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 Collection Procedures Institute

Wednesday, September 18 - Thursday, September 19, 2013
The Westin Copley Place, Boston, MA

Registration coming soon!


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. Collections are a critical and complex component of your fund’s financial health. In today’s economic, legal and regulatory environment, you cannot afford to ignore your collections program. 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.

Session Schedule/Handouts/Speakers

Key Takeaways

  • Takeaway items for action
  • Sample documents, checklists and other prototypes
  • Networking and interactive sessions allow you to learn from your peers.
  • Learn from experts what best practices are being implemented.
  • Hear how recent key legal decisions impact your plans.

Session Topics

  • Collection Nightmares
  • Understanding the Collection Process
  • Conducting an Efficient Payroll Audit—Best Practices and Who Does What
  • Collection Issues for Health and Welfare Plans
  • Delinquency Committees
  • Unique Payroll Auditing Situations
  • Fraud in Collections
  • Collection Issues in Withdrawal Liability
  • Traveling Contractor Clauses and Separation Agreements
  • Bankruptcy
  • Beyond the Signatory Employer
  • Ask the Experts
  • Unique Collection Cases—You Be the Judge
  • Final Resolution and Getting Your Money

Registration Includes

  • Continental breakfast
  • Networking reception

Accompanying Educational Programs

For more information on program content, please contact Tom DeRoche at (262) 373-7648, or

Hotel Information

We are no longer handling reservations for this program.

The Westin Copley Place


For new reservations and changes phone Reservations @ 1-888-627-7216
Rooms & rates based on availability.

Who Should Attend

  • Trustees of multiemployer plans from both small and large funds in all industries
  • Payroll auditors and collection coordinators
  • Administrators
  • Certified public accountants
  • Attorneys
  • Administrative staff in the fund offices and third-party offices 
  • Download the Brochure