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Collection Procedures Institute

Monday, September 19 - Tuesday, September 20, 2016
The Westin Copley Place Boston, Boston, MA Images/collections-procedures-institute-2016.jpg
Conference begins in:


Collecting the benefit payments due your funds is a critical and complex process that affects the overall financial health of the fund. In this economic, legal and regulatory environment, you cannot afford to ignore your collections program.

The Collection Procedures Institute is designed to provide the practical information you need to fulfill your fiduciary obligation to collect these benefit payments. Register for this conference to hear expert professionals and practitioners share trends, legal and legislative updates and best practices so you can benchmark your policies and procedures as well as network with others who share similar challenges.


  • Team Collections
  • Understanding Your Fiduciary Responsibilities in Collections
  • The Collections Process
  • Collection Operations
  • Conducting an Effective Payroll Audit Program
  • Withdrawal Liability and Collections
  • Beyond the Signatory Employer
  • Guided Open Forum—AnsweringYour Questions
  • Neutralizing Common Delinquent Employer Tactics
  • Settlements—Post-Judgment Strategies

Session Schedule/Speakers/Handouts

I found everything very educational. I am not an auditor but learned more of their process and now can help more with communicating to auditors about things I have found. I can go back to the office a better worker because of the education I have received the last two days.

Tara CromBenefit Collections Analyst
NWO Electrical Administrators Inc.

​Benefits of Attending

  • Come away with takeaway items for action.
  • Receive sample documents, checklists and other prototypes.
  • Learn from your peers in networking and interactive sessions.
  • Learn from experts what best practices are being implemented.
  • Hear how recent key legal decisions impact your plans.

Who Should Attend

This conference has been created for trustees of multiemployer plans from both small and large funds in all industries, payroll auditors and collection coordinators, administrators, certified public accountants, attorneys, salaried administrators, third-party administrators and administrative staff.


Attend sessions by various speakers including: inspirational speakers, professors and other ​specialists. Below are a few of the experts who will be speaking this year.

Christopher E. Brecht, GBA, RPA Chief Executive Officer Carday Associates
Jacquelyn K. Coyle, CFE, CPAPartnerNovak Francella LLC
​​​William J. Einhorn Trustee Pennsylvania Employee Benefits Trust Fund; Teamsters Health and Welfare and Pension Trust Funds of Philadelphia and Vicinity
​Travis J. Ketterman, GBA Partner Whitfield McGann & Ketterman

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 8/8/2016 US $1,145.00 US $1,365.00
After 8/8/2016 US $1,395.00 US $1,615.00