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70TH ANNUAL EMPLOYEE BENEFITS CONFERENCE

Virtual Option Available
Sunday, November 10 - Wednesday, November 13, 2024

San Diego Convention Center,
San Diego, CA
In This Section
 * Event Overview
 * Preconference Information
 * Hotel/Travel
 * Exhibitors/Sponsors
 * Continuing Education

Arrive in San Diego a bit earlier and take a deeper dive into critical elements
impacting your fund management—challenge yourself to dig in, learn something
new, and take your fund to the next level.


TRUSTEES AND ADMINISTRATORS EDUCATION AND NETWORKING


NEW TRUSTEES INSTITUTE—LEVEL I: CORE CONCEPTS

Two and a half-day workshop
Saturday, November 9, 2024, 8:00 a.m.-5:00 p.m.,
Sunday November 10, 2024, 8:00 a.m.-4:00 p.m., and
Monday, November 11, 2024, 9:15 a.m.-12:15 p.m.
Registration code: 24N8

Designed for Taft-Hartley trustees who have served for less than two years or
who have not previously attended an International Foundation educational
program. The New Trustees Institute is ideal for collective bargaining and other
personnel who work with trustees and who would like a better understanding of
their role and responsibilities. The institute’s highly rated faculty will
return to lead the program.


TRUSTEES INSTITUTE— LEVEL II: CONCEPTS IN PRACTICE

Two-day workshop
Saturday, November 9, 2024, 8:00 a.m.-5:00 p.m. and
Sunday, November 10, 2024, 8:00 a.m.-4:00 p.m.
Registration code: 24N9

This program explores how the concepts introduced in Level I apply to trust fund
management, digging deeper into each area so trustees gain more confidence in
their knowledge. Those completing Level II will have a greater understanding of
their fiduciary responsibilities and will have a firmer overall grasp of trust
fund management. Attendance of New Trustees Institute— Level I: Core Concepts in
strongly encouraged.

Note: Registration is limited and fills up quickly, register early.


TRUSTEES MASTERS PROGRAM (TMP)

Two-day workshop
Saturday, November 9, 2024 and
Sunday, November 10, 2024, 8:00 a.m.-4:00 p.m.
Registration code: 24D2

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 intense two days.
If you have already completed the program, consider the TMP Advanced Leadership
Summit on Sunday, November 10.


TMP ADVANCED LEADERSHIP SUMMIT

One-day workshop—Sunday ONLY, November 10, 2024, 8:00 a.m.-3:00 p.m.
Registration code: 24D3

The TMP Advanced Leadership Summit is an exclusive program for trustees who have
earned the TMP Certificate of Attendance and commemorative pin. The Summit
offers an opportunity to further examine relevant topics critical to a fund’s
overall strategy. What will trustee leadership look like in the future? What are
the challenges and prospective solutions for forward-thinking organizations? The
topic focus of the TMP Advanced Leadership Summit changes each year to reflect
the most essential issues facing trustees today. Attendees of the Summit will
earn two tickets toward the main conference certificate of attendance.

Note: Registration is limited, register early.


CERTIFICATE OF ACHIEVEMENT IN PUBLIC PLAN POLICY (CAPPP®): HEALTH PART II

Two-day workshop
Saturday, November 9, 2024, 8:00 a.m.-5:00 p.m. and
Sunday, November 10, 2024, 8:00 a.m.-4:00 p.m.
Registration code: 2418H

An essential program for new trustees and those seeking a refresher in public
sector benefit plans, the CAPPP program addresses the core concepts and current
trends in health plans, plan design and fiduciary aspects of public sector
benefit plans. This exam-based program is led by industry practitioners and
experts in the field.

Note: Limited seats are offered for this program.


CERTIFICATE OF ACHIEVEMENT IN PUBLIC PLAN POLICY (CAPPP®): PENSIONS PART II

Two-day workshop
Saturday, November 9, 2024, 8:00 a.m.-5:00 p.m. and
Sunday, November 10, 2024, 8:00 a.m.-4:00 p.m.
Registration code: 2418P

An essential program for new public sector trustees working with pensions, this
program addresses the fundamental areas involved in managing pension plans.
Sessions dissect the basics of what you need to know for your role and the
distinguished faculty bring real-life scenarios and years of experience to
enrich the content and your takeaways.

Note: Limited seats are offered for this program.




FINANCIAL PLANNING WORKSHOP


HEALTH, WEALTH AND HAPPINESS—PLANNING YOUR PATH TO A SUCCESSFUL RETIREMENT

Two-Day program
Saturday and Sunday, November 9-November 10, 2024, 8:00 a.m.-1:00 p.m.
Registration code: Attendee only PC53; Attendee plus spouse/guest PC55

Securing a healthy and successful retirement requires a holistic approach that
goes beyond just having enough money. This workshop will explore tools and
resources to design the “life” side of your next chapter and to boost and
protect your retirement income. Attendees of all ages are encouraged to attend.

$1,050 through September 30, 2024 and $1,350 after September 30 for members.

Spouses/Guests may also attend this workshop at a reduced price!

Attendee plus spouse/guest registration:
$1,140 through September 30, 2024 and $1,440 after September 30 for members.
Use registration code: PC55




ONE-DAY ENRICHMENT WORKSHOPS—ATTEND ONE OR BOTH DAYS!

Enrichment Workshops are $525 per day through September 30, 2024 and $675 per
day after September 30 for members.


CYBERSECURITY AND SOCIAL ENGINEERING FRAUD

Saturday, November 9, 2024, 8:00 a.m.-1:00 p.m.
Registration code: PC01

Fraud can happen at any time, in any place. You are responsible for having the
tools necessary to prevent cyberattacks, data breaches, and claims fraud. Join
this One-Day Preconference to learn how to spot social engineering fraud, learn
about tools and tests to be implemented to avoid fraud, review and implement the
right insurance coverage, and more!


MENTAL HEALTH FIRST AID®

Saturday, November 9, 2024, 8:00 a.m.-1:00 p.m.
Registration code: PC03
Sunday, November 10, 2024, 8:00 a.m.-1:00 p.m.
Registration code: PC04

Mental Health First Aid® (MHFA) at Work is a high-impact, skills-based training
program that teaches workers how to offer help to a person who may be developing
or is suffering from a mental health concern or crisis. Attendees will be
introduced to the unique challenges and needs of the individual who may
experience the symptoms of mental illness.

 * Identify the impact of mental health challenges and recovery on the
   well-being of adults in the workplace.
 * Explain and practice the five-step MHFA action plan (ALGEE).
 * Discuss appropriate methods of self-care for individuals in the workplace.

Register early—Seating is limited to 30 attendees per day.


OVERCOMING BIAS IN THE WORKPLACE

Saturday November 9, 2024, 8:00 a.m.-1:00 p.m.
Registration code: PC05

In this timely, powerful, and highly interactive training, we’ll look at how
team members can reduce unconscious bias, and we’ll explore the many ways that
we can change our practices (such as hiring and promotions) to minimize the
impact of cognitive bias and create a culture in which everyone can grow and
succeed.


ATTORNEYS ONLY—ETHICS AND DIVERSITY IN EMPLOYEE BENEFITS

Sunday, November 10, 2024, 8:00 a.m.-1:00 p.m.
Registration code: PC02

Join us for 3 hours of continuing legal education credits in Ethics and 1 hour
of Diversity, Inclusion, and Elimination of Bias training for benefit attorneys.
This critical education will cover representation matters, contracts and
relationships, disclosures, and DEI litigation. Be sure to include your CLE
request on the registration form with your state and BAR license number.


A WAY WITH WORDS, HOW TO SAY WHAT YOU MEAN TO GET WHAT YOU WANT

Sunday, November 10, 2024, 8:00 a.m.-1:00 p.m.
Registration code: PC06

The ability to connect with those around us and powerfully and positively
communicate wants and needs is a differentiator in today’s world of increasing
isolation and separation. Gain confidence to enter into any meeting or
conversation, knowing you have the knowledge and tools to be heard and received
in the way you intended and to be a positive influence with your teams,
colleagues, and superiors.

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2024 International Foundation of Employee Benefit Plans