Collection Procedures Institute

Monday, September 10 - Tuesday, September 11, 2012
Hyatt Regency Monterey, Monterey, CA

The Collection Procedures Institute is designed to provide the practical information you need to fulfill your fiduciary obligation to collect the benefit payments due your funds. With expert professionals and practitioners sharing trends, legal and legislative  updates, and best practices, you will obtain critical information that will help you benchmark your own policies and procedures. Networking with peers who face similar challenges will reinforce your learning experience. Register now to attend this valuable and timely institute.

Topics

  • Why Are Collections Important
  • Effective Collection Programs
  • Payroll Auditing
  • Advanced Payroll Auditing
  • Delinquency Committees
  • Collection Issues for Attorneys
  • Collection Issues for Administrators
  • Mechanic Liens and Public Project Payment Bonds
  • Alter Ego/Successor Liability
  • Bankruptcy
  • Withdrawal Liability
  • Winning Your Case:  From Auditing to Litigation
  • Unique Collection Cases:  You Be the Judge
  • Settlements and Enforcement

Key Takeaways

  • Items for action
  • Networking and interactive sessions allow you to learn from your peers.
  • Learn from experts the best practices being implemented.
  • Hear how recent key legal decisions impact your plans.

Registration Includes

  • Continental breakfasts
  • A reception

For more information on program content, please contact Tom DeRoche at (262) 373-7648, or tomd@ifebp.org.

What Past Attendees Are Saying

  • "Very informative to ways to collect other than what all funds are currently practicing. I will suggest the additional tools to effectively collect further delinquencies as well as past ones."
  • "A breath of fresh air, good tools, great teaching style and interaction."
  • "Gave us different perspectives and good examples of what to look for. Will give me a tool to help ramp up the audit request so the auditor will be clear on what we are looking for/potential problems."
  • "The most educational four days of all conferences that this trustee’s masters graduate has attended."
  • "Great conference. Well organized, stayed on time, good speakers and excellent topics."

Hotel Information

Hyatt Regency Monterey

Rate: $172.00 Single/Double Occupancy
Reservation Deadline: August 6, 2012

You will be charged a $350 deposit upon registration. Please specify your hotel requirements on the registration form.

Who Should Attend

U.S. Program Multiemployer Training Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels
  • Trustees of multiemployer plans from both small and large funds in all industries
  • Payroll auditors and collection coordinators
  • Administrators
  • Certified public accountants
  • Collection attorneys
  • Collection managers
  • Administrative staff in fund offices and third-party offices
Registration Information
  Member Non Member

Through 7/30/2012 $860.00 $1,010.00
After 7/30/2012 $1,060.00 $1,210.00
 (#16-1216)
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