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Collection Procedures Institute

Wednesday, November 15 - Thursday, November 16, 2017
Loews Santa Monica Beach Hotel, Santa Monica, CA
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Conference begins in:


The overall financial health of a fund is imperative to its longevity, and collecting the benefit payments that are due is a complex process. The Collection Procedures Institute will provide you with the information you need to fulfill your fiduciary responsibility to collect benefit payments. This conference will present best practices, trends, legal and legislative updates and the opportunity to network with those who are dealing with the same challenges.


  • ​Team Collections
  • The Collections Process
  • Collection Operations
  • Payroll Auditing
  • Winning Your Case
  • Beyond the Signatory Employer
  • ​Advanced Payroll Auditing
  • Withdrawal Liability and Collections
  • Collections and Bankruptcy
  • Fraud in Collections
  • Unique Collections Cases—You Be the Judge
  • Guided Open Forum—Answering Your Questions

The Collection Procedures Institute is critical if you plan to have a necessary knowledge of current legal and trustee issues.

Timothy S. MackeyLabor TrusteeLocal 1414

​Benefits of Attending

  • Understand the collections process
  • Learn effective strategies and trends from experts and practitioners
  • Hear how recent legal decisions impact your plans
  • Best practices to implement
  • Sample documents, checklists and other prototypes
  • Networking and interactive sessions allow you to learn from your peers

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, certified public accountants, attorneys, salaried administrators, third-party administrators and administrative staff.


Below are some of the speakers that will present at this conference.

Lawrence R. Beebe, CPAPartner
WithumSmith+Brown, PC

Christopher E. Brecht, GBA, RPAChief Executive OfficerCarday Associates Inc.

Michael J. CookPresident and Secretary-Treasurer
Bricklayers and Allied Craftworkers L 1 Minnesota/North Dakota

Jacquelyn K. Coyle, CFE, CPAPartnerNovak Francella LLC


Travis J. Ketterman, GBAPartnerMcGann, Ketterman & Rioux


Stephen J. O'SickFund AdministratorBricklayers and Allied Craftworkers Local 2 New York Joint Benefit Funds 

​Accompanying Educational Event—Program Discount

The Construction Industry Benefits Conference and the Collection Procedures Institute run consecutively. Attend both programs and save $250 on your registration. Use discount code Const17 to save.

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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 10/2/2017 US $1,195.00 US $1,415.00
After 10/2/2017 US $1,495.00 US $1,715.00