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Collection Procedures Institute—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, November 8 through Monday, January 15. Please contact edprog@ifebp.org if you have questions or need assistance.

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Wednesday, November 15

8:00 AM – 9:15 AM

CL01  Team Collections

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

Travis J. Ketterman, GBA Speaker
Partner
McGann, Ketterman & Rioux
Chicago, IL

This session will set the stage for the entire conference. Learn about fiduciary responsibility in collections and who does what including: • Fiduciary responsibility • Players—roles—interactions • Policies you should have (#4—Collections)

9:30 AM – 10:45 AM

CL02  The Collections Process

Christopher E. Brecht, GBA, RPA Co-Speaker
Chief Executive Officer
Carday Associates Inc.
Columbia, MD

Stephen J. O'Sick Co-Speaker
Fund Administrator
Bricklayers and Allied Craftworkers (BAC) Local 2 New York Joint Benefits Funds
Albany, NY

Overview of the collections process with review of how your collections program should be structured. Topics include: • Processes and procedures you should have • Collective bargaining agreements, participation agreements and project labor agreements • Remittance process • Activation of the delinquency process • Delinquency committees • Arbitration (#4—Collections)

11:00 AM – 12:15 PM

CL03  Collection Operations

Christopher E. Brecht, GBA, RPA Co-Speaker
Chief Executive Officer
Carday Associates Inc.
Columbia, MD

Stephen J. O'Sick Co-Speaker
Fund Administrator
Bricklayers and Allied Craftworkers (BAC) Local 2 New York Joint Benefits Funds
Albany, NY

This session will focus on the operational aspects of administering your collections program: • Administrative role • Data access and security • Notifications • Sample documents • Employer training (#4—Collections)

1:15 PM – 2:30 PM

CL04  Payroll Auditing

Jacquelyn K. Coyle, CFE, CPA Co-Speaker
Partner
Novak Francella LLC
Philadelphia, PA

Lawrence R. Beebe, CPA Co-Speaker
Partner
WithumSmith+Brown, PC
Bethesda, MD

Efficient payroll audits require many players, a good process and solid policies. This session will focus on: • Payroll audit selection • Payroll audit process • Reports • Questions you should ask (#4—Collections)

2:45 PM – 4:00 PM

CL05  Winning Your Case

Travis J. Ketterman, GBA Speaker
Partner
McGann, Ketterman & Rioux
Chicago, IL

At the end of the day, it’s all about collecting the benefit payments. Sometimes that involves litigation. This session will cover: • Litigation procedures • Prepping witnesses • Settlements (#4—Collections)