Advanced Trust Management Standards (ATMS™) Session A

Friday, November 22 - Saturday, November 23, 2024

San Antonio, TX

Handout Dates: November 19, 2024 - January 27, 2025

8:00 AM - 11:30 AM

Administration (continued) - Group 1

Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.

Outline the benefits of sound risk management process.
Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
Explain the significance of competencies and personal bias to effective board process.

Jeffrey Baldwin, B.B.A. (Hons.), CEBS, CPA, CA
Senior Vice President and Principal
BPA Financial Group

8:00 AM - 11:30 AM

Administration (continued) - Group 2

Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.

Outline the benefits of sound risk management process.
Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
Explain the significance of competencies and personal bias to effective board process.