Collection Procedures Institute

Monday, November 12 - Tuesday, November 13, 2018
Arizona Biltmore, Phoenix, AZ
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Strategies for Collecting Past Due Payments

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.


Below are the topics for the 2018 Institute.

  • ​Team Collections
  • The Collections Journey
  • Administrative Operations
  • Making Your Payroll Auditing More Efficient
  • Your Guide to Collection Litigation
  • Beyond the Signatory Employer
  • ​What's New in Payroll Auditing (Advanced)
  • Collections and Bankruptcy
  • Delinquency Meetings—How to Manage Them
  • Withdrawal Liability and Collections
  • Unique Collections Cases: You Be the Judge
  • Collections Wrap Up—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

  • 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.


Lawrence R. Beebe, CPA Partner
WithumSmith+Brown, PC
Bethesda, Maryland

Christopher E. Brecht, GBA, RPA Chief Executive Officer
Carday Associates

Columbia, Maryland

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

Jacquelyn K. Coyle, FE, CPAPartner

Novak Francella, LLCPhiladelphia, Pennsylvania

Travis J. Ketterman, GBA Partner, McGann Ketterman & Rioux Chicago, Illinois

Stephen J. O’Sick,

Fund Administrator

Bricklayers and Allied Craftworkers Local 2

New York Joint Benefits Funds Albany, New York

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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 10/1/2018 US $1,225.00 US $1,445.00
After 10/1/2018 US $1,525.00 US $1,745.00