SMACNA Trustee Training Seminar
2-day, November 6 & 7, 2023
Rosemont, Illinois
DAY 1
8:00 a.m. Fiduciary Duty of a Trustee
Joye Blanscett, Executive Director of Operations at SMACNA; and
Tom Hughes, LTD., of Counsel at Felhaber Larson
9:30 a.m. Common Missteps of Trustees & Best Practices to Avoid Them
Tom Hughes, LTD., of Counsel at Felhaber Larson
11:00 a.m. Collections & Compliance Audits
Tracy Mainguy, Of Counsel at Bullivant Houser
Noon Conflicts Among Trustees
Tracy Mainguy, Of Counsel at Bullivant Houser
12:30 p.m. LUNCH
1:30 p.m. Understanding Fund Investments
Craig Dobbs, Managing Director at Graystone Consulting
3:00 p.m. Actuarial Work for Non-Actuaries
Josh Shapiro, Senior Actuarial Advisor at Groom Law Group
4:30 p.m. BREAK FOR DAY
DAY 2
8:00 a.m. Financial Literacy for Participants
Manning Napier
9:30 a.m. Fund Audits
Dawn Minemier, Partner at The Bonadio Group
11:00 a.m. LUNCH
Noon Advice From and Q&A with an Administrator
Chuck Wytrychowski, Plan Manager at BeneSys, Inc.
1:00 p.m. Legislative and Regulatory Update
Mariah Becker, Director of Research and Education at NCCMP
2:30 p.m. END OF PROGRAM
Watch for updates on session descriptions and speaker bios. Cost: $150.
