Advanced Trustees and Administrators Institute

Finding and Fighting Fraud in Benefits

Your funds have a lot of money, which makes them a target for fraudsters. Learn about the latest techniques and revisit the more common methods that fraudsters are using to make your fund a victim. Take away an understanding of:

• Types of fraud
• How to find fraud
• Internal controls
• What to do when you find fraud.

Insurance Coverages You Should Have

Insurance is one of the primary risk management strategies you have in your toolkit. This session will review common coverages, options, benchmarking and compliance.

• Fiduciary liability
• General liability
• Cyber liability
• Stop loss
• E&O coverage

Administrators’ Roundtable

This session will feature a discussion of issues of interest to administrators today. Come prepared to share your experience and contribute to the dialogue on decision making structures, improving efficiency, resources for small fund offices and customer service. Plus, bring your own ideas for topics to be discussed.

Trustee Best Practices

Bring your ideas and issues for discussion. This panel discussion will focus on best practices for trustees, addressing:

• Your role as a trustee
• What trustees can and can’t do
• Having difficult conversations
• Exercising your oversight role
• Audience situations.

Healthy Choices To Improve Wellness

This session will focus on the connection that healthy choices, good nutrition and support programs have with improving the wellness of your members.