PPT-2013 CAIS Trustee/School Head Conference

Managing Risk After the Sandy Hook Tragedy February 2 2013 Presented by Ronald C Wanglin Chairman Bolton amp Company Insurance Brokers Rick Shaw Principal Awareity Risk Management amp Governance. Kennedy Presidential Library and Museum Deer Island Wastewater Treatment Plant Wind turbines Thompson Island Outward Bound Education Center US Coast Guard Station Fort Andrews Fort Revere Fort Warren Fort Standish Fort Strong Fort Independence Bosto Introduction. Basic Idea. . Settlor. . Legal Equitable. Interest Interest. . Trustee Beneficiary. New Approaches to an Old Nemesis. Getty Images/Digital Vision.. US.IVE.13.03.021. Key Points to Cover Today!. Head Lice: Getting to Know You. The Key Role of the Clinician in Head Lice Diagnosis and Treatment. 1. Money Damages (trustee not in breach) -- § 114.001. Any profit through or arising out of the administration of the trust.. Exception for trustee’s compensation. 1. Money Damages (trustee in breach) -- § 114.001. Changchun American International School (CAIS). AACE Global Learn Asia Pacific: March 30, 2011. Establishing 3D Virtual World Presences for the International Baccalaureate’s Teachers, Administrators . Re-engagement Strategy. . June 2, 2015. Board Convened Ad Hoc Trustee Governance Committee. Board Convened Ad Hoc Trustee Governance Committee. Board appointed Co-Chairs of Ad Hoc Trustee Governance Committee: . The Head of School . a. nd. The Board of . Trustees. (Wanda M. Holland Greene, Head of The Hamlin School). The Waltz in a Nutshell. The Head of School . guides. the board of trustees, yet the board . Trust Property. 1. Tracing. Goal = recover actual trust property from trustee or non-BFP.. Double recovery (money and property) not allowed.. What is the key benefit of the tracing remedy?. Tracing into Commingled Account. Susan Nelson – Head of School. Leo . Marshall – Director of Admission and Financial Aid. The Webb Schools, CA. A View from the Porch. 2. CAIS: Heads/Trustees Conference. There are vastly different and more serious challenges than ever;. Sources of Trustee’s Powers. 1. Trust Instrument. Sources of Trustee’s Powers. 2. Trust Code. §§ 113.001-113.029. Sources of Trustee’s Powers. 3. Granted by Equity (Implied Powers). § 113.002 – “necessary or appropriate”. 1. Money Damages (trustee not in breach) -- § 114.001. Any profit through or arising out of the administration of the trust.. Exception for trustee’s compensation. 1. Money Damages (trustee in breach) -- § 114.001. Standing to enforce. Must be “interested person”. Beneficiary. Trustee. Attorney general (charitable trusts). Others affected by the trust?. Necessary Parties. Must determine under state law the parties who MUST be involved with the lawsuit.. Thisagreeentmade andentered intoandbetweenFaye D. English,ChapterStandng Trustee (hereinafterreferredTRUSEE),and(enter name user)(hereinafterreferred The Trustee isdulyappointedpterStandingTruste for FINANCIAL MANAGEMENT. Koos Du Toit CA (Nam) CA (SA). Financial Director Paramount Healthcare. FINANCIAL MANAGEMENT - AGENDA. Reading and interpretation of management accounts.. Key financial indicators to be considered by trustees..