SMACNA Trustee Training Seminar
2-day, November 6 & 7, 2023
Rosemont, Illinois
DAY 1
Signature II Meeting Room
7:30 a.m. BREAKFAST
8:00 a.m. Fiduciary Duty of a Trustee: Dan Kelly, Felhaber Larson; and
Tom Hughes, Felhaber Larson
9:30 a.m. Common Missteps of Trustees & Best Practices to Avoid Them: Tom Hughes, Felhaber Larson
11:00 a.m. Collections & Compliance Audits; and Conflicts Among Trustees: Tracy Mainguy, Bullivant Houser
`12:30 p.m. LUNCH (Signature I Meeting Room)
1:30 p.m. Understanding Fund Investments: Craig Dobbs, Graystone Consulting
3:00 p.m. Actuarial Work for Non-Actuaries: Josh Shapiro, Groom Law Group
4:30 p.m. RECEPTION (BC Private Dining)
6:00 PM BREAK FOR DAY
DAY 2
Signature II Meeting Room
7:30 a.m. BREAKFAST
8:00 a.m. Financial Literacy for Participants: Craig Abbott, Manning Napier
9:30 a.m. Fund Audits: Dawn Minemier, The Bonadio Group
11:00 a.m. LUNCH (Signature I Meeting Room)
Noon Advice From and Q&A with an Administrator: Chuck Wytrychowski, BeneSys, Inc.
1:00 p.m. Legislative and Regulatory Update: Mariah Becker, NCCMP
2:30 p.m. END PROGRAM
