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International Foundation of Employee Benefit Plans

Trustees Masters Program

Available dates

Nov 14—15, 2020
2 days
San Diego, California, United States
USD 2070
USD 1035 per day

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About the course

The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days.

Topics

Speakers tailor the discussions of the following topics to the needs and concerns of the registrants by using feedback from a survey.

  • Establishing Goals and Objectives
  • Using Fund Professionals Wisely
  • Attributes of a Good Trustee
  • Measuring Investment Performance
  • Case Studies
  • Future Challenges

Benefits of Attending

  • Gain deeper insights into the role of a trustee.
  • Interact with peers and share what you have learned and takeaways from your own experiences
  • Obtain concrete ideas for tackling specific issues
  • Attain proven practices that work
  • Earn special recognition for your knowledge and participation with a TMP certificate and pin.
  • Participate in exclusive TMP graduate sessions offered at each Annual Conference.

Additional Information

This program is divided into three tiers to help further facilitate your ongoing education and recognition. Tiers one and two are required for course completion and to receive your TMP pin.

  • Tier One: Core Program. Become a TMP Candidate.
  • Tier Two: Candidate Classes Attend two specially designed courses held during the U.S. Annual Conference. Earn a TMP Pin.

Who should attend

The Trustees Masters Program is open to experienced trustees who have five or more years of experience or have attended at least two International Foundation conferences.

Trust the experts

Lawrence Beebe

Specializations Industry Labor Organizations Multiemployer Benefit Plans Story Lawrence “Larry” R. Beebe, CPA, is Partner at Withum with over 40 years of experience. Larry has carried on both a family legacy and developed his own unique talents, specializing in employee benefit plans, labor...

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Christopher Brecht

Mr. Brecht joined Carday Associates in 1995 as the Operations Manager with responsibility for the day-to day management of Carday's main office. In 2001, he was promoted to General Manager. His responsibilities expanded to include budgeting and finance decisions. In 2005 he was named as the Chief...

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Frank Benham

Joined Meketa Investment Group in 1999 as an Investment Analyst. Became a Consultant in 2003 and the Director of Research in 2004. Became a Managing Principal (partner) in 2007. Oversee all research projects, including white papers, the firm’s annual asset study, and the model portfolio initiati...

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Michele Kessler

Ms. Kessler is the secretary-treasurer of the United Food and Commercial Workers (UFCW) Local 1776KS and serves as division director for union membership that primarily works in food-processing and meat facilities. She is the chairperson of both the UFCW Health and Welfare Fund of Northeastern Pe...

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Steve Nelsen

Mr. Nelsen is the executive director of the Washington State Law Enforcement Officers’ and Fire Fighters’ (LEOFF) Plan 2 Retirement Board. He began his career as counsel to the Washington State Senate Committee Services during the 1990 and 1991 legislative sessions. Mr. Nelsen’s professional expe...

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Donald Crosatto

Mr. Crosatto is the assistant directing business representative for Machinists Automotive Trades District 190 of Northern California, where he is responsible for negotiating and servicing contracts in the automotive and trucking industries, shipping lines, sanitation, commercial bakeries and othe...

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Jack Ramage

Mr. Ramage is the executive director of the Master Builders’ Association of Western Pennsylvania, Inc., the Western Pennsylvania chapter of the Associated General Contractors of America (AGC). He serves as the chief executive officer responsible for directing day-to-day operations and overseeing ...

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William Cumming

William A. Cumming has over 27 years experience representing companies and employee benefit entities. He has been a shareholder with Hessian & McKasy since 1993 (except for the consolidation with Moss & Barnett, P.A. between 2000 and 2004). His areas of practice include: Business and ...

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Richard Sawhill

Mr. Sawhill has been the executive vice president of the Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA) since 2000. Previously, he was the director of human resources and labor relations for Hussmann Corporation. Before that, Mr. Sawhill wa...

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John Elliot

John joined NEPC in August 2003, having been in the investment business since 1992. John is the team leader for the NEPC Taft-Hartley Consulting Practice. Prior to joining NEPC, John was the Western Regional Director for the Marco Consulting Group (MCG) from 1999 to 2003 where he succeeded in dev...

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