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Full disclaimer.

About the course

The objective of MTMS is to prepare longer-term Trustees/Fiduciaries to contribute in a leadership capacity to effective board management and fulfill the board’s oversight role. MTMS focuses on evaluation and creation in the fields of Leadership, Governance, Oversight, Strategy and Risk Management. This integrated learning experience is delivered by a team of industry experts and experienced trustees and directors who emphasize processes and activities that reinforce how these areas are linked together. This interactive program is supplemented by course materials that consist of pre-reading/pre-work, on-site presentation materials, supplementary readings and additional information for future reference.

Program Schedule

MTMS is divided into two parts, Session A and Session B, and is sequential; successful completion of Session A is a prerequisite for Session B. Each Session is two full days. The program will not be offered as a standalone, four-day program.

Session A Topics

  • Leadership
  • Governance
  • Oversight

Why You Should Attend

Longer-term Trustees/Fiduciaries play an important role mentoring new board members and in stewarding succession planning. As they become leaders, they are charged with taking action to advance their plans or trusts, positioning them to successfully navigate challenges and capitalize on opportunities.

Using highly interactive exercises and solving complex problems, culminating in a Mock Board meeting-MTMS prepares you to leverage your own unique leadership strengths and board skills to optimize your contribution and to engage and develop others. All with the aim of strengthening your plan or trust for the long-term benefit of your members.

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). In total these programs represent over ten days of education, and multiple assessments including a capstone Mock Board meeting―fortified by your years of experience as a Fiduciary/Trustee.

Who should attend

MTMS is the next step for those who have earned the ATMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any type of trust, as well as benefit office staff. (See prerequisites section for more information.) MTMS is applicable for Trustees/Fiduciaries of pension, benefit and health & welfare plans and trusts including ELHTs.

Trust the experts

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 ...


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