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