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12 (Mon)
Event Details
Start Date/Time 12th Feb Monday AM 9:00 (GMT -7)
End Date/Time 12th Feb Monday AM 5:00 (GMT -7)
Location Online
Contact NATOA.CA
Categories
Author pmnationtalk
Type Public
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Aboriginal Trustee Training Program

The training program is designed to empower Trust Officers to make informed decisions on behalf of your Community for now and the seven generations yet unborn.
Learning Objectives
  • Identify the key elements, parties and purposes of Aboriginal Trusts
  • Understand different types of Trusts and Trust agreements; identify common frameworks for Trusts
  • Identify the duties of a Trustee and the role a Trustee plays
  • Better understand important investment concepts; how to select an investment advisor
  • Identify what reasonable Trust expenses; strategies for controlling them
  • Understand the importance of meetings and the process for recording meeting minutes
  • Understand important skills related to accounting used for Trusts and the purpose of account statements
  • Identify and understand key trust records, as well as the purpose and importance of reporting
We are pleased to announce Scholarship is available upon approval For details or to register: NATOA.CA

COURSE OUTLINE OBJECTIVES

The program consists of eight modules, followed by a comprehensive case study that will incorporate key points and skills learned throughout the program:
  • Trust Overview
  • Typical Trust Frameworks
  • Duties and Powers of Trustees
  • Trust Investment
  • Trust Expenses
  • Trustee Meetings
  • Accounts of Trustees
  • Trust Reporting
*Comprehensive Case Study  

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