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International Foundation of Employee Benefit Plans

Master of Trust Managment Standards (MTMS) Program

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Next dates

Jul 26—27
2 days
Halifax, NS, Canada
CAD 2405 ≈USD 1801
CAD 1202 per day
Nov 23—24
2 days
San Francisco, CA, USA
CAD 2405 ≈USD 1801
CAD 1202 per day




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.


  • Effective delegation models
  • Addressing board dysfunction and biases
  • Raising difficult issues and resolving conflict
  • Tools for managing provider performance
  • Meeting preparation, management and facilitation

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.

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